如何处理数据透视表 table 中出现的重复条目以及如何填充 excel 仪表板中的电源查询

Question

我有两个tables capacity和demand

容量table看起来像这样：

RESOURCE NAME	SKILL GROUP	PROJECT	START DATE	END DATE	COST PER HOUR	CAPACITY
Resource 1	Automation Testing	Project 1	1-Oct-2021	31-Mar-2022	12.0	800.0
Resource 2	DB Testing	Project 1	1-Oct-2021	31-Mar-2022	11.0	900.0
Resource 3	DB Testing	Project 1	1-Oct-2021	31-Dec-2021	12.0	800.0
Resource 4	Report Testing	Project 2	1-Oct-2021	30-Apr-2022	12.0	900.0
Resource 5	CICD and Devops	Project 3	1-Oct-2021	31-Mar-2022	11.0	800.0
Resource 6	Performance Testing	Project 1	1-Oct-2021	31-Mar-2022	12.0	900.0
Resource 7	Automation Testing	Project 2	1-Nov-2021	31-Mar-2022	10.0	800.0
Resource 8	Cloud Testing	Project 3	1-Oct-2021	31-Mar-2022	12.0	900.0
Resource 9	Report Testing	Project 1	1-Dec-2021	31-Dec-2021	11.0	800.0
Resource 10	Cloud Testing	Project 1	1-Dec-2021	31-Dec-2021	11.0	900.0
Resource 11	Report Testing	Project 3	1-Dec-2021	31-Dec-2021	12.0	800.0
Resource 12	Pipeline Testing	Project 1	1-Dec-2021	31-Dec-2021	11.0	900.0
Resource 13	Cloud Testing	Project 3	1-Dec-2021	31-Dec-2021	12.0	800.0

需求Table是这样的：

RESOURCE NAME	SKILL GROUP	PROJECT	START DATE	END DATE	DEMAND
Resource 1	Automation Testing	Project 2	1-Oct-2021	25-Oct-2021	200.0
Resource 2	DB Testing	Project 1	1-Oct-2021	31-Dec-2021	300.0
Resource 3	DB Testing	Project 1	1-Oct-2021	31-Dec-2021	400.0
Resource 1	Report Testing	Project 1	1-Oct-2021	31-Dec-2021	200.0
Resource 4	CICD and Devops	Project 3	1-Oct-2021	31-Mar-2022	300.0
Resource 5	Performance Testing	Project 2	1-Oct-2021	25-Oct-2021	400.0
Resource 6	Automation Testing	Project 1	1-Oct-2021	31-Dec-2021	200.0
Resource 2	Cloud Testing	Project 2	1-Oct-2021	25-Oct-2021	300.0
Resource 7	Report Testing	Project 1	1-Oct-2021	31-Dec-2021	400.0
Resource 8	Cloud Testing	Project 3	1-Oct-2021	31-Dec-2021	800.0
Resource 9	Report Testing	Project 2	1-Oct-2021	31-Dec-2021	800.0
Resource 10	Pipeline Testing	Project 1	1-Oct-2021	31-Dec-2021	600.0
Resource 11	Cloud Testing	Project 3	1-Oct-2021	31-Dec-2021	700.0
Resource 10	Performance Testing	Project 2	1-Oct-2021	31-Dec-2021	250.0
Resource 11	Automation Testing	Project 1	1-Oct-2021	31-Dec-2021	250.0

我根据 资源名称 使用 power 查询合并了这两个 table 并尝试生成下面的数据透视表 table.

旋转table截图

我在 table 中的公共字段是 “资源名称”，我试图在 pivot table 中构建的内容将被进一步使用在我的带有切片器的仪表板中。尝试构建这样的仪表板。

仪表板屏幕截图

挑战点：

无法捕获产能小时数和总产能成本，成本正在重复。 Hours & Cost 部分的其他值都很好需求小时数和总需求根据上面的支点 table。

PowerQuery 合并屏幕截图

最终版Table截图

之后我选择“关闭并加载”选项并选择“上传到数据模型”

