advanced grouping tricks in power query

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power query is a powerful data transformation tool available in excel and power bi that allows users to clean, reshape, and analyze data. one of the key features of power query is its ability to group data, which can be particularly useful for summarizing information. in this tutorial, we will explore advanced grouping tricks in power query, including how to perform multiple aggregations, group by multiple columns, and create custom aggregations.

getting started

sample data

let's assume we have a dataset containing sales transactions with the following columns:

`date`
`product`
`category`
`salesamount`

here's a sample dataset:

| date | product | category | salesamount |
|------------|----------|----------|-------------|
| 2023-01-01 | a | x | 200 |
| 2023-01-01 | b | y | 150 |
| 2023-01-02 | a | x | 300 |
| 2023-01-02 | b | y | 200 |
| 2023-01-03 | a | x | 250 |
| 2023-01-03 | b | y | 100 |

loading data into power query

1. open excel or power bi.
2. load your data into power query by selecting `data` `get data` `from file` or another applicable source.
3. click on `transform data` to open the power query editor.

basic grouping

to perform a basic grouping operation, follow these steps:

1. select the `home` tab in power query.
2. click on `group by`.
3. in the group by dialog, you can specify the column(s) to group by and the aggregation methods.

simple grouping example

let's group by `category` and sum the `salesamount`.

**group by**: `category`
**new column name**: `totalsales`
**operation**: `sum`
**column**: `salesamount`

this will yield:

| category | totalsales |
|----------|------------|
| x | 750 |
| y | 450 |

advanced grouping techniques

1. group by multiple columns

you can group by multiple columns to get more granular insights. for example, if you w ...

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