Power Query - Dynamically pass a file path into File.Contents function - firewall

I have the below code which pulls txt data from a file and gets used in an Excel lookup.
let
Source = Csv.Document(File.Contents("J:\Accounting\Dallas\2020 Finance\BPC Trial Balances\BPC Upload text files\05.MAY\2020.MAY_USA_v2.txt"),[Delimiter="#(tab)", Columns=5, Encoding=1252, QuoteStyle=QuoteStyle.None]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Column5", Currency.Type}})
in
#"Changed Type"
I created a parameter table with Source Files table column, and created a parameter value for each of the 5 rows, to dynamically feed this query. The below is the attempt
let
Source = Csv.Document(File.Contents(vUSA),[Delimiter="#(tab)", Columns=5, Encoding=1252, QuoteStyle=QuoteStyle.None]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Column5", Currency.Type}})
in
#"Changed Type"
THe problem is this doesn't work, but the syntax is OK it seems as I get
"Formula.Firewall: Query 'USA' (step 'Changed Type') references other
queries or steps, so it may not directly access a data source. Please
rebuild this data combination."

I figured out it was my Power Query Settings . I used the below to reconcile the issue
https://community.powerbi.com/t5/Desktop/Formula-Firewall-Query-references-other-queries-so-it-may-not/td-p/18619

Related

extract data from another excel in power query advanced editor

I'm trying to extract the data from another excel file, but I tried to make it dinamyc.
This is the context so I'm extractig data with a survey for different cities and the questions are the same but the data is different in each city, so I'm trying to create visualisations for each city but just replacing the data in the file, so this data is exported as a file we can call it "results-city.xlsx" and my goal is just placing this document with another with the same name and columns but obviusly different responses in each column so I'm trying to use power query and the advanced editor and this is my formula but is not getting success also the path will be dynamic that's the reason I included folder in the formula. Help please to achive this
let
Source = Excel.Workbook(File.Contents("C:\Users\iotal\OneDrive\Desktop\stack\folder\results-city.xlsx"), null, true),
Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
#"Changed Type" = Table.TransformColumnTypes(Sheet1_Sheet,{{"Column1", type text}, {"Column2", type text}, {"Column3", type text}})
in
#"Changed Type"
Update 2:
Example of data:
File with data city 1
So here is an example with the data from two cities File with data city 2, when I tried to use the formula the power query don't import the data to excel.
My desired output is have the data imported in a sheet in excel that doesn't mind which of the two is in the folder but can be updated.
This is my desired output with images:
Image 1 is the first data that I will import
And the second image is when I replace the data for city2 should look like this just replacing the file for another one with the same name
And what is not working is the formula that doesn't import to a sheet the data as a table
When I replace the file from city1 for the one from city2 I got this error:
In powerquery, something like this will combine all tabs in all xlsx files in a specified hardcoded directory
let Source = Folder.Files("C:\subdirectory\directory"),
#"Filtered Rows" = Table.SelectRows(Source, each ([Extension] = ".xlsx")),
#"Removed Other Columns" = Table.SelectColumns(#"Filtered Rows",{"Name", "Content"}),
#"Added Custom" = Table.AddColumn(#"Removed Other Columns", "GetFileData", each Excel.Workbook([Content],true)),
#"Expanded GetFileData" = Table.ExpandTableColumn(#"Added Custom", "GetFileData", {"Data", "Hidden", "Item", "Kind", "Name"}, {"Data", "Hidden", "Item", "Kind", "Sheet"}),
#"Removed Columns" = Table.RemoveColumns(#"Expanded GetFileData",{"Content", "Hidden", "Item", "Kind"}),
List = List.Union(List.Transform(#"Removed Columns"[Data], each Table.ColumnNames(_))),
#"Expanded Data" = Table.ExpandTableColumn(#"Removed Columns", "Data", List,List)
in #"Expanded Data"
Alternatively, give a cell a range name, like path in excel and put your filepath in that cell, like C:\temp\a.xlsx
Then in powerquery, use that range name in place of hardcoding the file name like
let location= Excel.CurrentWorkbook(){[Name="path"]}[Content]{0}[Column1],
Source = Excel.Workbook(File.Contents(location), null, true),
...
this second alternative assumes that the tab name is constant. Otherwise I recommend the first method
You can combine the two alternatives if you want
To make the folder location dynamic with respect to a cell with named range "file_path" (B2, below/ here), modify an ordinary power query data import for one of the files/locations (here, "C:\temp\Folder1\File1.txt") as follows:
ordinary power query:
let
Source = Csv.Document(File.Contents("C:\temp\Folder1\File1.txt"),[Delimiter=" ", Columns=3, Encoding=1252, QuoteStyle=QuoteStyle.None]),
#"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
in
#"Promoted Headers"
updated power query:
let
MyFolder = Excel.CurrentWorkbook(){[Name="file_path"]}[Content][Column1]{0},
Source = Csv.Document(File.Contents(MyFolder),[Delimiter=" ", Columns=3, Encoding=1252, QuoteStyle=QuoteStyle.None]),
#"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
in
#"Promoted Headers"
i.e. file name XYZ in [Name ="XYZ"] replaced with variable MyFolder, defined as follows:
MyFolder = Excel.CurrentWorkbook(){[Name="file_path"]}[Content][Column1]
(optional)
Include VB code to refresh query every time the drop down list changes in the cell with named range ("file_path") (i.e. cell B2 above gif) - as follows:
(you don't have to do this - you could just as easily make the query refreshable periodically via the properties UI associated with the query, for instance)..
Private Sub Worksheet_Change(ByVal Target As Range)
If Not Intersect(Target, Range("file_path")) Is Nothing Then
Application.ScreenUpdating = False
Calculate
ActiveWorkbook.Connections("Query - dynamic_file").Refresh
Application.ScreenUpdating = True
Calculate
End If
End Sub
Kudos to Cristiano Galvão (here) for more details RE: dynamic links per above.
ta

