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esaravia25
New Member

How to group data my month for data without dates

HI.

Is there a way to group data by month in PBI or Power Query if the data has no dates in it? for example, I run a monthly inventory report from our ERP that shows me the inventory total at the end of each month. I want to be able to get my data from the folder option on the PBI desktop. Here is a sample of what I need.

Inventory_Total.CSV = January

Inventory_Total.CSV = February

Inventory_Tatal.CSV = March

1 ACCEPTED SOLUTION
mahoneypat
Microsoft Employee
Microsoft Employee

You can just incorporate the date or just the month and year in your filename, and then parse it out in your query to generate a Date column from it (so you can properly sort, etc.).

 

MonthlyReport_Jan2022.csv

MonthlyReport_Feb2022.csv

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

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@mahoneypa HoosierBI on YouTube


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2 REPLIES 2
esaravia25
New Member

Thank you.

mahoneypat
Microsoft Employee
Microsoft Employee

You can just incorporate the date or just the month and year in your filename, and then parse it out in your query to generate a Date column from it (so you can properly sort, etc.).

 

MonthlyReport_Jan2022.csv

MonthlyReport_Feb2022.csv

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

To learn more about Power BI, follow me on Twitter or subscribe on YouTube.


@mahoneypa HoosierBI on YouTube


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