[Excel] Power Query - Atualização Automática de arquivos - Gaste Seu Tempo com o que Importa

Lille School

7 Jun 202315:48

Summary

TLDRIn this tutorial, the host Rubens, a consultant from Aline, demonstrates how to enhance productivity in Excel by automating the process of merging multiple spreadsheets. The video guides viewers through eliminating daily manual labor of updating spreadsheets by using Excel's Power Query feature. Rubens shows how to import data from various files into a single Excel sheet, filter and combine them, and perform calculations to create a consolidated report. This method saves time and allows for more efficient work, which can be beneficial for those dealing with repetitive tasks in their daily jobs.

Takeaways

😀 The video is a tutorial on increasing productivity in Excel by automating repetitive tasks.
🔄 It discusses the common issue of having to download and manually update spreadsheets daily for reporting to a supervisor.
📚 The presenter, Rubens, introduces the use of Power Query, an Excel extension, to streamline the process of handling multiple spreadsheets.
💡 Power Query can import data from various sources such as CSV, XLSX, XML, JSON, and databases, which can be combined within Excel.
🔍 The script demonstrates how to use Power Query to import and combine data from multiple Excel files into a single workbook.
🗂️ It explains the steps of using 'Get & Transform' in Power Query to filter and combine data, avoiding the need for manual daily updates.
📈 The tutorial includes a practical example of creating a consolidated sales report by merging data from different months.
🧩 The process involves filtering out unnecessary columns, applying transformations, and using calculations to derive new data such as total sales.
🔑 The script highlights the importance of understanding the structure of imported data and adjusting the settings in Power Query accordingly.
♻️ It shows how to refresh the data automatically using Power Query's 'Refresh All' feature, ensuring the workbook is always up to date.
🚀 The video concludes by emphasizing the time-saving benefits of automating Excel tasks with Power Query, leading to increased productivity.

Q & A

What is the main topic of the video?
-The main topic of the video is about increasing productivity in Excel by automating repetitive tasks such as downloading daily spreadsheets and combining them without the need for daily manual updates.
Who is the presenter of the video?
-The presenter of the video is Rubens, a consultant from Aline.
What is the purpose of using Power Query in this video?
-The purpose of using Power Query is to automate the process of importing and combining data from multiple Excel files into a single spreadsheet, reducing the need for repetitive manual work.
How does Power Query help in automating the task of combining spreadsheets?
-Power Query helps by allowing the user to create connections to multiple Excel files, transform the data as needed, and then combine the data into a single consolidated table that can be easily updated.
What is the first step in using Power Query to automate the task?
-The first step is to access Power Query from the Data tab in Excel, then select 'Get Data' and choose the source files from the working directory.
How does the video demonstrate the process of importing data from an Excel file using Power Query?
-The video demonstrates by showing the presenter navigating to the 'Data' tab, selecting 'Get Data', choosing 'From Workbook', and then selecting the desired Excel file to import.
What is the significance of the 'Transform Data' option in Power Query?
-The 'Transform Data' option in Power Query allows the user to modify the data structure, such as adding or removing columns, changing data types, and applying filters, before loading the data into the main Excel workbook.
How does the video show the process of combining data from multiple Excel files into one?
-The video shows this by creating a new query for each additional Excel file, then using the 'Combine Files' feature in Power Query to merge the data into a single table.
What is the benefit of using Power Query's 'Combine Files' feature?
-The 'Combine Files' feature simplifies the process of merging data from multiple sources into a single, unified table, which can then be easily updated and maintained.
How does the video address the issue of repetitive tasks in daily work?
-The video addresses the issue by showing how to set up Power Query to automate the process of combining spreadsheets, thus reducing the need for daily manual updates and allowing for more efficient use of time.
What additional functionality does the presenter mention about Power Query that could be covered in future lessons?
-The presenter mentions that there are more advanced features and capabilities of Power Query that could be covered in future lessons, such as automating processes and handling more complex data transformations.

Outlines

00:00

📊 Introduction to Excel Productivity Techniques

This paragraph introduces the video's aim to teach viewers how to increase productivity in Excel by making daily tasks more efficient. The speaker, Rubens, a consultant, explains that the video will guide through automating the process of downloading daily spreadsheets, making changes, and stacking them on top of each other. The goal is to perform this repetitive task only once, thus reducing daily workload. The introduction also encourages viewers to subscribe and share the video with others who might benefit from these Excel automation techniques.

05:01

🔍 Exploring Power Query for Data Consolidation

The speaker demonstrates the use of Power Query, an Excel extension, to automate data extraction and consolidation. He explains how to navigate through Power Query to import data from various sources such as CSV, XLSX, XML, and JSON files. The process includes understanding the data structure, identifying headers, and assigning appropriate data types to columns. The speaker guides through creating a new query to import multiple spreadsheets and emphasizes the importance of transforming data before loading it into the main workbook to ensure accuracy and efficiency.

