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Eric5605's avatar
Eric5605
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1 year ago
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How to combine similar values

Hello, I receive a list of governement agencies each week with a program enrollment figures for each agency.  Some agencies are separated into sub-agencies, but I want to total each sub agency to the...
  • FarhanJeelani's avatar
    1 year ago

    To consolidate enrollments under a single parent agency (e.g., "DHS" for all DHS sub-agencies) in Power Query, you can use the following approach:

    1. Add a Custom Column:
    - In Power Query, go to Add Column > Custom Column.
    - Use a formula to check if the `Agency` contains "DHS". If it does, set it to "DHS"; otherwise, keep the original value.


    Power Query

    if Text.Contains([Agency], "DHS") then "DHS" else [Agency]


    - This will create a new column where any agency name containing "DHS" is replaced with "DHS".

     

    2. Group By Parent Agency:
    - After adding the custom column, go to Home > Group By.
    - Group by the new custom column (let’s call it "Parent Agency").
    - Aggregate the Active Enrolled column (or any enrollment figures) by using the Sum operation.

     

    This method allows you to total all sub-agencies under a parent agency like "DHS" and display it as one total figure.

     

    Please mark this as a solution if it helps you. Appreciate Kudos