Thread: [Solved] Tracking Expenses
View Single Post
 
Old 09-27-2024, 01:50 AM
Alansidman's Avatar
Alansidman Alansidman is offline Windows 11 Office 2021
עַם יִשְׂרָאֵל חַי
 
Join Date: Apr 2019
Location: Steamboat Springs
Posts: 116
Alansidman has a spectacular aura aboutAlansidman has a spectacular aura aboutAlansidman has a spectacular aura about
Default

Karen
With Power Query
Code:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Inserted Multiplication" = Table.AddColumn(Source, "Multiplication", each [Quantity] * [Price], type number),
    #"Changed Type" = Table.TransformColumnTypes(#"Inserted Multiplication",{{"Date", type date}}),
    #"Inserted Month Name" = Table.AddColumn(#"Changed Type", "Month Name", each Date.MonthName([Date]), type text),
    #"Inserted Year" = Table.AddColumn(#"Inserted Month Name", "Year", each Date.Year([Date]), Int64.Type),
    #"Grouped Rows" = Table.Group(#"Inserted Year", {"Month Name", "Year"}, {{"Totals", each List.Sum([Multiplication]), type number}})
in
    #"Grouped Rows"
Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

- Follow this link to learn how to install Power Query in Excel 2010 / 2013.
The Complete Guide to Installing Power Query - Excel Campus

- Follow this link for an introduction to Power Query functionality.
Power Query Overview: An Introduction to Excel's Most Powerful Data Tool - Excel Campus

- Follow this link for a video which demonstrates how to use Power Query code provided.
Power Query - How To Paste Code (video) - Excel Solutions
__________________
Alan עַם יִשְׂרָאֵל חַ Using O365 v2511
Reply With Quote