Getting data from sources in Excel - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is the purpose of the Get & Transform Data feature in Excel?

It helps you import, clean, and reshape data from different sources like files, databases, or web pages before using it in your spreadsheet.

beginner

Name two common file types you can import data from into Excel.

You can import data from CSV (Comma Separated Values) files and Excel workbooks (.xlsx).

beginner

What does the Data > From Web option do in Excel?

It lets you pull data directly from a web page into your spreadsheet, useful for tables or lists published online.

intermediate

Explain what a query is in the context of Excel's data import.

A query is a set of instructions that tells Excel how to get and transform data from a source before loading it into your sheet.

beginner

Why is it useful to refresh imported data in Excel?

Refreshing updates your spreadsheet with the latest data from the source without re-importing everything manually.

Which Excel tab contains the options to import data from external sources?

A Review

B Home

C Insert

D Data

The Data tab has all the tools for importing and managing external data.

What file format is best for importing simple text data separated by commas?

A .xlsx

B .pptx

C .csv

D .docx

CSV files store data as plain text separated by commas, making them easy to import.

Which feature allows you to clean and reshape data during import?

A Get & Transform (Power Query)

B Pivot Tables

C Conditional Formatting

D Data Validation

Get & Transform (Power Query) lets you prepare data while importing.

If you want to update your spreadsheet with new data from the same source, what should you do?

A Use the Refresh button

B Re-import the data manually

C Copy and paste new data

D Close and reopen Excel

Refreshing updates the data automatically without re-importing.

Which data source can Excel NOT import directly using built-in options?

A Web pages

B PDF files

C SQL databases

D Plain text files

Excel does not directly import PDF files without extra tools or add-ins.

Describe the steps to import data from a CSV file into Excel and prepare it for analysis.

Think about how you find the file and what happens before data appears in your sheet.

Explain why refreshing imported data is important and how it helps keep your spreadsheet up to date.

Consider what happens if your source data changes after you import it.

Practice

1. Which Excel feature allows you to import data from an external file like a CSV or another workbook?

easy

A. Create a Pivot Table

B. Use the SUM function

C. Apply Conditional Formatting

D. Get Data from the Data tab

Solution

1. Step 1: Identify the feature for importing data

   Excel's Data tab includes a 'Get Data' option specifically for importing external data files.

2. Step 2: Understand other options

   SUM adds numbers, Conditional Formatting changes cell colors, and Pivot Tables summarize data, none import files.

3. Final Answer:

   Get Data from the Data tab -> Option D

4. Quick Check:

   Import external data = Get Data [OK]

Hint: Look for 'Get Data' under the Data tab to import files [OK]

Common Mistakes:

• Confusing SUM with data import
• Thinking Pivot Tables import data
• Using Conditional Formatting for importing

2. Which of these is the correct way to refresh imported data in Excel to get the latest updates?

easy

A. Press Ctrl + C to copy the data

B. Use the CONCATENATE function

C. Right-click the imported table and select Refresh

D. Delete and re-import the file manually

Solution

1. Step 1: Identify how to update imported data

   Right-clicking the imported data and choosing Refresh updates it with the latest source changes.

2. Step 2: Understand other options

   Ctrl + C copies data, CONCATENATE joins text, and deleting then re-importing is inefficient and unnecessary.

3. Final Answer:

   Right-click the imported table and select Refresh -> Option C

4. Quick Check:

   Refresh data = Right-click and Refresh [OK]

Hint: Right-click imported data and pick Refresh to update [OK]

Common Mistakes:

• Trying to copy data to refresh
• Using text functions like CONCATENATE
• Deleting data instead of refreshing

3. You imported a table from a web page using Get Data. After refreshing, which of these will happen if the web page data changed?

medium

A. The Excel table updates to show the new data

B. Excel shows an error and deletes the table

C. The table stays the same and does not change

D. Excel automatically saves a backup copy

Solution

1. Step 1: Understand the refresh behavior

   Refreshing imported data updates the Excel table to match the current source data, including any changes.

2. Step 2: Consider other options

   Excel does not delete the table or show errors just because data changed; it also does not auto-save backups on refresh.

3. Final Answer:

   The Excel table updates to show the new data -> Option A

4. Quick Check:

   Refresh updates data = Table changes [OK]

Hint: Refresh updates your table with new source data [OK]

Common Mistakes:

• Thinking refresh deletes data
• Assuming no change after refresh
• Expecting automatic backups on refresh

4. You tried to import data from a CSV file using Get Data, but the data looks wrong with extra columns. What is the likely cause?

medium

A. The delimiter setting is incorrect during import

B. The CSV file is empty

C. You forgot to save the Excel workbook

D. The SUM function was applied to the data

Solution

1. Step 1: Identify cause of extra columns

   CSV files use delimiters like commas or semicolons; if the wrong delimiter is chosen, data splits incorrectly into extra columns.

2. Step 2: Rule out other causes

   An empty CSV shows no data, saving Excel doesn't affect import, and SUM function does not change import layout.

3. Final Answer:

   The delimiter setting is incorrect during import -> Option A

4. Quick Check:

   Wrong delimiter = extra columns [OK]

Hint: Check delimiter settings if columns split oddly [OK]

Common Mistakes:

• Assuming file is empty without checking
• Confusing saving workbook with import issues
• Applying functions before fixing import

5. You want to combine data from two different Excel workbooks into one table that updates automatically when either source changes. Which method should you use?

hard

A. Copy and paste data manually from both workbooks

B. Use Get Data to import both tables and create a query to merge them

C. Use VLOOKUP with hardcoded file paths

D. Save both files as CSV and open them separately

Solution

1. Step 1: Identify method for combining and auto-updating data

   Get Data allows importing tables and merging them with queries that refresh automatically when sources change.

2. Step 2: Evaluate other options

   Copy-paste is manual and not automatic; VLOOKUP with hardcoded paths is fragile and not ideal; saving as CSV and opening separately does not combine data.

3. Final Answer:

   Use Get Data to import both tables and create a query to merge them -> Option B

4. Quick Check:

   Combine and auto-update = Get Data with merge query [OK]

Hint: Merge tables with Get Data queries for auto updates [OK]

Common Mistakes:

• Relying on manual copy-paste
• Using fragile VLOOKUP with file paths
• Opening CSVs separately without merging