How to use Pivot in Power Query and avoid the errors (PLUS bonus at minute 6)

Тәжірибелік нұсқаулар және стиль

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If you ever need to Pivot your data it's quite possible you've hit an error.
Here I explain why, and how to avoid it
00:00 The Intro
00:17 The Setup
01:20 Getting the Error
02:15 Why the error?
02:56 The solution
03:11 Group By
03:56 Add an Index column within the group
05:32 The Pivot now works!
05:55 BONUS PRO TIP: Merging the Query with itself 🤯
File to download:
aasolutions.sharepoint.com/:f...
The team and I at Access Analytic develop Power BI and Excel solutions for clients in Australia and deliver training around the World. accessanalytic.com.au/
Did you know I've written a book "Power BI for the Excel Analyst"?
pbi.guide/book/
Connect with me
wyn.bio.link/

Пікірлер: 83

  • @AgulloBernat
    @AgulloBernat Жыл бұрын

    awesome

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Cheers Bernat

  • @Looii5
    @Looii55 күн бұрын

    The tips are great and so is the guitar music at the end! 🎸

  • @AccessAnalytic

    @AccessAnalytic

    5 күн бұрын

    Cheers!

  • @kebincui
    @kebincui Жыл бұрын

    Excellent tip to deal with annoying error in pivoting a column. Thank you Wyn

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re welcome Kebin

  • @zahoorsarbandi2982
    @zahoorsarbandi2982 Жыл бұрын

    Believe me today I needed it and fortunately I found my solution in this video.. thank you very much sir

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re very welcome

  • @sebastianschick1989
    @sebastianschick19894 ай бұрын

    very helpful, you've saved my day - thanks a lot, and the bonus tip was very helpful as well👍👌😊

  • @AccessAnalytic

    @AccessAnalytic

    4 ай бұрын

    Glad to help

  • @krishanphophalia9303
    @krishanphophalia9303 Жыл бұрын

    Great tip, Wyn! You always pleasantly surprise us with these weekly tips. ❤

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thanks Krishan 🤗

  • @109zxg
    @109zxg7 ай бұрын

    Brilliant, exact what I want to learn! Thank you

  • @AccessAnalytic

    @AccessAnalytic

    7 ай бұрын

    Thanks for letting me know it was useful 😀

  • @rahulkalingeri1206
    @rahulkalingeri12069 күн бұрын

    Wowww.. just what I needed ..thanks a lot 🙂

  • @AccessAnalytic

    @AccessAnalytic

    9 күн бұрын

    You’re welcome. I appreciate you taking the time to let me know you found it useful

  • @MoRo9083
    @MoRo90835 ай бұрын

    Sir, usted no sabe como lo amo en este momento!

  • @AccessAnalytic

    @AccessAnalytic

    5 ай бұрын

    Glad it was useful

  • @abdulsaidmkamara7305
    @abdulsaidmkamara7305 Жыл бұрын

    always a pleasure learning from you on Saturday.

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    😀glad to teach ( and learn ) Abdul

  • @ksowjanya4488
    @ksowjanya44889 ай бұрын

    Thank you for clear explanation.

  • @AccessAnalytic

    @AccessAnalytic

    9 ай бұрын

    You're welcome

  • @shubhabratadey
    @shubhabratadey9 ай бұрын

    Nice video. Many thanks

  • @AccessAnalytic

    @AccessAnalytic

    9 ай бұрын

    You’re welcome

  • @user-en3pc7ko8e
    @user-en3pc7ko8e4 ай бұрын

    Awesome! Very powerful.

  • @AccessAnalytic

    @AccessAnalytic

    4 ай бұрын

    Absolutely

  • @baskis69
    @baskis69 Жыл бұрын

    Nice trick... you're a power query wizard¡¡¡ ;)

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thank you 😄

  • @BillSzysz1
    @BillSzysz1 Жыл бұрын

    Thanks for great lesson 👍. But i have one small remark. If the source table is not sorted by month then the order of the rows in the result table may be incorrect. So, i propose add as a first step of query (it doesn't have to be the first step, but for clarity, I like it to be at the beginning) MonthsOrder = Table.FromColumns( { List.Transform( List.Dates(#date(1, 1, 15), 12, #duration(30, 0, 0, 0)), each Date.ToText(_, "MMM", "en-GB") ), {1 .. 12} }, {"Months", "Idx"} ) Then the "Merged Queries" step and the following would look like this below #"Merged Queries" = Table.NestedJoin( ReadyForMerge, {"Month"}, MonthsOrder2, {"Month"}, "MonthsOrder", JoinKind.LeftOuter ), Expanded = Table.ExpandTableColumn( #"Merged Queries", "MonthsOrder", {"Idx"}, {"Idx"}), #"Sorted Rows" = Table.Sort( Expanded, {{"Idx", Order.Ascending}, {"Index", Order.Ascending}} ), #"Removed Columns" = Table.RemoveColumns(#"Sorted Rows", {"Index", "Idx"}) in #"Removed Columns" The advantage of this solution is that we can have the names of the months in any language (just change "en-GB" to, for example, "pl-PL")

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Nice suggestion Bill

  • @behzadghah
    @behzadghah Жыл бұрын

    grate solution. thank you

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Glad it helped

  • @chrism9037
    @chrism9037 Жыл бұрын

    Very helpful video, thanks Wyn!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re welcome Chris. Thanks for taking the time to leave a kind comment

  • @HatemEsmat
    @HatemEsmatАй бұрын

    Awesome, Thanks a lot❤

  • @AccessAnalytic

    @AccessAnalytic

    Ай бұрын

    You're welcome

  • @tomstrack42
    @tomstrack42 Жыл бұрын

    Excellent!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Cheers

  • @gsbertho
    @gsbertho9 ай бұрын

    so simple and so useful !!!

