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Monday, July 27, 2020

Group and Merge Data for Calculations in Power Query

This video show how to use the group by and merge capabilities in Power Query with in an example use case. This was an actual use case where management was trying to track the completion rate for workers for courses they needed to take over multiple quarters as part of an employee development initiative. This involved figuring out what courses employees took, the completion counts per manager and the completion rate of the managers respective of their total employee population. This could usually be done with copying and pasting data table, performing lookups, calculation totals and finally formatting it in one table for upper management consumption. Doing all those task takes time so if this could be done in ONE click, it would save time. So Power Query can do this and very effectively. See the video to learn how.

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