5 Best Practices in Power Query

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  • เผยแพร่เมื่อ 23 มี.ค. 2023
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    In this video, we will learn about some best practices that can help us to be more efficient & smart working on Power Query!
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  • วิทยาศาสตร์และเทคโนโลยี

ความคิดเห็น • 129

  • @jimfitch
    @jimfitch ปีที่แล้ว +36

    Great tips! Thank you. Here is another suggestion for naming steps: Remove blanks & special characters that cause the step to be named #”Step Name” in the Advanced Editor. I find that the M code is much easier to read & maintain.

    • @txreal2
      @txreal2 ปีที่แล้ว +1

      Please give examples. Thanks

    • @KamranMumtazAhmed
      @KamranMumtazAhmed ปีที่แล้ว +2

      @@txreal2 Rather than naming the query like Step Name, call them StepName

    • @txreal2
      @txreal2 ปีที่แล้ว

      @@KamranMumtazAhmed Thanks!

    • @OmisileKehindeOlugbenga
      @OmisileKehindeOlugbenga ปีที่แล้ว +2

      Very important. Makes it easier to ref previous steps and queries.
      Of course queries should also be named as a single word.

    • @QuLaZz
      @QuLaZz ปีที่แล้ว

      It would be nice to have a power query settings to do this by default.

  • @swilson1958
    @swilson1958 5 หลายเดือนก่อน +1

    So helpful! Especially re-naming steps. Don't know why I never thought to do this. Thanks!

  • @shirleymoreman6725
    @shirleymoreman6725 ปีที่แล้ว +4

    Love the "bin the red" - it's a great way to try to get rid of as much hard coding as possible. I also remove the spaces in step names - it makes them much easier to read in the M code. I didn't know about the QAT in Power Query! Great tip.

  • @The_Excel_Enthusiast6782
    @The_Excel_Enthusiast6782 ปีที่แล้ว +3

    Very awesome video! I love it when a fellow Excel & Power Query enthusiast shares their best practices!
    Thank you for creating/sharing this video!

  • @bhaskaraggarwal8971
    @bhaskaraggarwal8971 ปีที่แล้ว +3

    Superb, as usual.✨Apart from your content, I would also like to appreciate your lighting. Very soothing.

  • @ArmandoReportes
    @ArmandoReportes ปีที่แล้ว +1

    I loved the column names tip. So easy and yet so helpful. Thanks.

  • @thebhaskarjoshi
    @thebhaskarjoshi ปีที่แล้ว +1

    Great tips! Thank you. I always look forward to your new videos.

  • @OmisileKehindeOlugbenga
    @OmisileKehindeOlugbenga ปีที่แล้ว +1

    Thanks a lot for sharing. Always a great pleasure to listen to you teach these stuff. My PQuery skills have improved greatly since I started watching your videos.

  • @fernandojara6497
    @fernandojara6497 3 หลายเดือนก่อน

    Gracias, ya estoy poniendo en practica tus "Best Practicces"!!!!!!👍👍

  • @stephenkaras1523
    @stephenkaras1523 ปีที่แล้ว +3

    Great content! Also love your two interview videos with Chandoo and Matt Arlington. I feel they were ground breaking in that they presented a peek into the mind sets of two leaders within the power bi community. BTW you too are becoming one of the leaders 😊

  • @maryjavasilyevna861
    @maryjavasilyevna861 10 หลายเดือนก่อน

    This is exactly what I needed today!

  • @zahoorsarbandi2982
    @zahoorsarbandi2982 ปีที่แล้ว

    The way you picked the column names.. that is really a catchy one.. Other techniques are also very useful. Thanks for all of your videos.

  • @grahamc5531
    @grahamc5531 ปีที่แล้ว +5

    To add multi line comments, start with /* and end with */ or use the shortcut key ALT + SHIFT + A
    The shortcut key for single line comments is CTRL + /

  • @frachiar4444
    @frachiar4444 6 หลายเดือนก่อน

    Very precious lesson!!! Thank you 👍👍

  • @DanKnight
    @DanKnight 6 หลายเดือนก่อน

    Awesome! Excellent video.

