The Navigation Step’s Name

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If you’ve worked in Power Query’s advanced editor for any length of time, you’ve probably figured out that the step names displayed in the UI are simply the variable names from the query’s main let expression.

This holds true, except in one case: The navigation step.

If a query’s let expression defines a variable for a data source and then follows this with a variable which uses the previous variable to navigate to a dataset it exposes, the second variable’s name won’t show up in the step list. Instead, the step name for it will default to “Navigation”—and that name can’t be changed in the UI.

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Introducing Data Mashup Cmdlets

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Released today: Import and export Power Query from Microsoft Excel and Microsoft Power BI files using PowerShell Core!

Maybe you’d like to extract the Power Query mashups embedded in a folder full of Excel or Power BI files without opening each file one by one. Perhaps you have an M function or query you’d like to mass import into a collection of files. Then there’s version control—you’d like a mechanism to manipulate the mashups in files so that you can wire up a version control setup.

If any of these possibilities perk your interest, Data Mashup Cmdlets may be a useful tool in your Power Query toolkit.

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Introducing Data Mashup Explorer

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screenshot of Data Mashup Explorer's user interface
Data Mashup Explorer’s user interface

Data Mashup Explorer allows you to explore the Power Query mashups and supporting details contained in a Microsoft Excel or Microsoft Power BI file. Primarily, this tool is useful for learning about the little known but non-secret file format used by these Microsoft applications to save mashups.

Download & Prerequisites: (see tool’s page)

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Power Query Security: Evidence Left Behind

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A notification pops up on your system: you have a new, red exclamation point, high-priority email. Before you can even read it, your phone rings. It’s your boss. “I just emailed you. We just discovered that column X in our database contains restricted PII that we can’t be storing. The DBAs are deleting the column as we speak. Please be sure it is gone from reports and your system immediately!” You open Microsoft Power BI Desktop, hit refresh, and the column disappears from the dataset because has been removed from the server; then you save the file. But is column really gone, or could there be remnants of its data left on your system?

A prospective client asks you to look at a PBIX file. When you’re done, to minimize liability you don’t want someone else’s data or credentials left sitting on your system, so you delete the file. Are its contents and associated credentials really all gone?

A coworker needs advice on a report, handing it to you on a thumb drive, with the file marked read-only. You open the PBIX file directly from the external drive, give your thoughts then close the file without saving it. Since the drive was external and the file read only, the file was contained exclusively on the flash drive—or was it?

Whether for security purposes, regulatory compliance’s sake, good business practices or liability management, having a sense for whether and, if so, how widely, Power BI spreads report data on your system is a good thing.

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Power Query M Primer (Part 17): Type System II – Facets

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Snip of 'Column Type' menu showing 'Decimal Number', 'Currency', 'Whole Number' and 'Percentage'

In query editor, ever notice that the column data type menu includes four options for numbers: Decimal Number, Currency, Whole Number and Percentage? In this series, we’ve only talked about one numeric type: type number. Are there types we’ve missed?

Behind the scenes, menu item Decimal Number maps to type number, Currency to Currency.Type, Whole Number to Int64.Type and Percentage to Percentage.Type. If you look at the names defined in your Power Query environment, you’ll likely see a host of other “Type” names, including Int8.Type, Int16.Type, Int32.Type, Single.Type and Double.Type. What are all these “Type” names—even more types we have yet to cover?!

Nope! Introducing type facets.

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Power Query M Primer (Part 16): Type System I – Basics

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Power Query’s type system helps us understand the values we works with, allows us to describe the kinds of data expected by functions we write, offers a means to share documentation (which IntelliSense can display) and provides a mechanism to inform consumers about the structure of the data we’re handing them (which the host environment can use—for example, guiding Power BI to correctly set column types).

To sum up M’s approach to types at a high level:

Every value has a type. A type is itself a value. Types are used to classify values.

A simple statement, but with a lot packed into it and behind it—so much, in fact, that we’ll explore Power Query’s type system in over several posts. Today, we’ll start with the basics, centered around what are known as nullable primitive types. Later, as we get deeper in, hold on to your hat—you might find a major puzzling surprise, where the type system doesn’t work the way you’d expect.

Let’s start delving into the type system by examining the summary statement we read a moment ago.

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Power Query M Primer (Part 15): Error Handling

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Your Power Query is skipping merrily along its mashup way. Then, bam! Something bad happens! Uh oh! What do you do when an error raises its ugly head? Or, for that matter, what if code you write detects an anomaly and you want to announce this fact in an informative manner?

Thankfully, M has error handling capabilities, allowing you to both raise and handle runtime errors. We’ll learn how to do both.

Important: If you’re familiar with the idea of an exception from other programming languages, Power Query’s error handling is different in at least one significant respect from what you may be familiar with.

Let’s get going!

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Power Query M Primer (Part 14): Control Structure

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Nope. That’s not a typo in the title. In the Power Query world, there aren’t control structures (plural); there’s just one control structure (singular). We’re about to examine its simplicity. As to the “missing” control structures (which you may be used to from other programming languages), we’ll explore ways of implementing similar functionality the M way.

Here we go!

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Power Query M Primer (Part 13): Tables—Table Think II

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Last time, we began exploring how Power Query “thinks” about tables, delving more deeply into streaming and query folding. This time, we’ll continue building our understanding of how tables are processed by learning about keys, native query result caching and the data protection layer (firewall). We’ll also explore why native queries may be executed more times than you might expect.

The goal between these two posts is to equip you with a better understanding of the context in which your mashups are executed—knowledge you can use to author more efficient M queries, avoid unexpected data changes during processing and keep the data protection layer (firewall) happy.

Let’s get going!

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Power Query M Primer (Part 12): Tables—Table Think I

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Why should you concern yourself with how Power Query “thinks” about tables? After all, you write an expression that outputs the table you want, the mashup engine executes it and everyone is happy without you having to think about how the engine does its thing…right? Yes—at least until you encounter performance problems, values change during processing or a firewall error bites—then what do you do?

Understanding how M processes tables is an important asset in developing efficient mashups, avoiding unexpected data variability and keeping the data privacy layer happy. Streaming, query folding, buffering, table keys, native query caching and the firewall—all of these relate to how the interpreter thinks about/processes/handles tables.

There’s so much to cover, we’ll split the list in two. Let’s tackle the first half (streaming, query folding and buffering) in this post and save the remainder (table keys, native query caching and the firewall) for next time.

Let’s get going!

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