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Grouping Dates in Power query
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Wajahat Majeed

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June 23, 2021
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June 23, 2021 - 5:00 pm
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Dear Madam,

 

Kindly note i have been practicing your pq_pp_db2_dl.xlsx   i got stuck in making dates in group (Quarter, Month and year) here are the result in my excel 2013 version.  

Order-Date-not-in-group-form.pngImage Enlarger

Data-model.pngImage Enlarger
Power-query-table.pngImage Enlarger
CSV-file.pngImage Enlarger
After-Change-to-CSV-file.pngImage Enlarger
if-i-say-yes-to-use-that-format-then-CSV-file.pngImage Enlarger
Excel-settings.pngImage Enlarger

 

Ii want this result showing in pictureWant-this-result.pngImage Enlarger

 

 

kindly advise if there is any thing i can do to change. 

 

Regards ,

 

Wajahat 

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Mynda Treacy
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June 25, 2021 - 10:52 am
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Hi Wajahat,

Welcome to our forum! In Excel 2013 Power Pivot doesn't have automatic date grouping or any way to group dates automatically. Instead, you need to create a date/calendar table that has a day for every year you have data for in your file, then corresponding columns for the date's month, quarter, year and any other groupings you want. You then use these date fields in your PivotTables.

Mynda

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Wajahat Majeed

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June 25, 2021 - 4:07 pm
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Dear Ms. Mynda,

 

Noted with Thanks. 🙂

 

Regards,

Wajahat

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