From the course: Excel Business Intelligence: Power Query

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Group and aggregate data with Power Query

Group and aggregate data with Power Query - Microsoft Excel Tutorial

From the course: Excel Business Intelligence: Power Query

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Group and aggregate data with Power Query

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- [Instructor] Let's talk grouping and aggregating data. So within the Transform tab of the Query Editor, we'll see this tool called Group By. Now Group By allows you to aggregate or roll up your data at a different level than its current form. So a really common example of this is transforming something like daily data into weekly or monthly. Or maybe you've got really granular transaction level data, and you want to roll it up so that you have total transactions by store, or by product type, or product brand. Those are all examples of grouping or aggregating your data. Quick example here, I know it's a little bit tough to see, but let's say you've got data with multiple sales per product ID. You could use the Group By options in the Query Editor to group those product IDs together. And the operation that you'd evaluate for those groups of products IDs, is the sum of the quantity column. So in other words, we're transforming a daily transaction-level table, into a summary of quantity…

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