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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Index column in power query based on date sorting

Hi! 

I need help creating an index column in Power Query.

I would like to index rows with same ID based on the Date in ascending order. 

 

I would  like it to look something like this: 

 

IDSub IDDateIndex
ABCABC12020-01-011
ABCABC22020-01-022
ABCABC32020-01-033
ABCABC42020-01-044
DEFDEF12020-01-021
DEFDEF22020-01-054
DEFDEF32020-01-043
DEFDEF42020-01-032

 

I have tried to do the following steps: 

1 sort Date acending

2 Group by ID (all rows into "Rank")

3 create a index column with: Table.AddIndexColumn([Rank], "Index", 1, 1))

4 Expand to new rows.

 

The problem is that the first sorting step seems to be ignored. I'm new to this and can't figure out another way to solve it. I'd be so happy and thankful for your help! 

 

Cheers! 

  • Hello Anonymous 

     

    this code should do the trick

    let
    	Source = #table
    	(
    		{"ID","Sub ID","Date"},
    		{
    			{"ABC","ABC1","2020-01-01"},	{"ABC","ABC2","2020-01-02"},	{"ABC","ABC3","2020-01-03"},	{"ABC","ABC4","2020-01-04"},	{"DEF","DEF1","2020-01-02"},	{"DEF","DEF2","2020-01-05"},	
    			{"DEF","DEF3","2020-01-04"},	{"DEF","DEF4","2020-01-03"}
    		}
    	),
    	ToDate = Table.TransformColumns
    	(
    		Source,
    		{
    			{
    				"Date",
    				each Date.From(_,"en-US"),
    				type date
    			}
    		}
    	),
        Group = Table.Group(ToDate, {"ID"}, {{"AllRows", (tableint) => let sort = Table.Sort(tableint,{"Date", Order.Ascending}), AddIndex = Table.AddIndexColumn(sort,"Index",1) in AddIndex}}),
        Expand = Table.ExpandTableColumn(Group, "AllRows", {"Sub ID", "Date", "Index"}, {"Sub ID", "Date", "Index"})
    in
    	Expand

     

    Copy paste this code to the advanced editor in a new blank query to see how the solution works. If this solution fits your need, copy and past a part of it and implement it in your query

    If this post helps or solves your problem, please mark it as solution (to help other users find useful content and to acknowledge the work of users that helped you)
    Kudoes are nice too

    Have fun

    Jimmy

10 Replies

  • Jimmy801's avatar
    Jimmy801
    Community Champion

    Hello Anonymous 

     

    this code should do the trick

    let
    	Source = #table
    	(
    		{"ID","Sub ID","Date"},
    		{
    			{"ABC","ABC1","2020-01-01"},	{"ABC","ABC2","2020-01-02"},	{"ABC","ABC3","2020-01-03"},	{"ABC","ABC4","2020-01-04"},	{"DEF","DEF1","2020-01-02"},	{"DEF","DEF2","2020-01-05"},	
    			{"DEF","DEF3","2020-01-04"},	{"DEF","DEF4","2020-01-03"}
    		}
    	),
    	ToDate = Table.TransformColumns
    	(
    		Source,
    		{
    			{
    				"Date",
    				each Date.From(_,"en-US"),
    				type date
    			}
    		}
    	),
        Group = Table.Group(ToDate, {"ID"}, {{"AllRows", (tableint) => let sort = Table.Sort(tableint,{"Date", Order.Ascending}), AddIndex = Table.AddIndexColumn(sort,"Index",1) in AddIndex}}),
        Expand = Table.ExpandTableColumn(Group, "AllRows", {"Sub ID", "Date", "Index"}, {"Sub ID", "Date", "Index"})
    in
    	Expand

     

    Copy paste this code to the advanced editor in a new blank query to see how the solution works. If this solution fits your need, copy and past a part of it and implement it in your query

    If this post helps or solves your problem, please mark it as solution (to help other users find useful content and to acknowledge the work of users that helped you)
    Kudoes are nice too

    Have fun

    Jimmy

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi! 

      Thank you so much! That worked perfectly!

      Me happy! 

       

  • Stachu's avatar
    Stachu
    Community Champion

    try this code, I sort by ID and Date, the order is preserved then

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcnRyVtIBkYZAysjAyEDXwBCIlGJ1kOSMkOWMUOWMkeWMUeVMkOVMwHIurm5AQSBpiGkmXA7FPlNUOWM8ZpqguSUWAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [ID = _t, #"Sub ID" = _t, Date = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"ID", type text}, {"Sub ID", type text}, {"Date", type date}}),
        #"Sorted Rows" = Table.Sort(#"Changed Type",{{"ID", Order.Ascending}, {"Date", Order.Ascending}}),
        #"Grouped Rows" = Table.Group(#"Sorted Rows", {"ID"}, {{"Rank", each _, type table [ID=text, Sub ID=text, Date=date]}}),
        #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Custom", each Table.AddIndexColumn([Rank], "Index", 0, 1)),
        #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"Custom"}),
        #"Expanded Custom" = Table.ExpandTableColumn(#"Removed Other Columns", "Custom", {"ID", "Sub ID", "Date", "Index"}, {"ID", "Sub ID", "Date", "Index"})
    in
        #"Expanded Custom"
    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi! Thank you so much for taking the time to respond! I did however try exactly those steps in your code. The sorting is correct at first. but when I continue to add steps (like merging tables and adding conditional columns) the sorting is lost and index 1 is no longer on the row with the first date. Is there anyway to get around this problem?

      • Stachu's avatar
        Stachu
        Community Champion

        can you share what steps are you making further? is ti possible to add the index after you make these transformations?