BA Sensei
BA Sensei
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Power Query - Generate Monthly Budgets 💀💀💀
Seeing that its the end of the year and budgets need to be calculated once more in this video i show you how to generate Monthly Budgets from annual Figures. #data #dataanalytics #powerbi #powerqueryeditor #powerquery #excel
File Link
github.com/jbotes/powerbiTutorials/blob/main/PQ_Budget_Video.xlsx
Functions used
1 - #date
2 - Table.AddColumn
3 - List.Transform
4 - Date.ToText
5 - Date.From
6 - Table.TransformColumns
7 - Table.ExpandListColumn
8 - Table.Sort
Noteworthy things:
Inner and outer queries. Sorting Test but as Date.
Переглядів: 1 437

Відео

Power Query - Stacking Jagged Datasets 🔪🗡️
Переглядів 1,3 тис.Місяць тому
You'll encounter Jagged datasets especially when uploading data from pdf's in this video i show you how you can use a record and convert it to a list to stack the jagged datasets into one organized dataset. #data #dataquerying #powerqueryeditor #powerquery #mquery #excel #powerbi Files: Solution github.com/jbotes/powerbiTutorials/blob/main/PQ_Jagged_Stacked_Video.xlsx Source File github.com/jbo...
Power Query - Stacking Horizontal datasets 💀🦙
Переглядів 2 тис.Місяць тому
You might encounter scenarios where your datasets (especially from pdfs) appear horizontally next to each other separated by variable number of blank columns 💀🦙 in this tutorial i show you how to unstack these datasets. #data #datapower #powerqueryeditor #powerquery #mquery #excel #powerbi Source data github.com/jbotes/powerbiTutorials/blob/main/HorizontalDatasheet.xlsx Power Query File github....
Power Query - Unstack a Uneven List into a Table 🍔🦖
Переглядів 2 тис.Місяць тому
In this video i show you how to take a list of Songs with the artist name genre and release year and unstack it into a table taking into consideration that not all songs have genres allocated to them. #dataanalysis #excel #exceltips #powerqueryeditor #powerquery #mquery #powerbi 🦒 Following along file github.com/jbotes/powerbiTutorials/blob/main/PQ_Song_List_Stacked_Video.xlsx Functions used • ...
Power Query - ID all stocks for season
Переглядів 8512 місяці тому
in datasets where you have to idenitfy items that appear consistently across all months (seasons) in a year this power query pattern illustartes how you can get the answers with the help of group and list functions. #data #dataanlytics #dataanalysis #powerbi #powerqueryeditor #mquery #excel #powerbidesktop File Link github.com/jbotes/powerbiTutorials/blob/main/PQ_AllSeasons_Video_2.xlsx Functio...
Power Query - Looping through Columns
Переглядів 3,6 тис.2 місяці тому
Looping in M-query is not as straight forward a with other scripting languages like python. In this tutorial I show you how to iterate and transform columns in a table without repeating the transformation manually. #data #dataanalysis #excel #powerquery #mquery #powerbi #tutorial #etl File Link github.com/jbotes/powerbiTutorials/blob/main/PQ_Listaccumulate_video.xlsx Function used 1 - Table.Tra...
Power Query - Identifying Frequent Values
Переглядів 1,3 тис.3 місяці тому
in this video i show you some tricks using list functions to identify Frequently or non Frequently used values in a dataset. i'll be using Stock Codes in various portfolio - so you can see how many times some stocks appear in a list of portfolios. #data #dataanalysis #powerbi #powerquery #mquery #excel Following Along file github.com/jbotes/powerbiTutorials/blob/main/PQ_VALUE_ALL_COLUMNS_VIDEO....
Power Query - Create a Dynamic Grouping Index 🦒🩺
Переглядів 2,6 тис.3 місяці тому
In this rather esoteric situation i show you how to use the 5th argument (comparer) of Table.Group to dynamically add a Grouping index column based on a sum of rows. #excel #dataquerying #powerquery #mquery #powerbi #tutorial #dataanalysis Follow along file: github.com/jbotes/powerbiTutorials/blob/main/PQ_Grouping_Video_2.xlsx Functions Used List.Range List.Sum Number.From Table.AddIndexColumn ...
Power Query - Dynamic Top N or Bottom N 🥶🦒
Переглядів 1,6 тис.3 місяці тому
In This tutorial i show you how to dynamically return either the Top N or Bottom N values in a group by using a parameter table. #dataquerying #powerbi #powerquery #mquery #excel #dataanlysis #data Project File github.com/jbotes/powerbiTutorials/blob/main/PQ_Dynamic_T_B_Video.xlsx Functions Used List.MaxN List.MinN Table.Transpose Table.Sort Table.AddColumn
Power Query - Unstack Double Barrel Header Dataset 🍔
Переглядів 1,2 тис.4 місяці тому
