Sum per month Power Query

[Ttaylor9870]

Hey Experts!

I'm stuck on the followng Power Query Problem, I would like the sum per month as a new column (see example below)...

Month	Date	Sales	What I Need
Jan	01/01/2022	5	10
Jan	01/01/2022	5	10
Feb	01/02/2023	1	2
Reb	01/02/2023	1	2

My tables much larger than this with more columns but follows the same principle but needs to be done in Power Query.

I can't use group by aswell because I need the other columns.

How can I achieve this in Power Query? Any help would be greatly appreciated 🙂 

Many Thanks,

Taylor

[ronrsnfld · Accepted solution]

• Group by Month/Year
• Advanced Aggregation:
  • Sum of Sales
  • All
• Then re-expand. Since you havethe All column, you will restore the other columns

let

//change next lineto reflect data source
    Source = Excel.CurrentWorkbook(){[Name="Table4"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", type text}, {"Date", type date}, {"Sales", Int64.Type}}),

//Add year-month column in case sales dates are not always on same day of month
    #"Added Custom" = Table.AddColumn(#"Changed Type", "YearMonth", each Date.ToText([Date],"yyyyMM"), type text),

//Group by year-month
// Then aggregate for All and Sum
    #"Grouped Rows" = Table.Group(#"Added Custom", {"YearMonth"}, {
        {"All", each _, type table [Month=nullable text, Date=nullable date, Sales=nullable number, YearMonth=text]}, 
        {"Monthly Sales", each List.Sum([Sales]), type nullable number}
        }),

//Remove the yearmonth column
    #"Removed Columns" = Table.RemoveColumns(#"Grouped Rows",{"YearMonth"}),

//Re-expand previous columns
    #"Expanded All" = Table.ExpandTableColumn(#"Removed Columns", "All", {"Month", "Date", "Sales"})
in
    #"Expanded All"

[v-cgao-msft · Accepted solution]

Hi @Ttaylor9870 ,

Provide another way to think about it.

List.Sum(Table.SelectRows(PreviousStepName,(x)=>x[Month]=[Month])[Sales])

all steps.

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45W8krMU9JRMtQ31DcyMDICMk2VYnVwCrulJoGFjUDCxiAmkvChBQaG+gbIUrEA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Month = _t, Date = _t, Sales = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", type text}, {"Date", type date}, {"Sales", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Sales Total", each List.Sum(Table.SelectRows(#"Changed Type",(x)=>x[Month]=[Month])[Sales]))
in
    #"Added Custom"

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[ronrsnfld · Accepted solution]

• Group by Month/Year
• Advanced Aggregation:
  • Sum of Sales
  • All
• Then re-expand. Since you havethe All column, you will restore the other columns

let

//change next lineto reflect data source
    Source = Excel.CurrentWorkbook(){[Name="Table4"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", type text}, {"Date", type date}, {"Sales", Int64.Type}}),

//Add year-month column in case sales dates are not always on same day of month
    #"Added Custom" = Table.AddColumn(#"Changed Type", "YearMonth", each Date.ToText([Date],"yyyyMM"), type text),

//Group by year-month
// Then aggregate for All and Sum
    #"Grouped Rows" = Table.Group(#"Added Custom", {"YearMonth"}, {
        {"All", each _, type table [Month=nullable text, Date=nullable date, Sales=nullable number, YearMonth=text]}, 
        {"Monthly Sales", each List.Sum([Sales]), type nullable number}
        }),

//Remove the yearmonth column
    #"Removed Columns" = Table.RemoveColumns(#"Grouped Rows",{"YearMonth"}),

//Re-expand previous columns
    #"Expanded All" = Table.ExpandTableColumn(#"Removed Columns", "All", {"Month", "Date", "Sales"})
in
    #"Expanded All"