Excel 2016 paste wizard
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The source of our Excel Power Pivot data model is an Oracle Database.
#Excel 2016 paste wizard full#
Matt Allington is full time Self Service BI professional based in Sydney Australia
#Excel 2016 paste wizard code#
And UI tools like the one above can help you get started, and you will be writing your own SQL code without help before you know it. 12 months later having used SQL quite a bit for Power Pivot data imports, I class myself as “competent”. 12 months ago I classed my SQL skill as “knows what it looks like, can read it, but not good at writing it”.
#Excel 2016 paste wizard how to#
Personally I think any Excel user that is regularly importing data from a database should invest a small amount of time learning how to read and write the SQL language.
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Then click Finish and finalise the import of your summary table.įrom here you can go ahead and bring in more tables of data, or start working on your data model as required. ,SUM(fctSales.ExtendedAmount) AS Sum_ExtendedAmount ,COUNT(DISTINCT fctSales.SalesOrderNumber) AS In fact you can even change the SQL code here (to change the returned column names as an example). Once again, well within reach for the average Excel user that is learning Power Pivot. “Group By” simply means “give me a sub total at this level”.įinally you apply a couple of filters to limit the results to the calendar year 2003.Īfter you click OK, the Design Wizard returns the appropriately written SQL code that will be used to fetch the data you need from the database.Īnd this SQL code is not hard to read or understand. These are not difficult concepts for Excel users to grasp even if you don’t know database design or the SQL language. We want to group by order date and territory key, then do a distinct count on order number and sum up the extended amount. In the selected fields section (top right), click the “Group and Aggregate” button and then select the “group by” actions needed for each field. In this case we want order date, Territory Key, Order Number and Extended Amount. Give your query a name (this will be your table name inside Power Pivot) and then click the Design button.Įxpand the table navigation pane on the left and select the columns of data needed. Select your server name and database name in the wizard. Go through the normal “Import from Database” steps as you normally would for Power Pivot. Here are the wizard driven steps to complete this task. So I really want a table something like this to put into Power Pivot. In this example, I don’t want to bring in the full low level transactional data from the source database but instead I want to bring in a summary table for a defined period of time.Įg Give me a table that summarises sales by day and by territory, and also how many invoices there were for the year (say 2003). Let’s consider the following scenario using Adventure Works reporting DB for SQL Server. Now it is not the greatest user interface tool that you will ever encounter, but it is very do-able for the average Excel user. This button is very useful when you want to import data from a database but you don’t have access to an IT buddy to help you out by writing the SQL code you need. I have been using this less preferred option 2 screen for some time now (read about other tricks I use here) but I have never noticed this button before. Anyway when I got to the part about importing data from a database, there in front of me was reference to the “Design Button” which appears on the “less preferred option 2” import screen. Often things that didn’t mean a lot the first time you read will have a new meaning and relevance the second or third time around. I find that reading quality books for a second and third time is a worthwhile and rewarding pursuit.
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I was re-reading the excellent book by The Italians over the weekend.
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But I have to say I was wrong about this and I think there is a lot of value in this second option for Excel users. Very early on I dismissed this as being “not useful” for Excel users of Power Pivot (although I could clearly see the benefit for SQL professionals that could already write SQL code). The second option in the Table Import Wizard is a case in point. And some of the things that I dismissed as “not useful” very early on have turned out to be very useful indeed. I have learnt a lot over the last year working full time as a Power Pivot professional.