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Anonymous
Not applicable

Power query function = need help

Dear all,

I'm a bit stuck on the power query editor.

I have a very small dataset with the product name, the process step, the process cost, and the process date.

I want to create a report per product name, per process step, and per month the cost.

I thought the PQE editor could automate the report.

I thought group by account, sum on cost. But I cant create further analysis, like totals per month. What is my mistake?

Dummy data see link.

https://www.dropbox.com/s/tdwfivd7cf0iwuv/test.xlsx?dl=0

 

 

 

Greetings.

 

2 ACCEPTED SOLUTIONS
Fowmy
Super User IV
Super User IV

@Anonymous 

Your column names in the question are different from what is in the sample file. Anyhow, follow these steps.
1. Click on the Date Column, Under Add Column > Date > Month > End of Month.

Fowmy_0-1623094244758.png

2. Now group as follows:

Fowmy_1-1623094328666.png


Result:

Fowmy_2-1623094359706.png

 

 



 

 

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View solution in original post

Hi @Anonymous ,

After you get the end of month column, you can use 'Pivot column' to achieve this:

pivot.png

Reorder the column to show the result:

pq.png

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
Fowmy
Super User IV
Super User IV

@Anonymous 

Your column names in the question are different from what is in the sample file. Anyhow, follow these steps.
1. Click on the Date Column, Under Add Column > Date > Month > End of Month.

Fowmy_0-1623094244758.png

2. Now group as follows:

Fowmy_1-1623094328666.png


Result:

Fowmy_2-1623094359706.png

 

 



 

 

Did I answer your question? Mark my post as a solution! and hit thumbs up


Blog - Data Visualization

Website   YouTube    LinkedIn   PBI User Group

View solution in original post

Anonymous
Not applicable

Thx, how can see the costs per month

Apple 1 - January x February x march x

Apple 2 - January x February x march x

Apple 3 ...

Hi @Anonymous ,

After you get the end of month column, you can use 'Pivot column' to achieve this:

pivot.png

Reorder the column to show the result:

pq.png

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

@Anonymous 

Like you added Date>Month>End of Month, you can add another two columns Year and Month Name from the same option then include these two columns instead of the End of The Month and Group.

 

Did I answer your question? Mark my post as a solution! and hit thumbs up


Blog - Data Visualization

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