  • @odallamico
    @odallamico หลายเดือนก่อน

    Excelent tips. Thank you for share them

  • @paspuggie48
    @paspuggie48 ปีที่แล้ว +2

    Really liked the Expand Column names tip Goodly, will use that in my queries. As for Quick Access Toolbar, whenever I liaise with staff at work I consistently teach them about this tip and they should use it because that is one of the best shortcut tips ever !

  • @semakoadovohekpe2365
    @semakoadovohekpe2365 ปีที่แล้ว

    Thanks for these tips! Will also review videos on staging queries. 👍🏽👍🏽

  • @lucianoriquet8552
    @lucianoriquet8552 ปีที่แล้ว

    Always a pleasure to watch these videos

  • @JD_JR
    @JD_JR 7 หลายเดือนก่อน

    A master of your craft. This is so useful. Liked and subbed.

  • @danishnawaz7504
    @danishnawaz7504 ปีที่แล้ว +3

    You are Amazing Sir.

  • @daveboylan247
    @daveboylan247 4 หลายเดือนก่อน

    Kept your goofs (and composure) in your video. Great work here !

  • @kishangzp
    @kishangzp ปีที่แล้ว +1

    All tips are great and practical and I reccomend everyone to watch this video... I would also like to recommend one very important best practice... do not overcomplicate your queries especially when dealing with large data as this can slo down response time significantly.. what is complex unfortunately you can learn this only thru experience

  • @franciscom.paredesarias2356
    @franciscom.paredesarias2356 ปีที่แล้ว +1

    Thank you very much for these Tips that are really important to have everything more organized.
    Greetings from Chile

  • @aparnapandravada5073
    @aparnapandravada5073 6 หลายเดือนก่อน

    Awesome tips…

  • @vdn5716
    @vdn5716 ปีที่แล้ว

    This is super awesome...just quick question..

  • @Donkeys_Dad_Adam
    @Donkeys_Dad_Adam หลายเดือนก่อน

    Great Stuff!

  • @theg9811
    @theg9811 ปีที่แล้ว

    Again a great video all types and levels of users Chandeep... 😀 I can highly recommend these Videos and Courses...

  • @udayteja6595
    @udayteja6595 9 หลายเดือนก่อน +1

    Removing red was so cool.

  • @Acheiropoietos
    @Acheiropoietos 2 วันที่ผ่านมา

    ❤ very good advice!

  • @OdelLeal
    @OdelLeal ปีที่แล้ว

    Thank you for share your Best Practices!!! That's great!!!

  • @Rice8520
    @Rice8520 ปีที่แล้ว +1

    Thanks for priceless tips!😊
    I think commenting have to raise power query skills, but frequently there are a lot of tasks you have to finish "yesterday", so you just quickly finish one and switch to another.🤔

  • @JJ_TheGreat
    @JJ_TheGreat ปีที่แล้ว

    This is an excellent video! Great tricks!

  • @ferozromaisa171
    @ferozromaisa171 5 หลายเดือนก่อน

    Thanks a lot 🙏

  • @FarhanMerchant
    @FarhanMerchant ปีที่แล้ว

    Great content and insights !

  • @scottcha03
    @scottcha03 ปีที่แล้ว

    Genius! Thank you, well done as always. Love your videos

  • @Rice8520
    @Rice8520 ปีที่แล้ว +1

    And dynamic tip (about reds) is the best!🙋

  • @karimallahwala7022
    @karimallahwala7022 ปีที่แล้ว +1

    Very helpful content, thank you very much

  • @databicep
    @databicep ปีที่แล้ว

    This is great way of presentation. I just started a channel focusing more on Data Analyst with advance excel... was looking for inspiration on how to present and I got here... :)

  • @winnielu520-by2nv
    @winnielu520-by2nv ปีที่แล้ว

    i am fan of power query,i am fully agree with your suggestion and i am already done like your sugeestion in my data processing work,good summay

  • @alannavarrovaldez3117
    @alannavarrovaldez3117 ปีที่แล้ว

    Great video! Thanks!

  • @SaladSharkGaming
    @SaladSharkGaming 6 หลายเดือนก่อน +1

    Love your content and really helping me get better at using Power Query!
    I was wondering whether you have any content regarding working smarter when getting data from multiple sources and then my Queries panel has loads of Transform file from query folders for each import.
    Such files as Sample file, parameter, transform file and transform sample file appear and I'm not quite sure if I can be smarter with how its all constructed.
    Beginner trying to benefit from using Power Query

  • @MissMicrosoft
    @MissMicrosoft ปีที่แล้ว

    Really great video, thank you Chandeep!

