Addressing Irregular Data Formats - Problem Of The Week #6 (Power Query Solution)

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Jarrett shows how he addresses irregular data formats from an intricate invoicing problem. Jarrett’s client uses Sage Accounting, and he was unable to connect to the data through Sage. The client then sends him a Detailed AR Aging Report that comes back with a crazy format. Jarrett shows how he solved this problem that deals with real-world data using Power Query. We hope you found this initiative fun, challenging and helpful in continuing to build your Power BI skills.

The Problem of the Week initiative is open to members and non-members with the goal to improve Power BI skills through practical application.

***** Video Details *****
00:00 Introduction
02:00 The data set
02:24 Comments in the advanced editor
04:28 Transform data
07:00 Automatic detection of column data type and headers
09:05 Filter rows
09:15 Remove columns
09:34 Remove blank rows
10:03 Replaced values from blank to null
10:17 Fill down rows
11:36 Reorder columns
12:00 Sum up columns
13:31 Custom column for today’s date
14:07 Create age column
15:04 Create aging conditional column
15:57 Create conditional column to sort aging column

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HI Jarrett. Great solution and superb explanation. I am currently dealing with the same issue but my AP aging is in really bad shape: completely unstructured ( accounting software is from 1998) . This video gave me ideas/tips on how to approach the transformations. Also, thanks for the tip on commenting inside the text editor in PQ. It happens the same to me: i made transformations and then i come back a month later and I forgot what I did. Thanks again for posting

jazzista
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