In this video i show you an alternative approach to deal with Double barrel header datasets using various list / record and table functions. #data #dataquerying #powerquery #excel #dataanalysis #powerbi Example file github.com/jbotes/powerbiTutorials/blob/main/PQ_DOUBLE_BARREL_2_Video.xlsx Functions used Table.Skip List.RemoveNulls List.Distinct Record.ToList Table.ToColumns List.Transform Tabl...
Power Query - Unpivot Double Barrel Headers
Переглядів 1,7 тис.4 місяці тому
In This Video i show you how to deal with the Double Barrel Header problem you'll encounter in your day to day life. You'll get to use some m query functions to unpivot the dreaded double barrel header and clean your data easily. #data #dataanalysis #excel #powerquery #powerbi Sample File github.com/jbotes/powerbiTutorials/blob/main/PQ_DoubleBarrel_Video.xlsx M Query Functions Used • Table.Tran...
Power Query - Filter Multiple Columns at once🦖😶‍🌫️
Переглядів 2,3 тис.5 місяців тому
In this video i show you how to use some list functions to quickly filter multiple columns in one go. #data #dataanalytics #powerbi #powerquery #excel #mquery 🦖😶‍🌫️ Follow along file: github.com/jbotes/powerbiTutorials/blob/main/PQ_Filter_Columns_Once_Video.xlsx Functions Used To add columns to a Table Table.AddColumn To check for specific values in lists List.ContainsAny To check for true or f...
Power Query - Adding a Conditional Index Column
Переглядів 3,4 тис.6 місяців тому
Using the power of records in power query i show you how to create a Conditional index on a simple portfolio dataset. #dataanalysis #data #powerbi #powerquery #excel #exceltips Link to Source File: github.com/jbotes/powerbiTutorials/blob/main/PQ_Counter_Column_Video.xlsx Functions used: List.Repeat Record [] List.Transform Table.Group Table.RowCount List.PositionOf Table.FromColumns
Power Query - Combine Files with inconsistent column names! 😎🍔
Переглядів 4 тис.6 місяців тому
In this video i show you how to cater for this common use case where you want to combine various files into one but all of the files have different column names. This video you'll learn how to define the destination columns and remove the ones you don't need.😎🍔 #data #dataconsistency #dataanalysis #dataanalytics #powerquery #powerbi #excel #mquery File used in video github.com/jbotes/powerbiTut...
Power Query - Join a Table based on a Date Range 😎😶‍🌫️
Переглядів 2,8 тис.7 місяців тому
In this Video is show you how to join a 2 tables based on a date range. You'll learn how to join a inner and a outer table within one Query. #OuterInnerTable #powerbi #mquery #powerbidesktop #data #dataanalytics #excel. The File github.com/jbotes/powerbiTutorials/blob/main/Trades_video.xlsx Links to Functions used table.AddColumn powerquery.how/table-addcolumn/ Table.SelectRows powerquery.how/t...
Power Query - Extracting Patterns - Dates & Hash Tags 🦖🦩
Переглядів 1,8 тис.7 місяців тому
Power Query - Extracting Patterns - Dates & Hash Tags 🦖🦩
Power Query - Fixed Pattern Extraction 🎾
Переглядів 2,3 тис.8 місяців тому
Power Query - Fixed Pattern Extraction 🎾
Power Query - Iteratively Add Calculated Columns 🦩🦖
Переглядів 3,1 тис.8 місяців тому
Power Query - Iteratively Add Calculated Columns 🦩🦖
Power Query - Add Report Context fields as Columns🩺📖
Переглядів 3,4 тис.8 місяців тому
Power Query - Add Report Context fields as Columns🩺📖
Power Query - Dynamically Sort Table Columns by user input
Переглядів 1,7 тис.9 місяців тому
Power Query - Dynamically Sort Table Columns by user input
Power Query - Unstack Rows with List.Alternate
Переглядів 3,1 тис.9 місяців тому
Power Query - Unstack Rows with List.Alternate
Power Query - List.Buffer to do a Million row Lookup
Переглядів 10 тис.10 місяців тому
Power Query - List.Buffer to do a Million row Lookup
Power Query - Dynamically transform column names
Переглядів 2,8 тис.10 місяців тому
Power Query - Dynamically transform column names
Power Query - Adding spaces to CamelCase & number fields with List Accumulate
Переглядів 1,3 тис.10 місяців тому
Power Query - Adding spaces to CamelCase & number fields with List Accumulate
Power Query - Advanced Transformation of Nested Tables
Переглядів 9 тис.11 місяців тому
Power Query - Advanced Transformation of Nested Tables
Power Query - Split Table Dynamically
Переглядів 5 тис.11 місяців тому
Power Query - Split Table Dynamically
Power Query - Previous Row Hack
Переглядів 1,9 тис.Рік тому
Power Query - Previous Row Hack
Power Query - Dynamically Promote Double Headers 🚀📊
Переглядів 1,3 тис.Рік тому
Power Query - Dynamically Promote Double Headers 🚀📊
Power Query - Unstack Uneven Rows to Columns🍔
Переглядів 1,2 тис.Рік тому
Power Query - Unstack Uneven Rows to Columns🍔
Power Query - Unstack Rows to Columns
Переглядів 767Рік тому
Power Query - Unstack Rows to Columns

