top of page

You are learning Power Query in MS Excel

How to create parameters to control specific aspects of your data transformation process?

Power Query parameters offer a powerful way to control specific aspects of your data transformation process without modifying the core logic of your queries. Here's how to create and use them:

1. Defining Parameters:

* Go to "Manage Parameters". In the Power Query Editor ribbon, navigate to the "Home" tab and click "Manage Parameters".
* Create a New Parameter. In the "Manage Parameters" dialog box, click "New".
* Name and Type. Provide a descriptive name for your parameter (e.g., "StartDate") and select the appropriate data type (e.g., Date).
* Optional: Set a Default Value. You can specify a default value that the parameter will use if no other value is provided.
* Click "OK" to save the parameter.

2. Using Parameters in Your Query:

* Replace Static Values. Wherever you have a static value in your query that you want to control with a parameter, replace it with the parameter name in square brackets (e.g., `[StartDate]`).
* Example: Let's say you have a query that filters data based on a specific date. You can replace the date value with your "StartDate" parameter:

```
filtered_data = Table.Filter(data_table, 'Date' >= [StartDate])
```

3. Invoking the Query with Different Parameter Values:

* Right-click the query. In the Queries pane, right-click the query you want to run with different parameter values.
* Select "Invoke". Choose "Invoke" from the context menu.
* Set Parameter Values. In the "Invoke Function" dialog box, enter the desired values for each parameter you defined.
* Click "OK" to run the query. The query will execute using the provided parameter values, allowing you to filter, transform, or manipulate your data dynamically.

Benefits of Using Parameters:

* Flexibility: Easily adjust specific aspects of your query without modifying the core logic.
* Reusability: The same query can be used for different scenarios by changing parameter values.
* Maintainability: Keeps your queries clean and organized, improving readability and collaboration.

By incorporating parameters into your Power Query workflows, you gain greater control over your data transformation process, making it more adaptable and efficient.

bottom of page