  • @AnbarasuAnnamalai
    @AnbarasuAnnamalai ปีที่แล้ว +1

    Many useful tips, Thank you.

  • @punchbuddies220
    @punchbuddies220 ปีที่แล้ว

    The best! Cheers man

  • @randomguy-jo1vq
    @randomguy-jo1vq ปีที่แล้ว

    I have a deep respect for you

  • @accountantmahmoudelgamal8005
    @accountantmahmoudelgamal8005 3 หลายเดือนก่อน

    thank you

  • @emilmubarakshin49
    @emilmubarakshin49 ปีที่แล้ว

    Great tips - I’ve been using 1-4 based on your videos. 5 is def welcome addition

  • @alializadeh8195
    @alializadeh8195 ปีที่แล้ว

    Thanks

  • @mathew9665
    @mathew9665 7 หลายเดือนก่อน

    Nice - I like to use folders for my queries - grouping Parameters, stagging and loading

  • @williamarthur4801
    @williamarthur4801 ปีที่แล้ว

    Loved the tip about adding comments, I've added them in the editor but did not know I could view them in the steps pane.

  • @raimundojs9547
    @raimundojs9547 ปีที่แล้ว

    You're the best! Waiting for your M Language Course.

  • @sharadpunita
    @sharadpunita ปีที่แล้ว

    awesome

  • @cristian.angyal
    @cristian.angyal ปีที่แล้ว +3

    "Omit the Red" 😂 ... this is so good advice. Never knew how to say it more concise .
    Love the QAT tips: I usually have my QAT below the ribbon!
    Great video and Thanks for sharing!

    • @KamranMumtazAhmed
      @KamranMumtazAhmed ปีที่แล้ว

      Indians' English vocabularies are way good than those of native speakers. Even though I live in Pakistan but I admit it.

  • @IanDangerfield
    @IanDangerfield ปีที่แล้ว

    Ah love the parameter idea

  • @iankr
    @iankr ปีที่แล้ว

    Great tips, many thanks! Just one small point. When you say to 'bin the red', I don't know if it's my eyesight or my system settings, but to me, that hard-coded text is brown, rather than red. Is there any way I can change the colour of it?

  • @michellnatalia5938
    @michellnatalia5938 ปีที่แล้ว +1

    Hello Goodly, do you know how to dynamically filter list of date ?

  • @Dev_Bartwal
    @Dev_Bartwal ปีที่แล้ว

    Paaji u r awesome
    Now you are teaching very clearly
    I mean not very fast 😅🥰🥰

  • @antoniogarrido3058
    @antoniogarrido3058 ปีที่แล้ว

    Thanks Chandeep!! , really useful tips 👍. Avoid the red and quick access toolbar, my favourites.

  • @JordanMurphy2
    @JordanMurphy2 ปีที่แล้ว

    @Chandeep - when using the Table.ColumnNames best practice, how does one overcome a situation if a column name in original table exists in expanded table?

  • @kaylagnapp5509
    @kaylagnapp5509 ปีที่แล้ว

    Does making the parameter the source hard code it in a way we can’t change the source from the change source settings?

  • @stephenphan2761
    @stephenphan2761 9 หลายเดือนก่อน

    Mind blowing video . I still wonder while practising. In excel data provided by my friend I can see only few tabs ( no hidden tabs) but when I try loading to power query there are many sheets available in front of me. What is that!

  • @thegaminglearning
    @thegaminglearning ปีที่แล้ว +1

    For me, one of the best practices is to format the query. Otherwise, the M Language will be extremely messy. I don't want to make by brain hurt.

  • @rubenmunozverdu7528
    @rubenmunozverdu7528 ปีที่แล้ว +4

    Usually for the paths that my queries need I have them in a worksheet so that any user not knowing PQ can edit the paths if needed in Excel. I just give each of those cells a name and import from table/range. Then, when I have them in PQ I drill down to have a scalar instead of a table with a single column and a single row. Do parameters offer any kind of advantage over the method I use or is it just a matter of preferences?

