power query group by keep all columns

Fortunately Power Query has a bunch of operations on List that we can use. Browse other questions tagged, Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide. An application program (software application, or application, or app for short) is a computer program designed to carry out a specific task other than one relating to the operation of the computer itself, typically to be used by end-users. While each column may contain duplicates, the combination of columns is unique. Plese try and let know if this works. In Power Query, you can group the same values in one or more columns into a single grouped row. Thanks for contributing an answer to Stack Overflow! List.First will return the first item in the list (based on the order defined in the list), and List.Last will return the last item. Getting the most out of Power BI, Power Query, and Power Pivot, Microsoft MVP - Data Platform (Power BI): 2020 - CurrentMobile Devices: 2000-2011, "jdOxDYMwGEThXVwj2b7f4KTNAhkAsQL7l1iCQ1TJkyy78Nc93bqmmmtWUUlTij6P+9NbG88499c2/XGCLqBr0M3QLdB16F7QvaGrhUJQ5LufFEQxBV1MQRpTUMcUBDIFjUxBJlNQ6qICrUx5LfFa4rXEa4nXEq8luijRSYluKnineHTSL6rMpbAMLJ1zOwA=", Group By In Power Query When Data In Column Changes, Microsoft MVP - Data Platform (Power BI): 2020 - Current, Why You Should Avoid Calculated Columns in Power BI, Working With Multiple Windows in Tabular Editor 3, Working With Sparklines In Power BI - All About The Filter Context, Add an Animated GIF to Your Power BI Reports, Be Careful When Filtering for Blanks in DAX, Quickly Format All DAX Code in Tabular Editor, Working With Multiple Row Headers From Excel in Power Query, Change The Day Your Week Starts In Power Query, Replace Power BI Alerts with Power Automate Alerts for SQL Server Data, Renaming A Column In Power Query Based On Position, Use List.PositionOf() To Find The First Row of Data In An Excel File, Add a Refresh Time Stamp To Your Power BI Reports, Return Row Based on Max Value From One Column when Grouping, Using List.Contains To Filter Dimension Tables, Use Power BI's Enter Data Feature In Excel, Avoid Using Excel XLS Files As A Data Source, Quick Tip: Use Recent Sources to Add New Tables, Making Sense Of Subtotals Settings In The Power BI Matrix Visual, Create A Dynamic Date Table In Power Query, Quickly Pad Columns in Power Query with Text, Intellisense in Power BI's Power Query Formula Bar. Let me show you what I mean. Like retronymy, it became much more common in the 20th century than it had formerly been. Created a second query that references the rngData query. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I followed this article and it was really helpful figuring out the Group by capability. Every 2 rows will be transposed and all data need to convert into 02 columns. It's amazing what things other people know. So let's use them in the Group By operation to fetch first and last sales amount. So in the first group, the start and end dates would be 1/1/2020 and 1/11/2020. Here are the steps to save an Excel table as a connection in Power Query: Select any cell in Sales_Data table. by creating a list of brands. He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. rev2023.3.1.43269. There are two choices when you create a new column: Count Rows If you like to learn more about Power Query, start with Introduction to Power Query. Add 2 more columns in the Group By section: the Item Name and Description. Hello Reza, Reza. The goal is to create a table that looks like the following image. Well, that why I am writing this. This formulas help to deal with variable list of columns as key and aggregate too, it's awesome ! A new column called month has been added to the data-set. Select the columns to unpivot in the query editor. Hi Nick, I just realized in the steps I explained here, one step is missing. The formula that is generated by Power Query uses Table.Group, and it looks like this: If you look at the documentation though, for Table.Group you will see the 4th parameter is an optional setting called groupkind. Create two new columns by doing the following:Aggregation Aggregate theUnitscolumn by using theSumoperation. These are the steps: Asking for help, clarification, or responding to other answers. This is a great explanation! (Easy, for me, meaning: using the Power Query UI options if at all possible, instead of direct M coding. You have to make sure that you are in the FactInternetSales Query first. Note that this time I've chosen to use the each _ (which is equivalent to (_) => _) construction but I could have written more similarly to how I did previously to emphasize the capturing of the local context. Hope this Helps! One step: let Source = Excel.CurrentWorkbook() { [Name="YourTable"]} [Content], Transformation = Table.TransformColumnTypes( Source, Table.ToRows(Table.FromColumns( {Table.ColumnNames(Source), List.Repeat( {type text}, List.Count(Table.ColumnNames(Source)) )}))) in Transformation Few steps: Youre most kind to have shared. Has 90% of ice around Antarctica disappeared in less than a decade? Now I can't find the syntax to create a list that would dynamically create all the columns I want based on the SumColumns list. This will open the Query editor. I have tried highlighting all of the columns and then doing the group by but then the count column is not accurate. 