When to use this Power Query pattern
Use this pattern when the same data preparation step needs to happen every time a file, table or report refreshes.
Syntax or pattern
Table.Pivot(Source, List.Distinct(Source[Month]), "Month", "Sales", List.Sum)Typical UI steps
- Open Power Query Editor.
- Select the relevant column or query.
- Apply the transformation from the ribbon or formula bar.
- Review the generated step.
- Check data types and row counts before loading.
5 practical examples
Use Pivot columns in a sales report
This example shows how to use Pivot columns when preparing a sales report.
Table.Pivot(Source, List.Distinct(Source[Month]), "Month", "Sales", List.Sum)Use this pattern when the sales report needs a repeatable transformation instead of manual cleanup.
Use Pivot columns in a customer list
This example shows how to use Pivot columns when preparing a customer list.
Table.Pivot(CleanSource, List.Distinct(CleanSource[Month]), "Month", "Amount", List.Sum)Use this pattern when the customer list needs a repeatable transformation instead of manual cleanup.
Use Pivot columns in a inventory export
This example shows how to use Pivot columns when preparing a inventory export.
Table.Pivot(Inventory, List.Distinct(Inventory[Month]), "Month", "Units", List.Sum)Use this pattern when the inventory export needs a repeatable transformation instead of manual cleanup.
Use Pivot columns in a monthly dashboard
This example shows how to use Pivot columns when preparing a monthly dashboard.
Table.Pivot(ReportData, List.Distinct(ReportData[Month]), "Month", "Revenue", List.Sum)Use this pattern when the monthly dashboard needs a repeatable transformation instead of manual cleanup.
Use Pivot columns in a operations tracker
This example shows how to use Pivot columns when preparing a operations tracker.
Table.Pivot(Tracker, List.Distinct(Tracker[Month]), "Month", "Hours", List.Sum)Use this pattern when the operations tracker needs a repeatable transformation instead of manual cleanup.
Common mistakes to avoid
- Applying steps in an order that makes later cleaning harder.
- Forgetting that step names are referenced by later M code.
- Not checking row counts before and after transformations.
FAQ
When should I use Pivot columns in Power Query?
Use Pivot columns when the transformation should be repeatable every time the data refreshes.
Can I do Pivot columns from the Power Query interface?
Usually yes. The interface creates the M code for many common transformations, and you can adjust it in the formula bar or Advanced Editor.
Should I edit the M code manually?
Edit M manually when the interface cannot express the pattern clearly, or when you need reusable logic, parameters or cleaner step names.