I defined what SCD means in a Enterprise Intelligence resolution in my earlier put up. We additionally mentioned that whereas we don’t count on to deal with SCD2 in a Energy BI implementation, we are able to deal with situations much like SCD1. On this put up, I clarify how to take action.

State of affairs

We now have a retail firm promoting merchandise. The corporate releases the record of merchandise in Excel format, together with record value and vendor value, yearly. The product record is launched on the primary day of July when the monetary yr begins. We now have to implement a Energy BI resolution that retains the newest product information to analyse the gross sales transactions. The next picture exhibits the Product record for 2013:

So every year, we obtain an identical Excel file to the above picture. The information are saved on a SharePoint On-line website.

State of affairs Defined

Because the earlier put up explains, an SCD1 all the time retains the present information by updating the outdated information with the brand new information. So an ETL course of reads the information from the supply, identifies the present information within the vacation spot desk, inserts the brand new rows to the vacation spot, updates the present rows, and deletes the eliminated rows.

Right here is why our state of affairs is much like SCD1, with one exception:

• We don’t truly replace the information within the Excel information and don’t create an ETL course of to learn the information from the Excel information, establish the modifications and apply the modifications to an middleman Excel file
• We should learn the information from the supply Excel information, hold the newest information whereas filtering out the outdated ones and cargo the information into the information mannequin.

As you see, whereas we’re taking a really completely different implementation strategy, the outcomes are very related with an exception: we don’t delete any rows.

Implementation

Here’s what we should always do to realize the objective:

• We get the information in Energy Question Editor utilizing the SharePoint Folder connector
• We combite the information
• We use the ProductNumber column to establish the duplicated merchandise
• We use the Reporting Date column to establish the newest dates
• We solely hold the newest rows

Getting Information from SharePoint On-line Folder

As we get the information from a number of information saved on SharePoint On-line, we’ve to make use of the SharePoint Folder connector. Comply with these steps:

1. Login to SharePoint On-line and navigate to the positioning holding the Product record Excel information and replica the positioning URL from the browser

2. From the Get Information within the Energy BI Desktop, choose the SharePoint Folder connector
3. Click on Join

4. Paste the Web site URL copied on step 1
5. Click on OK

6. Click on Remodel Information

7. Click on the filter dropdown on the Folder Path column
8. Discover the Merchandise Checklist folder internet hosting the Excel information and choose it
9. Click on OK

10. Rename the question to Product

Thus far, we’re linked to the SharePoint On-line Folder in Energy Question Editor. The subsequent step is to mix the Excel information.

Combining Information

We now have a number of choices to mix binary information in a desk from the Energy Question Editor. On this put up, we use probably the most simple methodology:

11. Click on the Mix Information button from the Content material column

12. Choose the ProductList desk
13. Click on OK

The above course of creates a few queries grouped in separate folders, as proven within the following picture:

Thus far, we’ve efficiently mixed the Excel information. The subsequent step is to maintain the newest information solely.

Retaining the Newest Information

Within the subsequent few steps, we glance nearer on the information, and we implement a mechanism to establish the newest information, hold them and cargo them into the information mannequin.

14. Wanting on the outcomes of the mixed information exhibits a Supply.Identify column that we do now require to maintain, so we take away it by choosing it and clicking the Take away Columns button from the House tab

Thus far, we’ve linked to the SharePoint On-line Folder and mixed the contained Excel information. Let’s have a look at the information and see what we’ve obtained. I sorted the information by ProductNumber to higher perceive the information modifications. The next picture exhibits the outcomes:

Because the above picture exhibits, there are a number of merchandise showing in a number of lists. That’s precisely what we anticipated to see. The objective is to maintain the newest product information solely based mostly on the Reporting Date. So we should always get the ProductNumber and the utmost of the Reporting Date. To attain this, we use the Group By performance in Energy Question Editor. Utilizing the Group By from the UI within the Energy Question Editor makes use of the Desk.Group() perform in Energy Question. Because the Group By course of doesn’t want the information to be sorted we take away the Sorted Rows step. With that, let’s get the job completed.

15. Choose the ProductNumber column
16. Click on the Group By column from the Remodel tab
17. Enter Reporting Date for the New column title
18. Choose Max from the Operation dropdown
19. Choose the Reporting Date from the Column dropdown
20. Click on OK

The next picture exhibits the outcomes:

We now have all product numbers with their newest reporting dates. The one remaining piece of the puzzle is to hitch the outcomes of the Grouped Rows step with the information of its earlier step. For that we use the Merge Queries performance which runs the Desk.NestedJoin() perform in Energy Question.

21. Choose the Grouped Rows step from the Utilized Steps record from the Question Settings pane
22. Click on the Merge Queries button from the House tab
23. Choose the Product (Present) desk from the dropdown. Word that we’re choosing the present question (Product)
24. On the highest desk, press the Ctrl button in your keyboard and choose the ProductNumber and the Reporting Date columns sequentially
25. Do the identical for the underside desk. Word that the sequence of choosing the columns is vital
26. Be sure that the Be part of Form is Left Outer (all from first, matching from second)
27. Click on OK

As talked about earlier, the merge operation makes use of the Desk.NestedJoin() perform, which accepts two tables (highlighted in yellow within the expression beneath), an inventory of their key columns to make use of on the be a part of (highlighted in pink within the expression beneath), a reputation for the brand new column of sort desk and the be a part of form. Within the above operation, because the Grouped Rows is the final transformation step, we joined the outcomes of the Grouped Rows transformation step by itself. Right here is the code generated by Energy Question Editor after going via the step 21 to 27:

Desk.NestedJoin(#"Grouped Rows", {"ProductNumber", "Reporting Date"}, #"Grouped Rows", {"ProductNumber", "Reporting Date"}, "Grouped Rows", JoinKind.LeftOuter)

However that’s not what we wish, we don’t want to hitch the outcomes of the Grouped Rows transformation step by itself. We have to be a part of the outcomes of the Grouped Rows transformation step by the outcomes of the Eliminated Columns step. Subsequently, we’ve to change the above expression as follows:

Desk.NestedJoin(#"Grouped Rows", {"ProductNumber", "Reporting Date"}, #"Eliminated Columns", {"ProductNumber", "Reporting Date"}, "Grouped Rows", JoinKind.LeftOuter)

The next picture exhibits the modification made within the expression and the outcomes:

28. Click on the Develop button on the Grouped Rows column
29. Deselect the ProductNumber and Reporting Date columns to maintain the opposite columns chosen
30. Untick the Use authentic column title as prefix choice
31. Click on OK

All completed! The next picture exhibits the ultimate outcomes:

We are able to now apply the modifications to load the information into the information mannequin. With this method, when a brand new Excel file (a brand new Product Checklist) lands in SharePoint On-line, Energy BI goes via the above transformation steps to make sure we all the time have the newest Product information loaded into the information mannequin, which is similar to the behaviour of an SCD1.

Have you ever used this methodology earlier than? Do you might have a greater method to deal with an identical state of affairs? You may share your ideas within the feedback part beneath.