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Some time again, I used to be engaged on a undertaking involving getting knowledge from Excel information. The Excel information include the information in sheets and tables. Getting the information from the tables is simple. Nevertheless, the information within the sheets have some commentaries on high of the sheet, then the column names after which the information itself. One thing like under:
This strategy is fairly constant throughout many Excel information. The client desires to have the commentary within the column names when the information is imported into Energy BI. So the ultimate end result should appear like this:
The enterprise requirement although is to mix the primary 3 rows of knowledge and put it on the market because the column title.
The Problem
Let’s join the Excel file and take a look at the information in Energy BI Desktop.
As you’ll be able to see within the previous picture, Energy BI, or extra exactly, Energy Question, sees the information in Desk format. After we click on the Rework Knowledge button, that is what we get in Energy Question Editor:
Everyone knows that tables encompass Columns and Rows. The conjunction of a column and a row is a Cell. What we require to do is to concatenate the values of cells from the primary three rows. We even have to make use of a Area character to separate the values of every cell from the others.
In Energy Question, we will get every row of knowledge in as a Document with the next syntax:
Desk{RecordIndex}
Within the above syntax, the Desk
could be the outcomes of the earlier transformation step, and the RecordIndex
begins from 0
. So to get the primary row of the desk within the previous picture, we use the next syntax:
#"Modified Kind"{0}
The place the #"Modified Kind"
is the earlier step. Listed below are the outcomes of working the previous expression:
So we will get the second and third rows with related expressions. The next picture exhibits all the codes within the Superior Editor:
However how can we concatenate the values of the rows?
My strategy is:
- Making a desk from the primary three rows
- Transposing the resutls to get the rows as columns
- Merging the columns right into a single column
- Transposing the brand new column
- Appending the transposed values to the unique desk
- Selling the primary row as column names
Right here is how we accomplish that:
- We create a Desk from Information utilizing the Desk.FromRecords() operate:
- Transposing the resutls to get the rows as columns
- Merging all columns and eradicating the columns. To take action we choose all columns, right-click a specific column and click on Merge Columns. We use Area because the separator
- Transposing the brand new merged column
- Appending the transposed outcomes to the unique desk. The resutls of the third transformation step provides us the orignial desk. We use the
Desk.Mix()
operate
Desk.Mix({#"Transposed Table1", #"Modified Kind"})
As you’ll be able to within the previous picture, the outcomes will not be what we wish as we nonetheless have the primary 3 rows showing within the values. So earlier than we append the transposed outcomes to the unique desk, we’ve to take away the primary 3 rows from the unique desk, after which append the outcomes. To take away the primary N rows we use Desk.Skip()
operate. So we’ve to vary the earlier step as follows:
Desk.Mix({#"Transposed Table1", Desk.Skip(#"Modified Kind", 3)})
- Selling the primary row as column names
Straightforward!
Hmm… Probably not. Particularly when we’ve a number of different Excel information; some have two, some have three rows of feedback, and a few have much more. So not solely is the duty time-consuming, however it is also fairly boring and liable to human errors. What if there’s a customized operate that I can invoke to get the job completed?
The Resolution
To beat the problem, I wrote a fairly dynamic customized operate. It accepts a desk and an iterator. The iterator is the variety of rows we wish to concatenate and use because the column names. After invoking the operate, it iterated by way of the primary X variety of rows following the situation I defined within the earlier part. It then appends the transposed outcomes to the unique desk whereas eradicating the primary X variety of rows.
Right here you go…
After I examined my unique operate with completely different knowledge sorts, I famous that I needed to convert the remark values to textual content knowledge sort; in any other case, dynamically, the merging columns step breaks because it can not concatenate textual content and quantity values.
A giant shout-out to Imke Feldman for writing such useful blogposts. I used her method in a single block of the next code to dynamically convert the columns to textual content.
// fn_CombineTopXRows
(InputTable as desk, Iterator as quantity) as desk =>
let
TopXRows = Record.Generate(
() => 0
, every _ < Iterator
, every _ + 1
, every InputTable{_}
),
TableFromRecords = Desk.FromRecords(
Record.Generate(
() => 0
, every _ < Iterator
, every _ + 1
, every InputTable{_}
)
),
TransposeTable = Desk.Transpose(
TableFromRecords
, Record.Generate(
() => 0
, every _ < Iterator
, every _ + 1
, every "Col" & Textual content.From(_)
)
),
// Particular due to Imke Feldman for this line of code?
// https://www.thebiccountant.com/2017/01/09/dynamic-bulk-type-transformation-in-power-query-power-bi-and-m/
DataTypeToText = Desk.TransformColumnTypes(
TransposeTable
, Record.Rework(
Desk.ColumnNames(TransposeTable)
, every {_, sort textual content}
)
),
CombineColumns = Desk.CombineColumns(
DataTypeToText
, Record.Generate(
() => 0
, every _ < Iterator
, every _ + 1
, every "Col" & Textual content.From(_)
)
, Combiner.CombineTextByDelimiter(
" "
, QuoteStyle.None
)
,"Merged"
),
TransposeCombined = Desk.Transpose(CombineColumns),
AppendToOriginalTable = Desk.Mix({TransposeCombined, Desk.Skip(InputTable, Iterator)}),
PromotedHeaders = Desk.PromoteHeaders(AppendToOriginalTable, [PromoteAllScalars=true])
in
PromotedHeaders
You’ll be able to obtain the code from right here.
