Power Query offers many ways to get data to Excel. One of them is to Web Data import feature. Let’s understand how this works by importing world stock exchange closing data from Google Finance website.
[Related: Introduction to Power Query]
Importing web data in to Excel – Step by step tutorial
Note: You need Power Query for this tutorial. Install Power Query on Excel 2013 (how to) and continue reading.
- Open a blank workbook. Go to Power Query ribbon & click on From Web button. Enter the URL of the webpage from which you want to import the data.
- Your web page will be loaded in to Navigator pane. If there are any tables or other sections of the page that can be readily embedded in Excel, they will show up in the navigation tree structure. Hover on any table to see if that is the data you want. Once you identify what you need, click on Load to get this data in to Excel. If you want to pre-process the data before loading in to Excel, click on Edit.
- Let’s say you have taken Table 0, which contains stock market closing data around the world. When this is edited in Power Query window, it looks like this.
- As you can see, there are 2 problems with this data. (1) Column headers are missing (2) Column 3 should be splitted in to 2 columns.
- Renaming columns: Simply double click on column headers and write whatever header you want.
- Splitting a column: Select column 3 and Click on home > split column button in Power Query window. Specify the delimiter (in our case space should work) and click ok.
- Once column is spitted, our new set up looks like below. Column 3.2 needs further cleaning. We need to remove the brackets ( ).
- Removing the brackets: Select column 3.2 and click on Home > Replace values button. Replace ( with nothing. Repeat the replacement, but this time replace ) with nothing.
- Almost done. Our data is clean. Just change the column titles and we get this:
- Finally load this data to Excel by clicking on “Close & Load” button. Instantly, all this web data will be loaded to Excel as a new table.
How to refresh the imported data?
Simple. Do one of the below:
- Click on “Refresh all” button in Data ribbon of Excel
- Right click on Excel table with web data and choose “Refresh”
- Activate workbook queries pane (from Power Query ribbon) and refresh the query by clicking on the refresh icon at right.
Download Power Query web data – Example workbook
Please click here to download the workbook with Power Query web data extraction example. Right click on the query in workbook queries pane and edit it to understand the pre-processing steps better.
What awesome things can you do with web data in Excel?
Integrating your own data with publicly available sources can lead to interesting analysis situations. Power Query, Power BI & Power Pivot offer several ways to connect to web data (Facebook, Azure market place, Google Analytics etc.) and analyze it in Excel.
Have you tried importing web data to Excel? What has been your experience like? Please share your tips & thoughts in the comments section.
More ways to analyze web data in Excel:
Learn more about analyzing web data in Excel
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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