Change category while keeping history | Slowing changing dimensions with Excel and Power Query.

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  • เผยแพร่เมื่อ 19 ต.ค. 2024

ความคิดเห็น • 42

  • @ExcelOffTheGrid
    @ExcelOffTheGrid  3 หลายเดือนก่อน +1

    Sign up for our free Insiders program and get the example file:
    exceloffthegrid.com/insiders-signup/
    File Reference for this video: 0218 Change category - keep history

  • @billsterUK
    @billsterUK 3 หลายเดือนก่อน +4

    I learned more in 10 minutes than I have in the past 2 months 'playing' with Excel - Subscribed!

    • @56Nine
      @56Nine 3 หลายเดือนก่อน +1

      I was going to comment the exact same. The applications of these techniques are virtually endless.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +1

      Playing is valuable, but it's always helpful to get some outside input to give you some new ideas.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +1

      Agreed... the end occurs when the world ceases to have data problems 😁

  • @delemtube
    @delemtube 3 หลายเดือนก่อน +1

    This is a higher level of learning

  • @ryanbartlett672
    @ryanbartlett672 3 หลายเดือนก่อน +3

    Thanks. I was on your level for the beginning, then you took it to new levels with TextJoin, BYROW, and LAMBDA! Well done.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +1

      Maybe I will do a video about BYROW/LAMBDA then. As it's a really powerful combination.

  • @v2pumo817
    @v2pumo817 2 หลายเดือนก่อน

    Nice combination of wonderfull functions . Thanks a lot

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 หลายเดือนก่อน

      Glad you liked it - I hope you can put it to good use.

  • @joukenienhuis6888
    @joukenienhuis6888 3 หลายเดือนก่อน +2

    Wow, thank you for explaining this so clearly in the right speed. I do not need it now, but I stored this technique for later.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      Great stuff. I'm sure it will come in useful at some point.

  • @RichardJones73
    @RichardJones73 3 หลายเดือนก่อน +2

    Blooming heck. Never thought this was possible in excel. Great job and well explained

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      Almost everything is possible with Excel 😁

  • @DinoDelight
    @DinoDelight 3 หลายเดือนก่อน +2

    Another fantastic video, with a great example!!! that LAMBDA functions looks like its worth exploring more as never dabbled with it

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +2

      LAMBDA is great for creating very flexible reporting.
      Maybe I should do a specific video about BYROW/LAMBDA. I think it might be useful.

    • @DinoDelight
      @DinoDelight 3 หลายเดือนก่อน

      @ExcelOffTheGrid yeah definitely, it look quite scary/complicated so never attempted so I would definitely be interested in something like that

    • @michaels4929
      @michaels4929 3 หลายเดือนก่อน

      ​@@ExcelOffTheGrid definitely worth it. Would be interesting to explain why some functions won't work with byrow/lambdas too.

  • @bryancamareno2831
    @bryancamareno2831 3 หลายเดือนก่อน

    Mark - This was fantastic! This was the 1st Lambda I’ve seen that I actually understood. I often have a need at work to see how categories have changed over a period of time and my existing solution(s) were either too manual or more fussy that I’d like. I also had no idea you could use a function inside of Replace Values to generate a dynamic replacement value. I can’t wait to try these techniques out with the data I deal with at work. 💪🏾

  • @90hsilva
    @90hsilva 3 หลายเดือนก่อน

    Great example I have exactly the same issue and didn’t know this way to solve it. Thank you very much

  • @Kuriacs
    @Kuriacs 3 หลายเดือนก่อน

    You are awesome, this was a fascinating technique! Enjoyed watching.

  • @Bhavik_Khatri
    @Bhavik_Khatri 3 หลายเดือนก่อน +2

    Thank you for your time and consideration in providing this informative tutorial.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      Glad it was helpful! 👍

  • @chrism9037
    @chrism9037 3 หลายเดือนก่อน +2

    Super video Mark, thank you

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      Glad you enjoyed it 😁

  • @barttitulaerexcelbart9400
    @barttitulaerexcelbart9400 3 หลายเดือนก่อน

    Great explanation Mark! I just hat a second look at Alberto Ferrari and Marco Russo's book: "Analyzing Data with Microsoft Power BI and Power Pivot for Excel". Chapter 5 is about SCD's but now I understand! thanks!

