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Willhelm_GTBR
New Member

How can I "flatten" a table for analytics

Greetings.

 

I am new to PowerBI, and in Data Analysis for that matter, and have in my hands an expenses table, with relevant data in both columns and rows, similar to this:

Willhelm_GTBR_0-1703778196186.png

 

And I need, inside PowerBI, to flatten it so each entry has a supplier, CC, month and year, as such:

Willhelm_GTBR_1-1703778238113.png

 

I need to reorder it so I can build a dash, showing how much was spent through the year and allowing filters by Supplier and/or CC. I thought of simply making new tables, for months, years, CC and Suppliers and sums from the source data then creating relations between them but am finding difficulties since I have zero training on the software.

 

Any help is much appreciated.

1 ACCEPTED SOLUTION
olgad
Super User
Super User

Hi, in Power Query pick Supplier and Cost Center columns go to Transform-Unpivot Dropdown (the arrow down) and choose Unpivot other columns

olgad_0-1703779453133.png

olgad_1-1703779485955.png

Then you can Split by delimiter / the Attribute column and get your month and year columns


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2 REPLIES 2
olgad
Super User
Super User

Hi, in Power Query pick Supplier and Cost Center columns go to Transform-Unpivot Dropdown (the arrow down) and choose Unpivot other columns

olgad_0-1703779453133.png

olgad_1-1703779485955.png

Then you can Split by delimiter / the Attribute column and get your month and year columns


DID I ANSWER YOUR QUESTION? PLEASE MARK MY POST AS A SOLUTION! APPRECIATE YOUR KUDO/LIKE!
PROUD TO BE A SUPER USER!
Best Stories, Interesting Cases: PowerBI Storytime Newsletter
Linkedin Profile: Linkedin
YouTube Channel: PowerBI Storytime

That's ridiculously easy and yet it elluded me. Worked like a charm.

 

Now it is a matter of splitting months and year and relating everything, that should be no problem.

 

Cheers, mate. Much obliged.

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