Power query function = need help

[Anonymous]

Dear all,

I'm a bit stuck on the power query editor.

I have a very small dataset with the product name, the process step, the process cost, and the process date.

I want to create a report per product name, per process step, and per month the cost.

I thought the PQE editor could automate the report.

I thought group by account, sum on cost. But I cant create further analysis, like totals per month. What is my mistake?

Dummy data see link.

https://www.dropbox.com/s/tdwfivd7cf0iwuv/test.xlsx?dl=0

Greetings.

[Fowmy · Accepted solution]

@Anonymous 

Your column names in the question are different from what is in the sample file. Anyhow, follow these steps.
1. Click on the Date Column, Under Add Column > Date > Month > End of Month.

2. Now group as follows:

Result:

[Fowmy · Accepted solution]

@Anonymous 

Your column names in the question are different from what is in the sample file. Anyhow, follow these steps.
1. Click on the Date Column, Under Add Column > Date > Month > End of Month.

2. Now group as follows:

Result:

[Anonymous]

Thx, how can see the costs per month

Apple 1 - January x February x march x

Apple 2 - January x February x march x

Apple 3 ...

[v-yingjl · Accepted solution]

Hi @Anonymous ,

After you get the end of month column, you can use 'Pivot column' to achieve this:

Reorder the column to show the result:

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Fowmy]

@Anonymous 

Like you added Date>Month>End of Month, you can add another two columns Year and Month Name from the same option then include these two columns instead of the End of The Month and Group.