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Hello I'm looking to take the sum of a sub category and the main category, thank you so much for your help in advance. I'm not sure if this is possible to be in PQ so so much bight minds here so I thgouht I'll give it a shot. Thank you!
BEFORE | |||||
Account # | Category | Sort | Sub - Cat | Company 1 | Company 2 |
1 | Dream Revenue | 1 | A | 1 | 9 |
2 | Dream Revenue | 1 | A | 2 | 10 |
8 | Dream Revenue | 1 | C | 8 | 16 |
9 | Dream Revenue | 1 | C | 9 | 17 |
11 | Cow Revenue | 2 | D | 11 | 19 |
12 | Cow Revenue | 2 | D | 12 | 20 |
15 | Cow Revenue | 2 | G | 15 | 23 |
16 | Cow Revenue | 2 | G | 16 | 24 |
AFTER | |||
Account # | Category | Company 1 | Company 2 |
1 | A | 1 | 9 |
2 | A | 2 | 10 |
A Total: | 3 | 19 | |
8 | C | 8 | 16 |
9 | C | 9 | 17 |
C Total: | 17 | 33 | |
Dream Revenue | 12 | 36 | |
11 | D | 11 | 19 |
12 | D | 12 | 20 |
D Total: | 23 | 39 | |
15 | G | 15 | 23 |
16 | G | 16 | 24 |
G Total: | 31 | 47 | |
Cow Revnue | 54 | 86 |
Solved! Go to Solution.
@Anonymous
Power Query is supposed to be used for data transformations and summarizing tables mainly. To achieve your results just load your tables to Power BI from Power Query and visualize on Matrix Visual as shown below. This way you can slice and dice your data. You can also customize the sub-total labels in the properties under "By Row",
I also attached a file below my signature for your to check.
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@Anonymous
Power Query is supposed to be used for data transformations and summarizing tables mainly. To achieve your results just load your tables to Power BI from Power Query and visualize on Matrix Visual as shown below. This way you can slice and dice your data. You can also customize the sub-total labels in the properties under "By Row",
I also attached a file below my signature for your to check.
⭕ Subscribe and learn Power BI from these videos
⚪ Website ⚪ LinkedIn ⚪ PBI User Group