Report Design with Power Query (1): Cascading Time Granularities

Cascading Time Granularities

When the client is not happy with the pivot report layout options on cubes in Excel, my usual reaction is “OK no problem, then we’re going to use cubefunctions instead”. This went well until recently: My client told me that he wanted a report like above: Years totals first, followed by quarters & months totals, but with growing number of years! All nicely close together, no gaps. Normally I don’t mind cubereports with dynamic table length (will blog about this later), but this is basically 3 dynamic reports under each other (yes they are still alive and will probably stay 😉 ):

  Screen_3Years

So it was time to test what Chris Webb has talked about in this blogpost: Using Power Query as a report authoring tool in Excel. The idea was to use Power Query’s append-function to attaching 3 different report: Year, Quarter, Month. They could then have different lengths, the append-operation would seamlessly stitch them together. The connection to the cubedata was easy enough, thanks to his brilliant step-by-step guide. But then there were some challenges to solve:

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