КОМЕНТАРІ

  • @petrosvahaviolos5449
    @petrosvahaviolos5449 3 дні тому

    "I see only one mistake in this epic explanation of List.Accumulate. When you add a new column 'Stock James,' the value of each record has been added to 'Portfolio Nr of Stocks.'" So the running totals aren't right. Am I right? 🙃🙃

  • @ThaiNguyen-tb9zl
    @ThaiNguyen-tb9zl 3 дні тому

    This only works if you do not show other columns.. as soon as I try to add other columns, the blank rows come back. As an example, let's say i wanted to show a currency type for each division in your example. The results will be that the blank rows come back... do you have a solution that can hide the rows despite other columns being available? I tried a visual filter, but seems once i set that, the results are even more unexpected where rows are being hidden when they should not be.

  • @IvanCortinas_ES
    @IvanCortinas_ES 3 дні тому

    Absolutely spectacular. Certainly one of the best Power Query channels!! Thanks for all the passion! It's well worth it.

  • @boissierepascal5755
    @boissierepascal5755 6 днів тому

    Happy new year Senseï 🎉

  • @scottfarris8728
    @scottfarris8728 9 днів тому

    ❤That was a great vid, I have a similar situation and you got me past a major hurdle. Being able to make changes to the data while they are still in the list was brilliant. In my situation, after the tables are cleaned up, I need them to be two separate tables to push into excel. I cannot seem to master expanding the data and saving the tables. My use case is the tables contain some information that is used to calculate later in Excel and I need them as separate tables.

  • @txreal2
    @txreal2 9 днів тому

    Great! In Added Custom step, what if you don't have a year? Instead you have "Award". What do we use instead of "...each if Value.Is([Column1], type number) ?? Thanks.

  • @iALEX575
    @iALEX575 13 днів тому

    thanks for showing an example with the date format, I tried a lot to do as it is written in the official help, nothing worked through square brackets

  • @adrianoschwenkberg6773
    @adrianoschwenkberg6773 13 днів тому

    my side note on this. start with a grouping-Step by year and product to ensure the data is in the expected granularity. that way your division by 12 keeps correct. i ve seen lots of datasets like this with manual added values because of different reasons.

  • @kennethstephani692
    @kennethstephani692 13 днів тому

    Terrific Video!!