这是最终的 Table 样子：

RESOURCE NAME	SKILL GROUP	PROJECT	START DATE	END DATE	COST PER HOUR	CAPACITY	DemandTable.RESOURCE NAME	DemandTable.SKILL GROUP	DemandTable.PROJECT	DemandTable.START DATE	DemandTable.END DATE	DemandTable.DEMAND
Resource 1	Automation Testing	Project 1	01-10-21 0:00	31-03-22 0:00	12	800	Resource 1	Automation Testing	Project 2	01-10-21 0:00	25-10-21 0:00	200
Resource 1	Automation Testing	Project 1	01-10-21 0:00	31-03-22 0:00	12	800	Resource 1	Report Testing	Project 1	01-10-21 0:00	31-12-21 0:00	200
Resource 2	DB Testing	Project 1	01-10-21 0:00	31-03-22 0:00	11	900	Resource 2	DB Testing	Project 1	01-10-21 0:00	31-12-21 0:00	300
Resource 2	DB Testing	Project 1	01-10-21 0:00	31-03-22 0:00	11	900	Resource 2	Cloud Testing	Project 2	01-10-21 0:00	25-10-21 0:00	300
Resource 3	DB Testing	Project 1	01-10-21 0:00	31-12-21 0:00	12	800	Resource 3	DB Testing	Project 1	01-10-21 0:00	31-12-21 0:00	400
Resource 4	Report Testing	Project 2	01-10-21 0:00	30-04-22 0:00	12	200	Resource 4	CICD and Devops	Project 3	01-10-21 0:00	31-03-22 0:00	300
Resource 5	CICD and Devops	Project 3	01-10-21 0:00	31-03-22 0:00	11	800	Resource 5	Performance Testing	Project 2	01-10-21 0:00	25-10-21 0:00	400
Resource 6	Performance Testing	Project 1	01-10-21 0:00	31-03-22 0:00	12	900	Resource 6	Automation Testing	Project 1	01-10-21 0:00	31-12-21 0:00	200
Resource 7	Automation Testing	Project 2	01-11-21 0:00	31-03-22 0:00	10	250	Resource 7	Report Testing	Project 1	01-10-21 0:00	31-12-21 0:00	400
Resource 8	Cloud Testing	Project 3	01-10-21 0:00	31-03-22 0:00	12	900	Resource 8	Cloud Testing	Project 3	01-10-21 0:00	31-12-21 0:00	800
Resource 9	Report Testing	Project 1	01-12-21 0:00	31-12-21 0:00	11	800	Resource 9	Report Testing	Project 2	01-10-21 0:00	31-12-21 0:00	800
Resource 10	Cloud Testing	Project 1	01-12-21 0:00	31-12-21 0:00	11	900	Resource 10	Pipeline Testing	Project 1	01-10-21 0:00	31-12-21 0:00	600
Resource 10	Cloud Testing	Project 1	01-12-21 0:00	31-12-21 0:00	11	900	Resource 10	Performance Testing	Project 2	01-10-21 0:00	31-12-21 0:00	250
Resource 11	Report Testing	Project 3	01-12-21 0:00	31-12-21 0:00	12	800	Resource 11	Cloud Testing	Project 3	01-10-21 0:00	31-12-21 0:00	700
Resource 11	Report Testing	Project 3	01-12-21 0:00	31-12-21 0:00	12	800	Resource 11	Automation Testing	Project 1	01-10-21 0:00	31-12-21 0:00	250
Resource 12	Pipeline Testing	Project 1	01-12-21 0:00	31-12-21 0:00	11	900
Resource 13	Cloud Testing	Project 3	01-12-21 0:00	31-12-21 0:00	12	800

查询：
容量Table

let Source = Excel.CurrentWorkbook(){[Name="CapacityTable"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{{"RESOURCE NAME", type text}, {"SKILL GROUP", type text}, {"PROJECT", type text}, {"START DATE", type datetime}, {"END DATE", type datetime}, {"SUN", type any}, {"MON", type number}, {"TUE", type number}, {"WED", type number}, {"THU", type number}, {"FRI", type number}, {"SAT", type any}, {"COST PER HOUR", Int64.Type}, {"CAPACITY", Int64.Type}}) in #"Changed Type"

需求Table

let Source = Excel.CurrentWorkbook(){[Name="DemandTable"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{{"RESOURCE NAME", type text}, {"SKILL GROUP", type text}, {"PROJECT", type text}, {"DETAIL", type any}, {"START DATE", type datetime}, {"END DATE", type datetime}, {"SUN", type any}, {"MON", type number}, {"TUE", type number}, {"WED", type number}, {"THU", type number}, {"FRI", type number}, {"SAT", type any}, {"DEMAND", Int64.Type}}) in #"Changed Type"

决赛Table

let Source = Table.NestedJoin(DemandTable, {"RESOURCE NAME"}, CapacityTable, {"RESOURCE NAME"}, "CapacityTable", JoinKind.LeftOuter), #"Expanded CapacityTable" = Table.ExpandTableColumn(Source, "CapacityTable", {"RESOURCE NAME", "SKILL GROUP", "PROJECT", "COST PER HOUR", "CAPACITY"}, {"CapacityTable.RESOURCE NAME", "CapacityTable.SKILL GROUP", "CapacityTable.PROJECT", "CapacityTable.COST PER HOUR", "CapacityTable.CAPACITY"}) in #"Expanded CapacityTable"