542), How Intuit democratizes AI development across teams through reusability, We've added a "Necessary cookies only" option to the cookie consent popup. Automate Excel so that you can save time and stop doing the jobs a trained monkey could do. PTIJ Should we be afraid of Artificial Intelligence? Best practices and the latest news on Microsoft FastTrack, The employee experience platform to help people thrive at work, Expand your Azure partner-to-partner network, Bringing IT Pros together through In-Person & Virtual events. That will put the data in your columns that you want to add in a single column and the corresponding column names in another column with each data element in rows. Please use Group By in Edit Queries using Advanced Option, Group by column as ID and MAX of Changed Date, and All rows with Column name as "AllRows". I only want to keep the tuple with the most recent Changed Date of each ID. Im trying to reproduce your example with one of my tables, but the grouping function ignore the sorting step, and Im not able to obtain the correct first and last items. I have two similar, common use cases in Power Query for which I struggle to find the easiest solution or best practice. Reza is an active blogger and co-founder of RADACAD. To switch between basic and advanced views, click the dialog boxs radio buttons. FactIntenetSales table is the one we want to apply all transformations in. Right-click on the table format you want and select Apply and Clear Formatting. Besides that, Power Query should perform two operations. Group instead of having a fix list of columns. For more information see Create, load, or edit a query in Excel. Thank you for this post! Select the Country and Sales Channel columns. I create a custom column from the 'Add Column' tab. Use the following columns as Group by columns: Country; Sales Channel; Create two new columns by doing the following: Aggregate the Units column by using the Sum operation. Cheers Is there a way to make the aggregation dynamic, so that each new column that is included in the source file will be added in Power Query end result. because we have already sorted the table based on OrderDate so the first item would be the first sales transaction, and the last item would be the last. For the Power Query solution today, the first step is to format the data as an Excel Table. Then youll be able to work along with examples and see the solution in action, plus the file will be helpful for future reference. Check out the latest posts: Your email address will not be published. 0. After selecting Remove other columns, you'll create a table that only contains the Date, Product, SalesPerson, and Units columns. After grouping by the first three columns, merge the query with itself and edit the M-code from: = Table.NestedJoin(#"Grouped Rows", {"Product", "Data1", "Data2", "Value"}, #"Grouped Rows", {"Product", "Data1", "Data2", "Value"}, "Grouped Rows", JoinKind.LeftOuter), = Table.NestedJoin(#"Grouped Rows", {"Product", "Data1", "Data2", "Value"}, Source, {"Product", "Data1", "Data2", "Value"}, "Grouped Rows", JoinKind.LeftOuter). For example in detailed table above you can see that customer 11003 had 9 sales transaction,, and they happened in different Order dates, getting the first and last order date is easy with Max and Min operations. So how can i keep the rest of the columns? Starting from the sample table, select all the columns from the table except GUID and Report created. About queries and connections Use query management commands Control the query name hover of the query flyout However, Id like to see how many distinct articles I have in each order (each order lines contains a material key column) but the Countdistinct option doesnt allow me to chose only a column (its made for the entire rows). For this example, lets say we want the total and count of sales transactions by product and customer. In group by menu, [add aggregation] choose Operation [All Rows], then expand that new column into rows using the arrows on top. The data loads into the Power Query editor. Note that you can add as many fields as you want in the Group By section. I decide to find out which is the most expensive item in each group. One more thing, after aggregating my order lines, and used the All rows option as explained in your tutorial, can I use those information (the order details) right away in the Report view ? Here, you are going to group the table based on Brands i.e. Duress at instant speed in response to Counterspell. {"Net cost 0%", each List.Sum ( [#"Net cost 0%"]), type nullable number}, I am rather new to Power Bi and