When done, the Group By dialog box should look like that pictured in Figure 4. Also set the Operation to Sum and the Column to Budget. Next, click Add aggregation to add another row and set the Column name for the newly-added row to Budget. In the Group By dialog box, change the New column name field from Count to Actual, change the Operation from Count Rows to Sum, and set the Column to Sales. With both columns selected, click Group By on the Home tab of the Power Query Editor window. Next, ensure that the Month column is selected additionally, select the Product column by holding down the CTRL key while clicking on the column header, so that both the Month and the Product columns are selected. Power Query will display a list of the folder’s contents in a preview window. In the Folder dialog box, click the Browse button to select the folder containing the desired files and click OK. Next, we begin creating the query by selecting Data (tab) -> Get & Transform Data (group) -> Get Data -> From File -> From Folder. Of course, this step will filter any rows where the Month field is blank out of the results of the query. We begin by starting Excel and creating a new blank workbook. First, click the drop-down arrow in the Month column and uncheck the box next to Null. However, let’s add a few steps to make this appended query even more useful. At this point, we could complete the process by clicking Close & Load in the upper, left corner of the Power Query window.
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