Excel Power Query: how to prevent multiple requests for the same source (web json)?

I have a REST endpoint that queries the data in JIRA and returns the data for activeSprint and previousSprint so the user can build a burndown chart, similar to this:
{
activeSprint: ['..burndown data array..'],
previousSprint: ['..burndown data array..']
}
So in power query I setup the first query which is only representing the connection-only to the source
JSON
let
Source = Json.Document(Web.Contents("https://.../burndown"))
in
Source
Then I make a reference of the query called JSON and create a new query called Active Sprint
let
Source = JSON,
activeSprint = Source[activeSprint],
burndownData = activeSprint[burndownData],
#"Converted to Table" = Table.FromList(burndownData, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Expanded Column1" = Table.ExpandRecordColumn(#"Converted to Table", "Column1", {"date", "dateFormatted", "storyPoints", "issueCount", "issues", "plannedStoryPoints"}, {"date", "dateFormatted", "storyPoints", "issueCount", "issues", "plannedStoryPoints"}),
#"Changed Type" = Table.TransformColumnTypes(#"Expanded Column1",{{"dateFormatted", type datetime}, {"date", type datetime}})
in
#"Changed Type"
then I do the same as per above for the Previous Sprint query.
I group all the queries together in XLS into one group called TEST1 so it looks like this:
When I right click on the group Test1 and click refresh, it makes 2 requests to the API. Can I make it just one call since the source is the same for both ??
The dependency in the Power Query Editor is correct, but I don't get it why it sends 2 separate requests ??
Thanks

