Power Query: Convert Daily Report into Monthly, Weekly & Seasonal Financial Reports

In this Power Query tutorial, we show you how to convert daily financial reports into monthly, weekly, and seasonal reports, making it easier to analyze trends and performance over different time periods. This method is ideal for restructuring time-based data for comprehensive financial analysis.

🔹 Topics Covered:
- Aggregating daily data into weekly, monthly, and seasonal reports
- Using date transformations and custom grouping to restructure data
- Creating dynamic reports for flexible financial analysis

This technique is perfect for financial reporting, performance tracking, and time series analysis where data needs to be summarized over different periods.

Have another method? Share your thoughts in the comments! Don’t forget to like & subscribe for more Power Query tips and financial analysis techniques.

00:00 Introduction
01:22 Load parameter in the power query
02:30 convert daily to weekly report
04:10 using IF

Видео Power Query: Convert Daily Report into Monthly, Weekly & Seasonal Financial Reports канала OmidBI
change daily report to weekly report, change daily to monthly report, change daily to quarterly report, change daily to seasonally report, power query dynamic date changer