Diagram view (Preview)

Diagram view offers a visual way to prepare data in the Power Query editor. With this interface, you can easily create queries and visualize the data preparation process. Diagram view simplifies the experience of getting started with data wrangling. It speeds up the data preparation process and helps you quickly understand the dataflow, both the "big picture view" of how queries are related and the "detailed view" of the specific data preparation steps in a query.

This article provides an overview of the capabilities provided by diagram view.

Example of the Power Query interface with three queries shown in the diagram view

This feature is enabled by selecting Diagram view in the View tab on the ribbon. With diagram view enabled, the steps pane and queries pane will be collapsed.

Diagram view option inside the View tab in the Power Query ribbon

Note

Currently, diagram view is only available in Power Query Online as a Preview feature.

Authoring queries using diagram view

Diagram view provides you with a visual interface to create, view, or modify your queries. In diagram view, you can connect to many different types of data sources using the "Get Data" experience.

Diagram view is also connected to the Data Preview and the ribbon so that you can select columns in the Data Preview.

You can add a new step within a query, after the currently selected step, by selecting the + button, and then either search for the transform or choose the item from the shortcut menu. These are the same transforms you'll find in the Power Query editor ribbon.

Example of using the + icon in a query to add a new step in the query

By searching and selecting the transform from the shortcut menu, the step gets added to the query, as shown in the following image.

Remove duplicates transform added through the use of the + icon in the query when in the diagram view

Note

To learn more about how to author queries in the Query editor using the Power Query editor ribbon or data preview, go to Power Query Quickstart.

Query level actions

You can perform two quick actions on a query—expand/collapse a query and highlight related queries. These quick actions show up on an active selected query or when hovering over a query.

Example of quick action buttons in a query as shown in the diagram view

You can perform more query level actions such as duplicate, reference, and so on, by selecting the query level context menu (the three vertical dots). You can also right-click in the query and get to the same context menu.

More query level actions provided by the query contextual menu by selecting the three vertical dots or by right-clicking the query

Expand or collapse query

To expand or collapse a query, right-click in the query and select Expand/Collapse from the query's context menu. You can also double-click in the query to expand or collapse a query.

Emphasizing the collapse button in the context menu of the query

To view all the related queries for a given query, right-click in a query and select Highlight related queries. You can also select the highlight related queries button on the top-right of a query.

Highlight related queries buttons at the top of the Top US Customers query and inside the context menu

For example, if you select the highlight related queries button in the Top US Customers query, you can see that the Customers and Orders queries are highlighted.

Related queries highlighted for the Top US Customers query inside the diagram view

Delete query

To delete a query, right-click in a query and select Delete from the context menu. There will be an additional pop-up to confirm the deletion.

Delete option inside the query contextual menu

Rename query

To rename a query, right-click in a query and select Rename from the context menu.

Rename option inside the query contextual menu

Enable load

To ensure that the results provided by the query are available for downstream use such as report building, by default Enable load is set to true. In case you need to disable load for a given query, right-click in a query and select Enable load. The queries where Enable load is set to false will be displayed with a grey outline.

Enable load option inside the query contextual menu

Duplicate

To create a copy of a given query, right-click in the query and select Duplicate. A new duplicate query will appear in the diagram view.

Duplicate option inside the query contextual menu

Reference

Referencing a query will create a new query. The new query will use the steps of the previous query without having to duplicate the query. Additionally, any changes on the original query will transfer down to the referenced query. To reference a query, right-click in the query and select Reference.

Reference option inside the query contextual menu

Move to group

You can make folders and move the queries into these folders for organizational purposes. These folders are called groups. To move a given query to a Query group, right-click in a query and select Move to group. You can choose to move the queries to an existing group or create a new query group.

Move to group option inside the query contextual menu

You can view the query groups above the query box in the diagram view.

Icon and label that specify the group the query has been moved to

Create function

When you need to apply the same set of transformations in different queries or values, creating custom Power Query functions can be valuable. To learn more about custom functions, go to Using custom functions. To convert a query into a reusable function, right-click in a given query and select Create function.

Create function option inside the query contextual menu

Convert to parameter

A parameter provides the flexibility to dynamically change the output of your queries depending on their value and promotes reusability. To convert a non-structured value such as date, text, number, and so on, right-click in the query and select Convert to Parameter.

Convert to parameter option inside the query contextual menu

Note

To learn more about parameters, go to Power Query parameters.

Advanced editor

With the advanced editor, you can see the code that Power Query editor is creating with each step. To view the code for a given query, right-click in the query and select Advanced editor.

Advanced editor option inside the query contextual menu

Note

To learn more about the code used in the advanced editor, go to Power Query M language specification.

Edit query name and description

To edit the name of a query or add a description, right-click in a query and select Properties.

Propertiess option inside the query contextual menu

This action will open a dialog box where you can edit the name of the query or add to or modify the query description.

Query properties window for the Top Employees by Customers query with a custom Description

Queries with query description will have an affordance (i icon). You can view the query description by hovering near the query name.

Affordance or i icon next to the name of the query that when hovered displays the description of the query

Append queries/Append queries as new

To append or perform a UNION of queries, right-click in a query and select Append queries. This action will display the Append dialog box where you can add additional tables to the current query. Append queries as new will also display the Append dialog box, but will allow you to append multiple tables into a new query.

Append queries options inside the query contextual menu

Note

To learn more about how to append queries in Power Query, go to Append queries.

