Pre-requisites

  • Power BI Desktop installed on your PC/Laptop.
  • At least one Table, with a column with the required Record, added to Power BI Desktop.


After importing your table(s) into Power BI Desktop, not via one of our report templates, but by using your OData details from Tugger's connector (see above).


You will be presented with a screen similar to the following, although the number of tables will depend on how many you imported. These could be from Harvest, Simpro, Cash or any other; in this example we are using a HubSpot table.



We need to open the Power Query Editor Window



Click on the little down arrow under Transform Data, then select Transform data to open the Power Query Editor, as shown above.



We now need to find the column we are want to extract.



Once you have located a column, the 'stats' column indicated in the image above, is one such table. Note: the graphic-icon by the column name.


Click on the small button indicated by the arrow.



You should be presented with something similar to the following



Select All, if you don't want to select all the columns, and then select those required (1), as I have done.


Then click Ok (2).



You should now be presented with the columns you selected to extract, similar to my example below. As you will note, the three columns I selected in the image above are now displayed (1 in the image below).


You should also note that the Expanded stats (2 in the image) has been added to the 'Applied Steps'.



Also note that the columns indicated by the (1) have the previous column name prepended: "steps.", with a period, followed by the column name.



If you need to add or remove columns, the image below, shows how to do this.



The two options are displayed in 'cut-outs'.


You can either click on the cog, indicated by the arrow; this will allow you to add and remove columns.


You could also right click, delete it and perform the steps previous, to add the columns again; note the additional options in the dropdown.


A discussion of the other options is beyond the scope of this document.



This concludes the document on: How to Extract Columns from a Record (hidden columns).



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