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You are learning Power Query in MS Excel

How to use version control with Power Query queries?

Power Query itself doesn't have built-in version control functionality. Using version control with Power Query queries can be challenging because Power Query queries are typically saved within Excel workbooks (.xlsx files) or Power BI files (.pbix files), and version control systems like Git are designed primarily for text-based files. However, there are a few strategies you can use to manage and track changes in Power Query queries:

Version Control Strategies for Power Query Queries

1. Separate Queries into Modules:

- Break down your Power Query queries into smaller, modular components. Each module can represent a distinct data transformation or data source connection.

2. Use Documentation:

- Maintain detailed documentation or comments within your queries to describe changes, updates, or versions. Include timestamps or version numbers in comments to track modifications.

3. Backup Copies:

- Create backup copies or snapshots of your Excel or Power BI files at different stages of development. Store these backups in a version-controlled repository.

4. Externalize Queries:

- Consider externalizing your Power Query queries into separate .pq files:
- In Excel: You can save queries as .pq files by going to `Data` > `Get Data` > `Get Data` > `Advanced Editor`, then saving the M code externally.
- In Power BI: Save queries as .pq files using `Home` > `Transform Data` > `Advanced Editor`, then exporting the M code.

5. Text-Based Versioning:

- If you manage to externalize queries, you can version control the .pq files in a Git repository. Each change to the M code can be tracked and managed through Git commits.

6. Use Source Control Tools for Office (Optional):

- Microsoft offers Office Add-ins like "Source Control for Excel" that integrate with Git to version control Excel workbooks, including Power Query queries. This can help in managing workbook-level changes effectively.

7. Collaboration and Communication:

- Establish clear guidelines and communication channels for team members working on Power Query queries. Ensure everyone understands the versioning strategy and updates are coordinated.

Best Practices:

- Commit Messages: Use descriptive commit messages when versioning Excel or Power BI files to provide context about changes made to Power Query queries.
- Backup Regularly: Maintain regular backups of your Excel or Power BI files to prevent data loss and facilitate rollback if necessary.
- Testing: Test changes to Power Query queries in a staging environment before committing to version control to ensure data integrity.

Limitations:

- Binary Format: Excel and Power BI files are binary files, making it challenging to track changes at the code level compared to text-based files.
- Complexity: Power Query queries can become complex, making it difficult to manage changes effectively without externalizing M code.

By following these strategies and best practices, you can effectively manage and track changes in Power Query queries within the constraints of version control systems, ensuring collaboration and maintaining data integrity in your analytics projects.

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