  • @williamarthur4801
    @williamarthur4801 13 днів тому

    I thought of using List.Dates ; List.Dates( #date([Year] ,1,1),12, #duration(31,0,0,0) ) but you still end up needing transform to get the format, liked the way you added date type using {} had never considered that. Happy New year.

    • @basensei8699
      @basensei8699 13 днів тому

      awesome thanks man! and Happy new year to you also!

  • @bedfrance2976
    @bedfrance2976 13 днів тому

    Brillant and excellent Mr BA, YOU ROCK 🙌 what about starting from the monthly split and do it now at a working day level ? Could be an interesting challenge isn’t it ? First count days for every month, divide by working days, and no budget on week end day and bank holidays, all rounding to match the year budgets Are you ready to fire UA-cam power query videos and win the Olympics ? You are the best so wait and see your next step ! Best to you

    • @basensei8699
      @basensei8699 13 днів тому

      glorious ! thank you so much! i like that challenge and i have a couple of ideas of how to solve that one! i'm gonna make a note of that for a future video!

  • @IvanCortinas_ES
    @IvanCortinas_ES 14 днів тому

    Excellent, as always. Thank you!!!

  • @davidfelipepenaguardiola1177
    @davidfelipepenaguardiola1177 14 днів тому

    Very very usefull lesson. Thanks a lot, Mr BA Sensei!

  • @tonybatty504
    @tonybatty504 14 днів тому

    Another belter! I've struggled a little with the outer/inner structure but your explanation has definitely helped.

    • @basensei8699
      @basensei8699 13 днів тому

      awesome thank you! Once you get the hang of the inner and outer tables you can start creating real incredible solutions!

  • @cheehui6527
    @cheehui6527 14 днів тому

    the tutorial is GOLD! thanks James for the amazing tips and tricks!

    • @basensei8699
      @basensei8699 13 днів тому

      awesome thank you! i'm so happy you like the tips and tricks!

  • @jazzista1967
    @jazzista1967 14 днів тому

    James. Excellent tutorial. You just solved a mystery on how to sort dates monthly ( From Jan thru Dec) .I stopped using the Datetotext function because it was always returning the dates in alphabetical order ( April, August etc) and i did not know how to sort it from Jan to Dec. I wish you could extend this monthly budget exercise Furter to include periods: Lets say your monthly allocation for a product is from Jan thru Oct , then another product from May to Oct , or November to March of the following year and so on. Thanks and Happy new year

    • @basensei8699
      @basensei8699 13 днів тому

      awesome! those dates also plagued me for a while! and then i did a little digging and discovered the way out! awesome i'll keep the other periods in mind :) this gives me some good ideas for another video ! Happy new year there!

    • @jazzista1967
      @jazzista1967 13 днів тому

      Thanks James for replying back to me.... Your channel is pure gold when it comes to Powerquery.!

  • @pamphlex
    @pamphlex 14 днів тому

    Aother cool trick added to my arsenal. Thank you.

  • @kkravch
    @kkravch 14 днів тому

    Great content. How difficult it is to do the same but for a fiscal year Oct - Sep? Also, I noticed that you keep fighting with automatic change type. While in PQ go to File, Data Load, Type Detection, and select Never detect... Best.

    • @jazzista1967
      @jazzista1967 14 днів тому

      Hey kkravch. Thanks for the tip. I just disabled mine. This has been driving me insane for your years.

    • @basensei8699
      @basensei8699 13 днів тому

      excellent thank you for that Now i dont have to be haunted by that "Change Type" :) ! and yes it's totally possible to do it for fiscal years. A couple of extra steps - i'll keep it in mind for a future video!

  • @kebincui
    @kebincui 14 днів тому

    Brilliant as always 👍❤

  • @alexbarbucristi
    @alexbarbucristi 14 днів тому

    loved it! 3 new useful things in one video!

  • @Bhavik_Khatri
    @Bhavik_Khatri 14 днів тому

    Awesome

  • @rauljimenez5485
    @rauljimenez5485 14 днів тому

    A have been using the add column with the list transform technique for several years.... but your solution with the dynamic year grab is much stronger an elegant, the explanation of the 'inner' and 'outer' context/table clarified it in a very simple way after many years!!! AND, the declaration of the list type by wrapping it in curly brackets is the cherry on the top (I love finding these gold nuggets in your videos). Thank you very much for sharing your knowledge with us!!

