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PowerQuery QuickBytes # 2 - Dates transformations simplified

Updated: Aug 23, 2019

Dates play an important part in reports and analysis. It helps us in identifying and understanding the historical pattern and predict future performances. For this, we need to perform a few basic transformations and groupings based on dates. For example: Extracting year, quarter and month, finding the week starting or week ending or finding the day of the week. Excel has inbuilt functions available to extract such information but requires expertise to use them. And even if we do know these formulas, doing it every time is a tedious task.

So, in the second video in QuickBytes series, I have showcased how we can use Power Query to quickly transform dates in simple steps.

We need to remember which feature to select and how to differentiate between Transform and Add Column. If simply put, when we need an additional column for our results or outcome, we use the Add Column section. And if we wish to transform the existing column, then use features under Transform.

Watch the video which explains the step-by-step process of dates transformation using Power Query.

Download the sample file from:

File Name: Sample Data 1

#PowerQuery #MSExcel #Dates #Automation