You are learning Power Query in MS Excel
How to create and manage parameters for dynamic queries in Power Query?
Power Query offers two main methods for creating and managing parameters to build dynamic queries:
1. Using the "Manage Parameters" Window:
This is the most common approach for creating new parameters.
* Access: In the Power Query Editor ribbon, navigate to the "Home" tab. Click the dropdown menu under "Manage Parameters" and select "New Parameter".
* Define Parameters:
* Name: Enter a clear and descriptive name for your parameter.
* Type: Choose the appropriate data type for the parameter (e.g., Text, Number, Date).
* Current Value: Set an initial value for the parameter if desired.
* Optional Description: Provide a brief explanation of the parameter's purpose.
* Create Multiple Parameters: Click "New" again to add additional parameters for your query.
* Using Parameters in Queries: Once created, reference your parameters within your query steps using the syntax `[Parameter Name]`.
2. Converting Existing Values to Parameters:
This method allows you to quickly convert existing constants in your query into dynamic parameters.
* Identify the Value: Right-click on a value within your query step (usually a date, text, or number used for filtering or calculations).
* Convert to Parameter: Select "Convert to Parameter" from the context menu. Power Query will automatically create a parameter based on that value.
Benefits of Using Parameters:
* Reusable Queries: Create generic queries and adjust them on the fly using parameters, saving time and effort.
* Improved Collaboration: Share queries with colleagues and allow them to modify specific aspects through parameters.
* Dynamic Filtering and Calculations: Use parameters to dynamically filter data or control calculations based on user input.
Here are some additional points to consider when managing parameters:
* Editing Parameters: You can edit existing parameters by right-clicking on them in the "Manage Parameters" window and selecting "Edit".
* Refreshing Queries with Updated Parameters: After modifying parameter values, refresh your query to see the updated results based on the new settings.
By effectively creating and managing parameters, you can build robust and adaptable Power Query queries that cater to various data scenarios.