  • @boissierepascal5755
    @boissierepascal5755 14 днів тому

    Top !!!!

  • @PatrickYoung-zy5qc
    @PatrickYoung-zy5qc 14 днів тому

    Another banging vid, Sensei!

  • @SamehRSameh
    @SamehRSameh 15 днів тому

    What is meaning expression "occurance all"

  • @cdunsford
    @cdunsford 15 днів тому

    Great video...thank you!

  • @IvanCortinas_ES
    @IvanCortinas_ES 18 днів тому

    Pro tutorials. Excellent explanation. Thanks for being so good. Merry Christmas.

    • @basensei8699
      @basensei8699 13 днів тому

      so awesome thanks man! Happy new year there!

    • @IvanCortinas_ES
      @IvanCortinas_ES 13 днів тому

      @basensei8699 Happy New Year!!!

  • @10ozGold
    @10ozGold 21 день тому

    Wow that's some sexy sh*t!!!! Excellent video

  • @MatusiSK
    @MatusiSK 21 день тому

    Do you have a course where you teach power query ?? Because thats mi christmas wish.

    • @basensei8699
      @basensei8699 13 днів тому

      alas i dont! but maybe i should start thinking about it!

  • @MatusiSK
    @MatusiSK 24 дні тому

    I don't understand half of it but still amazing.

  • @MatusiSK
    @MatusiSK 24 дні тому

    I'm humbly amazed by your approach. Amazing!

  • @MatusiSK
    @MatusiSK 24 дні тому

    Genius, I'm just gonna watch all your videos for inspiration and in generall to have broader view when I'm approaching any Power Query problem. Please keep it coming !!!

  • @qasimali-gu3oz
    @qasimali-gu3oz 28 днів тому

    Hi James, there's 4:11 I saw null value. Also you applied List.RemoveNull function. This should remove this null value on date column but it is still there. Am I right?

  • @oscarrosero1025
    @oscarrosero1025 Місяць тому

    Outstanding!!!. I wonder why did you select 30 minutes increments for time calculation. If minutes is used, hao daoes this affects the function?

  • @leetran8328
    @leetran8328 Місяць тому

    tks u

  • @planetaexcel
    @planetaexcel Місяць тому

    Great video! But after getting column with lists and cleaning nulls you may convert all to table with Table.FromRows function :)

  • @HSKalsi-g6u
    @HSKalsi-g6u Місяць тому

    Thanks. What if the column headers are different?

  • @CideeStudio
    @CideeStudio Місяць тому

    thank you

  • @anpham7108
    @anpham7108 Місяць тому

    Dang, thats smooth

  • @steliostsotras9050
    @steliostsotras9050 Місяць тому

    Very nice to meet you! You earn a new subscriber! Thank you my friend! I love Power Query!

  • @petermichalek5118
    @petermichalek5118 Місяць тому

    wow

  • @tonybatty504
    @tonybatty504 Місяць тому

    👍👍👍

  • @kebincui
    @kebincui Місяць тому

    Great as always. Thanks to data mater and magician James and look forward to more videos 🌹❤👍

  • @PatrickYoung-zy5qc
    @PatrickYoung-zy5qc Місяць тому

    There are no friendly datasets! Another great vid. Highly instructional.

  • @boissierepascal5755
    @boissierepascal5755 Місяць тому

    Awsome ! Sensei, I love the record-to-list way to master those jagged data. And, the projection movement too.

  • @mnowako
    @mnowako Місяць тому

    WOW! That is excellent! Thank you Magician :)

  • @alexbarbucristi
    @alexbarbucristi Місяць тому

    Brilliant!

  • @marcusisaksson
    @marcusisaksson Місяць тому

    Excellent video! I ended up in a situation where the power query import of an excel-file jigged the headings and the data by itself. It even removed one column heading 😂

  • @paspuggie48
    @paspuggie48 Місяць тому

    Star 🌟

  • @ahmed.sarhan84
    @ahmed.sarhan84 Місяць тому

    Great video as usual