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Merging data and building basic calculations into a data set
Learn how to combine multiple data sources into a single, analysis-ready dataset with Power BI. In this Data Survival Skills session, Robin demonstrates how to merge customer order records, cohort data, and loyalty program participation into one unified view. By walking through step-by-step examples, she shows how to group data to calculate total order amounts and key dates, merge across systems even when field names differ, and build conditional columns to identify program members versus non-members. You’ll see how these techniques simplify complex requests, reveal customer behavior patterns, and strengthen your ability to deliver accurate insights.
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If you’re a data analyst, you’ve no doubt learned different skills, techniques, and tools pertaining to data. But sometimes it can be difficult to know when and why to apply these tools. In this weekly series, instructor Robin Hunt explains a new skill, secret, tip, technique, best practice, or golden piece of advice in each installment. Robin covers topics that can help you do your job better, such as joining data and data designs, privacy for data, transforming and cleaning data, and making data sets and visualizing data.
Note: Because this is an ongoing series, viewers will not receive a certificate of completion.