Combine all values within group with delimiter | Excel Power Query 03

Today, we want to com­bine all val­ues from the same group into one cell. Let’s go.

Com­bine all val­ues with­in group with delim­iter | Excel Pow­er Query 03

In our exam­ple, we want to com­bine all pub­lish­ers. It means that we’re doing an oper­a­tion reverse to the one in the pre­vi­ous post. This time, we want to go from this table (Fig. 1):

 Source table
Fig. 1 Source table

to this table (Fig. 2):

Target table
Fig. 2 Tar­get table

We can do it with Pow­er Query. First, select the table. Then, go to the Data tab and select the From Table/Range com­mand (Fig. 3).

 Going to Power Query
Fig. 3 Going to Pow­er Query

We can see that we have our two columns. The first thing we want to do is group our pub­lish­ers. Let’s select the Pub­lish­er head­er, then go to the Home tab and then Group By com­mand. In the new win­dow, we can see that we are group­ing by the Pub­lish­er col­umn. We still need a new aggre­ga­tion. Let’s change the Oper­a­tion bar into All Rows and write ‘Series’ in the New col­umn name bar. We can­not change any­thing in the Col­umn bar. Let’s press OK (Fig. 4).

Group By window
Fig. 4 Group By window

Now, we have the Pub­lish­ers group, and in the cells from the Series col­umn, we have all rows from the pre­vi­ous stage. The whole table is in one, sin­gle cell (Fig. 5).

Whole table in one cell
Fig. 5 Whole table in one cell

How­ev­er, we don’t need the whole table, which con­sists of two columns. We only need the Series col­umn. We can change it by mod­i­fy­ing the code. Let’s go the View tab, and let’s check whether the For­mu­la bar is ticked. If it is so, we can start mod­i­fy­ing the code in the for­mu­la bar (Fig. 6).

Going to the Formula bar
Fig. 6 Going to the For­mu­la bar

Look­ing at the code, we can see that we don’t want to choose under­score for each step. It means that we need only one col­umn. That’s why we must write ‘Series’ in the code (1). Now, let’s delete the type from the code (2) and write ‘type as list’. It’s impor­tant to write ‘list’ with a low­er­case (Fig. 7). And we see that we have only lists when we click on any of the Series cells. 

 Code modification
Fig. 7 Code modification

Now, as Pow­er Query treats val­ues as a list, we can extract them by using the Extract Val­ues option (Fig. 8).

Extracting values
Fig. 8 Extract­ing values

We are extract­ing the val­ues by com­bin­ing them with a delim­iter. We want to use a com­ma and a space, so let’s select the Cus­tom option first and then write what we want (Fig. 9). Let’s close it with OK.

Delimiter
Fig. 9 Delimiter

Now, we can see that we com­bined all Series names into one cell for each pub­lish­er. We can now go to the Home tab, then Close & Load com­mand, and press the Close & Load to option (Fig. 10).

Loading data to Excel
Fig. 10 Load­ing data to Excel

Let’s select the Table and the Exist­ing Work­sheet radio but­tons in the Import Data win­dow (Fig. 11)

Data importing
Fig. 11 Data importing

We can see that all val­ues with­in one group are com­bined into one cell (Fig. 12)

Grouped values
Fig. 12 Grouped values

https://www.youtube.com/watch?v=GFHsSJXeEaA&

Combine all unique values within a group | Excel Power Query 04

Let’s assume that we are in the future and we sell space­ships. We want to find out what class of a space­ship each coun­try has bought bas­ing on our table of unique space­ship classes. 

Com­bine all unique val­ues with­in group | Excel Pow­er Query 04

With Pow­er Query, this task is very sim­ple. We have to select our main table, then go to the Data tab and choose the From Table/Range com­mand in order to export our data from Excel to Pow­er Query (Fig. 1).


Fig. 1 Exporting data to Power Query
Fig. 1 Export­ing data to Pow­er Query

Since we are inter­est­ed which coun­try has bought which space­ship, we want to group our data by the coun­try. We have to select the Coun­try col­umn and go to the Home tab (1) and choose the Group By com­mand (2). In the win­dow, we need to choose the Advanced option (3) because we want to add more aggre­ga­tion. I want to count how many ships each coun­try has bought as well as know the space­ship class names. Since there isn’t any prop­er oper­a­tion, let’s choose the Sum option (4), which we will mod­i­fy lat­er in the code. In the col­umn bar, we’re choos­ing the Ship class (5). As a final step, let’s write a new name, which is going to be ‘Unique ship class­es’ (6) (Fig. 2)

Data grouping
Fig. 2 Data grouping 

In the new table, there are some errors in the last col­umn, because we want­ed to sum up text, which is impos­si­ble. It means that we need to mod­i­fy our code. We need to go to the View (1) tab and tick the For­mu­la bar check­box (2). We can see that the for­mu­la uses the List.Sum func­tion (3) (Fig. 3)

Formula bar
Fig. 3 For­mu­la bar

What we want to do is com­bine all val­ues, so let’s change the List.Sum into the Text.Combine func­tion (1). We also need to add a sep­a­ra­tor, which will be a com­ma and a space (2) (Fig. 4)

Code modification
Fig. 4 Code modification

Now, we can see that Pow­er Query has changed its cal­cu­la­tions. All ship class­es are com­bined. How­ev­er, as I said before, we need only unique val­ues with­out repeats. We just need to add one func­tion, which is the List.Distinct func­tion. (Fig. 5)

List.Distinct function
Fig. 5 List.Distinct function

Now, we can see there are no repeats. We can go to the Home tab (1) and to the Close & Load com­mand (2) and the Close & Load to option (3) (Fig. 6)

Going back to Excel
Fig. 6 Going back to Excel

In Excel, we have to remem­ber to select the Table (1) and Exist­ing work­sheet (2) radio but­tons. Then choose a tar­get cell (Fig. 7)

Data importing
Fig. 7 Data importing

As we can see, we have count­ed how many ships each coun­try has bought as well as the prod­uct class (Fig. 8)

 The final table
Fig. 8 The final table

https://www.youtube.com/watch?v=A0fWOeDUXNA