Easiest way to get max rank in Excel for all US States by Month?

Question

I'm working on a visualization project at work - it will display which of our partners sells the highest amount of merchandise per month from Jan to Dec last year. Currently, our company's business intelligence tool outputs the following

Ship State     Month        Partner        Net Demand
   AK            Jan       Coca-Cola          3200
   AK            Jan       Wegman's           2800
   AK            Jan       Target             2000
   ...
   AL            Jan       Coca-Cola          2600
   AL            Jan       Walmart            2100
   AL            Jan       Target              700
   ...
   WY            Jan       Wegmans            1600
   WY            Jan       Cola               200
   WY            Jan       Target             98
  ...
   AK            Feb       Coca-Cola          3100
   AK            Feb       Wegman's           2700
   AK            Feb       Target             1600
 ...

And so on. This is the current output - below is my desired output...

Ship State     Month        Partner        Net Demand
   AK            Jan       Coca-Cola          3200
   AL            Jan       Coca-Cola          2600
 ...  
   WY            Jan       Wegmans            1600
  ...
   AK            Feb       Coca-Cola          3100
 ...

If this makes sense. I only want the first ranked partner by top net demand. I don't want all of the others outputting. My company's BI tool is very limited. I've tried a pivot table in Excel, which gets me the ranks in a pivot table format, but when I copy/paste, the values all output wrongly. I filter by month and then state, so it's a vertical breakdown, I can't get all the values next to each other to feed into R. When I copy/paste, it looks like...

Jan 
AK 
Coca Cola     3200 
AL 
Coca Cola     2600
... etc

Is there any way to efficiently output and organize this? I need to do each partner for each state and intensive cleanup would take a lot of time because we have a lot of partners I'd have to delete and what not. I just want to output max rank per state per month - which is all the US states over a 12 month period.

user_2872922 · Answer

This can be accomplished using Power Query, available in Windows Excel 2010+ and Excel 365 (Windows or Mac)

To use Power Query

Select some cell in your Data Table
Data => Get&Transform => from Table/Range or from within sheet
When the PQ Editor opens: Home => Advanced Editor
Make note of the Table Name in Line 2
Paste the M Code below in place of what you see
Change the Table name in line 2 back to what was generated originally.
Read the comments and explore the Applied Steps to understand the algorithm

M Code

let

//Change next line to return your actual table
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],

//set data types
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Ship State", type text}, {"Month", type text}, {"Partner", type text}, {"Net Demand", Int64.Type}}),

//Remove rows containing "..."
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Ship State] <> "...")),

//group by State and Month
//then filter each subtable for the maximum Net Demand
    #"Grouped Rows" = Table.Group(#"Filtered Rows", {"Ship State", "Month"}, {
        {"All", (t)=> Table.SelectRows(t, each [Net Demand] = List.Max(t[Net Demand])), 
        type table [Ship State=nullable text, Month=nullable text, Partner=nullable text, Net Demand=nullable number]}}),

//Re-exand the relevant table columns
    #"Expanded All" = Table.ExpandTableColumn(#"Grouped Rows", "All", {"Partner", "Net Demand"})
in
    #"Expanded All"

Easiest way to get max rank in Excel for all US States by Month?

1 Answers