When creating visualizations in Power BI, data can be aggregated (summarized, counted, averaged, and more). There are circumstances where the data needs to be aggregated prior to being used on visualizations, perhaps so it can be merged or appended to another query. When this circumstance arises, we can use the Power BI Group By feature in the Query Editor. Let's do that now by creating a list where each vendor is listed once, along with the total amount due and the number of invoices that are outstanding:
As we've used the
AP Document Detailsquery for visualization, we do not want to aggregate that query. Instead, we'll duplicate theAP Document Detailquery and use the duplicate. In the Queries pane on the left (sometimes referred to in Microsoft literature as a blade), right-click on theAP Document Detailsquery:
Select Duplicate from the pop-up menu. A new query will appear called AP Document Details (2).