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How and why to Unpivot data with Power Query

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  • čas přidán 16. 08. 2024
  • This video showcases 2 examples of when you need to unpivot your data.
    The first scenario is a simple unpivotting exercise using just Excel
    In the second scenario I use Power BI and work around one of the issues that unpivotting may cause.
    00:00 Intro
    00:26 Basic Example
    04:39 More Complex Example requiring Table split and Dimension Table creation
    Link to video on the Calendar Table
    • What is a Date Table /...
    Connect with me
    wyn.bio.link/
    Access Analytic blog: accessanalytic...

Komentáře • 91

  • @anaballesteros-sosa4007
    @anaballesteros-sosa4007 Před 2 lety +6

    This is great! No surprise as you explain everything very clear and easy to follow. Thank you very much

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety +1

      Thank you for taking the time to leave a kind comment Ana. Greatly appreciated 😀

  • @saucytortoise
    @saucytortoise Před měsícem +1

    Excellent video, thanks so much! I did a Power BI course 2 weeks ago, feel like I've already forgotten nearly everything, plus the data I'm working with is a lot more complex than what we used in the training. Your clear concise video is a lifesaver.

    • @AccessAnalytic
      @AccessAnalytic  Před měsícem

      Glad to help, I’ve a full playlist here that may help czcams.com/play/PLlHDyf8d156VDobBIk13o4mZLk19DbV81.html&si=JNcNN5QfUBBgvTYm

  • @Freemarkets1236
    @Freemarkets1236 Před rokem +1

    Unpivot is an amazing tool. I like how you’re like “it’s beautiful” because it truly is. Especially the unpivot other columns which gives your source data the ability to expand in columns without messing up your query.

  • @zakharlukash5115
    @zakharlukash5115 Před 6 měsíci +1

    You absolutely nailed it, one of the best overall videos about PowerQuery! I like your articulation and the instructions are sophisticated, yet easy to follow. Great content!

  • @VaneyRio
    @VaneyRio Před 10 měsíci +1

    Apart from being very informative and clear, your voice and accent make it super enjoyable. Thanks!

  • @Trutchie
    @Trutchie Před rokem +1

    Breakthrough! I have been trying to understand pivoting all afternoon! Your video has nailed it

  • @notesfromleisa-land
    @notesfromleisa-land Před rokem +2

    I had a thorny data problem with some credit card file downloads where I needed different information for different purposes: sales sheet tie out, bank tie out (each neededing horizontal layout with different data filtered) and journal entry (needing no filtering but some cajoling and a vertical layout for entry upload). The unpivot was key. This technique needs to be in everyone's toolkit. As always your explanations are clear and highlights the benefits (and ease) of the technique.

  • @sf5028
    @sf5028 Před rokem +2

    Super helpful, thank you. Very clear, concise, well-explained, and a new user I appreciate the little side tips and best practice notes thrown in as you went through the steps.

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      You’re welcome, thanks for taking the time to leave a comment letting me know

  • @SuperChrisDub
    @SuperChrisDub Před rokem +1

    I live that you add the tbl at the start of the table name. Methinks you have a programming background. I do that, too. At first glance, it is seems unnecessary but in complicated vba code it makes perfect sense.

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      I’ve an accounting background but logical naming just feels right 😀

  • @nandra8053
    @nandra8053 Před 2 lety +1

    This is the powerhouse of knowledge. Amazing work. Thank you!

  • @zaheerahmad3896
    @zaheerahmad3896 Před 10 měsíci +1

    Good one

  • @mandypaulissen
    @mandypaulissen Před rokem +1

    Mind blowing!!!! Brilliant way to break data into rows!!!!❤️🔥❤️🔥

  • @mohammadsujon124
    @mohammadsujon124 Před 3 měsíci +1

    Tis tutorial is very nice. I have learnt the easy way. If gave the source file , it would be easy to practice.

    • @AccessAnalytic
      @AccessAnalytic  Před 3 měsíci

      Than you. I’ve started to include files in more recent video.

