You are learning Power Query in MS Excel
How to use custom sort orders in Power Query?
There are two main ways to implement custom sort orders in Power Query:
1. Using a Custom List:
This approach is ideal for a small number of sort options. Here's how it works:
* Create a separate table: In Power Query Editor, create a new table with two columns: "Sort Order" (numbers) and "Name" (text representing your sort items). Define your desired sort order by assigning a corresponding number in the "Sort Order" column (e.g., 1 for highest priority).
* Import or define the list: You can either import your existing custom list from another source or define it directly within Power Query.
* Merge tables: Merge your original data table with the custom sort order table on a common field (e.g., a unique identifier). This will add a new "Sort Order" column to your data table.
* Sort by custom order: Finally, sort your data table by the newly added "Sort Order" column in ascending order.
2. Using a Lookup Table:
This method is better suited for handling a larger number of sort options or dynamic sort criteria. Here's the process:
* Create a lookup table: Similar to the custom list approach, create a table with two columns: "Value" (the data point you want to sort by) and "Sort Order" (numbers defining the order).
* Define the sort logic: Populate the "Sort Order" column based on your desired sorting behavior.
* Add an index column (optional): You can optionally add an index column to your lookup table for easier reference within formulas.
* Merge tables: Merge your original data table with the lookup table on the "Value" column. This will add a new "Sort Order" column to your data table, reflecting the order defined in the lookup table.
* Sort by custom order: Finally, sort your data table by the newly added "Sort Order" column in ascending order.
Additional Tips:
* You can use M language formulas within Power Query to create dynamic lookup logic based on specific conditions.
* Remember to manage your custom sort order tables carefully to ensure they stay up-to-date and reflect your desired sorting behavior.
By using either of these methods, you can achieve custom sorting functionality within Power Query, allowing you to prioritize data based on your specific criteria.