summarize values by year and month

zico8

Board Regular
Joined
Jul 13, 2015
Messages
225
Hi,

I have sample data:

2016-11-20 12
2016-11-23 10
2016-12-01 45
2017-03-08 34
2017-03-09 20
2017-05-15 13

How can I summarize it on column chart in such a way as values would grouped by month and year?

November 2016: 22
December 2016: 45
March 2017: 54
May 2017: 13

?
 

Excel Facts

Best way to learn Power Query?
Read M is for (Data) Monkey book by Ken Puls and Miguel Escobar. It is the complete guide to Power Query.
Create a Pivot chart and group as required
Just check that the dates are real dates ( right aligned in cell when no custom alignment is applied) and not text looking like dates
 
Upvote 0
Hi, I'm reading in this forum some time, bit this is my first answer; so please have a little bear with me ...

is a PQ solution OK?
I added a new column with this formula:
= Date.MonthName([Datum]) & " " & Text.From(Date.Year([Datum]))
where "Datum" is the name of the column with the date (1st Col.). The name of this column is "MMMM YYYY"
Then I grouped this column by List.Sum([Number])

Hope I could help a little bit and my english is "readable". ;)
 
Upvote 0

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