Note: Power Query is known as Get & Transform in Excel 2016. Information provided here applies to both. To learn more, see Get & Transform in Excel 2016.
Note: For a very quick video on how to display Query Editor, see the end of this article.
In Query Editor, you can group the values in a number of rows into a single value by grouping the rows based upon the values in one or more columns. For more information, see the Combine data from multiple data sources tutorial.
Power Query has two types of Group By operations: aggregate a column based on an Aggregate Function, or perform a Row Operation.
I want to
Group by one or more columns
Using the Query Editor ribbon
In the Query Editor ribbon, click Group By.
Using the Query Editor context menu
Right-click the column header to group on, and click Group By.
To Group by one or more columns
In the Query Preview grid, select one or more columns. For example, Year and Order_Details.ProductID.
In the Group By dialog box, the column name that you right-clicked in step 1 is by default selected in the Group By drop-down list. You can select another column name from the drop-down list, if required. If you want to group on multiple columns, click +, and then select a column name from the Group By drop-down list in the newly added row. To remove a grouping column, click – against the record.
In the New column name textbox, enter a group by name.
In the Operation drop-down, select an Aggregate Function or Row Operation.
To aggregate a column, select the column to perform the Aggregate Operation on from the Column drop-down. A Row Operation does not require a Columnsince data is grouped based on table rows. To add an aggregation column, click +, and then select a column name from the Column drop-down list in the newly added row. To remove an aggregation column, click – against the record.
Aggregate a column using an Aggregate Function
In the Group By dialog box, select Sum, Average, Min, or Max as the Operation.
Perform a Row Operation
In the Group By dialog box, select All RowsorCount Rows as the Operation.
If you select All Rows for grouping, you can later expand the new grouped column to select the columns that you want to expand.
If you select Count Rows for grouping, new grouped column only displays the number of row values for each grouped row value.
Note: The Query Editor only appears when you load, edit, or create a new query using Power Query. The following video shows the Query Editor window appearing after editing a query from an Excel workbook. To view the Query Editor without loading or editing an existing workbook query, from the Get External Data section in the Power Query ribbon tab, select From Other Sources > Blank Query. The following video shows one way to display the Query Editor.