Forum Discussion
Excel 2016- Pivot table and Power query
Thank you for your reply unfortunately i think the data base from the person that set the power query up no longer is valid.
Would anyone be able to assist and set up a new one for me or just even a pivot table.
I need a pivot table to show the months and locations of samples carried out with results so we can evaluate failures etc
Hi Kaz28EN , thank you for reaching out to the Microsoft Fabric Community Forum.
Please follow below steps to set up Power Query and Pivot Table:
- Ensure your data is in a clean and structured format, such as an Excel table or CSV file. The data should include columns like Month, Location, Sample Results and any other relevant columns.
- Open Excel and go to the Data tab. Click Get Data and select the appropriate data source. Load the data into Power Query.
- Use Power Query to clean and prepare the data. Remove unnecessary columns. Ensure the Month and Location columns are in the correct format. Filter out any irrelevant rows. Click Close & Load to load the cleaned data back into Excel.
- Select the cleaned data in Excel. Go to the Insert tab and click Pivot Table. Choose where to place the Pivot Table.
- Drag the following fields into the Pivot Table. Rows: Month, Location, Values: Sample Results (set to Count or other aggregation as needed). Use filters or slicers to analyze specific subsets of the data.
- If the source data changes, you can refresh the Pivot Table by Going to the Data tab and clicking Refresh All.
If this helps, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details.
Thank you.
Hi Kaz28EN , thank you for reaching out to the Microsoft Fabric Community Forum.
If I am understanding it correctly, you want help setting up pivot table and power query. To do this, please follow above steps (of my previous reply).
For your reference I have attached screenshots of doing this based on a sample data.If this doesn’t help, please consider sharing your data if possible.
If this helps, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details.
Thank you.