Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

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...
  • BA_Pete's avatar
    BA_Pete
    4 years ago

    Hi 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