PowerQuery - cleansing and transposing multiple headers

batteredveg

New Member
Joined
Aug 27, 2014
Messages
7
Hi folks,

I'd be grateful for any help with what should be a really simple set of PowerQuery steps - it's driving me mad as I just cannot get it right.

Rather than (embarrasing myself by) pasting my current set of steps, let me show you what I have to work with (obviously the input document is significantly larger) and what I'm trying to achieve. Ignore the fact the figures are the same for each 'department' - it was just a quick copy/paste job to set the scene.

Essentially I need to cleanse the input, pivot the 'Department' column, and summarise the Figures 1 to 5 for each 'Department':

Power Query Help.xlsx
ABCDEFGHIJKLMNOPQ
1Current CSV import:
2
3Column1Column2Column3Column4Column5Column6Column7Column8Column9Column10Column11Column12Column13Column14Column15Column16Column17
4DepartmentSalesSalesSalesSalesSalesITITITITITPurchasingPurchasingPurchasingPurchasingPurchasing
5Company NameCompany NumberFigure 1Figure 2Figure 3Figure 4Figure 5Figure 1Figure 2Figure 3Figure 4Figure 5Figure 1Figure 2Figure 3Figure 4Figure 5
6Quimba2963520875$199087.05$570792.24$479678.24$215338.21$630880.28$199087.05$570792.24$479678.24$215338.21$630880.28$199087.05$570792.24$479678.24$215338.21$630880.28
7Centimia3423440279$215096.01$633523.02$861394.69$9620.50$86986.09$215096.01$633523.02$861394.69$9620.50$86986.09$215096.01$633523.02$861394.69$9620.50$86986.09
8Tanoodle8969707689$828544.93$225343.97$47155.50$955012.74$822255.72$828544.93$225343.97$47155.50$955012.74$822255.72$828544.93$225343.97$47155.50$955012.74$822255.72
9Skippad8463523196$947240.25$475782.54$231024.55$923782.09$638132.10$947240.25$475782.54$231024.55$923782.09$638132.10$947240.25$475782.54$231024.55$923782.09$638132.10
10Aivee4637729386$921910.87$813896.35$262644.73$271890.69$258548.49$921910.87$813896.35$262644.73$271890.69$258548.49$921910.87$813896.35$262644.73$271890.69$258548.49
11
12What I want to convert this to in PowerQuery:
13
14Company NameCompany NumberDepartmentFigure 1Figure 2Figure 3Figure 4Figure 5
15Quimba2963520875Sales$199087.05$570792.24$479678.24$215338.21$630880.28
16Quimba2963520875IT$199087.05$570792.24$479678.24$215338.21$630880.28
17Quimba2963520875Purchasing$199087.05$570792.24$479678.24$215338.21$630880.28
18Centimia3423440279Sales$215096.01$633523.02$861394.69$9620.50$86986.09
19Centimia3423440279IT$215096.01$633523.02$861394.69$9620.50$86986.09
20Centimia3423440279Purchasing$215096.01$633523.02$861394.69$9620.50$86986.09
21Tanoodle8969707689Sales$828544.93$225343.97$47155.50$955012.74$822255.72
22Tanoodle8969707689IT$828544.93$225343.97$47155.50$955012.74$822255.72
23Tanoodle8969707689Purchasing$828544.93$225343.97$47155.50$955012.74$822255.72
24Skippad8463523196Sales$947240.25$475782.54$231024.55$923782.09$638132.10
25Skippad8463523196IT$947240.25$475782.54$231024.55$923782.09$638132.10
26Skippad8463523196Purchasing$947240.25$475782.54$231024.55$923782.09$638132.10
27Aivee4637729386Sales$921910.87$813896.35$262644.73$271890.69$258548.49
28Aivee4637729386IT$921910.87$813896.35$262644.73$271890.69$258548.49
29Aivee4637729386Purchasing$921910.87$813896.35$262644.73$271890.69$258548.49
Sheet1


Any advice gratefully received!

Best wishes,

P
 

Excel Facts

Pivot Table Drill Down
Double-click any number in a pivot table to create a new report showing all detail rows that make up that number
maybe

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    Depts = List.Distinct(List.RemoveItems(Record.ToList(Source{0}), {"Department", null})),
    cols = List.Buffer(Table.ToColumns(Source)),
    firstcols = List.Buffer(List.FirstN(cols,2)),
    deptcols = List.Buffer(List.Skip(cols,2)),
    lst = List.Buffer(List.Accumulate(Depts, {}, (s,c)=> s & { firstcols & List.Select(deptcols, each _{0} = c) & {{c, "Department", c}}} )),
    lst1 = List.Transform(lst, each Table.FillDown(Table.PromoteHeaders(Table.Skip(Table.FromColumns(_),1)), {"Department"})),
    tbl = Table.FromList(lst1, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    tcn = List.Buffer(Table.ColumnNames(tbl[Column1]{0})),
    tbl1 = Table.ExpandTableColumn(tbl, "Column1",tcn),
    reorderlist = List.FirstN(tcn,2) & {"Department"} & List.Range(tcn, 2, List.Count(tcn) -3),
    tbl2 = Table.ReorderColumns(tbl1,reorderlist),
    Result = Table.Sort(tbl2,{{"Company Name", Order.Ascending}, {"Department", Order.Ascending}})
in  
    Result
 
Upvote 0
Or something like:

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Merged Columns" = Table.CombineColumns(Table.TransformColumnTypes(Source, {{"Column2", type text}}, "en-GB"),{"Column1", "Column2"},Combiner.CombineTextByDelimiter("~", QuoteStyle.None),"Merged"),
    #"Transposed Table" = Table.Transpose(#"Merged Columns"),
    #"Promoted Headers" = Table.PromoteHeaders(#"Transposed Table", [PromoteAllScalars=true]),
    #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Promoted Headers", {"~Department", "Company Name~Company Number"}, "Attribute", "Value"),
    #"Split Column by Delimiter" = Table.SplitColumn(#"Unpivoted Other Columns", "Attribute", Splitter.SplitTextByDelimiter("~", QuoteStyle.Csv), {"Attribute.1", "Attribute.2"}),
    #"Pivoted Column" = Table.Pivot(#"Split Column by Delimiter", List.Distinct(#"Split Column by Delimiter"[#"Company Name~Company Number"]), "Company Name~Company Number", "Value"),
    #"Renamed Columns" = Table.RenameColumns(#"Pivoted Column",{{"Attribute.1", "Company Name"}, {"Attribute.2", "Company number"}, {"~Department", "Department"}})
in
    #"Renamed Columns"
 
Upvote 0
Solution

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