  • @SURYADEEPRGOMES
    @SURYADEEPRGOMES 2 หลายเดือนก่อน

    Hello,
    Amazed with your presentation in Power Query, just want to get acknowledged why two columns are selected while merging Query, utility of such process

  • @spen2431
    @spen2431 3 หลายเดือนก่อน +1

    Awesome 💥💥

  • @houstonsam6163
    @houstonsam6163 3 หลายเดือนก่อน +1

    Brilliant presentation, both of the slowly changing dimension problem and of using byrow with lambda to create a spill.
    I manage operational data for a 220-odd strong corporate function, with active job dates extending back over 10 years and roughly a thousand assignments all told considering promotions, moves, new hires, transfers, retirements, etc. Rather than creating the merged table with a distinct date list for each assignment, I've used DAX formulations to generate a headcount for each date. Now that I understand your approach here it would be simpler, but the merged table which supports the grid calculations would be quite long. Are there any particular cautions in "scaling" your approach to much larger data sets?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน

      Try it, I think you will be surprised how quick it is. Your biggest issues is more likley to be how much data Excel can comfortably handle - 1000 rows and 120 months, is pushing 120,000 rows; so the formulas based on that data is more likely to struggle.
      If you have a lot of data, then you can use a similar same approach to create an alternative key for creating relationships in the data model.

  • @ironicdaemon
    @ironicdaemon 3 หลายเดือนก่อน +1

    My tip of the day: MAP() is the same as BYROW() or BYCOL() if only a single column or row is selected respectively.

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +1

      Yes, that is true.
      But would you say that VLOOKUP is the same as INDEX/MATCH if the lookup value is in the first column? 🤔

  • @Paladin101
    @Paladin101 หลายเดือนก่อน +1

    Does the new ‘Trimrange’ function overcome this (second part) of your challenge as well?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  หลายเดือนก่อน

      I don't believe so - I don't think TRIMRANGE would help. But it does that would be great.

  • @alanmonaghan9194
    @alanmonaghan9194 2 หลายเดือนก่อน +1

    Hi Mark
    Sorry to bring this up again, but I see you are also now displaying dates in US format instead of UK format. Is this a change you have made, or has there been a change in Power Query editor to default to US formatted dates all the time?
    I did a M365 repair plus a Win10 inline reinstall to fix this behavior previously, but now it is in US format every time I bring date data into PQE.
    Oddly, if I close and load the data reverts to UK format in the workbook. It isn't a deal breaker, but it is extremely frustrating having wrongly formatted dates.
    Anyone else having the same issue with this?
    Cheers,
    Alan

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 หลายเดือนก่อน +2

      I had the same issue as you for about 2 days; then I got an Office update which appeared to roll back to a previous version of Power Query, and it fixed the issue.
      So, I think it's definitely a bug, which has now been resolved. Check to see if you have an update to install.

    • @alanmonaghan9194
      @alanmonaghan9194 2 หลายเดือนก่อน

      @@ExcelOffTheGrid Thanks Mark. I was beginning to think it was just my setup until I saw your video with US formatted dates.
      I'll check for updates later today.
      Cheers.
      Alan

  • @mrbartuss1
    @mrbartuss1 3 หลายเดือนก่อน +1

    3:25
    I did it this way:
    = Table.AddColumn(#"Replaced Value", "Date", each { Number.From([Date From]) .. Number.From([Date To])}, type date)
    Which would be better and why?

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  3 หลายเดือนก่อน +1

      Yes, that will work too.
      I don’t think it makes much difference which method you use.

  • @stanTrX
    @stanTrX 2 หลายเดือนก่อน +1

    Didnt even understand the purpose 😊

    • @ExcelOffTheGrid
      @ExcelOffTheGrid  2 หลายเดือนก่อน

      Rewatch the intro - it explains the purpose.