Aggregate data from a column (Power Query) | Excel forum

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Thu 11 Mar 2021, 17:57 Delegate Kay said...

Kay has attended:
Excel Advanced course
Excel Advanced - Formulas & Functions course

Aggregate data from a column (Power Query)

FAO Jens

Thanks so much for the previous solution ref sum per month on Power Query however I could not get the steps to work to present the data to what I needed in my query

I tried an alternative solution using aggregate data however this is not fully automated as each new month added needs to be selected manually

Could you please have a look at my file sent and marked for your attention at

info@stl-training.co.uk

Please let me know if there is a better solution to the one I have used.

Many Thanks in advance

Fri 12 Mar 2021, 10:53 Trainer Jens said...

RE: Aggregate data from a column (Power Query)

Hi Kay,

Thank you for the forum question.

I will send you an email within 10 minutes.

I have added a step by step solution to your file and you can also see my query and the output. I added a new month to your raw data and by refresh the month was added to the output report.

If this is not working you must have something in your Raw Data I do not have in the example file you sent me.

This is the best solution I can find, but it will automate the process.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Fri 12 Mar 2021, 11:17 Delegate Kay said...

RE: Aggregate data from a column (Power Query)

Hi Jens,

Many thanks for your prompt reply.

I do not have your email in my inbox yet hence please can you send this across to my email when it is ready.

Thanks so much.

Fri 12 Mar 2021, 11:38 Trainer Jens said...

RE: Aggregate data from a column (Power Query)

Hi Kay,

The email was sent Fri 12/03/2021 10:57.

I hope you have it now. I have checked. It is sent to the same email address I sent to the 25/02/2021 13:02.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Fri 12 Mar 2021, 14:17 Delegate Kay said...

RE: Aggregate data from a column (Power Query)

Hi Jens

You have been absolutely amazing - thankyou so much.

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