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How to transform 2 sets of data with different header/table orientation in a worksheet

Hi All! 

Im pretty new to Power Query and have been trying to figure this out but cant find any solution. I really hope you all can assist me with this.

Background:
- Assuming im creating a workflow for all Expense Claim Form (Excel) from all employees to be saved in a folder. 
- From there I will transform all the Forms into this folder to get my consolidated data
- My Expense Claim Form has 2 portion of data:
   i) General information (headers are vertical)
  ii) Claim details and description (Headers are horizontal)

Question:
- Im struggling to use Power Query to transform this Form that has 2 separate data in different orientation. How do i transform this data together and is there better workflow?



18 REPLIES 18

@musclay13  it is a separate table format or in one table. Thank You!!

Hi there @Mahesh0016 !
Thank you for replying. 🙂

Technically both are not in any table format. There are just cells. As this worksheet is created for data-entry by each individual employee. 

@musclay13 did you load in power query?

@Mahesh0016 I did. I just dont know how to transform all this data into 1. I want to have all these data combine into one.
You can see from the image below, Red are the headers, Blue are the data.

@musclay13  so you can first you do pivot the horizontal header table and then append table

 

I hope this helps you! Thank You!!

 

Hi @Mahesh0016 ,

I'm trying it on GetData from folder. I did a sample just with 2 files only. 
If Im just trying to transform the vertical data (headers are in column) first then I append to the horizontal one. 
When transforming the vertical data, I see that the headers are repeating itself and the data for 2 files are not combine. You can refer to the image below. What can I do to have all the info of all files combine into the same header from here?

Anyone can help me with this? 

Hello, 

Like this ?

 

 

let
    Source = Excel.CurrentWorkbook(){[Name="Range"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Column1", type any}, {"Column2", type any}, {"Column3", type text}, {"Column4", type any}}),
    #"Removed Blank Rows" = Table.SelectRows(#"Changed Type", each not List.IsEmpty(List.RemoveMatchingItems(Record.FieldValues(_), {"", null}))),
    #"Kept First Rows" = Table.FirstN(#"Removed Blank Rows",3),
    #"Removed Other Columns" = Table.SelectColumns(#"Kept First Rows",{"Column1", "Column2"}),
    #"Transposed Table" = Table.Transpose(#"Removed Other Columns"),
    #"Promoted Headers" = Table.PromoteHeaders(#"Transposed Table", [PromoteAllScalars=true]),
    TopRowsInRecord = Table.TransformColumnTypes(#"Promoted Headers",{{"Employee ID", Int64.Type}, {"Employee Name", type text}, {"Departement", type text}}){0},
    BottomRows = #"Removed Blank Rows",
    #"Removed Top Rows" = Table.Skip(BottomRows,3),
    #"Promoted Headers1" = Table.PromoteHeaders(#"Removed Top Rows", [PromoteAllScalars=true]),
    #"Added Custom" = Table.AddColumn(#"Promoted Headers1", "Custom", each TopRowsInRecord),
    #"Expanded Custom" = Table.ExpandRecordColumn(#"Added Custom", "Custom", {"Employee ID", "Employee Name", "Departement"}, {"Employee ID", "Employee Name", "Departement"}),
    #"Changed Type1" = Table.TransformColumnTypes(#"Expanded Custom",{{"Date", type date}, {"TOTAL", type number}, {"Employee Name", type text}, {"Departement", type text}, {"DESCRIPTION", type text}})
in
    #"Changed Type1"

 

 

Hi @Mederic , Yes that is something im trying to achieve! 

Firstly thank you for spending your precious time to create the scenario and showing me the query. 🙂 Im still quite new to Power Query.
Do I have to type out the M language or is there steps through Power query to achieve what you did?
Also, if I have multiple workbooks of the same form in a folder, can this be performed with "Get data from folder"?

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