Power BI - 将年份和价值列的多列对合并为 2 列

Question

我正在尝试以更有用的格式获取我的数据。我有以下列。

Donor     2019 Date  2019 Amt  2018 Date  2018 Amt  2017 Date  2017 Amt
--------  ---------  --------  ---------  --------  ---------  --------
Person 1  1/15/2019    100.00  4/20/2018     75.00  NULL           0.00 
Person 2  NULL           0.00  7/15/2018     50.00  NULL           0.00
Person 3  2/21/2019     50.00  3/03/2018     50.00  2/28/2017     50.00

这个数据实际上可以追溯到 2010 年。

我想得到的是：

Donor     Date       Amt
--------  ---------  ------
Person 1  1/15/2019  100.00
Person 1  4/20/2018   75.00
Person 2  7/15/2018   50.00
Person 3  2/21/2019   50.00
Person 3  3/03/2018   50.00
Person 3  3/28/2017   50.00

我玩过一些 Unpivoting 数据，但没有什么让我感到厌倦的，这正是我想要的。我认为可能需要进行一些转换才能使其完全符合我的需要。

Answer 1

您可以使用以下 m-query

let
    Source = Csv.Document(File.Contents("C:\....\Documents\Pivot.csv"),[Delimiter=",", Columns=7, Encoding=1252, QuoteStyle=QuoteStyle.None]),
    #"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Donor", type text}, {"2019 Date", type text}, {"2019 Amt", type number}, {"2018 Date", type text}, {"2018 Amt", type number}, {"2017 Date", type text}, {"2017 Amt", type number}}),
    #"Data2019" = Table.SelectColumns(#"Changed Type",{"Donor", "2019 Date", "2019 Amt"}),
    #"Renamed2019" = Table.RenameColumns(#"Data2019",{{"2019 Date", "Date"}, {"2019 Amt", "Value"}}),
    #"Data2018" = Table.SelectColumns(#"Changed Type",{"Donor", "2018 Date", "2018 Amt"}),
    #"Renamed2018" = Table.RenameColumns(#"Data2018",{{"2018 Date", "Date"}, {"2018 Amt", "Value"}}),
    #"Data2017" = Table.SelectColumns(#"Changed Type",{"Donor", "2017 Date", "2017 Amt"}),
    #"Renamed2017" = Table.RenameColumns(#"Data2017",{{"2017 Date", "Date"}, {"2017 Amt", "Value"}}),
    #"UnionAll" = Table.Combine({#"Renamed2017", #"Renamed2018", #"Renamed2019"}),
    #"Filtered Rows" = Table.SelectRows(UnionAll, each ([Date] <> "NULL"))
in
    #"Filtered Rows"

它会将这些列 select 放入 3 个不同的表中，然后我将它们组合在一起。不是动态的意思是当你有额外的一年时，它不会相应地调整。

Answer 2

您可以使用两个逆轴和一个过滤器来完成：

Select 所有年份日期列和逆透视，然后 select 所有年份金额列和逆透视。最后，向下过滤到这些年份匹配的行。

完整的M代码：

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCkgtKs7PUzBU0lEy1Dc01TcyMLQEsQ0MgKQJkAsSsQCyzU2BBBAZKMXqwLUZwcSA8lDdILWmBljUGgMFjPSNDGFWgBUZ6xujaAIqsAAJmEMEYmMB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Donor = _t, #"2019 Date" = _t, #"2019 Amt" = _t, #"2018 Date" = _t, #"2018 Amt" = _t, #"2017 Date" = _t, #"2017 Amt" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Donor", type text}, {"2019 Date", type date}, {"2019 Amt", Int64.Type}, {"2018 Date", type date}, {"2018 Amt", Int64.Type}, {"2017 Date", type date}, {"2017 Amt", Int64.Type}}),
    #"Unpivoted Year Date" = Table.Unpivot(#"Changed Type", {"2019 Date", "2018 Date", "2017 Date"}, "Year Date", "Date"),
    #"Unpivoted Year Amt" = Table.Unpivot(#"Unpivoted Year Date", {"2019 Amt", "2018 Amt", "2017 Amt"}, "Year Amt", "Amt"),
    #"Match Years Filter" = Table.SelectRows(#"Unpivoted Year Amt", each Text.Start([Year Date], 4) = Text.Start([Year Amt], 4))
in
    #"Match Years Filter"

如果你有很多列，这个解决方案应该更方便。

使用 Table.ColumnNames 的一点 M 代码魔术，您可以像这样使其完全动态化：

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCkgtKs7PUzBU0lEy1Dc01TcyMLQEsQ0MgKQJkAsSsQCyzU2BBBAZKMXqwLUZwcSA8lDdILWmBljUGgMFjPSNDGFWgBUZ6xujaAIqsAAJmEMEYmMB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Donor = _t, #"2019 Date" = _t, #"2019 Amt" = _t, #"2018 Date" = _t, #"2018 Amt" = _t, #"2017 Date" = _t, #"2017 Amt" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Donor", type text}, {"2019 Date", type date}, {"2019 Amt", Int64.Type}, {"2018 Date", type date}, {"2018 Amt", Int64.Type}, {"2017 Date", type date}, {"2017 Amt", Int64.Type}}),
    #"Unpivoted Year Date" = Table.Unpivot(#"Changed Type", List.Select(Table.ColumnNames(#"Changed Type"), each Text.EndsWith(_, " Date")), "Year Date", "Date"),
    #"Unpivoted Year Amt" = Table.Unpivot(#"Unpivoted Year Date", List.Select(Table.ColumnNames(#"Changed Type"), each Text.EndsWith(_, " Amt")), "Year Amt", "Amt"),
    #"Match Years Filter" = Table.SelectRows(#"Unpivoted Year Amt", each Text.Start([Year Date], 4) = Text.Start([Year Amt], 4))
in
    #"Match Years Filter"

这部分

List.Select(Table.ColumnNames(#"Changed Type"), each Text.EndsWith(_, " Amt"))

取出所有列名并挑出以 " Amt" 结尾的那些。

Power BI - 将年份和价值列的多列对合并为 2 列

Power BI - Take Multiple Column Pairs of Year and Value Columns and Merge into just 2 Columns

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