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +1

      The maintainability of a separate excel file that contains the path is bit of hassle. I'd rather have a parameter to edit in Power BI itself. One less data source would keep the model and the model owner happier.. I guess :D

    • @jimfitch
      @jimfitch ปีที่แล้ว +2

      I usually use same technique as Rubén in Excel for the same reason he cites. Very few of our organization’s users know PQ, so storing parameters in the worksheet enables users to change them.

    • @Xcellons
      @Xcellons ปีที่แล้ว +2

      I also do the same. I share my report with colleague who can do my backup. They only have to change the folder path in excel and refresh their report.

  • @oscarmendez-roca9181
    @oscarmendez-roca9181 ปีที่แล้ว

    Excellent set of tips Chandeep, I suggest to promoved it in pdf quick guides for shared it

  • @Timacrafts1
    @Timacrafts1 4 หลายเดือนก่อน

    Can you stage the power query to an email box that has many different attachments with different formatting. Then use that to pull the data from the staged power query and built your table in excel from each email? Ultimately append all these received emails into one table since all of the needed criteria is there but just in different formats.

  • @freedomdst
    @freedomdst 25 วันที่ผ่านมา

    the problem with getting column names from files is that in large data the query refresh increases a lot

  • @davidfamilydoctor9430
    @davidfamilydoctor9430 ปีที่แล้ว

    What would change for a parameter pointing to a sharepoint folder?

  • @brij26579
    @brij26579 9 หลายเดือนก่อน

    Hi Chandeep
    I have a Column with various tables
    Each of tables have different number of columns
    want to limit all tables to 11 number of Columns , any suggestions or link which will be helpful

  • @strangersingh6770
    @strangersingh6770 ปีที่แล้ว

    Nice

  • @saikumarboga3383
    @saikumarboga3383 ปีที่แล้ว

    Hi l. I have Matrix visual with some row headers and one column header which is month. This month column will update every month. Now I am unable to sort the values based on each month as it is not showing sort symbol for month header. How can I sort values now. Please make a video

  • @munish2839
    @munish2839 ปีที่แล้ว

    Its a great idea to fetch the column names from the previous table or steps, Is it suitable for huge dataset?

  • @danishnawaz7504
    @danishnawaz7504 ปีที่แล้ว

    Plz make videos on SQL

  • @juanignacioXI
    @juanignacioXI ปีที่แล้ว

    Thanks Chandeep great tips there!
    Edit: Chandeep in the 4th example can we erase Query 1,2,3 once we have created the path and function?

    • @Hortster
      @Hortster ปีที่แล้ว +2

      I think the idea there is not to erase queries 1,2 and 3 but to update the Source step in those Queries with the parameter rather than hard-coding the directory, so you only need to update the parameter value and all the queries that use the parameter will be automatically updated.

  • @Saeed_Rana
    @Saeed_Rana 4 หลายเดือนก่อน

    Peace be on you
    Can you calculate Outstanding Balance of a customer on fifo method for a given period in brackets i.e., 0-30, 31-60, 61-90, 91-120, 121-180 and above 180.

  • @VideoAndrega
    @VideoAndrega ปีที่แล้ว +1

    Thank you for your best practices.
    I wander how to apply BP 3 to avoid hardcoding column names when I move a column, say from last position to thd second. The order of the column names is by definition shuffled.

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว

      Why do you need to reposition columns?

    • @giteshkariya579
      @giteshkariya579 ปีที่แล้ว +1

      @@GoodlyChandeep let’s say, I need to transform data in a row that has header. For this I generally transpose & work on it. It sometimes require a helper column which gets added as last column - this requires reorder column step as I need this to be as my first column (contains header, so I can transpose and use first row as header). As the number of rows are dynamic it breakers my query.
      I use a way out by naming helper column as “1.” Or “A-“ and by creating list of headers and ascending it helps me to be used in reorder step function. Wanted to know if there is more sophisticated manner to tackle.

