How to Rename Column Headings with Power Query - the quick automated way

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  • Опубликовано: 1 авг 2024
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    Excel and Power BI users sometime need to rename multiple columns automatically rather than manually. e.g. auto replacing parts of the names, or using a manual table of "Before and After" to rename your columns.
    I explain 2 methods List.Zip and the simpler Table.ToRows
    00:00 Intro
    00:20 The Scenario & the general approach
    02:11 Create the From and To table
    04:34 Creating the List of Lists using List.Zip
    07:54 Table.ToRows method
    '**************
    Nice single line of code solution from Geert in the Comments to extract everything after the underscore
    = Table.TransformColumnNames(Source, each Text.AfterDelimiter(_,"_"))
    '****************
    File to Download
    aasolutions.sharepoint.com/:f...
    Matt Allington's video
    • Rename all columns in ...
    Did you know I've written a book "Power BI for the Excel Analyst"?
    pbi.guide/book/
    Connect with me
    wyn.bio.link/
    accessanalytic.com.au/
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Комментарии • 68

  • @user-hf9js8fh4l
    @user-hf9js8fh4l Месяц назад +1

    Nice video and tips... "shift + 9", I'll only add that the concept behind is: mark the text and "open whatever bracket you need", then you'll have the seleted text with both ( ), { }, [ ].

  • @zahoorsarbandi2982
    @zahoorsarbandi2982 Год назад +7

    very nice lecture specially: Shift+Down Arrow selects the step name, then Shift+9... wonderful

  • @HungLe-pk3oz
    @HungLe-pk3oz 4 месяца назад +3

    I've watched many related videos but the way you explain is way more clear and simple. Thank you so so much

    • @AccessAnalytic
      @AccessAnalytic  4 месяца назад

      No worries, thanks for taking the time to leave a kind comment

    • @dirkstaszak4838
      @dirkstaszak4838 17 дней назад

      what would be the short cut for a German Excel Verison?

    • @AccessAnalytic
      @AccessAnalytic  17 дней назад

      I don’t know sorry

  • @God......4579
    @God......4579 Месяц назад +1

    Very informative! Love the clear explanation. 🙏🏿

    • @AccessAnalytic
      @AccessAnalytic  Месяц назад

      I appreciate you taking the time to let me know you found it useful

  • @alexbarbucristi
    @alexbarbucristi Год назад +2

    Hi Wyn,
    My approach was: Use Headers as first Row, Transpose, Apply transformations needed to column 1 which contains the names of the original columns. Transpose, Use first row was headers

    • @AccessAnalytic
      @AccessAnalytic  Год назад +2

      Nice technique with a small data set. Not sure what would happen with 500,000+ rows

    • @alexbarbucristi
      @alexbarbucristi Год назад

      @@AccessAnalytic Thanks for the heads up, will stop using it

  • @radu_sirbu
    @radu_sirbu 11 месяцев назад +1

    That's a lifesaver! It's exactly what I need for my current task at work.

  • @RahulForPWBI
    @RahulForPWBI 2 месяца назад +1

    Easy Peasy; Thank You so much!

  • @mcwahaab
    @mcwahaab Год назад +1

    Awsome! I have seen other long approaches but this is the one. Thanks a lot Wyn

  • @paulsingleton6071
    @paulsingleton6071 6 месяцев назад +1

    Hi Wyn, great video, really useful. Thank you. 👍👏

  • @erdiaz39
    @erdiaz39 Год назад +1

    Awesome tips!!!

  • @josecarlosconejo5724
    @josecarlosconejo5724 Год назад +1

    Very Useful 😮 Impressive 👏

  • @rudi-gruber
    @rudi-gruber Год назад +1

    very helpful, thanks

  • @user-ez5os8nm2z
    @user-ez5os8nm2z 5 месяцев назад +1

    Excellent

  • @telclissonperes
    @telclissonperes 11 месяцев назад +1

    Thank you so much!!!!

  • @felipesignorellireis7839
    @felipesignorellireis7839 Год назад +2

    Love it

  • @user-en3pc7ko8e
    @user-en3pc7ko8e Месяц назад +1

    awesome!

  • @dbalkin777
    @dbalkin777 Год назад

    Great video! Related to your “clicks” comment, how much M do you write in your work now? I feel like I’ve reached a place with PQ that that is what I should focus on now, but seldom feel like I have a use case that can’t be solved with the “clicks.”

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Thanks, probably 10% on average is hand written code

  • @GeertDelmulle
    @GeertDelmulle Год назад +9

    Hi Wyn,
    Here's a one step solution that gets straight to the point. In your rename step use this formula:
    = Table.TransformColumnNames(Source, each Text.AfterDelimiter(_,"_"))
    and be done with it. 🙂
    You're welcome.

