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Karen Emch

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Group by Issues with date field when using power query

Hello,

I am having trouble grouping by date when using power query to import data from an excel file.  The group by option is grayed out.  If I open the excel file and create a pivot table with the data directly the group by date option is available which leads me to believe that the problem is not with the data in the date field.

I will have updated data regularly and want to use power query to create a link so that I can create a pivot table one time rather than having to create a new pivot table each time I export data.

Any help would be greatly appreciated.

thanks
Avatar of Tom Farrar
Tom Farrar
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What do you mean you are having trouble with the grouping in the power query/pivot?  Can you provide an example file?
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Avatar of Subodh Tiwari (Neeraj)
Subodh Tiwari (Neeraj)
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Karen Emch

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Thanks for everyone's input.   I was loading to the data model as I'd like to add some formulas using DAX.  I am new using power pivot and power query and had completely forgotten about having to add the calendar.   For now I'll use power query to load to a table until I can refresh my memory on how to properly add the calendar.   I'll just have to add the calculated column outside the pivot table for now.  It should be an okay work around.

Thanks again for everyone's help.

Karen
You're welcome Karen! Glad we could help.