aggregate the data to the month/quarter level

[narchans4u]

Hi,

I have a dataset which has rows at day level(one row for one day) - and thus my power bi workbook is of ~1GB (i have imported data from DB). Is it possible to aggregate the data to the month/quarter level so that I can reduce my the size of the power bi workbook? With tableau background - when I try to extract data of tableau workbook i have an option to define the granularity - by aggregating the data for visible dimensions(roll up dates to: year/qtr/month). Is there any option in PBI similar to this?

Much thanks.

[dearwatson · Accepted solution]

The Query editor has a Group By function to roll up rows to other levels of granularity if you need it...

I would add a new column which gets the start of the month (New Column -> Date-> Start of Month) then group by that column as required.

I think that should do it.

Cheers

Greg

[narchans4u]

This worked. Thank you.

[bahar1]

Hi guys,

Quick question. Can you let me know how I can use the same method if I have different years? 

If I group by on month level I use the year information. Is there any way to group by on Month&Year level.

many thanks,

Bahar

[narchans4u]

Hi,

I have a dataset which has rows at day level(one row for one day) - and thus my power bi workbook is of ~1GB. Is it possible to aggregate the data to the month/quarter level so that I can reduce my the size of the power bi workbook?

With tableau background - when I try to extract data of tableau workbook i have an option to define the granularity - by aggregating the data for visible dimensions(roll up dates to: year/qtr/month).

Is there any option in PBI similar to this?

Much thanks.

[narchans4u]

Thanks for your reply. Is this going to reduce the over all size of the PBI workbook? I am trying hands on now.