Business Intelligence - BI, Dataflows, Excel, Power BI, Power BI Desktop, Power Query, Quick Tips, Self-Service BI

Quick Tips: OData Feed Analyser Custom Function in Power Query

OData Feed Analyser Custom Function in Power Query for Power BI and Excel

It’s been a while that I am working with OData data source in Power BI. One challenge that I almost always do not have a good understanding of the underlying data model. It can be really hard and time consuming if there is no one in the business that understands the underlying data model. I know, we can use $metadata to get the metadata schema from the OData feed, but let’s not go there. I am not an OData expert but here is the thing for someone like me, I work with various data sources which I am not necessarily an expert in, but I need to understand what the entities are, how they are connected etc… then what if I do not have access any SMEs (Subject Matter Expert) who can help me with that?

So getting involved with more OData options, let’s get into it.

The custom function below accepts an OData URL then it discovers all tables, their column count, their row count (more on this later), number and list of related tables, number and list of columns of type text, type number and Decimal.Type.

// fnODataFeedAnalyser
(ODataFeed as text) => 
  let
    Source = OData.Feed(ODataFeed),
    SourceToTable = Table.RenameColumns(
        Table.DemoteHeaders(Table.FromValue(Source)), 
        {{"Column1", "Name"}, {"Column2", "Data"}}
      ),
    FilterTables = Table.SelectRows(
        SourceToTable, 
        each Type.Is(Value.Type([Data]), Table.Type) = true
      ),
    SchemaAdded = Table.AddColumn(FilterTables, "Schema", each Table.Schema([Data])),
    TableColumnCountAdded = Table.AddColumn(
        SchemaAdded, 
        "Table Column Count", 
        each Table.ColumnCount([Data]), 
        Int64.Type
      ),
    TableCountRowsAdded = Table.AddColumn(
        TableColumnCountAdded, 
        "Table Row Count", 
        each Table.RowCount([Data]), 
        Int64.Type
      ),
    NumberOfRelatedTablesAdded = Table.AddColumn(
        TableCountRowsAdded, 
        "Number of Related Tables", 
        each List.Count(Table.ColumnsOfType([Data], {Table.Type}))
      ),
    ListOfRelatedTables = Table.AddColumn(
        NumberOfRelatedTablesAdded, 
        "List of Related Tables", 
        each 
          if [Number of Related Tables] = 0 then 
            null
          else 
            Table.ColumnsOfType([Data], {Table.Type}), 
        List.Type
      ),
    NumberOfTextColumnsAdded = Table.AddColumn(
        ListOfRelatedTables, 
        "Number of Text Columns", 
        each List.Count(Table.SelectRows([Schema], each Text.Contains([Kind], "text"))[Name]), 
        Int64.Type
      ),
    ListOfTextColunmsAdded = Table.AddColumn(
        NumberOfTextColumnsAdded, 
        "List of Text Columns", 
        each 
          if [Number of Text Columns] = 0 then 
            null
          else 
            Table.SelectRows([Schema], each Text.Contains([Kind], "text"))[Name]
      ),
    NumberOfNumericColumnsAdded = Table.AddColumn(
        ListOfTextColunmsAdded, 
        "Number of Numeric Columns", 
        each List.Count(Table.SelectRows([Schema], each Text.Contains([Kind], "number"))[Name]), 
        Int64.Type
      ),
    ListOfNumericColunmsAdded = Table.AddColumn(
        NumberOfNumericColumnsAdded, 
        "List of Numeric Columns", 
        each 
          if [Number of Numeric Columns] = 0 then 
            null
          else 
            Table.SelectRows([Schema], each Text.Contains([Kind], "number"))[Name]
      ),
    NumberOfDecimalColumnsAdded = Table.AddColumn(
        ListOfNumericColunmsAdded, 
        "Number of Decimal Columns", 
        each List.Count(
            Table.SelectRows([Schema], each Text.Contains([TypeName], "Decimal.Type"))[Name]
          ), 
        Int64.Type
      ),
    ListOfDcimalColunmsAdded = Table.AddColumn(
        NumberOfDecimalColumnsAdded, 
        "List of Decimal Columns", 
        each 
          if [Number of Decimal Columns] = 0 then 
            null
          else 
            Table.SelectRows([Schema], each Text.Contains([TypeName], "Decimal.Type"))[Name]
      ),
    #"Removed Other Columns" = Table.SelectColumns(
        ListOfDcimalColunmsAdded, 
        {
          "Name", 
          "Table Column Count", 
          "Table Row Count", 
          "Number of Related Tables", 
          "List of Related Tables", 
          "Number of Text Columns", 
          "List of Text Columns", 
          "Number of Numeric Columns", 
          "List of Numeric Columns", 
          "Number of Decimal Columns", 
          "List of Decimal Columns"
        }
      )
  in
    #"Removed Other Columns"

Continue reading →

Business Intelligence - BI, Excel, Power BI, Power BI Desktop, Power BI Desktop RS, Power Query, Self-Service BI

Finding Minimum Date and Maximum Date Across All Tables in Power Query in Power BI and Excel

When we talk about data analysis in Power BI, creating a Date table is inevitable. There are different methods to create a Date table either in DAX or in Power Query. In DAX you my use either CALENDAR() function or CALENDARAUTO() function to create the Date table. In Power Query you may use a combination of List.Dates(), #date() and #duration() functions. Either way, there is one point that is always challenging and it is how to find out a proper date range, starting from a date in the past and ending with a date in the future, that covers all relevant dates within the data model. One simple answer is, we can ask the business. The SMEs know what the valid date range is..