Power Query: Include all unique columns found in files from folder

I've recently run into an issue which hopefully is solvable.
Currently, I have power query pointing at a folder containing several CSV files. This is normally no issue, however, in this instance not all of the files have the same columns.
Is there a way to have power query return every unique column found in the folder populating empty data observations with null values?
Assume that my folder has csv files similar to the following (note that the rows are indexed using letters for easy reference):
I would like my final table to look something like:
This seems like it should be pretty simple, but I can't figure it out for the life of me! Any help would be greatly appreciated!
Assuming you're using Folder.Files, I think you can:
Grab the Content column of the table returned by Folder.Files -- which should give you a list of binary values.
Parse each item in the list as a CSV document using List.Transform and Csv.Document -- which should give you a list of tables.
Then merge your list of tables with Table.Combine -- which should give you one single table. Table.Combine should take care of the details (like aligning column names).
You've not provided any code in your question, so it's hard to give a relevant example, but I think the code below gives me your expected output.
I've turned the row indexes into an ID column, just to make the final table easier to verify/follow.
let
firstCsv =
"ID,one,two,three
A,1,4,7
B,2,5,8
C,3,6,9",
secondCsv =
"ID,one,two,three,four
D,1,6,11,16
E,2,7,12,17
F,3,8,13,18
G,4,9,14,19
H,5,10,15,20",
thirdCsv =
"ID,one,two,yes,no,maybe
I,1,1,1,1,1
J,2,2,2,2,2
K,3,3,3,3,3
L,4,4,4,4,4
M,5,5,5,5,5",
// For example's sake, let's suppose that the contrived table below was
// returned by calling Folder.Files
filesInFolder = Table.FromColumns({
List.Transform({firstCsv, secondCsv, thirdCsv}, Text.ToBinary),
List.Transform({"1".."3"}, each "CSV file " & _ & ".csv"),
List.Repeat({"someFolderPath"}, 3)
}, type table [Content = binary, Name = text, Folder = text]),
parsed = List.Transform(filesInFolder[Content], each
let
csv = Csv.Document(_, [Delimiter = ",", QuoteStyle = QuoteStyle.Csv]),
promoted = Table.PromoteHeaders(csv, [PromoteAllScalars = true])
in promoted
),
// The step below should match the expected output in your question.
combined = Table.Combine(parsed)
in
combined
Obviously, you'll need to adjust for your own folder path and actually call Folder.Files as you presumably already are in your own code.
I've always used something like this
//read all files in specified directory you fill in here
let Source = Folder.Files("C:\directory\subdirectory"),
//filter only csv files
#"Filtered Rows" = Table.SelectRows(Source, each ([Extension] = ".csv")),
//Pull contents of each file into table with an index
#"Added Custom1" = Table.AddColumn(#"Filtered Rows", "Custom", each Table.AddIndexColumn(Csv.Document(File.Contents([Folder Path]&"\"&[Name]),[Delimiter=",", Encoding=1252, QuoteStyle=QuoteStyle.None]),"Index")),
#"Expanded Custom" = Table.ExpandTableColumn(#"Added Custom1", "Custom", {"Column1", "Index"}, {"Column1", "Index"}),
#"Removed Other Columns" = Table.SelectColumns(#"Expanded Custom",{"Column1", "Index", "Name"}),
#"Pivoted Column" = Table.Pivot(#"Removed Other Columns", List.Distinct(#"Removed Other Columns"[Name]), "Name", "Column1"),
#"Removed Columns" = Table.RemoveColumns(#"Pivoted Column",{"Index"})
in #"Removed Columns"

how to resolve Power BI error - the key didn't match any rows in the table

I am trying to load (combine) multiple Excel files into Power BI (October 2019 version). Every file has only 1 sheet. Each sheet has 1 range, and each range has the same schema across all files. (The sheet names are different, though.) A sample sheet name is '200704'.
Here are my steps:
Get Data \ Folder \ Connect
specify the Folder path
Combine & Load
select one of the files as my sample file; click on the file name as
my Parameter1; click OK
After I click OK, the cursor spins for a bit, and then it stops. Nothing happens. So, I go to Edit Queries \ Edit Queries. There is a warning symbol on my data query that reads:
An error occurred in the 'Transform File' query. Expression.Error:
The key didn't match any rows in the table.
Details: Key = Item=200704 Kind=Sheet Table=[Table]
How do I resolve this error?
If it helps, Power BI generate 5 queries for me, and the structure is:
Transform File from data [2]
Helper Queries [3]
Parameter1 (Sample File)
Sample File
Transform File
Transform Sample File
Other Queries [1]
data
Interestingly, if it helps to diagnose the issue, if I set sample file = First file or if I set sample file to my first file manually, the following error is thrown in the dialog, but it doesn't show what query is in error when I try to view / edit the query.
Failed to save modifications to the server. Error returned: 'OLE DB or ODBC error: [Expression.Error] The key didn't match any rows in the table..'.
And, to be sure, when I attempt to load this file (or any file in the folder, for that matter) individually (via Excel connection), it loads successfully. So, something must be wrong with the M code in my Folder connection.
I figured out the cause of my problem and the solution. The issue is that the row in my template query was being referenced incorrectly (i.e., the primary key between the template query and the regular query is wrong, and it has hard-coding of sheet names). To fix that, I had to remove all other columns in the template query table except the Data column, as described here. (It's odd that no MS documentation on combining multiple Excel files discusses this very important step.)
For comparison, here is my former (incorrect) M code:
Transform Sample File:
let
Source = Excel.Workbook(Parameter1, null, true),
#"Sample_Sheet" = Source{[Item="sample",Kind="Sheet"]}[Data],
#"Promoted Headers" = Table.PromoteHeaders(#"Sample_Sheet", [PromoteAllScalars=true])
in
#"Promoted Headers"
test:
let
Source = Folder.Files("C:\some folder path"),
#"Filtered Hidden Files1" = Table.SelectRows(Source, each [Attributes]?[Hidden]? <> true),
#"Invoke Custom Function1" = Table.AddColumn(#"Filtered Hidden Files1", "Transform File", each #"Transform File"([Content])),
#"Renamed Columns1" = Table.RenameColumns(#"Invoke Custom Function1", {"Name", "Source.Name"}),
#"Removed Other Columns1" = Table.SelectColumns(#"Renamed Columns1", {"Source.Name", "Transform File"}),
#"Expanded Table Column1" = Table.ExpandTableColumn(#"Removed Other Columns1", "Transform File", Table.ColumnNames(#"Transform File"(#"Sample File"))),
#"Changed Type" = Table.TransformColumnTypes(#"Expanded Table Column1",{{"Source.Name", type text}, {"ID", type text}, {"Name", type text}})
in
#"Changed Type"
And here is my new (correct) code:
Transform Sample File:
let
Source = Excel.Workbook(Parameter1, null, true),
#"Removed Columns" = Table.RemoveColumns(Source,{"Name", "Item", "Kind", "Hidden"}),
Data = #"Removed Columns"{0}[Data],
#"Promoted Headers" = Table.PromoteHeaders(Data, [PromoteAllScalars=true]),
#"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"ID", type text}, {"Name", type text}})
in
#"Changed Type"
test:
let
Source = Folder.Files("C:\some folder path"),
#"Filtered Hidden Files1" = Table.SelectRows(Source, each [Attributes]?[Hidden]? <> true),
#"Invoke Custom Function1" = Table.AddColumn(#"Filtered Hidden Files1", "Transform File", each #"Transform File"([Content])),
#"Renamed Columns1" = Table.RenameColumns(#"Invoke Custom Function1", {"Name", "Source.Name"}),
#"Removed Other Columns1" = Table.SelectColumns(#"Renamed Columns1", {"Source.Name", "Transform File"}),
#"Expanded Table Column1" = Table.ExpandTableColumn(#"Removed Other Columns1", "Transform File", Table.ColumnNames(#"Transform File"(#"Sample File")))
in
#"Expanded Table Column1"
Notice the 'Removed Columns' step in the new template query. This is the "secret sauce" to the key problem. Also notice that I kept all default steps after my 'Data' step (i.e., 'Promoted Headers' and 'Changed Type') in my template query. This is because all of my sheets have the same schema. If this weren't true, then I would need to move those steps to the regular query.
I had exactly the same error simply because the PowerBI VNET Gateway could not authenticate to the source of the data to refresh dataset hosted in PowerBI premium capacity workspace. Totally unexpected and confusing, but once the correct credentials were set for the Gateway configuration - everything worked fine and the error had gone away.

