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Transform master data|Power Query|Excel Forum|My Online Training Hub

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Transform master data
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Mohammed EL MERNISSI

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Forum Posts: 1
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June 29, 2020
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June 29, 2020 - 1:55 am
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Hi,

i have a specific question about power querry and breaking out master data. 

I Would like to use Power querry to create a report and a Dashboard for an organisation which has a 5 business line, each composed of 2 to 5 cost center. A data i have is for 2 fiscal year : 24 columns for periodic amount plus others columns for actual, budget and other calculations. Its totalise almost 1340 columns. First column is a catégories of revenus and expenses for each cost center. 

I would like to transform a data to create a dynamic report, by selected period, year, cost center, business line and total. 

I’ve try some transformation and modelling with no success. 

thank you very much.

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Mynda Treacy
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June 29, 2020 - 6:33 pm
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Hi Mohammed,

Welcome to our forum! It sounds like your data is in the wrong format. You can use Power Query to unpivot it so that it's in a tabular format. This format can then be analysed and summarised in PivotTables etc. to automate your reporting.

I hope that points you in the right direction.

Mynda

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