Let’s see the fn_CombineTopXRows
customized operate in motion. Listed below are the outcomes after invoking the operate with our earlier pattern knowledge:
Here’s a extra excessive pattern knowledge containing particular characters, nulls and Unicode characters:
And listed here are the outcomes of invoking the fn_CombineTopXRows
customized operate:
As all the time, when you have any feedback or you understand a greater manner than I defined right here, please let me know by way of the feedback part under.
Replace
After sharing this submit on LinkedIn, Muneer Marzouq, commented that he would write the customized operate in another way. I favored his strategy, so I share his code right here.
// fn_CombineTopNRows
// Supply: https://www.linkedin.com/feed/replace/urn:li:exercise:6866137870068002816?commentUrn=urnpercent3Alipercent3Acommentpercent3Apercent28activitypercent3A6866137870068002816percent2C6866640507234254848percent29&replyUrn=urnpercent3Alipercent3Acommentpercent3Apercent28activitypercent3A6866137870068002816percent2C6867174468557529088percent29
(InputTable as desk, TopNRows as quantity, optionally available Delimiter as nullable textual content) as desk =>
let
Delimiter = if Delimiter <> null then Delimiter else "#(lf)",
ToTables = Desk.Cut up(InputTable, TopNRows),
ColsNames = Desk.ColumnNames(ToTables{0}),
ToText =
Desk.TransformColumnTypes(
ToTables{0}
, Record.Rework(
ColsNames
, every {_, sort textual content}
)
),
ToColumns = Desk.ToColumns(ToText),
CombineText =
Record.Rework(
ToColumns
, every Textual content.Mix(_
, Delimiter
)
),
ToTable = Desk.FromRows({CombineText}, ColsNames),
Mix = Desk.Mix({ToTable, ToTables{1}})
in
Mix
Replace 2022 Jan
Right here is one other answer that Mahmoud Baniasadi put within the feedback part. What I like about Mahmoud’s code are:
- Utilizing the
Desk.SplitAt()
operate which returns a listing of two tables as a substitute ofDesk.Cut up()
operate which returns a listing of tables - Implementing the operate documentation
let func=
(InputTable as desk, TopNRows as quantity, optionally available Delimiter as nullable textual content) as desk =>
let
Delimiter = if Delimiter <> null then Delimiter else "#(lf)",
// Correction: Change Desk.Cut up to Desk.SplitAt
ToTables = Desk.SplitAt(InputTable, TopNRows),
ColsNames=Desk.ColumnNames(ToTables{0}),
ToText= Desk.TransformColumnTypes(
ToTables{0}
, Record.Rework(
ColsNames
, every {_, sort textual content}
)
),
/* My different methodology for this half
CombineText=
Record.Rework(
Desk.ToList(
Desk.Transpose(ToText),
Combiner.CombineTextByDelimiter(Delimiter,0)),
every Textual content.Trim(_)),
*/
// Muneer Marzouq Resolution
ToColumns=Desk.ToColumns(ToText),
CombineText =
Record.Rework(
ToColumns
, every Textual content.Mix(_
, Delimiter
)
),
//Finish of Muneer code which is completely different from mine
ToTable = Desk.FromRows({CombineText}, ColsNames),
Mix = Desk.Mix({ToTable, ToTables{1}}),
// Correction: add one step to advertise mixed rows as header
PromotedHeaders = Desk.PromoteHeaders(Mix, [PromoteAllScalars=true])
in
PromotedHeaders,
// Add documentation
documentation = [
Documentation.Name = " fn_CombineTopNRows ",
Documentation.Description = " Returns a Table with Combining X Number of Rows. ",
Documentation.LongDescription = " Returns a Table with Combining X Number of Rows and Promote them as header. ",
Documentation.Category = " Table ",
Documentation.Source = " https://www.biinsight.com/combining-x-number-of-rows-in-power-query-for-power-bi-excel-and-power-query-online/ ",
Documentation.Version = " 1.0 ",
Documentation.Author = " Muneer Marzouq, Mahmoud Bani Asadi, Soheil Bakhshi ",
Documentation.Examples = {[Description = " see this blogpost: https://www.biinsight.com/combining-x-number-of-rows-in-power-query-for-power-bi-excel-and-power-query-online/ ",
Code = " fn_CombineTopNRows(#table({""Column1"", ""Column2"", ""Column3""}, {{""TitleA"", ""TitleC"", ""Title1""}, {""TitleB"", ""TitleD"", ""Title2""}, {7, 8, 9}}), 2, "" "")",
Result = " #table({""TitleA TitleB"", ""TitleC TitleD"", ""Title1 Title2""}, {{7, 8, 9}}) "]}]
in
Worth.ReplaceType(func, Worth.ReplaceMetadata(Worth.Kind(func), documentation))
For this reason I really like information sharing. You be taught one thing new from others on daily basis.
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