问题是，当我尝试通过数据透视表 table 为我的所有项目和资源的容量与需求构建数据时，我的容量小时数会针对我的需求中存在的每条记录重复 Table。我相信我需要根据项目填充我的数据，但是，不确定需要做什么。

Answer 1

要创建您正在显示的数据透视表 Table，但不复制数据，您可以：

使用JoinKind.FullOuter

{"RESOURCE NAME","PROJECT"}

扩展 table 并在 PROJECT 和 RESOURCE NAME 列中为容量或需求中缺少条目的行“填充空值”tables
添加需求*成本列。
清理后，您可以保存并加载到数据透视表 table。

M码

let

//Lodad and Type Capacity Table
    Source1 = Excel.CurrentWorkbook(){[Name="Capacity"]}[Content],
    Capacity = Table.TransformColumnTypes(Source1,{
        {"RESOURCE NAME", type text}, {"SKILL GROUP", type text}, {"PROJECT", type text}, 
        {"START DATE", type date}, {"END DATE", type date}, 
        {"COST PER HOUR", Currency.Type}, {"CAPACITY", Number.Type}}),

//Lodad and Type Demand Table    
    Source2 = Excel.CurrentWorkbook(){[Name="Demand"]}[Content],
    Demand = Table.TransformColumnTypes(Source2,{
        {"RESOURCE NAME", type text}, {"SKILL GROUP", type text}, {"PROJECT", type text}, 
        {"START DATE", type date}, {"END DATE", type date}, {"DEMAND", Number.Type}}),

//Join the two tables
    joined = Table.NestedJoin(Capacity,{"RESOURCE NAME","PROJECT"},Demand,{"RESOURCE NAME","PROJECT"},"Joined",JoinKind.FullOuter),

//Remove unneeded columns and expand the Joined table
    #"Removed Columns" = Table.RemoveColumns(joined,{"SKILL GROUP", "START DATE", "END DATE"}),
    #"Expanded Joined" = Table.ExpandTableColumn(#"Removed Columns", "Joined", 
        {"RESOURCE NAME", "PROJECT", "DEMAND"}, 
        {"Demand.RESOURCE NAME", "Demand.PROJECT", "Demand.DEMAND"}),

//Transform the null records for those missing from one table or the other
    capFN = {"RESOURCE NAME", "PROJECT", "COST PER HOUR","CAPACITY"},
    demFN = {"Demand.RESOURCE NAME", "Demand.PROJECT", "Demand.DEMAND"},
    recs = Table.ToRecords(#"Expanded Joined"),
    xForm = List.Generate(
        ()=>[rec = recs{0}, idx=0],
        each [idx] < List.Count(recs),
        each [rec = if recs{[idx]+1}[RESOURCE NAME] = null or recs{[idx]+1}[Demand.RESOURCE NAME]= null then 
            let 
                rtl = Record.ToList(recs{[idx]+1}),
                xRtl = if rtl{0} = null then List.ReplaceRange(rtl,0,2, List.Range(rtl,4,2)) 
                    else List.ReplaceRange(rtl,4,2, List.Range(rtl,0,2)) 
            in Record.FromList(xRtl, List.Combine({capFN,demFN}))
            
                        
                        else recs{[idx]+1}, idx=[idx]+1],
        each [rec]),
    #"Converted to Table" = Table.FromList(xForm, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Expanded Column1" = Table.ExpandRecordColumn(#"Converted to Table", "Column1", 
        {"RESOURCE NAME", "PROJECT", "COST PER HOUR", "CAPACITY", "Demand.DEMAND"}, 
        {"RESOURCE NAME", "PROJECT", "COST PER HOUR", "CAPACITY", "Demand.DEMAND"}),
    #"Changed Type" = Table.TransformColumnTypes(#"Expanded Column1",{
        {"RESOURCE NAME", type text}, {"PROJECT", type text}, 
        {"COST PER HOUR", Currency.Type}, 
        {"CAPACITY", Int64.Type}, {"Demand.DEMAND", Int64.Type}}),

//Add demand*cost column
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Demand Cost", each [COST PER HOUR]*[Demand.DEMAND], Currency.Type),
    #"Removed Columns1" = Table.RemoveColumns(#"Added Custom",{"COST PER HOUR"})
in
    #"Removed Columns1"

如何处理数据透视表 table 中出现的重复条目以及如何填充 excel 仪表板中的电源查询

how to handle repeated entries coming in the pivot table & power query to populate in excel dashboard

excel

pivot-table

powerquery

dashboard

=>