Group By with CountIf and SumIf

[lipesouza12]

Hello everybody,

I have a question that may have a very simple solution, but I haven't found it yet. I need to group a 300k rows table and perform conditional calculations as below.

Product	Month	Year	Total
Item 1	MAY-2022	2022	300,00
Item 2	MAY-2022	2022	1386,67
Item 3	JUN-2022	2022	333,33
Item 1	JUN-2022	2022	190,00
Item 1	JUN-2022	2022	200,00
Item 1	JUL-2022	2022	250,00
Item 4	JUL-2022	2022	400,00
Item 5	AUG-2022	2022	2035,64
Item 1	AUG-2022	2022	200,00

I need to group by Month Column and SUM the Total Column if Product column is equal to a Name Product conditional. I always have five items. I need the result below.

Month	Item 1	Item 2	Item 3	Item 4	Item 5
MAY-2022	300,00	1386,67	0,00	0,00	0,00
JUN-2022	390,00	0,00	333,33	0,00	0,00
JUL-2022	250,00	0,00	0,00	400,00	0,00
AUG-2022	200,00	0,00	0,00	0,00	2035,64

As I said, there must be a better solution than creating conditional columns of 300k rows before grouping by.

[lipesouza12]

Worked perfectly!

[Vijay_A_Verma · Accepted solution]

See the working here - Open a blank query - Home - Advanced Editor - Remove everything from there and paste the below code to test (later on when you use the query on your dataset, you will have to change the source appropriately. If you have columns other than these, then delete Changed type step and do a Changed type for complete table from UI again)

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45W8ixJzVUwVNJR8nWM1DUyAjKMDMCUsYGBUqwOVIERFgWGxhZmembmCEXGQEGvUD9UU4yN9YyNEWoMsagxtDTAr8DIAEOBD6oCUyQFJlgUmCCbYAoUcAx1R7PC2FTPzATVGkxFQFNiAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Product = _t, Month = _t, Year = _t, Total = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Product", type text}, {"Month", type date}, {"Year", Int64.Type}, {"Total", type number}}),
    #"Removed Columns" = Table.RemoveColumns(#"Changed Type",{"Year"}),
    #"Pivoted Column" = Table.Pivot(#"Removed Columns", List.Distinct(#"Removed Columns"[Product]), "Product", "Total", List.Sum),
    Custom1 = Table.ReplaceValue(#"Pivoted Column",each [Month],each Text.Upper(Date.ToText([Month],"MMM-yyyy")),Replacer.ReplaceValue,{"Month"})
in
    Custom1