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syoon's avatar
syoon
New Member
8 years ago
Solved

Condensing a column with values categorized by another column

Hi,

 

I have a table (not excel, but on SQL sever) that essentially looks like this

 

id    |    Name    |    Money    |    Type

0          Sean           10000            b

1          Sean           10000            c

2          Sean           10000            b

3          Sean           10000            c

4          John           10000            b

5          John           10000            b

6          John           10000            c

7          Sean           10000            b

8          John           10000            c

9          Sean           10000            c

 

'Money' is the amount of money in dollars, and 'Type' indicates the type of money (b is billing and c stands for cash-in)

 

Within Power BI, I want to restructure and condense this table so that it ultimately looks like this (Whether by creating a new query or creating a new table):

 

Name    |    Money    |    Type

 

Sean      |    30000     |    b

Sean      |    30000     |    c  

James    |    20000     |    b 

James    |    20000     |    c  

 

 

What I want is that I want each person's sum of billing and cash-in. This is intended for me to later calculate 'Outstanding Cash-In', which is equivalent to Billing - Cash-in.  

 

Can anyone help me with this? Or can you think of any other way than creating a new query and creating a new table? (maybe creating a new measure using DAX? I simply don't know just yet)

 

Thank you!

  • Anonymous's avatar
    Anonymous
    8 years ago

    Hi

     

    You can do this in Query Editor.

     

    In Query Editor, Go to Transform Tab, Select Group By option.

     

    The result will be :

     

     

     

    Hope this helps.

     

    Thanks
    Raj

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi

     

    You can do this in Query Editor.

     

    In Query Editor, Go to Transform Tab, Select Group By option.

     

    The result will be :

     

     

     

    Hope this helps.

     

    Thanks
    Raj