Power Query to Append to Existing Table

I recently switched to PowerQuery to fetch data from various sources. I have loaded my existing data to a table called "masterEntries".
The query I have calls a function to check the last record for each source in "masterEntries" and fetches only newer records.
let
Source = Excel.CurrentWorkbook(){[Name="formsMaster"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"FormName", type text}, {"Form", type text}, {"LastEntry", Int64.Type}}),
#"Added Custom" = Table.AddColumn(#"Changed Type", "Custom", each formEntries([FormName],[LastEntry])),
#"Expanded Custom" = Table.ExpandTableColumn(#"Added Custom", "Custom", {"EntryId", "Field1", "Field2", "Field3", "Field5", "DateCreated"}, {"EntryId", "Field1", "Field2", "Field3", "Field5", "DateCreated"}),
#"Removed Columns" = Table.RemoveColumns(#"Expanded Custom",{"Form", "LastEntry"}),
in
#"Removed Columns"
This query loads the data to a new table. Instead I want to append the data to "masterEntries".
I am trying to do this with PowerQuery and not VBA. PowerQuery has Append Query feature where two or more queries/results can be combined to a new table.
Even a new query to append the resulting table from above query ("latestEntries") to existing table ("masterEntries") will do.
Any ideas on how it can be done with PowerQuery?
EDIT
My original data ("masterEntries") was loaded manually. It is a big table with 400K+ records. I can load it using a query if that is going to help.
Every run of "latestEntries" checks what records are already in "masterEntries" and fetches only newer entries from different sources.
The Append Query method in Power Query is just a connection. It does not append records permanently. That is, when "latestEntries" brings a new set of records, the "masterEntries" loses the records that were in the earlier run of "latestEntries".
This sounds a bit like a request for "incremental load". This is currently not supported by Power Query in Excel. The workaround is to go via a "linkback"-table like described here: http://ms-olap.blogspot.de/2015/05/incremental-data-loads-in-microsoft.html
If your linkback-table exceeds 1,1 Mio rows, you can use JSON-compression like described here: http://www.thebiccountant.com/2016/12/06/how-to-store-tables-longer-than-11-mio-rows-in-excel/
But be aware, that this costs performance.
Both methods "cost" performance, so this technique only makes sense, if you "save" repetitive execution of really heavy transformations (or long loads from the web).
You should add something like this, just change name of Your_Table into table you want to use:
#"Append Query" = Table.Combine({#"Removed Columns", Your_Table})
in
#"Append Query"
Assuming you have some kind of ID, and it is integer, here is the query for the masterEntries table (this is important!):
let
Source = Excel.CurrentWorkbook(){[Name="masterEntries"]}[Content],
Types = Table.TransformColumnTypes(Source,{{"ID", Int64.Type}, {"Value", type number}}),
//Assuming you have integer-type IDs.
//Otherwise you have to order and index records in a view, and query that view.
MaxID = List.Max(Types[ID]),
//if you have ordered index, List.Max() can be substituted with Table.LastN(Types, 1)[ID]{0}
//it may perform better.
TableFromDB = Excel.CurrentWorkbook(){[Name="source"]}[Content], //Replace with database table
GetNewRows = Table.SelectRows(TableFromDB, each [ID] > MaxID),
MergeTables = Table.Combine({Types, GetNewRows})
in
MergeTables

Resources