cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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!

Helpful resources

Announcements
Join Arun Ulag at MPPC23

Join Arun Ulag at MPPC23

Get a sneak peek into this year's Power Platform Conference Keynote.

PBI Sept Update Carousel

Power BI September 2023 Update

Take a look at the September 2023 Power BI update to learn more.

Learn Live

Learn Live: Event Series

Join Microsoft Reactor and learn from developers.

Dashboard in a day with date

Exclusive opportunity for Women!

Join us for a free, hands-on Microsoft workshop led by women trainers for women where you will learn how to build a Dashboard in a Day!