Forum Discussion
Anonymous
4 years agoNot applicable
Expression.Error: Access field by index in table
Hi Power BI community My goal: data input: Excel table with monthly budget per employee from a specific date. New budget can be added on a random following date. Power Query transforms the inp...
Anonymous
4 years agoNot applicable
Hi BA_Pete
thank you very much for your help.
Please check out the sample data as JSON below.
My thought were:
- sort table by fromDate
- group by "username"
- group "groupByUsername" table again by "categoryName"
- add Index1 on "groupByUsernameAndcategoryName"
- add column "toDate" on groupByUsernameAndcategoryName {Index1][fromDate]
[
{"fromDate": "fromDate", "categoryName": "categoryName", "monthlyBudget": "monthlyBudget", "username": "username"}
,{"fromDate": "1.2.20", "categoryName": "Offerte", "monthlyBudget": "300", "username": "Max Meier"}
,{"fromDate": "2.4.22", "categoryName": "Offerte", "monthlyBudget": "100", "username": "Max Meier"}
,{"fromDate": "1.8.21", "categoryName": "Offerte", "monthlyBudget": "220", "username": "Max Meier"}
,{"fromDate": "1.5.19", "categoryName": "Offerte", "monthlyBudget": "50", "username": "Max Meier"}
,{"fromDate": "1.5.18", "categoryName": "Vertrag", "monthlyBudget": "20", "username": "Fritz Peter"}
,{"fromDate": "4.9.17", "categoryName": "Offerte", "monthlyBudget": "10", "username": "Fritz Peter"}
,{"fromDate": "1.1.2000", "categoryName": "Demo-Account", "monthlyBudget": "100", "username": "Paul Turbo"}
,{"fromDate": "19.1.2022", "categoryName": "Offerte", "monthlyBudget": "20", "username": "Paul Turbo"}
,{"fromDate": "12.8.2020", "categoryName": "Offerte", "monthlyBudget": "50", "username": "Paul Turbo"}
,{"fromDate": "2.3.17", "categoryName": "Calls", "monthlyBudget": "1000", "username": "Paul Turbo"}
,{"fromDate": "2.5.17", "categoryName": "Calls", "monthlyBudget": "1100", "username": "Paul Turbo"}
,{"fromDate": "2.6.17", "categoryName": "Calls", "monthlyBudget": "200", "username": "Paul Turbo"}
,{"fromDate": "3.7.17", "categoryName": "Calls", "monthlyBudget": "50", "username": "Paul Turbo"}
,{"fromDate": "1.1.2001", "categoryName": "Demo-Account", "monthlyBudget": "50", "username": "Paul Turbo"}
,{"fromDate": "1.2.02", "categoryName": "Demo-Account", "monthlyBudget": "70", "username": "Paul Turbo"}
]
Best regards
Olk
BA_Pete
Super User
4 years agoHi Anonymous ,
You didn't provide an example of what your desired output looks like, so I've put together the table below which should give you everything you need to complete it as you need.
There's a number of ways that you could apportion the monthly budget into daily budget, each slightly more complicated than the last, so I've just given you a [monthsBetween] column and a [dateList] column that should be the basis for whichever method you choose.
