Forum Discussion
Monthly CSV Report
Hi QuintinC ,
I have tried some transformation from the excel file you shared and attacg .pbix file here. I made a copy with just one change of 'Date report generated' to change to June.
Key things I could accomplish are:
1. Merge both file from Folder.
2. Retrieve date of report generation to a new column. A custom column is added and fill down function copies date to null rows.
I have put comments on key transformation steps, just hover the mouse and you will see it.
Finally, made a sample visual to show you how the data look like.
This may not be the exact transformation needed by you, but it would show you power of power query in such transoformation. Thing is, we need to find transform logic based on our use case and try to use relevant functions available.
https://drive.google.com/drive/folders/1C3NfpE-rvX9HQN4ejSp7Jhkpa2H3B9K3?usp=sharing
Hope it helps.
Hi QuintinC ,
I have tried some transformation from the excel file you shared and attacg .pbix file here. I made a copy with just one change of 'Date report generated' to change to June.
Key things I could accomplish are:
1. Merge both file from Folder.
2. Retrieve date of report generation to a new column. A custom column is added and fill down function copies date to null rows.
I have put comments on key transformation steps, just hover the mouse and you will see it.
Finally, made a sample visual to show you how the data look like.
This may not be the exact transformation needed by you, but it would show you power of power query in such transoformation. Thing is, we need to find transform logic based on our use case and try to use relevant functions available.
https://drive.google.com/drive/folders/1C3NfpE-rvX9HQN4ejSp7Jhkpa2H3B9K3?usp=sharing
Hope it helps.
Thank You! I will play with this for a while and see what I can do. I was able to generate a different report that was slightly more friendly and sophisticated however it should have the same problems so I will work with this for now and see if I can gain some insight. Thank You!