Planning for your custom function

Creating custom functions in Power Query can be a powerful tool for automating and streamlining your data transformation processes. However, before you dive into the world of custom functions, it’s essential to plan your approach carefully. In this section, we’ll explore the key aspects of planning for your custom function, including defining the problem, identifying parameters, and setting clear objectives. Proper planning will ensure that your custom functions are efficient, effective, and aligned with your data preparation needs.

Defining the problem

The first step in planning for a custom function is to clearly define the problem you want to solve. What specific data transformation or manipulation task do you need to perform regularly?

For example, you might need to calculate the rolling average of sales data or create a custom date hierarchy. Identifying the problem is essential as it serves as the foundation for building...