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Grouping Function Power Query
Hello all,
I think this is a basic grouping action however I can't get it to work. Or I may need to pivot or have a conditional statement in, but was hoping someone would be able to assist.
I have a data set of sales where, if there are multiple rows for a single day and code, I want to SUM the Qty column relating to the Date and the Code and for the summed value to populate in the corresponding row that has A in column A or P. And to leave the corresponding Qty cell (where column [A or P] is P) blank. The order of [A and P] is not always A on top so may need sorting? But don't want to mess up the data. Example of desired outcome below, and data table provided.
Solved! Go to Solution.
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hello, @JNelson group and expand operations may shuffle data so add index column to sort by in the end if you like.
let
Source = your_table,
fx = (tbl) =>
if Table.RowCount(tbl) = 1
then tbl
else Table.FromRecords(
Table.TransformRows(
tbl,
(x) => Record.TransformFields(
x,
{"Qty", each if x[A or P] = "A" then List.Sum(tbl[Qty]) else null}
)
)
),
group = Table.Group(
Source,
{"Date", "Code"},
{{"x", fx}}),
xp_tbl = Table.ExpandTableColumn(group, "x", {"Type", "Qty", "Q2", "A or P"})
in
xp_tbl
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Hi @JNelson, different approach here.
Before
After
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMrTQNzDRNzIwMlHSUTIEYv+izPTMvMQcINPYwABImoMIR6VYHSyKA4ryQSosgIQlSFkApjIjIPZxKlaAKDW0sASSpviVIjnBxBxImEEcEAsA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Code = _t, Type = _t, Qty = _t, Q2 = _t, #"A or P" = _t]),
ChangedType = Table.TransformColumnTypes(Source,{{"Qty", Int64.Type}, {"Q2", Int64.Type}, {"Date", type date}}),
GroupedRows = Table.Group(ChangedType, {"Date", "Code"}, {{"All", each Table.AddColumn(_, "Sum Qty", (x)=> List.Sum([Qty]), Int64.Type), type table [Date=nullable date, Code=nullable text, Type=nullable text, Qty=nullable number, Q2=nullable number, A or P=nullable text]}}),
CombinedAll = Table.Combine(GroupedRows[All]),
ReplacedQty = Table.ReplaceValue(CombinedAll,
each [A or P] = "A",
each [Sum Qty],
(x,y,z)=> if y then z else null,
{"Qty"} ),
RestoreDataTypes = Value.ReplaceType(ReplacedQty, Value.Type(CombinedAll)),
RemovedColumns = Table.RemoveColumns(RestoreDataTypes,{"Sum Qty"})
in
RemovedColumns
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hello, @JNelson group and expand operations may shuffle data so add index column to sort by in the end if you like.
let
Source = your_table,
fx = (tbl) =>
if Table.RowCount(tbl) = 1
then tbl
else Table.FromRecords(
Table.TransformRows(
tbl,
(x) => Record.TransformFields(
x,
{"Qty", each if x[A or P] = "A" then List.Sum(tbl[Qty]) else null}
)
)
),
group = Table.Group(
Source,
{"Date", "Code"},
{{"x", fx}}),
xp_tbl = Table.ExpandTableColumn(group, "x", {"Type", "Qty", "Q2", "A or P"})
in
xp_tbl
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NewStep=let a=Table.Group(PreivousStepName,{"Date","Code"},{"n",each if Table.RowCount(_)>1 then List.Sum([Qty]) else null}) in Table.ReplaceValue(PreviousStepName,each _,"",(x,y,z)=>let b= a{[Date=y[Date],Code=y[Code]]}[n] in if b=null then x else if y[A or P]="A" then b else null,{"Qty"})

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