10:02

🔧 Power Query Transformation and File Consolidation

In this section, the speaker focuses on refining the use of Power Query to filter and consolidate data from multiple files. He illustrates how to filter out files based on specific criteria, such as file names starting with 'extração', and how to remove unnecessary columns to streamline the data. The speaker then proceeds to merge the filtered data into a single workbook, which will serve as a comprehensive report for management. He also discusses the process of updating this consolidated data with new files added to the folder, showcasing the automation capabilities of Power Query.

15:03

📈 Finalizing the Data and Enhancing Productivity

The final paragraph wraps up the video by showing the completed consolidated data and emphasizing the time-saving benefits of using Power Query. The speaker demonstrates how to perform calculations within the consolidated data, such as multiplying quantity by unit price to get total values. He also explains how to refresh the data automatically with new files, ensuring that the report remains up-to-date without manual intervention. The video concludes with an invitation for viewers to subscribe to the channel, share the video, and leave comments for further inquiries, hinting at future lessons on advanced Excel automation.

Mindmap

Keywords

💡Productivity

Productivity refers to the efficiency with which an individual or system produces desired outcomes. In the context of the video, the theme revolves around increasing productivity in Excel by automating repetitive tasks. The script mentions reducing daily rework by automating the process of combining multiple spreadsheets into one, which is a clear example of enhancing productivity.

💡Excel

Excel is a widely used spreadsheet program developed by Microsoft. It is a key tool for data organization, analysis, and visualization. The video script focuses on Excel as the platform to automate tasks, demonstrating how to use its features to streamline daily work processes and reduce manual labor.

💡Automation

Automation is the use of technology to perform tasks with minimal human intervention. The video script discusses automating the process of updating and combining spreadsheets in Excel, which is a way to automate a mundane and repetitive task to save time and effort.

💡Power Query

Power Query is an Excel add-in that enhances the self-service data preparation capabilities available in Excel. The script describes using Power Query to import data from various sources and combine multiple spreadsheets into a single dataset, which is a fundamental part of the automation process shown in the video.

💡Data Sources

Data sources are the origins from which data is retrieved or collected. In the script, different types of data sources such as CSV, XLSX, XML, and JSON are mentioned as potential inputs for Power Query, indicating the versatility of Excel in handling various data formats.

💡Spreadsheets

Spreadsheets are digital documents used for tabular data organization and manipulation. The video script frequently references spreadsheets, emphasizing the need to combine multiple daily or monthly spreadsheets into a single, unified report for productivity enhancement.

💡Transformation

Transformation in the context of data refers to the process of converting data from one format or structure to another. The script mentions 'transformar dados' (transform data) when using Power Query to adjust and prepare the imported data for further use in Excel.

💡Merge

Merging in the context of spreadsheets involves combining two or more datasets into a single one. The video script describes the process of merging different spreadsheets into one unified dataset using Power Query, which is a key step in automating the task at hand.

💡Headers

Headers in a spreadsheet are the row or column titles that describe the data contained in the cells below or beside them. The script refers to headers when discussing how Power Query recognizes and promotes the first row of imported data as column headers, which is important for data organization.

💡Formulas

Formulas in Excel are used to perform calculations and manipulate data. The script mentions using formulas to calculate totals, such as multiplying quantity by unit price, which is an example of automating calculations across combined datasets.

💡Refresh

Refreshing in the context of Excel refers to updating data connections or queries to reflect the most current data. The video script ends with the concept of refreshing all data connections to update the combined spreadsheet with the latest information, demonstrating the dynamic nature of the automation process.

Highlights

Introduction to a productivity-enhancing Excel tutorial.

Learning to automate repetitive tasks in Excel to reduce daily rework.

Using Excel's built-in features to consolidate daily downloaded spreadsheets.

Understanding how to work with Power Query, an Excel extension.

Importing data from various sources using Power Query.

Transforming data within Power Query for better organization.

Creating a single consolidated spreadsheet from multiple files.

Filtering and selecting specific data within Power Query.

Combining multiple spreadsheets into one using Power Query.

Automating the process of updating spreadsheets with new data.

Creating a base spreadsheet for monthly data consolidation.

Using Power Query to automatically refresh data from multiple files.

Performing calculations within the consolidated spreadsheet.

Updating the base spreadsheet with new data without manual re-entry.

The impact of automation on improving productivity and reducing repetitive work.

Encouraging viewers to subscribe and share the video for those facing similar repetitive tasks.

Invitation to learn more about Power Query's capabilities in future tutorials.

Conclusion emphasizing the time-saving benefits of Excel automation.