Split annual value across 12 months with dates

Hi again SysJessica1 ,

Whenever the name of a step in power query contains a space, the name needs to be in quotes and preceeded by a "#" character. For example #"Changed Type". If this step were named ChangedType, without a space, it woudn't need the "#" or quote marks.

When you create the blank query, open it in the Advanced Editor (Power Query Home Ribbon -> Advanced Editor button). You will see

let
  Source = ""
in
  Source

Replace all of this with the code in my previous reply and click "Done". This will yield the result in the image I included in my previous reply. The first two steps in the code - "Source" and "Changed Type" are only there to recreate a sample of data - it's the steps after that which matter.

However, that is only for demo purposes. To use my code in your own query do the following.

1. Open your query in Advanced Editor.
2. Delete the last two lines of your query (the "in" line and whatever follows it e.g....) 

   in
     #"Changed Type1"

3. Add a comma at the end of the last line you have left.
4. After the comma place my code (excluding its first two lines).
5. Where I have #"Create lists of monthly amount and date" replace that with the name of the last step you had after you deleted your last two lines.
6. Click "Done".

This will create a monthly cost for each month of 2024 for all your IDNumbers.

Hope this works for you.