  • @AccessAnalytic

    @AccessAnalytic

    9 ай бұрын

    Glad to help

  • @Bhavik_Khatri
    @Bhavik_Khatri Жыл бұрын

    Nice tricks

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thanks Bhavik

  • @TopBam
    @TopBam5 ай бұрын

    Very useful! I needed this for a two-column data set as an alternative to my complicated let/drop/reduce/lambda formula.

  • @AccessAnalytic

    @AccessAnalytic

    5 ай бұрын

    I appreciate you taking the time to let me know you found it useful

  • @dougmphilly

    @dougmphilly

    2 ай бұрын

    anything is better than lambda. you hand offv a spreadsheet to anyone with that function all you get is stares.

  • @TopBam

    @TopBam

    2 ай бұрын

    @@dougmphilly I still love LAMBDA! Greatest thing to hit excel since power query came out for Excel 2010. It is a real game changer, just like power query.

  • @dougmphilly

    @dougmphilly

    2 ай бұрын

    @@TopBam its only intuitive to the most powerful of power users. i tried explaining the function in a shared spreadsheet that went absolutely nowhere.

  • @TopBam

    @TopBam

    2 ай бұрын

    @@dougmphilly They can learn if they are taught correctly. Lack of competence is problem in every profession. Just because people don't understand it, doesn't mean we should not use it.

  • @mnowako
    @mnowako Жыл бұрын

    Great one, thanks!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Cheers Mariusz

  • @lorenzoladejobi8701
    @lorenzoladejobi8701 Жыл бұрын

    Very educative!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thank you

  • @alexrosen8762
    @alexrosen8762 Жыл бұрын

    Super smart and useful

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Cheers Alex

  • @hassan06ny
    @hassan06ny Жыл бұрын

    Thank you!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re welcome

  • @cheikhhakim5864
    @cheikhhakim5864 Жыл бұрын

    thank you sir

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re welcome

  • @entertainmentgalaxy971
    @entertainmentgalaxy9718 ай бұрын

    Thanks for an amazing solution. I think you can add helper column in source table to make it simple for sort order. =MONTH(DATEVALUE("1-"&[@Month]&"-1900"))

  • @AccessAnalytic

    @AccessAnalytic

    8 ай бұрын

    Cheers

  • @nazarkamal8831
    @nazarkamal88316 ай бұрын

    Awesome 👍👍👍

  • @AccessAnalytic

    @AccessAnalytic

    6 ай бұрын

    Thanks

  • @thebhaskarjoshi
    @thebhaskarjoshi Жыл бұрын

    Loved it.

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thanks Bhaskar

  • @williamarthur4801
    @williamarthur4801 Жыл бұрын

    Like the sort trick, and thanks for mentioning about Upper before lower case sorting in previous, when I did this I had a jan in wrong order, and if you hadn't mentioned that upper sort first would have spent good while wondering why.

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    You’re welcome 😀

  • @juancarlosleytonfernandez9146
    @juancarlosleytonfernandez9146 Жыл бұрын

    Genius!!!!!

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Thank you 🤗

  • @youssefelghandour3008
    @youssefelghandour300811 ай бұрын

    Bahebak❤

  • @kebincui
    @kebincui Жыл бұрын

    hi Wyn. I am wondering if we just add index to the intial table and then pivot without grouping. Would that also prevent error from popping up? Thanks

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Yep, sure does but you get a single row for every entry so it looks pretty messy

  • @kebincui

    @kebincui

    Жыл бұрын

    @@AccessAnalytic Thanks Wyn for your quick clarification❤👍

  • @mdwasitalinayyar
    @mdwasitalinayyar Жыл бұрын

    I concatenate 01-jan-2023 to make a custom column of date. The. Sort by that custom date column

  • @AccessAnalytic

    @AccessAnalytic

    Жыл бұрын

    Nice one 😀

  • @pascaljoly5752
    @pascaljoly57526 ай бұрын

    why did you have to group the data before adding the Index column? does it mean it wouldn't have worked if you'd added the index column without grouping the data?

  • @AccessAnalytic

    @AccessAnalytic

    6 ай бұрын

    It helps keep the records together. So entry 1 for each person appears on same row, then entry 2 etc, otherwise it splits each entry into a unique row

  • @pascaljoly5752

    @pascaljoly5752

    6 ай бұрын

    @@AccessAnalytic makes sense. i have managed to get the same result by creating a function that adds an index column in each sub-table that you get after grouping the data and before expanding the data. at the end of the day, it's pretty much doing the same thing but since i am new to creating functions, it made more sense to me this way to try this way. i could send you what i have done but i don't know how.

  • @pascaljoly5752

    @pascaljoly5752

    6 ай бұрын

    the function i wrote is basic: (MyTable) => let #"Added Index" = Table.AddIndexColumn(MyTable, "Index", 1, 1, Int64.Type), #"Changed Type3" = Table.TransformColumnTypes(#"Added Index",{{"Index", type number}}) in #"Changed Type3" then all i have to do is to invoke it once i've grouped the data. seems to do the job just fine as i get the same result. am i missing something?

  • @AccessAnalytic

    @AccessAnalytic

    6 ай бұрын

    Sounds fine to me

  • @IMAS7512
    @IMAS751210 ай бұрын

    DataFormat.Error: Invalid cell value '#NAME?'. How to solve this error

  • @AccessAnalytic

    @AccessAnalytic

    10 ай бұрын

    That sounds like an error in the source excel file.

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