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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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Grouping data together

Hi there,   New to Power BI and I am trying to look into my finances as a learning activity.   I have a years worth of bank statement data. Essentially all my purchases for a year, with a date co...
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  • v-zhenbw-msft's avatar
    v-zhenbw-msft
    6 years ago

    Hi Anonymous ,

     

    We can use the following steps to meet your requirement.

     

    1. We need to create a new table that contains the group name.

     

     

    2. Then we can use the merge query in this table. And select use fuzzy matching.

     

     

     

    3. At last we can group by description and Date.

     

     

    If it doesn’t meet your requirement, could you please show the exact expected result based on the table that we have shared?

    BTW, pbix as attached.

     

    Best regards,

     

    Community Support Team _ zhenbw

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-zhenbw-msft's avatar
v-zhenbw-msft
Community Support
6 years ago

Hi Anonymous ,

 

We can use the following steps to meet your requirement.

 

1. We need to create a new table that contains the group name.

 

 

2. Then we can use the merge query in this table. And select use fuzzy matching.

 

 

 

3. At last we can group by description and Date.

 

 

If it doesn’t meet your requirement, could you please show the exact expected result based on the table that we have shared?

BTW, pbix as attached.

 

Best regards,

 

Community Support Team _ zhenbw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.