While this is a correct argument it is not always the case. Especially with the Start Date which is a date in the past. In many cases the business says:

Lets’s have a look at the data to find out.

That is also a correct point, we can always a look at the data, find all columns with either Date or DateTime datatypes then sort the data in ascending or descending order to get the results. But what if there many of them? Then this process can be very time consuming.

Many of you may already thought that we can use CALENDARAUTO() in DAX and we are good to go. Well, that’s not quite right. In many cases there are some Date or DateTime columns that must not be considered in our Date dimension. Like Birth Date or Deceased Date. More on this later in this post.

In this post I share a piece of code I wrote for myself. I was in a situation to identify the Start Date and the End Date of the date dimension many times, so I thought it might help you as well.

How it works?

The Power Query expressions I share in this post starts with getting all existing queries using:

#sections intrinsic variable
Filtering out the current query name, which is GetMinMaxAllDates in my sample, to avoid getting the following error:

Expression.Error: A cyclic reference was encountered during evaluation.

Expression.Error: A cyclic reference was encountered during evaluation.

Continue reading →

Business Intelligence - BI, Power BI, Power BI Desktop, Power BI Desktop RS, Power Query, Quick Tips, Self-Service BI, SQL Server, T-SQL

Quick Tips, Power BI Desktop, Query Parameters, Part 4, Passing Power Query Parameter Values to SQL Server Stored Procedures

I have written 3 blogposts about query parameters in the past.

This is the fourth one in the form of Quick Tips. Here is the scenario. One of my customers had a requirement to get data from a Stored Procedure from SQL Server. She required to pass the values from a Query Parameter back to SQL Server and get the results in Power BI.

The solution is somewhat easy. I created a simple stored procedure in AdventureWorksDW2019 as below:

CREATE PROCEDURE SP_Sales_by_Date 
	@date int
AS
BEGIN
	SET NOCOUNT ON;
	SELECT *
	FROM [dbo].[FactInternetSales]
	WHERE OrderDateKey >= @date
END
GO

In Power BI Desktop, get data from SQL Server, then:

Enter Server name
Enter Database name
Select Data Connectivity Mode
Expand the Advanced options
Type in a SQL statement to call the stored procedure like below:

exec SP_Sales_by_Date @date = 20140101

Click OK

Get Data From SQL Server using SQL Statements in Power BI Desktop

Click Transform Data

Now we need to create a Query Parameter. In my sample I create a DateKey in Decimal Number data type:

Creating New Query Parameter in Power BI Desktop

Continue reading →

Business Intelligence - BI, Excel, Power BI, Power BI Desktop, Power Query, Quick Tips, Self-Service BI

Quick Tips: Converting Hexadecimal, Oct and Binary to Decimal in a Single Power Query Function

A Power Query Function to Convert HEX, OCT and BIN values to DEC

A while ago I wrote a blogpost on how to use Unicode characters in Power BI. In that blogpost I used a recursive Power Query function to convert Hex values to Dec values. A few weeks back one of my site visitors kindly shared his non-recursive version of Power Query function which beautifully does the job. A big shout out to Rocco Lupoi for sharing his code. So, I decided to share it with everyone so more people can leverage his nice Power Query function. I have touched his code a bit though, but it was more of a cosmetic change, so all credits of this blogpost goes to Rocco. The benefits of his code is not limited to being non-recursive. The code below converts numbers of any base when the base is smaller than 16 like Binary and Oct, so it is not limited to Hex values only. The other benefit of the below code is that it is not case sensitive (note to the digits step on the code below).

Here is the fnHex2Dec function for Power Query:

(input as text, optional base as number) as number =>
let
        values = [
                0=0,
                1=1,
                2=2,
                3=3,
                4=4,
                5=5,
                6=6,
                7=7,
                8=8,
                9=9,
                A=10,
                B=11,
                C=12,
                D=13,
                E=14,
                F=15
        ],
        digits = Text.ToList(Text.Upper(input)),
        dim = List.Count(digits)-1,
        exp = if base=null then 16 else base,
        Result = List.Sum(
                        List.Transform(
                                {0..dim}
                                , each Record.Field(values, digits{_}) * Number.Power(exp, dim - _)
                                )
                        )
in
        Result

As you see in the code above, the base parameter is optional, so if not provided base 16 would be the default.

This is how we can invoke the above function:

fnHex2Dec("AbCdEf", null)

Invoking fnHex2Dec function to convert numbers of any base to decimal

Continue reading →

Category: Business Intelligence – BI

Quick Tips: OData Feed Analyser Custom Function in Power Query

Like this:

Finding Minimum Date and Maximum Date Across All Tables in Power Query in Power BI and Excel

How it works?

Like this:

Quick Tips, Power BI Desktop, Query Parameters, Part 4, Passing Power Query Parameter Values to SQL Server Stored Procedures

Like this:

Quick Tips: Converting Hexadecimal, Oct and Binary to Decimal in a Single Power Query Function

Like this:

Share this:

Like this:

How it works?

Share this:

Like this:

Share this:

Like this:

Share this:

Like this: