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scsos's avatar
scsos
New Member
9 months ago
Solved

learning pbi

Hi,

 

trying to grup data by person's name and sum the amount but get an error when doing so

 

 

 

tia

 

  • 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

     

     

     

    Connect on LinkedIn

     

     

     








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  • 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.

4 Replies

  • Hi,

     

    tried posting this already but can't see the post in the forum.

     

    I'm trying to group by name and sum the Amount but getting an error

     

     

     

    tia

  • 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

     

     

     

    Connect on LinkedIn

     

     

     








    Did I answer your question? Mark my post as a solution!
    If I helped you, click on the Thumbs Up to give Kudos.

    Proud to be a Super User!


  • 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.

  • v-achippa's avatar
    v-achippa
    Community Support

    Hi scsos,

     

    Thank you for reaching out to Microsoft Fabric Community.

     

    Thank you tharunkumarRTK and Shubham_rai955 for the prompt response. 

     

    As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided by the user's for the issue worked? or let us know if you need any further assistance.

     

    Thanks and regards,

    Anjan Kumar Chippa