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Build Power Query Custom Function - Convert Multiple CSV Cross Tab Tables into Single Table

ExcelIsFun via YouTube

Overview

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Learn to import multiple CSV files with cross-tabulated data structures and build a custom Power Query function to convert each table into a proper format before appending them into a single table. Master the "hack" or manual method of building M code for custom functions by first extracting and transforming a single CSV file to create the foundation code. Discover how to use Power Query's From Folder feature to import multiple files, work with the Advanced Editor to understand let expressions, and create reusable custom functions. Explore the differences between how Power Query interprets empty cells in Excel tables versus CSV files, utilize keyboard shortcuts for naming columns efficiently, and implement the invoke custom function feature to process multiple files simultaneously. Practice appending or combining transformed tables into a single dataset, loading results to worksheets, and setting up automatic updates when new CSV files are added to the source folder. Gain comprehensive knowledge of M code fundamentals, let expressions, custom function creation, and data transformation techniques essential for handling complex multi-file data import scenarios in Excel and Power BI.

Syllabus

1. 00:00 Introduction.
2. 00:28 Preview of videos 1917, 1918, and 1919!
3. 01:03 excelisfun’s Power Query M Code Book.
4. 01:26 Goal of Video.
5. 01:38 Preview files used in video. Structure of data files.
6. 02:26 The ways to import, transform and append cross tabulated cdv files. The three methods will be taught in videos 1917, 1918, 1919.
7. 03:00 Open Queries and Connections.
8. 03:15 From Folder feature to import multiple Csv files from Folder.
9. 04:11 On-Premise Folder Path.
10. 04:55 Preview of “Hack” method, or “Manual Method” of building code for the Custom Function in the query that uses the Custom Function.
11. 05:09 Extract single Csv file and create code for Custom Function.
12. 06:10 Keyboard shortcut to name columns in a Power Query Editor Table from dmclean3324 at YouTube.
13. 07:10 Notice that in last video Power Query interpreted empty cells in an Excel Table as null values, but Power Query interpreted empty cells in a Csv file as blank zero length text string values.
14. 08:01 Advanced Editor.
15. 08:17 What is a let expression?
16. 09:45 Create a note in the Advanced Editor.
17. 10:34 Cut M Code from first Query and paste it into a new query.
18. 11:42 Create a Custom Function. What is a Custom Function?
19. 14:13 Invoke Custom Function in table with Csv files.
20. 15:10 Append or Combine tables into single table.
21. 16:34 Summary of import, build Custom Function, Invoke Function and Append.
22. 17:00 Load new table to Worksheet.
23. 17:11 Add new Csv files to folder and refresh: AND everything updates with new data!!
24. 17:57 Summary
25. 18:05 Closing

Taught by

ExcelIsFun

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