  • @mnowako
    @mnowako Před 2 lety +1

    Good lesson, from basic to more complex solution. Thank you! 👏

  • @zrnosoli
    @zrnosoli Před 8 měsíci +1

    Your tutorials are very useful and straight forward. I just wish you added links to download the tables you are using in your videos so one could practice while watching :)

    • @AccessAnalytic
      @AccessAnalytic  Před 8 měsíci

      Thanks. These days I try to add links to files.

  • @JJ_TheGreat
    @JJ_TheGreat Před 2 lety +1

    7:52 How do you do that? I know how to merge queries with common fields, but splitting a table?
    The best approach which I can think of is: 1) Duplicate the query; 2) In each respective query, delete the columns which are unneeded. Then you will have two (2) tables, each with the respective columns you need.

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety +1

      I’d reference the queries , remove other columns, and append if more than one source. And remove duplicates.

  • @Shhheye1
    @Shhheye1 Před rokem +1

    ❤❤❤ Thank you so so much. I’m having do many emotions right now.

  • @tijanameduric
    @tijanameduric Před rokem +1

    The tutorial is nice. Calling tidy data in pivot horrible is just 🤣🤣🤣 Tidy data and unpivot data are both perfectly fine, it only depends on what you need it for.

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      Yep, matrix layout good for reading, horrible for flexible analysis

    • @tijanameduric
      @tijanameduric Před rokem

      in queries yea, in python pivot format, was what we were required to make to analyze. It all depends on what you need, but I agree for a pivot in excel unpivot format is much more useful.

  • @anaballesteros-sosa4007
    @anaballesteros-sosa4007 Před 2 lety +1

    Great tutorial. Thanks so much.

  • @CelesteAlvarado93
    @CelesteAlvarado93 Před 10 měsíci +1

    Awesome explanation, so helpful! Thank you!

  • @abeerattia4523
    @abeerattia4523 Před rokem +1

    Excellent video , thanks for sharing your knowledge

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      You're welcome Abeer, thanks for taking the time to leave a kind comment

  • @user-ws6yl3rv3n
    @user-ws6yl3rv3n Před 10 měsíci +1

    Thank you very much sir.

  • @user-tn3iy6qw6n
    @user-tn3iy6qw6n Před 11 měsíci +1

    Great !!1 God bless you.

  • @user-qh6yu1ri5n
    @user-qh6yu1ri5n Před 11 měsíci +1

    More videos please, you're the best

  • @nidhipandya7132
    @nidhipandya7132 Před 2 lety +1

    Great Explaination! Thank you so much.

  • @garethwoodall577
    @garethwoodall577 Před 2 lety +1

    Excellent tutorial, thank you Wyn!

  • @learnpowerbi
    @learnpowerbi Před 2 lety +1

    Thanks Wyn, excellent lesson.

  • @sofemme3924
    @sofemme3924 Před 7 měsíci +1

    I’m enjoying your videos so much and happy to keep learning. Thanks for creating great content!🙏
    I’m curious to know why use a separate date table as a reference table. Is it essential, or can one go without it? Additionally, for those without Power BI access, is there a way to achieve this in Power Query?

    • @AccessAnalytic
      @AccessAnalytic  Před 7 měsíci +1

      Hi, thanks for the kind comment. They Calendar table allows you to slice and dice one or more Data tables by year month day, financial year, month etc. You can also do this in Excel using Power Pivot ( the pre cursor to Power BI )
      czcams.com/video/RV47yX70NN8/video.htmlsi=cKLP0tBdKKJNW0mr
      And
      czcams.com/video/RV47yX70NN8/video.htmlsi=cKLP0tBdKKJNW0mr

  • @angelaisland4036
    @angelaisland4036 Před 2 lety +1

    Thank you so much! Great explanation!

  • @cristianchelu1563
    @cristianchelu1563 Před rokem +1

    Great tutor!

  • @timolff9239
    @timolff9239 Před 2 lety +1

    Very nice, thank you.

  • @kebincui
    @kebincui Před 2 lety +2

    Thanks Wyn, excellent video 👍. Just a small query, around 12:29 in the clip, you said that 3 fact tables. I am not sure but feel they are dimension table. Myabe slip of the tongue? Just curious。 Thanks

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety

      Excellent pick-up Kebin. Yep those are 3 dimension tables.

  • @picksmile5010
    @picksmile5010 Před rokem +1

    Great! thanks

  • @WisamMSaeed
    @WisamMSaeed Před rokem +1

    Thank you

  • @wayneedmondson1065
    @wayneedmondson1065 Před 2 lety +3

    Great Wyn! The second example was tricky! Thanks for walking through the process. Just curious, I noticed in your Fields list that the My Measures table shows at the top of the list. My field list sorts automatically alphabetically. So, I must name my measures table as something like --myMeasures or 1-myMeasures for it to sort to the top. How did you position yours at the top before the Auditor Table and Calendar table, etc. that would all naturally sort before the M of MyMeaures? I rooted around for a setting and couldn't find one. Curious how you do that. Thanks again for all the tips. Thumbs up!!

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety +1

      Cheers Wayne, remove any columns from your measures table and it moves to the top. See the 1:15 mark here czcams.com/video/EiWdzGlKgvI/video.html

    • @wayneedmondson1065
      @wayneedmondson1065 Před 2 lety +2

      @@AccessAnalytic Thanks Wyn. I think I was trying to sort it to the top of the list before removing the empty column. Also, good to know that a disconnected measures table won't allow for drill-down from a Pivot Table. Thanks again for all the great tips! Thumbs up!!

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety +1

      Cheers @@wayneedmondson1065

  • @adelhamzah5695
    @adelhamzah5695 Před rokem +1

    SUPEEER

  • @mon_rich5366
    @mon_rich5366 Před 2 lety +1

    best

  • @user-cz4rp3tt7i
    @user-cz4rp3tt7i Před rokem +1

    Do we have to create tables for all dimensions? What if we have many dimensions?

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      Yes, pretty much. Certainly all those that have multiple common repeated factors. E.g.
      date has Year Month Day etc,
      Product has name, supplier, colour,
      Customer has address, phone, contact
      Etc

  • @Aussiepeoplestats
    @Aussiepeoplestats Před rokem +1

    great video. btw, where are the downloadable files?

  • @salahuddin502
    @salahuddin502 Před 2 lety +1

    Sir, How can I revert the unpivot excel value. Please it would help me a lot.

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety

      Could you explain more please

    • @tijanameduric
      @tijanameduric Před rokem

      I am wondering the same thing. How to pivote data back? From unpivot format back to pivoted format.

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      There’s a pivot option in Power Query

  • @MrDhunpagla
    @MrDhunpagla Před 2 lety +1

    Thanks Sir 🙏

  • @MD-lk4qr
    @MD-lk4qr Před rokem

    Hi Thanks for the video. I have 3 columns of values and at the very before the column header it is written the date in which identifies the value in the column belongs to a certain date something like this: 202201|202202|202203 how can I fix this issue in power Q to read in Power BI? will it make sense to create 3 different columns of dates relative to the date of the column and then povit them and then povit the 3 columns also? im kindda confuse. your help would be great :)

    • @AccessAnalytic
      @AccessAnalytic  Před rokem

      Hi, that’s a bit too tricky to answer here. I’d post your question with some screenshots here community.powerbi.com/t5/Desktop/bd-p/power-bi-designer

  • @JJ_TheGreat
    @JJ_TheGreat Před 2 lety

    7:09 What about SUMIFS distinct values?

    • @AccessAnalytic
      @AccessAnalytic  Před 2 lety

      Is there such a thing?
      Ideally use Power Query to make your formulas simpler in your data model

  • @hazemali382
    @hazemali382 Před 9 měsíci

    unfortunately one Episode from 4 have workbook to practice 😔

    • @AccessAnalytic
      @AccessAnalytic  Před 9 měsíci

      In the last year or two I started to include a link to download the files I use. This older video does not have a downloadable file.

  • @nicollealfaro5568
    @nicollealfaro5568 Před 2 lety

    Please get back to me ..I would like to pay for a private class