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Power Query Start Year to Year convert
Our take
Hello everyone! If you're looking to streamline your monthly reports, Power Query offers an effective solution for transforming your data. By adjusting your columns to display total costs per year, you can enhance visualization and make your reports more impactful. While manual filtering is an option, automating this process with Power Query can save you time and reduce errors. Let’s explore how to make this adjustment seamlessly, ensuring your workflow remains efficient and focused on what truly matters.
Hello Everyone. A monthly report is generated as shown on the left. I am hoping to use Power Query to adjust the columns as shown on the right so the total cost per year is easier to visualize. Is there a simple way to use PQ for this? It isn't too hard to manually filter and do this but I'd like to remove any manual steps if possible.
| Data | Desired Output | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Project Name | Project Start Year | Year 1 | Year 2 | Year 3 | Year 4 | Project Name | Project Start Year | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
| Alpha | 2024 | 1,000.00 | 600.00 | 200.00 | 0.00 | Alpha | 2024 | 1,000.00 | 600.00 | 200.00 | 0.00 | 0.00 | 0.00 | |
| Bravo | 2025 | 200.00 | 0.00 | 0.00 | 0.00 | Bravo | 2025 | 0.00 | 200.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Charlie | 2024 | 500.00 | 500.00 | 500.00 | 100.00 | Charlie | 2024 | 500.00 | 500.00 | 500.00 | 100.00 | 0.00 | 0.00 | |
| Delta | 2026 | 200.00 | 100.00 | 0.00 | 0.00 | Delta | 2026 | 0.00 | 0.00 | 200.00 | 100.00 | 0.00 | 0.00 | |
| Echo | 2026 | 1,500.00 | 1,000.00 | 500.00 | 250.00 | Echo | 2026 | 0.00 | 0.00 | 1,500.00 | 1,000.00 | 500.00 | 250.00 | |
| Foxtrot | 2025 | 1,000.00 | 1,000.00 | 1,000.00 | 1,000.00 | Foxtrot | 2025 | 0.00 | 1,000.00 | 1,000.00 | 1,000.00 | 1,000.00 | 0.00 |
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