Intermediate level · Module 6: Excel Reporting System Project · Lesson 1 of 3
Requirements and Data Pipeline
Agree the report's questions and build the Power Query pipeline from the raw files.
In this lesson you will
- Write report requirements with users
- Build the import and cleaning pipeline
Key concepts
report requirementsdata sourcespipelinedata checks
The lesson
List the questions managers need answered each month and the data each requires. Agree definitions, such as what counts as a completed distribution.
Build the Power Query pipeline from the raw files, with checks such as row counts and totals compared with the source.
Document each data source and its owner.
Step by step
- Write the requirements with the 'manager'.
- List data sources and owners.
- Build the pipeline.
- Add data checks.
Practice activity
Complete the requirements and data pipeline.
Expected result: An approved requirement list and a working, checked pipeline.
Check your understanding
-
Why agree definitions with users?
Show answer
So figures mean the same thing to everyone.
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Give an example of a pipeline check.
Show answer
Comparing row counts or totals with the source files.
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