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Sonia Bowditch
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Power Query Grouping By

I have a Power Query from a table.  As I am still learning about what Power Query can do I am struggling with Grouping.

What I am trying to do is:

Group by Customer, by level 1, show the earliest date requested for all categories (in this case 2), lastest date updated by level 1, total quantity received by level 1.

If I can get help with putting together this bit, I will be able to work out everything else I need to do with this Power Query table.

I have attached a file containing test data.

I appreciate any help you can give me,
Thanks,
Infosec36
PQ-Test.xlsx
Microsoft OfficeMicrosoft ExcelSpreadsheets

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Sonia Bowditch

8/22/2022 - Mon
ASKER CERTIFIED SOLUTION
Shums Faruk

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Sonia Bowditch

ASKER
Hello Shums,

Thanks for getting back to me.

I have attached an example of what I am trying to achieve with the Power Query, shown on Sheet 2.  The area I am struggling with is the dates as I can work out to do total of fields.

Thanks,
InfoSec36
PQ-Test.xlsx
Dan

Sonia,
Over a month old, my guess is you have found a solution.
I think this is the Power Query M solution you seek:

let
    Source = Excel.CurrentWorkbook(){[Name="PQ_Test"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"customer", type text}, {"level_1", type text}, {"date_request", type datetime}, {"dt_created", type datetime}, {"last_updated", type datetime}, {"price", type number}, {"net_value", type number}, {"vat_value", type number}, {"total_value", type number}, {"qty_req", Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"customer", "level_1"}, {{"Earliest date_request", each List.Min([date_request]), type datetime}, {"Last last_updated", each List.Max([last_updated]), type datetime}, {"Sum qty_req", each List.Sum([qty_req]), type number}})
in
    #"Grouped Rows"

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Sonia Bowditch

ASKER
Perfect, thank you.
Your help has saved me hundreds of hours of internet surfing.
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