We all use Excel differently, so it’s impossible to write a post that will meet everybody’s needs. I’m guessing the examples in this post didn’t exactly meet your situation. Therefore, I tend to use Group By to reduce down the amount of information down to the lowest level of granularity required, rather than for creating reports.ĭo you need help adapting this to your needs? It’s excellent for creating summarized reports, but we don’t necessarily use Power Query to create reports in that way. Therefore Group By is a conceptually tricky feature. In my mind, Power Query is about preparing data for use in Excel or a Data Model. Hopefully you can agree that Group By is a simple, yet powerful feature. While each column may contain repeats, each pair is unique. This shows the data aggregated by the combined Product and Customer columns. In the new column name section, apply the following settings:Ĭlick the Add aggregation button, then set the new column as follows Click the Add Grouping button, and set the second box equal to Customer. Click the Advanced button to display the options.įor this example, let’s say we wanted the total and count of sales transactions by Product and Customer. The advanced options give us the ability to use as many columns as we want.
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