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scsos's avatar
scsos
New Member
9 months ago
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learning pbi

Hi,   trying to grup data by person's name and sum the amount but get an error when doing so       tia  
  • tharunkumarRTK's avatar
    9 months ago

    scsos 

    Amount column data type is "Text", to perform SUM aggregation you should change it to "Whole number" or "Decimal Number" if the numeric values have decimals

     

    Click on the "ABC" button before "Amount" column and select the data and then perform the GROUP BY transformation 

     

    Hope this helps

     

     

     

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  • Shubham_rai955's avatar
    9 months ago

    The error you are seeing when trying to group and sum the "Amount" column by "Person" in Power Query is likely caused by the "Amount" column containing text values instead of numbers. Power Query throws an error if you try to sum a column with non-numeric data.

    How to Fix

    • Ensure that the "Amount" column is set to the "Whole Number" or "Decimal Number" data type before performing the group and sum operation.

    • In Power Query, select the "Amount" column, go to the "Transform" tab, and choose "Data Type" → "Whole Number" or "Decimal Number."

    • After changing the type, retry the Group By operation—this should resolve the error, and you'll get the correct sum for each person.

    This will allow Power Query to sum the numbers correctly and remove the errors in your grouped table.