Powerquery function

[Jeroend]

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 in attachment.

Greetings.

[alansidman]

You could create a pivot Table in PQ, but it may be just as easy to assemble the data with a pivot table. I have attached a file showing both ways to achieve the expected results.

[alansidman]

Amended to provide month totals in PT

[Jeroend]

Thx Alansidman!

This was the function I was looking for. Was stuck on the group function.

How can I add a calculated column that adds up the months?

Like Total January (1) + Total February (2) + Total Months (JanuarY + February) + Difference (%) + Total March + Totals (January + February + March) + Difference (%)

[alansidman]

You cannot do totals for column in PQ. You will need to bring your data to Native Excel and do your totals there.

See this link for further understanding. https://www.myonlinetraininghub.com/...in-power-query