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Steve123
Frequent Visitor

Best way to create a new table from existing table. Power Query or Power BI Desktop

Excuse this if it seems a very obvious question, but I'm new to Power BI, trying to migrate from using Excel.

I have "order line data" imported from csv into a table and it looks a bit like:

ORDER, ITEMCODE, QTY

order1, itemA, 2

order1, itemB, 5

order2, itemC, 1

order3, itemA, 10

order3, itemD, 2

...

In Power BI Desktop, I can present a Table summarising this such as

OrderID, Num Order Lines, Qty Ordered

order1, 2, 7

order2, 1, 1

order3, 2, 12

 

This displays what I want, but I want to work with this table, so that I can see how many orders have 1 line, how many have 2-5 lines, have many have 1 item, etc.

 

I figure I need to create my new table in data, rather than just display it, but should I create this using Power Query or the "New Table" functionality (button?) in Power BI Desktop? I've started doing both, but not sure which is the best way forward.

 

As I said, I'm new to this, although I have used Power Query and Power Pivot successfully in Excel. When I get this working, I want it to be a template, so that I can just import new order line data and Power BI Desktop will do the summary stuff for me, so wanted to make sure I'm going down the correct route first.

1 ACCEPTED SOLUTION
JorgePinho
Solution Sage
Solution Sage

Hello @Steve123! Taking in consideration what you just said I recommend that you do that in Power Query Editor.

 

There you can use the "Group by" to archieve the desired table!

View solution in original post

1 REPLY 1
JorgePinho
Solution Sage
Solution Sage

Hello @Steve123! Taking in consideration what you just said I recommend that you do that in Power Query Editor.

 

There you can use the "Group by" to archieve the desired table!

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