i have a question someone might be able to answer. The open-source game engine youve been waiting for: Godot (Ep. Find out more about the Microsoft MVP Award Program. Launching the CI/CD and R Collectives and community editing features for Power BI Query Editor: list of column names containing a certain string, Power Query Transform Data with Unique Columns, Can't find "Enable Download" in Power Query, Power Query - M Language: Sum with Group By for multiple columns, Power Query (M) _ Dynamically update a column list for List.Sum function, Power Query - Group/ Unpivot List based on two conditions, Comparing software version numbers using Text.PadStart to find the latest version number in Power Query, Creating Dynamic Columns in Power Query with Expression Lookups. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. This detailed view can be used for many other calculations or transformations later on. Lets start by getting data from SQL Server, Choose AdventureWorksDW as the source database, and select DimCustomer and FactInternetSales as the only tables for this example. Under Group by, select the Country and Sales Channel columns. Forum Timezone: Australia/Brisbane. To make changes here you need to go to script editor in Power Query which can be achieve via Advanced Editor option in Home tab. Thanks, Reza! However, you can alter that behavior and group data by a column, and have it provide a separate group at each change in the data. Sorting is possible simply through GUI. The Power Query Group By transformation is simple yet powerful. Has 90% of ice around Antarctica disappeared in less than a decade? If you transform this into a list of lists, with each item consisting of (1) the column name and (2) type text, then you can use this list to transform all table columns to text: Code: No M-code edits required. I tried this out today and it worked as intended, and i learned a lot from your comment.Thank you! GroupKind.Local = A local group is formed from a consecutive sequence of rows from an input table with the same key value. Find centralized, trusted content and collaborate around the technologies you use most. Step 1: Group the data. By default, Table.Group uses GroupKind.Global as the 4th parameter. First Record, Avg? Reza. For example, to group by all rows, you want the total units sold and you want two other columns that give you the name and units sold for the top-performing product, summarized at the country and sales channel level. The table that we're looking for is named "Example_4" and once you get that data inside Power Query / Power BI, create a reference of that query. Advanced allows us to summarize and calculate based on as many columns as we need. Once you find a query, there are a number of additional actions you can do, such as duplicate, reference, merge, append, share, and delete a query. Therefore we need to generate the list. If youve used Power Query long enough, youve needed to group data and provide some sort of summary. calculation for this column is Sum of [SalesAmount] which is one of the fields in the table, and the output is of type number. Add a new column called AllRows and use the All Rows operation. All rows option is not for report view to pick up. But since new data is added regularly and sometimes with new columns i want to do this without hardcoding column names. Click AllRows column, expand and remove other columns that are not required. report view doesnt understand table types of Power Query. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. Why are non-Western countries siding with China in the UN? By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. The Group By feature is found in two places: Home Ribbon: Home > Group By. In the example, we used the average aggregation. The first step is to Group the data, right-click on the field that you want to be your grouping field, and select Group By. I.e.. To do this, I'll use a List.Transform on SumColumn where the second argument is a function that defines the transformation that is needed. To make changes here you need to go to script editor in Power Query which can be achieve via Advanced Editor option in Home tab. Making statements based on opinion; back them up with references or personal experience. I have a question though, I have an order book (excel files) representing all the order lines that my company received. Julian Chen. Use Table.ColumnNames to get a list all column names from a table. In this example we want the final table to have one record per Customer, so CustomerKey (which is the identifier for each customer) should be our Group By Column. After selecting Remove columns, you'll create a table that only contains the Date, Product, SalesPerson, and Units columns. Many thanks. It then proceeds to give you no info on what that means. The thing about GroupBy is that it reduces the table to the columns you picked. Therefore, we tend to use Group By to reduce the amount of information to the lowest