The Great Data Union: Power BI's Merge or Append Comedy Show!
Amira Bedhiafi
Data Witch | Microsoft MVP Data Platform | Microsoft MVP Power BI | C# Corner MVP | Full Stack Business Intelligence Engineer
Question :
You import two Microsoft Excel tables named Customer and Address into Power Query. Customer contains the following columns:
? Customer ID
? Customer Name
? Phone
? Email Address
? Address ID
Address contains the following columns:
? Address ID
? Address Line 1
? Address Line 2
? City
? State/Region
? Country
? Postal Code
Each Customer ID represents a unique customer in the Customer table. Each Address ID represents a unique address in the Address table.
You need to create a query that has one row per customer. Each row must contain City, State/Region, and Country for each customer.
What should you do?
Answer: Merge the Customer and Address tables
Recipe: Creating a Query with Customer Data and Address Details in Power Query
Ingredients:
- 1 Microsoft Excel table named "Customer" with columns:
?- Customer ID
?- Customer Name
?- Phone
?- Email Address
?- Address ID
- 1 Microsoft Excel table named "Address" with columns:
?- Address ID
?- Address Line 1
?- Address Line 2
?- City
?- State/Region
?- Country
?- Postal Code
- Power Query Editor in Power BI
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Instructions:
1. Open Power Query Editor in Power BI by selecting "Transform Data" or "Edit Queries" from the Home tab.
2. Ensure that both the "Customer" and "Address" tables are visible in the Power Query Editor.
3. Select the "Customer" table and click on the "Merge Queries" option in the Home tab.
4. In the Merge Queries dialog box, set the "Customer" table as the primary table and the "Address" table as the related table.
5. Choose the common column "Address ID" between the "Customer" and "Address" tables.
6. Select the desired join type, such as "Left Outer," to ensure all customers are included in the result.
7. Click "OK" to merge the queries.
8. Expand the merged column to include the required columns. To do this, click the expand button (double-arrow icon) in the merged column header.
9. Select the columns you want to include: City, State/Region, and Country.
10. Click "OK" to confirm the column selection.
11. Optional: Remove any unnecessary columns, such as the merged column, by selecting them and clicking the "Remove Columns" option in the Home tab.
12. Finally, click "Close & Apply" to apply the changes and load the query into Power BI.
Now you have a query with one row per customer, where each row contains the City, State/Region, and Country for each customer. Enjoy exploring and analyzing your customer data with enriched address details!
Power BI's Data Matrimony: When Merge (JOIN) Meets Append (UNION)
Are you ready to witness the hilarious and occasionally chaotic world of data relationships in Power BI? Join us as we dive into the comical saga of Merge (JOIN) and Append (UNION) – the dynamic duo of data integration. Get ready for a laughter-filled adventure where tables come together, split apart, and dance to their own peculiar rhythm.
In the left corner, we have Merge (JOIN) – the matchmaker of data. Armed with common columns and a desire for connection, Merge brings tables together like a digital Cupid. Watch as customer information and address details merge, creating a symphony of combined data. But beware the unexpected twists and turns as duplicates and mismatches crash the party, turning the dance floor into a whirlwind of hilarity.
And in the right corner, we have Append (UNION) – the wild child of data blending. With a mischievous grin, Append takes tables and smashes them together, creating a union of rows that defies logic and reason. Witness the absurdity as customer and address tables intertwine, creating a chaotic and amusing mishmash of information. It's a data carnival like no other, where duplicates and inconsistencies become the life of the party.
But amidst the laughter and mayhem, there's a method to the madness. Merge (JOIN) brings tables closer, allowing you to create relationships and analyze combined data. Append (UNION), on the other hand, lets you stack tables on top of each other, creating a unique blend of information that can spark unexpected insights.
So, grab a front-row seat and prepare for a side-splitting journey through the wacky world of Power BI's data matrimony. Marvel at the peculiarities of Merge (JOIN) and Append (UNION) as they navigate the complexities of relationships, leaving you laughing, scratching your head, and pondering the absurdity of it all.
Remember, in the realm of Power BI, Merge (JOIN) and Append (UNION) are the comedy duo that will have you in stitches. So buckle up, embrace the madness, and let the hilarity of data integration unfold before your eyes. Welcome to the whimsical world of Power BI's Data Matrimony!