Hi,
I have a few locations where we have certain sales with different clients (Active or Inactive).
The data is in a master table. But want to show a monthly summary page with sums of invoices for each location with active clients with certain criteria. (Example: Greater than 100K or lesser than 100K). Sample file canbe downloaded from link.
I want to group them with specific filters (Client is active, Invoice greater than 100 or less than 100k etc.) and get sub totals for each category as shown below.
Then I would like to get a grand total of the above categories.
I want to retain the columns as it is has monthly data is present in them and gets entered on a regular basis. Is it possible with power query. If there are videos on how to accomplish this, kindly guide me.
I have a few locations where we have certain sales with different clients (Active or Inactive).
The data is in a master table. But want to show a monthly summary page with sums of invoices for each location with active clients with certain criteria. (Example: Greater than 100K or lesser than 100K). Sample file canbe downloaded from link.
I want to group them with specific filters (Client is active, Invoice greater than 100 or less than 100k etc.) and get sub totals for each category as shown below.
Then I would like to get a grand total of the above categories.
I want to retain the columns as it is has monthly data is present in them and gets entered on a regular basis. Is it possible with power query. If there are videos on how to accomplish this, kindly guide me.
