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GabinAM's avatar
GabinAM
Frequent Visitor
2 years ago
Solved

Add Rows - Loop

Hello everyone! 😊

Hope you're doing well! 

Initial Situation

I'm currently working on tricky DB, please see below an example, wtih some informations stored in columns (ID/Date/Underlying) and some others vertically (Label/Level) (it's a bit hard to express clearly). 

IDLabelLevelDateUnderlying
1Accumulation30001/01/2024Potato
1Barrier40001/01/2024Potato
2Up30003/01/2024Green Beans
2Down40003/01/2024Green Beans
2Middle45003/01/2024Green Beans
3Up30005/01/2024Carrots
3Down40005/01/2024Carrots
3Middle35005/01/2024Carrots
3Barrier50005/01/2024Carrots

 

Expected Result

I would like to display a table or matrix in PowerBI (based on a ID filter) as folow: 

Example 1 

IDAccumulationBarrierDateUnderlying
130040001/01/2024Potato


Example 2 

IDUpDownMiddleDateUnderlying
230040045003/01/2024Green Beans


Example 3

IDUpDownMiddleBarrierDateUnderlying
330040035014/05/190105/01/2024Carrots

 

However...

So far, I'm a bit stuck as I cannot reach this result either with a Table or with a Matrix. Please see below an example: 


*******************************************

In order to reach my result, I was thinking about creating a Looping Querry adding for each ID two additional rows as follow : 

IDLabelLevelDateUnderlying
1Accumulation30001/01/2024Potato
1Barrier40001/01/2024Potato
1Date01/01/2024  
1UnderlyingPotato  
2Up30003/01/2024Green Beans
2Down40003/01/2024Green Beans
2Middle45003/01/2024Green Beans
2Date03/01/2024  
2UnderlyingGreen Beans  
3Up30005/01/2024Carrots
3Down40005/01/2024Carrots
3Middle45005/01/2024Carrots
3Barrier50005/01/2024Carrots
3Date05/01/2024  
3UnderlyingCarrots  


I don't know if it's managable on PowerQuerry or if there is a easier way to reach the expected result in PowerBI. Any help would be greatly appreaciated! 🙏

Please find here the PBIX and Excel used for the example. 

Many thanks in advance! 

  • Hi GabinAM, Power Query solution:

     

    Result (you can delete last step if you want to see separate tables)

     

    let
        Source = Excel.Workbook(File.Contents("Z:\support\Execution\GAM\Control - Check - Data\20240408 - ADM New DB\Test 2\TEST.xlsx"), true, true),
        Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
        ChangedType = Table.TransformColumnTypes(Sheet1_Sheet,{{"ID", Int64.Type}, {"Label", type text}, {"Level", Int64.Type}, {"Date", type date}, {"Underlying", type text}}),
        GroupedRows = Table.Group(ChangedType, {"ID"}, {{"All", each Table.Pivot(_, List.Distinct([Label]), "Label", "Level"), type table}}),
        CombinedAll = Table.Combine(GroupedRows[All])
    in
        CombinedAll

     

6 Replies

  • dufoq3's avatar
    dufoq3
    Community Champion

    Hi GabinAM, Power Query solution:

     

    Result (you can delete last step if you want to see separate tables)

     

    let
        Source = Excel.Workbook(File.Contents("Z:\support\Execution\GAM\Control - Check - Data\20240408 - ADM New DB\Test 2\TEST.xlsx"), true, true),
        Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
        ChangedType = Table.TransformColumnTypes(Sheet1_Sheet,{{"ID", Int64.Type}, {"Label", type text}, {"Level", Int64.Type}, {"Date", type date}, {"Underlying", type text}}),
        GroupedRows = Table.Group(ChangedType, {"ID"}, {{"All", each Table.Pivot(_, List.Distinct([Label]), "Label", "Level"), type table}}),
        CombinedAll = Table.Combine(GroupedRows[All])
    in
        CombinedAll

     

    • GabinAM's avatar
      GabinAM
      Frequent Visitor

      Hello dufoq3 it works wonderfully! 

      I'm just checking how can we hide the column if the value is null for the relevant ID? 

      Basicly, I have ~ 15/20 different ID with differents labels so it's not very handy to keep all of them on the table... 

      • dufoq3's avatar
        dufoq3
        Community Champion

        If you want to achive this, remove my Power Query code and use the one you uploaded as an example. Then you can use matrix like this: