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BJE's avatar
BJE
Helper I
4 years ago
Solved

Changing the format of column headers

I have a dataset that has column headers that refer to the FY with the data in each of the columns being dollar amounts, similar to below:

 

ItemFY 2020-21FY 2021-22FY 2022-23FY 2023-24FY 2024-25FY 2025-26
Salary202225273033
Utilities56891112
Travel8109101213
Admin667899
Supplies151516161817

 

It would be ideal to be able to convert the column headers in date formats to provide greater flexibility with setting up visualisation parameters. I started developing a separate date table but couldn't work out the best way to establish the required relationships. Any suggestions on how to best facilitate this?

  • Hi BJE ,

     

    You need to 'normalise' your table structure.

    Select your item field in Power Query then go to Transform tab > Unpivot Columns > Unpivot Other Columns.

    This will now give you a single column of your year values on which to perform functions to convert to a recognisable date format, as well as a single column on which to add a relationships.

     

    This table structure will also make it WAAAY simpler to create measures based on your values data.

     

    Pete

2 Replies

  • Hi BJE ,

     

    You need to 'normalise' your table structure.

    Select your item field in Power Query then go to Transform tab > Unpivot Columns > Unpivot Other Columns.

    This will now give you a single column of your year values on which to perform functions to convert to a recognisable date format, as well as a single column on which to add a relationships.

     

    This table structure will also make it WAAAY simpler to create measures based on your values data.

     

    Pete

  • v-kelly-msft's avatar
    v-kelly-msft
    Community Support

    Hi  BJE ,

     

    Using below M codes to get the year period for each Item:

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("TY07CoAwEETvsnWKfDAxpWdQq5AioEUgivgDb+9uomIxr5h9zDoHbUhhvYCB5ARJqAgGoahTCjxz0O8xxT2OG1YkaEyNsRghCDJ73RrOMT1HwV+DFwNR5pphivMzQzG/OZuN9liWVP6J6oP+kPcNeH8D", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Item = _t, #"FY 2020-21" = _t, #"FY 2021-22" = _t, #"FY 2022-23" = _t, #"FY 2023-24" = _t, #"FY 2024-25" = _t, #"FY 2025-26" = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Item", type text}, {"FY 2020-21", Int64.Type}, {"FY 2021-22", Int64.Type}, {"FY 2022-23", Int64.Type}, {"FY 2023-24", Int64.Type}, {"FY 2024-25", Int64.Type}, {"FY 2025-26", Int64.Type}}),
        #"Unpivoted Other Columns" = Table.UnpivotOtherColumns(#"Changed Type", {"Item"}, "Attribute", "Value"),
        #"Added Custom" = Table.AddColumn(#"Unpivoted Other Columns", "Custom", each Text.Remove([Attribute],{"F","Y"})),
        #"Trimmed Text" = Table.TransformColumns(#"Added Custom",{{"Custom", Text.Trim, type text}}),
        #"Split Column by Delimiter" = Table.SplitColumn(#"Trimmed Text", "Custom", Splitter.SplitTextByDelimiter("-", QuoteStyle.Csv), {"Custom.1", "Custom.2"}),
        #"Changed Type1" = Table.TransformColumnTypes(#"Split Column by Delimiter",{{"Custom.1", Int64.Type}, {"Custom.2", Int64.Type}}),
        #"Added Custom1" = Table.AddColumn(#"Changed Type1", "Custom", each "20"&Text.From([Custom.2])),
        #"Changed Type2" = Table.TransformColumnTypes(#"Added Custom1",{{"Custom", Int64.Type}}),
        #"Removed Columns" = Table.RemoveColumns(#"Changed Type2",{"Custom.2"}),
        #"Added Custom2" = Table.AddColumn(#"Removed Columns", "Custom.2", each List.Range({[Custom.1]..[Custom]},0)),
        #"Expanded Custom.2" = Table.ExpandListColumn(#"Added Custom2", "Custom.2"),
        #"Removed Columns1" = Table.RemoveColumns(#"Expanded Custom.2",{"Custom.1", "Custom"})
    in
        #"Removed Columns1"

    And you will see:

    For the related .pbix file,pls see attached.

     

    Best Regards,
    Kelly

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