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Anonymous
Not applicable

How to group years in matrix table rows as in excel pivot table

Hi community, 

Can anyone help me to group all rows before a certain year into one row, which then summarizes the values for these year. This is possible in excel pivot table, when right clicking the rows and then use group by - but the group function is disabled when I try in Power BI. 

So here is the table I have and I would like for alle years before 2010 to be grouped into one row called "<2010":

skolind_0-1676024100464.png
Like this (from excel):

skolind_1-1676024183894.png


Thank you in advance 😊

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1676256920738.png

 

Refer to:

Use grouping and binning in Power BI Desktop - Power BI | Microsoft Learn

How to enable group on desktop - Microsoft Power BI Community
"new" group function is greyed out - Microsoft Power BI Community

Here are the steps you can follow:

1. Select the yellow label for [Year] – New group.

vyangliumsft_1-1676256920740.png

2. Go to the Groups interface.

Group type – List

Multi-select marks for years less than 2010 using Ctrl + left mouse button – Group.

Each of the rest of the year is a separate group.

vyangliumsft_2-1676256920742.png

Result:

vyangliumsft_3-1676256920743.png

3. Result:

vyangliumsft_4-1676256920746.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

This was exactly what I was looking for. Thank you very much 🙂 

Anonymous
Not applicable

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1676256920738.png

 

Refer to:

Use grouping and binning in Power BI Desktop - Power BI | Microsoft Learn

How to enable group on desktop - Microsoft Power BI Community
"new" group function is greyed out - Microsoft Power BI Community

Here are the steps you can follow:

1. Select the yellow label for [Year] – New group.

vyangliumsft_1-1676256920740.png

2. Go to the Groups interface.

Group type – List

Multi-select marks for years less than 2010 using Ctrl + left mouse button – Group.

Each of the rest of the year is a separate group.

vyangliumsft_2-1676256920742.png

Result:

vyangliumsft_3-1676256920743.png

3. Result:

vyangliumsft_4-1676256920746.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

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