summarize values by year and month

Thanks Thanks:  0
Likes Likes:  0
Results 1 to 6 of 6

Thread: summarize values by year and month

  1. #1
    Board Regular
    Join Date
    Jul 2015
    Location
    Poland
    Posts
    128
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default summarize values by year and month


    summarize values by year and month
    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

    ?

  2. #2
    Board Regular arthurbr's Avatar
    Join Date
    Dec 2006
    Location
    Zaventem
    Posts
    1,646
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: summarize values by year and month

    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
    Please,always use a relevant keyword thread title that describes what you are trying to do
    Using XL2003 - 2010

  3. #3
    Board Regular
    Join Date
    Jul 2015
    Location
    Poland
    Posts
    128
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: summarize values by year and month

    Thanks arthurbr, but I'd like to summarize this in Power Bi service

  4. #4
    Board Regular arthurbr's Avatar
    Join Date
    Dec 2006
    Location
    Zaventem
    Posts
    1,646
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: summarize values by year and month

    Sorry I didn't notice the forum
    Please,always use a relevant keyword thread title that describes what you are trying to do
    Using XL2003 - 2010

  5. #5
    Board Regular
    Join Date
    Jul 2015
    Location
    Poland
    Posts
    128
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: summarize values by year and month

    No problem arthurbr,

    Does anyone know the solution??

  6. #6
    New Member
    Join Date
    Nov 2017
    Location
    Hamburg, DE
    Posts
    2
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: summarize values by year and month

      
    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".

User Tag List

Tags for this Thread

Like this thread? Share it with others

Like this thread? Share it with others

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  

 

 
DMCA.com