Merge queries/Merge queries as new

To merge or JOIN queries, right-click in a query and select Merge queries. This action will display the Merge dialog box, with the selected query as the left table of the merge operation. Merge queries as new will also display the Merge dialog box but will allow you to merge two tables into a new query.

Merge queries options inside the query contextual menu

Note

To learn more about how to merge queries in Power Query, go to Merge queries overview.

Step level actions

By right-clicking a step, you can perform step level actions such as Edit settings, Rename, and so on.

Step level actions displaying in the contextual menu after right clicking a step

You can also perform step level actions by hovering over the step and selecting the ellipsis (three vertical dots).

Step level actions contextual menu displayed after selecting the ellipsis button

Edit settings

To edit the step level settings, right-click the step and choose Edit settings. Instead, you can double-click the step (that has step settings) and directly get to the settings dialog box. In the settings dialog box, you can view or change the step level settings. For example, the following image shows the settings dialog box for the Split column step.

Settings dialog for the Split column step of a query

Rename step

To rename a step, right-click the step and select Rename. This action opens the Step properties dialog. Enter the name you want, and then select OK.

Rename option inside the step level contextual menu after right-clicking a step

Delete step

To delete a step, right-click the step and select Delete. To delete a series of steps until the end, right-click the step and select Delete until end.

Delete and Delete until end options inside the step level contextual menu after right-clicking a step

Move before/Move after

To move a step one position before, right-click a step and select Move before. To move a step one position after, right-click a step and select Move after.

Move before and Move after options inside the step level contextual menu after right-clicking a step

Extract previous

To extract all previous steps into a new query, right-click the first step that you do not want to include in the query and then select Extract previous.

Extract previous option inside the step level contextual menu after right clicking a step

Edit Step name and description

To add step descriptions, right-click a step in a query and then choose Properties.

Properties option inside the step level contextual menu after right-clicking a step

You can also get to the step level context menu by hovering over the step and selecting the ellipsis (three vertical dots).

Properties option inside the step level contextual menu after selecting the ellipsis button

This action will open a dialog box where you can add the step description. This step description will come handy when you come back to the same query after a few days or when you share your queries or dataflows with other users.

Step properties window for the step with the name 'Filtered rows' and a description that reads 'Filter by US'

By hovering over each step, you can view a call out that shows the step label, step name, and step descriptions (that were added).

Descriptions shown at the step level for the steps with the names 'Choose columns' and 'Filter rows' in the Customers query

By selecting each step, you can see the corresponding data preview for that step.

Expand and Collapse Queries

To ensure that you can view your queries in the diagram view, you can collapse the ones that you aren't actively working on and expand the ones that you care about. Expand or collapse queries by selecting the Expand/Collapse button on the top-right of a query. Alternatively, double-clicking an expanded query will collapse the query and vice-versa.

Collapse button on the top right corner of the query in the diagram view

You can also expand or collapse a query by selecting the query level actions from the query’s context menu.

Collapse button inside the query context menu after right-clicking the query

To expand all or collapse all queries, select the Expand all/Collapse all button next to the layout options in the diagram view pane.

Expand all/collapse all queries button at the bottom right-hand corner of the diagram view pane next to the layout options

You can also right-click any empty space in the diagram view pane and see a context menu to expand all or collapse all queries.

Contextual menu after right-clicking any empty space in the diagram view pane that showcases the expand all and collapse all queries options

In the collapsed mode, you can quickly look at the steps in the query by hovering over the number of steps in the query. You can select these steps to navigate to that specific step within the query.

Callout showing the available steps in the Customers query after hovering over the number of steps label in the query

Layout Options

There are four layout options available in the diagram view: zoom out/zoom in, full screen, fit to view, and reset.

Zoom out/zoom in

With this option, you can adjust the zoom level and zoom out or zoom in to view all the queries in the diagram view.

Zoom out or zoom in button available at the bottom right-hand corner of the diagram view pane

Full screen

With this option, you can view all the queries and their relationships through the Full screen mode. The diagram view pane expands to full screen and the data preview pane, queries pane, and steps pane remain collapsed.

Full screen button available at the bottom right-hand corner of the diagram view pane

Fit to view

With this option, you can adjust the zoom level so that all the queries and their relationships can be fully viewed in the diagram view.

Fit to view button available at the bottom right hand corner of the diagram view pane

Reset

With this option, you can reset the zoom level back to 100% and also reset the pane to the top-left corner.

Reset button available at the bottom right-hand corner of the diagram view pane

View query relationships

To view all the related queries for a given query, select the Highlight related queries button. For instance, by selecting the highlight related queries button in the Top US Customers query, the Customers and Orders queries are highlighted, as shown in the following image.

Related queries to the Top US Customers (Orders and Customers) are highlighted with a light blue background color after selecting the highlight related queries button in the Top US Customers query

You can also select the dongle on the left of a given query to see the direct and indirect referenced queries.

Related queries to the Top US Customers (Orders and Customers) are highlighted with a light blue background color after selecting the small dongle on the left of the Top US Customers query

Similarly, you can select the right dongle to view direct and indirect dependent queries.

Callout displays the direct dependent queries and the indirect dependent queries after selecting the right dongle of the Customers query

You can also hover on the link icon below a step to view a callout that shows the query relationships.

Referenced queries are listed in a callout after hovering over the link icon below a step