Power Query: Equal Split Part 5
7 February 2024
Welcome to our Power Query blog. Today, I continue to modify the solution to divide amounts over rows by using a parameter.
In this mini-series of blogs, I have been looking at an issue that Mary, my top imaginary salesperson had. She had some accounting data, which she needed to split equally for two suppliers:
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In Part 1, I created two queries:
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I looked at a simple way to achieve the result I want, which assumes that I always have two [2] suppliers.
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In Part 2, I refined this solution to make it more flexible, by using a parameter for the number of suppliers:
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In Part 3, I looked at a slightly difference scenario. I had the same accounting data, but this time, there were no suppliers to link to:
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I needed to split the rows into two [2] equal parts.
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However, it is often useful to make the solution more flexible. Last time, I decided to use a parameter to decide how many ways I need to split the amounts.
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I have given cell G1, containing the number to split by, a defined name, Split_By. I exported this data to Power Query, and now I have a parameter to use:
I now have a parameter to use:
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I took a reference copy of the query I created in Part 1, Accounts, as I wish to keep the original steps:
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I called this reference query AccountsNS_Split. I also created a helper query, Helper_Split.
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This time, I will tidy up my helper query and complete the solution.
I don’t need Column1, I only need the correct number of rows (given by the parameter Split_By) with values in Link. I select Link and choose to ‘Remove other Columns’ from the right-click menu. This gives me a table with a single column. As I am going to merge this table using Link, I change the data type to ‘Whole Number’. Since I will not be using this query for anything else, I choose to ‘Merge Queries’, which will merge my chosen data with this query:
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In the dialog, I select AccountsNS_Split, and link using the Link column and a ‘Left Outer’ join:
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This effectively gives me (in this case) three [3] copies of AccountsNS_Split in the same table.
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I expand the data (not including column Link).
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This gives me the number of rows that I need, but I also need to divide Amount by Split_By. To get the M code I need, I start by selecting Amount, and then choosing to Divide on the Standard section in the Transform tab:
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In the dialog, I choose to divide by three:
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This generates the M code I need:
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To make this dynamic, I change the original M code from:
= Table.TransformColumns(#"Expanded AccountsNS_Split", {{"Amount", each _ / 3, type number}})
to:
= Table.TransformColumns(#"Expanded AccountsNS_Split", {{"Amount", each _ / Split_By, type number}})
This doesn’t affect the output, as Split_By is currently three.
I tidy up the data by filling down the Name and Month and removing column Link. I am not concerned about the decimal places in Amount, as I will be formatting the output in Excel when I load the data to the workbook.
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I also rename the query AccountsNS_SplitFlex. On the Excel sheet, I change the value in cell G1 to 10:
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When I refresh the query, more rows appear, and the Amount is updated appropriately:
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Come back next time for more ways to use Power Query!