Hi folks,

I'm a Data Analyst who has stumbled his way into using Power Query as a solution for flattening our platform data into something more useful and tailor made in a relatively automated fashion. I've never bumped into any major issues until now. My workbook has become sluggish to the point of near unusability. Let me try to spell out some details:

I'm extracting some oddly structured data focused around project details along with the projects' financials (Budget, Forecast, Actuals) by month and category. The data is laid out something like this:

Project Number| Project Name | Detail 1 | Detail 2 | ... | Detail 19 | Report Created | Report Type | Month 1 Internal | Month 1 External | Month 1 Equipment | Month 2 Internal | Month 2 External | Month 2 Equipment | ... | Month 12 Internal | Month 12 External | Month 12 Equipment

Currently, this is 101 Columns x 2341 rows, or 236,441 cells.

Query "Prep" is used first to grab and manipulate the raw data. This query moves in the typical rapid pace. I use it to do a variety of transformations, including:

• Unpivot the 84 month fields (this report uses the cost categories, but not the month spread)
• Date Calcs based around the Report Created field
• Determine whether certain month data is to be included or excluded (i.e. Actuals for future months won't be included, Forecast for past months won't be included)
• Concatenate Report Type and Cost Category attributes into full labels such as "Budget: Internal" or "Actuals: Equipment" 
• I end with a Pivot/Unpivot back to back to collapse separate month's data into single rows

This produces data at 17 Columns x 14218 rows, or 241,706 cells.

Next I have a fork where two separate queries ("Project Level" and "Program Level") are referencing "Prep" and performing mirrored calculations, but at differing levels of detail. These queries seem to be where the problems start. Making the smallest changes such as renaming a step causes the query window to seize and process for 2+ minutes. Here's a quick rundown of what these queries are doing:

• Pivot the labels created in Prep
• Calculate several "Total" columns for shared Report Types (i.e. Budget: Internal + Budget: External + Budget: Equipment = Budget Total)
• Create a constant label for the level of Detail ("Project" for Project Level, "Program" for "Program Level")
• Calculate a few differences and percentages such as "Percent of Budget remaining" or "Project Budget Variance"
• Calculate a label based on the size of percentage variance (i.e. if [Project Budget Variance %] > 0.1 then "Over Budget")
  • If I had to speculate where my problem is coming from, this could be it. I was dealing with a null data issue, so this is how this calc looks:
    • = Table.AddColumn(#"Changed Type2", "Custom", each if [Percent Of.1] = null then "Incalculable"
      else if Number.Abs([Percent Of.1]) < .1 then "On Budget"
      else if [Percent Of.1] > .1 then "Over Budget"
      else if [Percent Of.1] < -.1 then "Under Budget"
      else "Other")

Finally I take those two queries and Append them to one another to create an illusion that each set of Projects has a subtotal row underneath it at the Program level.

So, with all of that being said, does anyone have ideas of where I may be having issues? If posting the M code from one or more of my queries would help, I'd be happy to do that. Thanks in advance for any and all help! 🙂