level of granularity required, rather than to create reports. Most users know the Group By functionality in Power Query. Cheers The problem is that this then removes the remaining columns which I do need. Below is some sample data from the group by on the 4 columns. it is so powerful. I have a set of entries for the same ID. The following procedures are based onthis query data example: You can group data by usingan aggregate function,such as Sum and Average. You quickly narrow down your search results by suggesting possible matches as type! Table types of Power Query group by operation to fetch first and last sales amount onthis data... By operation to fetch first and last sales amount understand table types of Power Query select! Dedication in Microsoft BI for this example, lets say we want the total and count of sales by! First step is missing month has been added to the columns and then doing the a! What that means ( Easy, for me, meaning: using the Power should... Except GUID and report created Query UI options if at all possible, instead of M!, instead of direct M coding dialog boxs radio buttons add as many fields as want... Each group back them up with references or personal experience as intended, and Units columns under by... Possible matches as you want in the group by, select the columns from &! Create, load, or responding to other answers it 's awesome the order that! Group data by usingan aggregate function, such as Sum and average or more columns in the?..., such as Sum and average fix list of columns as key and too. Microsoft MVP Award Program some sample data from the table except GUID and report created month has been to. By suggesting possible matches as you power query group by keep all columns and select apply and Clear Formatting to create a.! Without hardcoding column names from a table that only contains the Date, Product, SalesPerson and. Groupkind.Local = a local group is formed from a consecutive sequence of from. We need out more about the Microsoft MVP Award Program and Remove other columns you. References or personal experience private knowledge with coworkers, Reach developers & technologists.! Responding to other answers this example, lets say we want the total and count of sales by... And co-founder of RADACAD will not be published, load, or edit a Query in Excel though... Best practice Units columns new data is added regularly and sometimes with new columns by doing the image... The steps: Asking for help, clarification, or responding to other answers ) his... Developers & technologists share private knowledge with coworkers, Reach developers & technologists share private knowledge with coworkers, developers. Steps to save an Excel table later on problem is that it reduces the table to the data-set % ice., load, or responding to other answers common in the group by, select all the lines. Jobs a trained monkey could do from an input table with the values... Columns i want to do this without hardcoding column names you power query group by keep all columns group data by usingan aggregate function such... Report view doesnt understand table types of Power Query power query group by keep all columns a bunch of on! Most recent Changed Date of each ID Item Name and Description Query, you 'll create a table that like! Usingan aggregate function, such as Sum and average operation to fetch first and last sales amount you. Group is formed from a table more columns into a single grouped row that, Power long... Which is the one we want the total and count of sales transactions by Product customer. Groupkind.Global as the 4th parameter sometimes with new columns i want to keep the rest of the columns the... Units columns then removes the remaining columns which i struggle to find out which the. You quickly narrow down your search results by suggesting possible matches as you...., common use cases in Power Query should perform two operations with coworkers Reach. By on the table except GUID and report created long enough, youve needed to group the table you! Click AllRows column, expand and Remove other power query group by keep all columns that are not required two new columns want. ; tab & technologists worldwide by suggesting possible matches as you type besides that, Query! Feedback, and Units columns youve used Power Query explained here, you group... As the 4th parameter single grouped row figuring out the group by be used for other. Tried highlighting all of the columns and then doing the group by functionality Power... Or responding to other answers company received technologists power query group by keep all columns private knowledge with coworkers, Reach developers & share! Key and aggregate too, it 's awesome variable list of columns is unique based Brands. Removes the remaining columns which i struggle to find the easiest solution best. Them up with references or personal experience new columns by doing the following procedures are based onthis Query data:! Any cell in Sales_Data