Pete
let
Source = Table.FromRecords(
{
[fromDate = "1.2.20", categoryName = "Offerte", monthlyBudget = 300, userName = "Max Meier"]
,[fromDate = "2.4.22", categoryName = "Offerte", monthlyBudget = 100, userName = "Max Meier"]
,[fromDate = "1.8.21", categoryName = "Offerte", monthlyBudget = 220, userName = "Max Meier"]
,[fromDate = "1.5.19", categoryName = "Offerte", monthlyBudget = 50, userName = "Max Meier"]
,[fromDate = "1.5.18", categoryName = "Vertrag", monthlyBudget = 20, userName = "Fritz Peter"]
,[fromDate = "4.9.17", categoryName = "Offerte", monthlyBudget = 10, userName = "Fritz Peter"]
,[fromDate = "1.1.2000", categoryName = "Demo-Account", monthlyBudget = 100, userName = "Paul Turbo"]
,[fromDate = "19.1.2022", categoryName = "Offerte", monthlyBudget = 20, userName = "Paul Turbo"]
,[fromDate = "12.8.2020", categoryName = "Offerte", monthlyBudget = 50, userName = "Paul Turbo"]
,[fromDate = "2.3.17", categoryName = "Calls", monthlyBudget = 1000, userName = "Paul Turbo"]
,[fromDate = "2.5.17", categoryName = "Calls", monthlyBudget = 1100, userName = "Paul Turbo"]
,[fromDate = "2.6.17", categoryName = "Calls", monthlyBudget = 200, userName = "Paul Turbo"]
,[fromDate = "3.7.17", categoryName = "Calls", monthlyBudget = 50, userName = "Paul Turbo"]
,[fromDate = "1.1.2001", categoryName = "Demo-Account", monthlyBudget = 50, userName = "Paul Turbo"]
,[fromDate = "1.2.02", categoryName = "Demo-Account", monthlyBudget = 70, userName = "Paul Turbo"]
}
),
chgTypes = Table.TransformColumnTypes(Source,{{"fromDate", type date}, {"categoryName", type text}, {"userName", type text}, {"monthlyBudget", type number}}),
groupRows = Table.Group(chgTypes, {"userName", "categoryName"}, {{"data", each _, type table [userName=nullable text, categoryName=nullable text, fromDate=nullable date, monthlyBudget=nullable number]}}),
sortNestedRows = Table.TransformColumns(groupRows, {"data", each Table.Sort(_ ,{{"userName", Order.Ascending}, {"categoryName", Order.Ascending}, {"fromDate", Order.Ascending}})}),
addFirstIndex = Table.TransformColumns(sortNestedRows, {"data", each Table.AddIndexColumn(_, "Index1", 1, 1)}),
addSecondIndex = Table.TransformColumns(addFirstIndex, {"data", each Table.AddIndexColumn(_, "Index0", 0, 1)}),
expandNestedDataCols = Table.ExpandTableColumn(addSecondIndex, "data", {"fromDate", "monthlyBudget", "Index1", "Index0"}, {"fromDate", "monthlyBudget", "Index1", "Index0"}),
mergeOnSelf = Table.NestedJoin(expandNestedDataCols, {"userName", "categoryName", "Index1"}, expandNestedDataCols, {"userName", "categoryName", "Index0"}, "Expanded data", JoinKind.LeftOuter),
expandFromDateRename = Table.ExpandTableColumn(mergeOnSelf, "Expanded data", {"fromDate"}, {"toDateRaw"}),
addToDate = Table.AddColumn(expandFromDateRename, "toDate", each
let Date.Today = Date.From(DateTime.LocalNow()) in
if [fromDate] > Date.Today and [toDateRaw] = null then Date.AddMonths([fromDate], 1)
else if [toDateRaw] = null then Date.Today
else Date.AddDays([toDateRaw], -1)
),
addMonthsBetween = Table.AddColumn(addToDate, "monthsBetween", each
Number.Round(
Number.From(([toDate] - [fromDate]) / ( 365.25 / 12 ))
,0
)
),
addDateList = Table.AddColumn(addMonthsBetween, "dateList", each
List.Transform(
{
Number.From([fromDate])..
if [toDate] = null then Number.From(Date.AddMonths([fromDate], 1))
else Number.From([toDate])-1
}, each Date.From(_)
)
),
remUnusedCols = Table.RemoveColumns(addDateList,{"Index1", "Index0", "toDateRaw"})
in
remUnusedCols
- Anonymous4 years agoNot applicable
Helllo BA_Pete
that is a great example. Exactly what I was looking for.
Thank you very much and have a great day.
Best regards
olk