Pivoting in Power BI, often referred to as "unpivoting" in the context of reshaping data, allows you to transform your data table so that rows become columns or vice versa. This is particularly useful when dealing with datasets that have columns representing different values over time or categories that you want to analyze more effectively.
Example
Let's assume you have a sales dataset where the sales amounts for each month are stored in separate columns:
Transform this data so that each month's sales appear in a single column with an additional column indicating the month.
Step 1: Load Data into Power BI
Open PowerBI Desktop
Get Data
Click on "Home" > "Get Data" > "Text/CSV".
Import the Sales Data CSV file.
Step 2: Unpivot Columns
Go to the query editor
Click on "Home" > "Transform data" to open Power Query Editor.
Select columns to Unpivot
In the Query Editor, select the columns you want to keep as-is (ProductID
, ProductName
, Region
).
Right-click on any of the selected columns and choose "Unpivot Other Columns".
Rename columns:
The columns JanSales
, FebSales
, and MarSales
will be unpivoted into two columns: Attribute
and Value
.
Rename the Attribute
column to Month
.
Rename the Value
column to SalesAmount
.
Apply changes:
Click "Home" > "Close & Apply" to load the transformed data back into Power BI.
Step 3: Create a Visual Using the Unpivoted Data
Create a Table Visual:
In the "Report" view, select the table visual from the "Visualizations" pane.
Drag ProductName
, Region
, Month
, and SalesAmount
to the table fields.
Unpivoting data in Power BI is a powerful way to reshape your dataset, allowing for more effective analysis and visualization. By following the steps outlined above, you can easily transform your data from a wide format to a long format, making it suitable for various types of analyses and visualizations.
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