Combining X Variety of Rows in Energy Question for Energy BI, Excel and Energy Question On-line

Some time again, I used to be engaged on a undertaking involving getting information from Excel information. The Excel information include the info in sheets and tables. Getting the info from the tables is simple. Nonetheless, the info within the sheets have some commentaries on high of the sheet, then the column names after which the info itself. One thing like beneath:

This strategy is fairly constant throughout many Excel information. The shopper desires to have the commentary within the column names when the info is imported into Energy BI. So the ultimate outcome should seem like this:

The enterprise requirement although is to mix the primary 3 rows of knowledge and advertise because the column title.

The Problem

Let’s join the Excel file and take a look at the info in Energy BI Desktop.

As you’ll be able to see within the previous picture, Energy BI, or extra exactly, Energy Question, sees the info in Desk format. After we click on the Rework Knowledge button, that is what we get in Energy Question Editor:

Everyone knows that tables include 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 might 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 Sort"{0}

The place the #"Modified Sort" is the earlier step. Listed here are the outcomes of working the previous expression:

So we will get the second and third rows with comparable expressions. The next picture reveals the complete 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:

1. We create a Desk from Data utilizing the Desk.FromRecords() operate:

2. Transposing the resutls to get the rows as columns

3. Merging all columns and eradicating the columns. To take action we choose all columns, right-click a particular column and click on Merge Columns. We use Area because the separator

4. Transposing the brand new merged column

5. 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 Sort"})

As you’ll be able to within the previous picture, the outcomes aren’t 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 have now 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 have now to alter the earlier step as follows:

Desk.Mix({#"Transposed Table1", Desk.Skip(#"Modified Sort", 3)})

6. Selling the primary row as column names

Simple!

Hmm… Not likely. Particularly when we have now 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, nevertheless it is also fairly boring and susceptible to human errors. What if there’s a customized operate that I can invoke to get the job achieved?

The Answer

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 need to concatenate and use because the column names. After invoking the operate, it iterated by the primary X variety of rows following the state of affairs 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…

Once I examined my authentic operate with completely different information varieties, I famous that I needed to convert the remark values to textual content information kind; in any other case, dynamically, the merging columns step breaks because it can not concatenate textual content and quantity values.

An enormous 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 {_, kind 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 possibly can obtain the code from right here.

Let’s see the fn_CombineTopXRows customized operate in motion. Listed here are the outcomes after invoking the operate with our earlier pattern information:

Here’s a extra excessive pattern information containing particular characters, nulls and Unicode characters:

And listed below are the outcomes of invoking the fn_CombineTopXRows customized operate:

As all the time, when you have any feedback or you realize a greater approach than I defined right here, please let me know by way of the feedback part beneath.

Replace

After sharing this put up on LinkedIn, Muneer Marzouq, commented that he would write the customized operate otherwise. I preferred 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, elective 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 {_, kind 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 resolution 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 of Desk.Cut up() operate which returns a listing of tables
• Implementing the operate documentation

let func=
(InputTable as desk, TopNRows as quantity, elective 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 {_, kind 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 Answer
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.Sort(func), documentation))

Because of this I like data sharing. You be taught one thing new from others day-after-day.