manipulating monthly data in power query editor

[dw700d]

I am trying to merge two queries. The first query has Agents Credits Amount data by day. The second has agent call count data by month. What adjustments can I make  in the query editor to allow me to view agents credits Amount by month. My ultimate goal is to merge these two tables and view this data from the agents perspective. For instance  I would like to see monthly credit amount and call count by agent,I would also like to see the call center of the agent. Am I taking the correct approach? below are my two data sets 

Credits Given
Date_of_Credit	Credit Amount	ACTIVITY_DESCRIPTION	Company	CallCenter	Agent
01/01/2018	$20.00	Courtesy	Notre Dame	Jamaica	dsfsf
01/01/2018	$0.23	Protect	Emory	Jamaica	sfbyby
01/01/2018	$15.00	Extension	Emory	New Zealand	tryr
01/01/2018	$3.00	Courtesy	Emory	Mexico	t
01/01/2018	$15.00	Courtesy	Notre Dame	Jamaica	ytyt
01/01/2018	$5.00	Extension	Notre Dame	Liberia	utnun

Calls Handled
Agent	Company	CallCenter	MonthName	Call Count
fdfdfd	Notre Dame	Jamaica	January	1000
dvvff	Emory	Jamaica	January	12121
tryr	Emory	New Zealand	January	1213
t	Emory	Mexico	January	343
ytyt	Notre Dame	Jamaica	January	132132
utnun	Notre Dame	Liberia	January	3545
dreggd	Emory	Liberia	January	6655
dfdf	Emory	Jamaica	January	766

[AlexisOlson · Accepted solution]

If you don't care about having daily credit data, then you can add a MonthName column to the first table (Formula = Date.MonthName([Date_of_Credit])) and do a Group By summing over Credit Amount.

Then you can merge the tables on Agent and MonthName and pull over Call Count from the second table.