  • @PeterWalker
    @PeterWalker 11 месяцев назад

    How would you handle the error that the field name already exists in the record? I have that error and although I can tell the rename function how to handle missing values there isn't anything tat will say this is what to do when you have an existing name.

    • @AccessAnalytic
      @AccessAnalytic  11 месяцев назад +1

      Not sure, maybe some sort of pre check on the renaming table and add a 2 if text already exists
      if List.Contains( Table.ColumnNames(OriginalTable), [NewName] ) then [NewName] & "2" else [NewName]

    • @PeterWalker
      @PeterWalker 11 месяцев назад +1

      @@AccessAnalytic sounds like a course of action. Thanks for the response!

  • @exceltina
    @exceltina 5 месяцев назад

    When I refresh query once i get a new file, will it read the data?

  • @FredericLEGUEN-Excel
    @FredericLEGUEN-Excel Год назад +2

    Nice trick. And I love Shit + 9 😉

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Cheers Frédéric

    • @GrainneDuggan_Excel
      @GrainneDuggan_Excel Год назад +1

      Fantastic timesaver and frustration remover! Wish I knew Shift+9 sooner! Thanks Wyn!!!!!! 👏👏👏👏👏👏

    • @mcnater
      @mcnater Год назад

      @@GrainneDuggan_Excel what does Shift + 9 do?

    • @GrainneDuggan_Excel
      @GrainneDuggan_Excel Год назад +2

      @@mcnater watch at about 2:35 min when you type a function name then Shift+Down Arrow selects the step name, then Shift+9 puts the (before and )after!!

    • @AccessAnalytic
      @AccessAnalytic  Год назад +1

      Thanks Grainne, i wish I knew it sooner too 😆

  • @danishnawaz3651
    @danishnawaz3651 6 месяцев назад

    Sir, plz make video for below.
    If
    1 table has 9 column,
    2 table has 10
    and 3 table has 8 .
    Then how can we make equal all column for all table.. like we want to insert dummy column for missing column in tables and make equal like 10 column for each table.

    • @AccessAnalytic
      @AccessAnalytic  6 месяцев назад

      That should happen automatically. Tables don’t need the same number of columns

  • @bembeyerenkhoma
    @bembeyerenkhoma Год назад

    I have a question based on the power query how can I get in touch with you? Do you have an email address or any other means of communication apart from this platform?

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Check out the description for my links, also for most questions I point folks to techcommunity.microsoft.com/t5/microsoft-excel/ct-p/Excel_Cat?WT.mc_id=M365-MVP-5002589
      And
      community.powerbi.com/t5/Power-Query/bd-p/power-bi-services

  • @kalyanreddy6260
    @kalyanreddy6260 3 месяца назад

    Still getting error. I jave two tables 2022sales, 2023 sales. In first file i have columns carname, year, number of units
    sold, country. In secnd file i have diffent name number of units as (units) and county as (place) . Ihave created maping tabme exactly and turn it to rows and using in my sample file query. Now the second still shows error not displaying records.a red line across all headers. All date types are checked though

    • @AccessAnalytic
      @AccessAnalytic  3 месяца назад

      If you’re running this on a folder of files then you might want to add MissingField.Ignore
      Something like
      Table.RenameColumns(_,{{"Product","Item"}}, MissingField.Ignore)
      This should handle the fact that the columns you’re renaming don’t exist on one file

  • @Mohammad-rz7oj
    @Mohammad-rz7oj 2 месяца назад

    I have spreadsheet with new and old columns names. I see there are lot of steps in video. Could you please let me know how to rename the columns in the table using the spreadsheet. I tried few steps what you showed in the video. getting error like cannot convert a value of type table to type list.

    • @Mohammad-rz7oj
      @Mohammad-rz7oj 2 месяца назад

      Sorry it is working now. Just small doubt, could you please let me know whether we can get rid of spreadsheet once we rename the fields so that we dont have any dependency on the spreadsheet

    • @AccessAnalytic
      @AccessAnalytic  2 месяца назад

      @Mohammad-rz7oj the Power Query code pulls the data from a source and loads it to a destination. If you never to update or refresh the query then yes you can delete the source.

    • @Mohammad-rz7oj
      @Mohammad-rz7oj 2 месяца назад

      @@AccessAnalytic Thanks for the reply. All these calculations are not working for directquery. What i did instead is wrote a calculation in excel to concatenate old and new column names and updated those in M Lang in Powerquery editor.

  • @ajayrathod7777
    @ajayrathod7777 12 дней назад

    Will this approach work if i unpivot data? And download link is not working

    • @AccessAnalytic
      @AccessAnalytic  11 дней назад

      You can’t use button clicks on user interface if connection to data isn’t working.
      Unpivotting is a good technique to avoid referring to columns

  • @AndrewCragg-y8v
    @AndrewCragg-y8v 18 дней назад

    I keep getting We expected a RenameOperations value error.... :(