Say that we have created a Query that we plan to use very often. Say that we need to share these queries to anyone in our organization. Instead of saving them and emailing Excel Workbooks (where we have to find out which version is the one that we want) to anyone, all we have to do is to Share our Queries. By saving a Query to the Data Catalog we avoid the headaches of untracked workbook versions. All that we need to do is to follow the steps below.
When we have an Excel Workbook that contains a Query, the Query is automatically saved as well.
In order to view all the Queries in our Excel Workbook, we must select the Data tab and from the area of the ribbon named Get & Transform we select the command Show Queries as shown in the image below.
Once the Show Queries command is selected the Workbook Queries task pane appears at the right of our screen as shown in the image below. In the Workbook Queries task pane, we can see all the Queries that are available in our Workbook. In order to share a Query that we have created, we just click on it in the Workbook Queries task pane as shown below, and do a right click on it with our mouse. Once we have done that, a shortcut menu appears where we locate and select the Send To Data Catalog command.
Once we have selected the Send To Data Catalog command, a dialog box appears named Power BI.
In this dialog box we are notified that with Power BI we will be able to do the following:
Search And Access Your Organization’s Data
Clean, Transform And Merge Data From Multiple Sources
Publish Your Results Within Your Organization
All we have to do is to Sign In with our organizational account or create a new one.
Another way to Share our Query is to select the Query Tools main tab, and from the Query tab we locate the Power BI area of the ribbon as shown below and select the command Send To Data Catalog command. Once selected the same dialog box described as above will appear where we follow the same steps in order to Share our Query.
In a previous post of mine I described how to Publish an Excel Workbook to Power BI which you can find right here.
You can also check out the video describing How To Send Queries To Data Catalog in Microsoft Excel.
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This entry was posted in Word 365 ProPlus English and tagged Clean, Data, Excel Workbook, Get & Transform, Microsoft Excel, Microsoft Office, Office Smart, Office System, Publish an Excel Workbook to Power BI, Publish Your Results Within Your Organization, Queries, Query Tools, Search And Access Your Organization’s Data, Send To Data Catalog, Share Queries in Excel, Show Queries, Sign In, Smart Office, Transform And Merge Data From Multiple Sources.