Grouping data

We connect to a wide variety of data and usually connect to data with high levels of detail that it may not need for reporting. Instead of loading all data, we can define relevant aggregations and group data according to custom logic at the Power Query level. In this recipe, we will see how to define grouping logic and how to aggregate data easily.

Getting ready

For this recipe, you need to have Power BI Desktop running on your machine. You need to download the following file in a local folder: 

• FactInternetSales CSV file

In this example, we will refer to the C:\Data folder. 

How to do it

Once you open your Power BI Desktop application, you are ready to perform the following steps:

1. Click on Get Data and select the Text/CSV connector.
2. Browse to your local folder where you downloaded the FactInternetSales CSV file and open it. A window with a preview of the data will pop up. Click on Transform Data.
3. Browse to...