Importing Excel tab without summing or sorting

[snhoe]

When Power BI imports data from Excel, the original sort is lost, and some columns get summed when all need to be left alone.

How do I prevent Power BI from doing this? 

[parry2k]

When you drop a numeric field, it gets aggregated by default mainly SUM, and you can change it to "don't summarize", if you can share some more details, like screen shot, it will help to provide better answer. 

[snhoe]

Could not locate "Don't Summarize" setting described.  Unfortunately, cannot provide screenshot.

There is no such setting in the cotntext menu for the item in the Fields section (right side bar), nor in the context menu in the Field heading in the main area.  Trying "Edit Query" gets me the response "No Query Found".

My steps so far ... 

1. Import tab from an Excel file into Data table

2. Create table DataWithCalculations by using DAX formula DataWithCalculations = Data

3. Add calculated columns to DataWithCalculations

4. Creating next table, DataWithCalculationsPivot, where I want to have 5 of the columns grouped, and the remaining columns summed.

I'm stuck with steps 3 and 4 and cannot get past.  Step 5 would be like step 3, and step 6 would be like step 4.  At this point is where I would begin to build the report. 

[parry2k]

here is screen shot for you , although I'm still not clear about your requirement:

[snhoe]

Yeah, I'm not at even the stage of pulling the data into a report or tiles, I'm just at the point where I'm pulling it in and doing some ETL.

[parry2k]

anyhow, let me know how I can help you further. cheers!

[snhoe]

I was able to cobble together a screenshot of what I'm talking about.  The behavior in this case is seen in IntroYear frield.

[parry2k · Accepted solution]

Perfect, so once you drop your field in value section (as shown in my screen shot), you will have drop down to choose the summarize method or don't summarize. 

If you don't want this field to be summarized by default, you can change it on modelling table, see screen shot below.

- choose modeling tab

- select you field

- on default summarizatio, click drop down arrow next to sum and choose "don't summarize"