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Frankmeister1
Frequent Visitor

Filter incoming data (Sharepoint Excel file)

Hi all, 

 

I'm trying to filter my incoming data (Exel file in sharepoint). 

I have a table called NCTS which includes column 'DocumentID' and 'createdBY'. I want to filter the incoming data to only use certain users in the createdBY column. I.E. documents are created by John Doe, Kris and Peter. But I only want to import the rows where the createdBY column has John Doe and Kris in them. 

 

A solution I thought of would be to filter out the names I don't need in Power Query. But the problem is that I can't select all the names from the CreatedBY column because it updates everyday, but not everyday all the names I need are in the column.

 

I think I need to have a filter before the data comes in that, checks the column for the names that I have predifined. and then removes all the names I don't want to use. 

 

I hope this makes any sense because I can't seem to figure out what to do.

 

Thanks in advance. 

  

 

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @Frankmeister1 ,

 

You need to create a secondary table with the names you need to filter, then just do a merge with the primary table.

 

In this case when you do the merge you need to select the option all from second matching the first

 

MFelix_1-1661978038212.png

MFelix_2-1661978047939.png

 

No need to expand the new column you can simply delete.

 


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



View solution in original post

2 REPLIES 2
v-jingzhang
Community Support
Community Support

Hi @Frankmeister1 

 

Have you tried @MFelix 's solution? It is simple and great to solve this problem. Don't forget to give it a try!

 

Best Regards,
Community Support Team _ Jing

MFelix
Super User
Super User

Hi @Frankmeister1 ,

 

You need to create a secondary table with the names you need to filter, then just do a merge with the primary table.

 

In this case when you do the merge you need to select the option all from second matching the first

 

MFelix_1-1661978038212.png

MFelix_2-1661978047939.png

 

No need to expand the new column you can simply delete.

 


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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