Excel Magic Trick 1150

Power Query: Dynamically Sum by Category without VLOOKUP Helper Column

DESCRIPTION

See how to:
Power Query: Dynamically Sum by Category without VLOOKUP Helper Column:
1) From Table
2) Close and Load. Close and Load to…
3) Only Create Connection
4) From Table
5) Close and Load. Close and Load to…
6) Only Create Connection
7) Merge
8) fCostsTable, then dProductTable
9) Select both Product Columns, one in each table.
10) Click OK
11) Select drop-down at top of column with table repeated times. Select Product Category
12) Right-click Product and point to Remove
13) Rename Product Category
14) Move Product Category
15) Transform Ribbon Tab, Group button
16) Group By Product Category
17) Name calculation, Select SUM, Select Costs column
18) Home Tab, Close and Load, To Table
19) Edit Query and Name Query
20) Manage Query to open queries in workbook

WORKBOOKS




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