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว

      @@giteshkariya579 Can you send me some sample data or a query that you've created. I'll try to make a video on this.
      In general for larger datasets I wouldn't advice transposing. You need a bit of navigation techniques to select the row or the column that you want.
      This might help th-cam.com/video/XH3hWI6stIQ/w-d-xo.html

    • @VideoAndrega
      @VideoAndrega ปีที่แล้ว

      @@GoodlyChandeep Thank you for answering. Thake thise case. I import a table with the files of a folder:
      let
      Source = Excel.CurrentWorkbook(){[Name="FilePath"]}[Content],
      File_Path = Source{0}[Path],
      GetFolderFiles = Folder.Files(File_Path)
      in
      GetFolderFiles
      The file names begin with [Year]&"."&[Period]&"-"[FIle Name]&"."&[xlsx]
      I want only to extract anything after "-".
      = Table.AddColumn(GetFolderFiles, "New Name", each Text.AfterDelimiter([Name], "- "), type text)
      This generates a column "New Name" at the end of the table, as last column.
      If I want to transpose this new column, say, on second position.
      = Table.ReorderColumns(Text_After_Delimiter,{"Content", "New Name", "Name", "Extension", "Date accessed", "Date modified", "Date created", "Attributes", "Folder Path"})
      Here, the list {"Content", "New Name", "Name", "Extension", "Date accessed", "Date modified", "Date created", "Attributes", "Folder Path"} is generated by the command. It cannot be referred dynamically to another list.

  • @zzzzzzzzzzzzzzzz9
    @zzzzzzzzzzzzzzzz9 ปีที่แล้ว

    Oh, cool, I did not know you could rename steps and add comments. Will make it much easier to navigate

  • @geineralbertomejiagarzon4034
    @geineralbertomejiagarzon4034 ปีที่แล้ว

    Hi Chadeep. Where can I find your training courses for Power Query AND Power BI in general?

  • @MrSaxonC.
    @MrSaxonC. หลายเดือนก่อน

    6:11 how do you let the content of table shows up at the button of window?

    • @GoodlyChandeep
      @GoodlyChandeep  หลายเดือนก่อน

      Don't click on the table click on the side in the empty space and it shows the preview

  • @santhoshmurali7682
    @santhoshmurali7682 ปีที่แล้ว

    👍

  • @hashi856
    @hashi856 ปีที่แล้ว

    You said you would leave links to videos about staging and extracting intermediate steps

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว

      Sorry I missed it.
      th-cam.com/video/weafpG2yG1w/w-d-xo.html
      th-cam.com/video/-xhnpar6fmw/w-d-xo.html

  • @deepakkumarpatel6454
    @deepakkumarpatel6454 ปีที่แล้ว

    In the first point of best practice, is it better to rename the steps without using "space". Any advantage of doing this.

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +1

      Referencing the steps becomes neater.
      = #"Changed Type" versus = ChangedType

    • @deepakkumarpatel6454
      @deepakkumarpatel6454 ปีที่แล้ว

      @@GoodlyChandeep 🙋🏻

  • @josevaldesv
    @josevaldesv 3 หลายเดือนก่อน

    The Path trick did not work with my Folder Path, as my Folder Path was to a Sharepoint folder. Trying to find a way around this issue.

    • @josevaldesv
      @josevaldesv 3 หลายเดือนก่อน

      = SharePoint.Files(Path)

  • @kesavaraju9652
    @kesavaraju9652 ปีที่แล้ว

    Hello Chandeep,
    I’ve a query, think will help me out,
    I have a table workers which contains name, rolenum, start date and end date
    And one more table called rates with rolenum, Rate, start date and end date.
    How can I lookup the appropriate rate, the problem here is we might have more than one rate for particular roles, let’s say one rate for first 3 months of the year and some other rates for rest of the year, which we can came to know with start and end dates in rates table and at the same time we need to consider start and end dates of the employee into consideration……
    Can anyone help me on this , Thanks in Advance.

  • @stretch233
    @stretch233 ปีที่แล้ว

    I can’t wait for Microsoft to incorporate chatGPT into Power Query so it applies a rename step on its own after it’s aware of what that step is doing.

  • @republikadugave420
    @republikadugave420 ปีที่แล้ว

    Can you rename steps an already done query? Will referencing be messed up? I am not an expert so just want to know :)

    • @GoodlyChandeep
      @GoodlyChandeep  ปีที่แล้ว +2

      No I think.. It should be fine!

    • @republikadugave420
      @republikadugave420 ปีที่แล้ว

      ​@@GoodlyChandeep btw awsome video...just what i needed

  • @Rice8520
    @Rice8520 ปีที่แล้ว

    I leave default step names cause it will be hard for aliens to read my queries.😂