table in one or more columns into a single grouped row results by possible..., expand and Remove other columns that are not required to keep the rest the! Units columns co-founder and co-organizer of Difinity conference in new Zealand figuring the. Steps i explained here, one step is to format the data as an Excel table as a connection Power!, trusted content and collaborate around the technologies you use most more common in the century. Columns is unique total and count of sales transactions by Product and.! Have an order book ( Excel files ) representing all the order lines that my company.. How can i keep the tuple with the most recent Changed Date of each ID, select all the lines! Would be 1/1/2020 and 1/11/2020 too, it became much more power query group by keep all columns in the group,. Your comment.Thank you Award Program called AllRows and use the all rows option is accurate! By operation to fetch first and last sales amount cheers the problem is that this removes! Last sales amount followed this article and it was really helpful figuring out the latest:... Responding to other answers and hear from experts with rich knowledge places: Home:... Keep the rest of the columns to unpivot in the UN radio buttons below is sample... Them in the FactInternetSales Query first for many other calculations or transformations later on the remaining columns which do... To do this without hardcoding column names from a table that looks like the following image first and sales. And report created views, click the dialog boxs radio buttons the most recent Changed Date each! And collaborate around the technologies you use most email address will not be published all... Below is some sample data from the sample table, select the you! Non-Western countries siding with China in the FactInternetSales Query first Easy, for me meaning... Too, it 's awesome not for report view to pick up columns the! All transformations in, it 's awesome trusted content and collaborate around the technologies you use most consecutive of! Or best practice helps you quickly narrow down your search results by suggesting possible matches as you.! Mvp Award Program want and select apply and Clear Formatting ; tab easiest... Order book ( Excel files ) representing all the columns from the except! ; group by on the 4 columns the FactInternetSales Query first is to create a table that looks like following... Statements based on Brands i.e explained here, you 'll create a that!, youve needed to group data by usingan aggregate function, such Sum! The Country and sales Channel columns the steps i explained here, you can group data usingan... Dedication in Microsoft BI conference in new Zealand that references the rngData Query that it reduces the table format want! # x27 ; tab select all the order lines that my company received theUnitscolumn! And count of sales transactions by Product and customer, trusted content collaborate. Add as many columns as we need SalesPerson, and Units columns suggesting possible as. The total and count of sales transactions by Product and customer formerly been is unique it... The easiest solution or best practice formulas help to deal with variable of... Rest of the columns you picked going to group data by usingan aggregate function such. Formerly been answer questions, give feedback, and Units columns the group by section % of ice around disappeared... Boxs radio buttons many fields as you type only want to keep the rest of columns... Table format you want in the group by section: the Item Name and Description by capability local... Steps i explained here, you 'll create a table that only contains the Date Product! Expensive Item in each group a Microsoft data Platform MVP for nine continuous years ( 2011! Later on ) for his dedication in Microsoft BI see create, load, or edit a in! On power query group by keep all columns 4 columns to save an Excel table as a connection in Power Query for... Was really helpful figuring out the latest posts: your email address will not be published reduces. Of direct M coding summarize and calculate based on Brands i.e table, select all the order lines my! Youve used Power Query UI options if at all possible, instead of a... The Item Name and Description 02 columns has 90 % of ice around Antarctica disappeared in less than decade... Would be 1/1/2020 and 1/11/2020 has been added to the data-set and Remove other columns, you can time. This formulas help to deal with variable list of columns as we need info on what that means about is. Is unique representing all the order lines that my company received private knowledge with coworkers, Reach developers technologists! Create a table that only contains the Date, Product, SalesPerson and. The easiest solution or best practice me, meaning: using the Power Query other answers are non-Western countries with. Doing the jobs a trained monkey could do communities help you ask and answer questions, give,.
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