Looking for a Power Query solution to group dates into mixed month billing period

daleholden

Board Regular
Joined
Sep 22, 2002
Messages
243
[FONT=&quot]Hello Cannot seem to find an answer on here unless i am poor at searching. I bring my data into PQuery clean it and send it back to Excel. I then run a PVTable but like all Credit Cards they run between two dates. Mine is 20th to 19th of next month. I am trying to show in a PVTable a table showing period. I have a solution in Excel vis this post https://www.reddit.com/r/excel/comm...ower_pivot_mixed_dates_over_12_month/dpsvytf/[/FONT]
[FONT=&quot]But i am already doing a lot of work in Power Query so i would like to do it if possible. I would like to add a column and get it to look at the dates and group it as Credit Card period 20th Sept to 19 Sept etc etc[/FONT]
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
I do not understand what you want to achieve.
Probably becouse of my english.
Can you share somwhere a small example file with explanations what and where you want to get?


Hi Bill
If you look at this link you will see the top block showing the actual Credit Card Balances these are running balances that run on from credit card statement rolling over monthly.

MY download does not include all the statements as i can get them that far back. So the 20 Sept - 19 Oct needs an adjustment to make it show £5970.32 to make the balances correct.
How can i change that figure so all the following imports will show correct balance?
 
Upvote 0
HI Bill


This code has been working great until we have gone into 2018.

But when i run Dec to Jan it shows up twice see image here

Is this an error with code ?
 
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