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Grouped and summarize the income and expenses inside power query.

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Posted on by CU11060426-0

I have consolidated 3 reports into one through power query. Now I want to make it as P&L inside this power query so I can see all income in first rows followed by all expenses. I need the total income, expenses and operating result too. I have used the Power Query inside Excel. In the attached image there are more rows for income and expenses under in original file. I need total income and expenses in all value column started from Column H.

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MS.Ragavendar 2,540 on at

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Grouped and summarize the income and expenses inside power query.

@CU11060426-0,

I believe this needs to done in Power BI, here we discuss only about Power Apps / Automate / CoPilot.

Hence i would suggest you to move this post to the Power BI Community - https://community.fabric.microsoft.com/t5/Power-BI-forums/ct-p/powerbi

🏷️ Please tag me @MS.Ragavendar if you still have any queries related to the solution or issue persists.

✅ Please click Accept as solution if my post helped you solve your issue and help others who will face the similar issue in future.

❤️ Please consider giving it a Like, If the approach was useful in other ways.

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