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coffeexyz's avatar
coffeexyz
Frequent Visitor
7 months ago
Solved

PowerQuery sort and index on subgroup

Hi, 

I want to sort the data on a table with creating an index and subindex column. The original data table is similar to the following layout, but with more customer and SKUs. 

 

CustomerDate SKUQuantityPrice
A1/1/2026 X5010
A1/1/2026 X1012
A1/1/2026 X115
A1/5/2026 X1011
A1/5/2026 X114
A1/5/2026 X509

 

I had trouble using PowerQuery's groupby function to index and sort it to the following format. 

I want to be able to index by Customer & Date & SKU,  with the sub-index by sorted ascending Quantity. The table output I wanted is listed below. Any pointers would be appreciated!

CustomerDate SKUQuantityPriceIndex by QuantitySub -index by Date
A1/1/2026 X501031
A1/1/2026 X101221
A1/1/2026 X11511
A1/5/2026 X101122
A1/5/2026 X11412
A1/5/2026 X50932
  • let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUTLUN9Q3MjAyAzIjgNjUACRmoBSrg1XaECxthFMahE2RZE0xNRvilAZhE1yyYIdZKsXGAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Customer = _t, Date = _t, SKU = _t, Quantity = _t, Price = _t]),
        #"Grouped Rows" = Table.Group(Source, {"Customer", "Date", "SKU"}, {{"Rows", each Table.AddIndexColumn(Table.Sort(Table.SelectColumns(_,{"Quantity","Price"}),{"Quantity",Order.Descending}), "Quantity Index", 1, 1, Int64.Type)}}),
        #"Added Index" = Table.AddIndexColumn(#"Grouped Rows", "Date Index", 1, 1, Int64.Type),
        #"Expanded Rows" = Table.ExpandTableColumn(#"Added Index", "Rows", {"Quantity", "Price", "Quantity Index"}, {"Quantity", "Price", "Quantity Index"}),
        #"Changed Type1" = Table.TransformColumnTypes(#"Expanded Rows",{{"Quantity", Int64.Type}, {"Price", Currency.Type}, {"Quantity Index", Int64.Type}, {"Date", type date}})
    in
        #"Changed Type1"

    How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done". Once you examined the code, replace the entire Source step with your own source.

4 Replies

  • This is very expensive to do in Power Query as it breaks the streaming.  Can you do that in Power BI instead?

    • coffeexyz's avatar
      coffeexyz
      Frequent Visitor

      Would like to use the sub-index column to pivot the table,  the row data of Quantity and Price into columns. 

      • lbendlin's avatar
        lbendlin
        Super User
        let
            Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUTLUN9Q3MjAyAzIjgNjUACRmoBSrg1XaECxthFMahE2RZE0xNRvilAZhE1yyYIdZKsXGAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Customer = _t, Date = _t, SKU = _t, Quantity = _t, Price = _t]),
            #"Grouped Rows" = Table.Group(Source, {"Customer", "Date", "SKU"}, {{"Rows", each Table.AddIndexColumn(Table.Sort(Table.SelectColumns(_,{"Quantity","Price"}),{"Quantity",Order.Descending}), "Quantity Index", 1, 1, Int64.Type)}}),
            #"Added Index" = Table.AddIndexColumn(#"Grouped Rows", "Date Index", 1, 1, Int64.Type),
            #"Expanded Rows" = Table.ExpandTableColumn(#"Added Index", "Rows", {"Quantity", "Price", "Quantity Index"}, {"Quantity", "Price", "Quantity Index"}),
            #"Changed Type1" = Table.TransformColumnTypes(#"Expanded Rows",{{"Quantity", Int64.Type}, {"Price", Currency.Type}, {"Quantity Index", Int64.Type}, {"Date", type date}})
        in
            #"Changed Type1"

        How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done". Once you examined the code, replace the entire Source step with your own source.

  • Paste the code below into the advanced editor to see a method of doing this

    let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WclTSUTLUN9Q3MjAyAzIjgNjUACRmoBSrg1XaECxthFMahE2RZE0xNRvilAZhE1yyYIdZKsXGAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Customer = _t, Date = _t, SKU = _t, Quantity = _t, Price = _t]),
        
        #"Grouped Rows" = Table.Group(Source, {"Customer"}, {
            {"Added Index Columns",(t)=>
                [a=Table.AddIndexColumn(t,"Index",0,1, Int64.Type), //enable original order restore
                 b=Table.AddRankColumn(a,"Quantity Index",
                     {"Quantity", Order.Ascending}, [RankKind=RankKind.Dense]),
                 c=Table.AddRankColumn(b,"Date Sub-Index", {"Date", Order.Ascending},[RankKind=RankKind.Dense]),
                 d=Table.Sort(c,{"Index",Order.Ascending}) //Return to original Order
                 ][d],
                    type table [Customer=nullable text, Date=nullable date, SKU=nullable text, 
                        Quantity=nullable number, Price=nullable number, Quantity Index=Int64.Type, #"Date Sub-Index"=Int64.Type]        
            }}),
        
        #"Expanded Added Index Columns" = Table.ExpandTableColumn(#"Grouped Rows", "Added Index Columns",
          {"Date", "SKU", "Quantity", "Price", "Quantity Index", "Date Sub-Index"})
    in
        #"Expanded Added Index Columns"

    Original Data:

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