Short Summary
Main recommendation: Use Power Query's Append Queries feature to stack three separate sales tables (from an Access database, an Excel file, and a text file) into one combined table, then load it into the Excel Data Model for Power Pivot. The video shows this as a basic example of Power Query for appending data, with more advanced transformations saved for a later video.
Key Points
- The three source tables that are appended together are: (1) Oakland sales from an Access database, (2) Tacoma sales from an Excel file, and (3) Seattle sales from a text file.
- Power Query is an add-in available in Excel 2010 and 2013, and in 2013 it can load data directly into the Data Model.
- Each source is first imported as a connection-only query, so the three tables can then be combined with Append.
- The final combined table contains 5,291 records and is loaded to the Data Model, where it can be viewed in Power Pivot.
Details Worth Noting
- Concrete instructions:
- Go to the Data tab's Get External Data area (Power Query ribbon) and import the Oakland sales Access table; in the Navigator, select the table and choose Edit.
- Remove the extra unique identifier column that is not needed, and set the date-time column's data type under Transformation.
- Choose Close & Load To, select "Only Create Connection," and click Load.
- Repeat for the Tacoma sales Excel file (From File, Excel), renaming the query to "Tacoma sales," then Close & Load To, "Only Create Connection," Load.
- Import the Seattle sales text file (From File, Text), rename the query to "Seattle sales," then Close & Load To, "Only Create Connection," Load.
- In Power Query, use Append Queries: start with Oakland sales as the primary table, add Tacoma sales as the second table, then Append Queries again to add Seattle sales.
- Rename the appended query (the video uses "All Tables with Sales"), then choose Close & Load To and decide between loading as an Excel table or as a connection added to the Data Model. For Power Pivot, select Only Create Connection/Data Model and click Load.
- Open Power Pivot (Manage) to view the merged table.
- The video notes that the three tables share the same three columns, which is what allows them to be stacked.
- The next video in the series covers transforming data from multiple tables while loading it into the Data Model and building reports.
Bottom Line
Power Query's Append feature is a quick way to consolidate similar tables from different file types into one dataset ready for Power Pivot analysis.





