Forum Discussion
How to reuse PQ transformation steps or create a PQ template?
Hi,
Each day I download a excel-file with data to be analyzed. However, before I can analyze the data I need to make some transformation changes, e.g. delete some columns, divide some, sort by date and so on. I would like to only make these transformations once and save them as a "template" which later can be used in the next excel file. I don't want to combine the files, just reuse the transformation steps. I have tried using Power Query for this, but I am very new to using Power Query so I can't seem to get it to work properly.
How can I get this to work with Power Query or is there any other way to do this?
You can create a custom function. But if you are really new, start here: https://learn.microsoft.com/en-us/powerquery-m/understanding-power-query-m-functions
It is not really hard if you have some coding experience.
The UI also gives some support.
If you want a solution, you could post the query here for someone to convert to a function.
I don't have access to my laptop at the moment, so it will have to be someone else...
2 Replies
- PwerQueryKees
Super User
You can create a custom function. But if you are really new, start here: https://learn.microsoft.com/en-us/powerquery-m/understanding-power-query-m-functions
It is not really hard if you have some coding experience.
The UI also gives some support.
If you want a solution, you could post the query here for someone to convert to a function.
I don't have access to my laptop at the moment, so it will have to be someone else...