Forum Discussion
Unpivoting challenge (multiple Excel files with multiple spreadsheets from a Sharepoint folder)
Hi,
until now I manually managed to extract data from 2 Excel files located in a Sharepoint folder.
One file was related to 2020 data and the other to 2021 data.
Each Excel file contains 15 tabs with the same name and data structure. As displayed below
At the end of all transformations this is the result
Now, I would like to automate my manual process for the years to come.
In other words, my goal would be to limit the update process of my dataset to 2 actions:
1. Copy the new data file into the Sharepoint folder
2. Refresh the Power BI dataset
And here is my challenge:
I just know how to read and filter the proper files from the Sharepoint folder. But after that, I have 2 problem to address:
a. how to iterate throughout all the Excel file Spreadsheets to read all data tables
b. how to unpivot my tables, when I have multiple years listed that should become my new date dimension, like in the example below
Situation before unpivoting (first spreadsheet of the 2 Excel files):
Result expected:
Thank you for any advise.
m
Thank you wdx223_Daniel ,
it does work, but the result is not exactly what I expected.
I adapted your code in this way:
let Source = SharePoint.Files("my Sharepoint path", [ApiVersion = 15]), #"Filtered Rows" = Table.SelectRows(Source, each Text.StartsWith([Name], "my text filter")), custom1=Table.Combine(List.TransformMany(#"Filtered Rows"[Content],each Excel.Workbook(_)[Data],(x,y)=>Table.UnpivotOtherColumns(y,{"Column1","Column2","Column3"},"End of Mounth","Value"))) in custom1and this is the result
At the end I solved my need with the following solution
let Source = SharePoint.Files("my Sharepoint url", [ApiVersion = 15]), #"Filtered Rows" = Table.SelectRows(Source, each Text.StartsWith([Name], "my text filter")), WorkbookList = List.Transform(#"Filtered Rows"[Content], each Excel.Workbook(_)[Data]), SpreadsheetList = List.Combine(WorkbookList), TransformTable = (SpreadsheetList as list) as list => let TransformedTable = List.Transform( SpreadsheetList, each Table.UnpivotOtherColumns( Table.PromoteHeaders(_, [PromoteAllScalars=true]), {"Col1", "Col2", "Col3"}, "Attribute", "Value")) in TransformedTable, SpreadsheetTable = Table.Combine(TransformTable(SpreadsheetList)) in SpreadsheetTableThank you again wdx223_Daniel for your answer, because helped me to understand better iterations in M, you deserve a Kudos!
m
2 Replies
- wdx223_DanielCommunity Champion
let
source=Folder.Files("your folder path"),
custom1=Table.Combine(List.TransformMany(source[Content],each Excel.Workbook(_)[Data],(x,y)=>Table.UnpivotOtherColumns(y,{the column name list which you do not want to unpivot},"End of Month","Value")))
in custom1
- macluraResolver I
Thank you wdx223_Daniel ,
it does work, but the result is not exactly what I expected.
I adapted your code in this way:
let Source = SharePoint.Files("my Sharepoint path", [ApiVersion = 15]), #"Filtered Rows" = Table.SelectRows(Source, each Text.StartsWith([Name], "my text filter")), custom1=Table.Combine(List.TransformMany(#"Filtered Rows"[Content],each Excel.Workbook(_)[Data],(x,y)=>Table.UnpivotOtherColumns(y,{"Column1","Column2","Column3"},"End of Mounth","Value"))) in custom1and this is the result
At the end I solved my need with the following solution
let Source = SharePoint.Files("my Sharepoint url", [ApiVersion = 15]), #"Filtered Rows" = Table.SelectRows(Source, each Text.StartsWith([Name], "my text filter")), WorkbookList = List.Transform(#"Filtered Rows"[Content], each Excel.Workbook(_)[Data]), SpreadsheetList = List.Combine(WorkbookList), TransformTable = (SpreadsheetList as list) as list => let TransformedTable = List.Transform( SpreadsheetList, each Table.UnpivotOtherColumns( Table.PromoteHeaders(_, [PromoteAllScalars=true]), {"Col1", "Col2", "Col3"}, "Attribute", "Value")) in TransformedTable, SpreadsheetTable = Table.Combine(TransformTable(SpreadsheetList)) in SpreadsheetTableThank you again wdx223_Daniel for your answer, because helped me to understand better iterations in M, you deserve a Kudos!
m