Group then Transpose/Pivot with Text values

[clgrantmidd]

I'm looking to group values by FundID then list do a pivot or transpose for 3 new columns (Relationship Type) and have the Relationship Names underneath.  If there is more than one value, have it comma separated.  I posted this in Power Query but didn't get much of a response.  I know to Group then do All Rows, Don't Aggregate.  It's working with the subtable that I'm not getting correct.  The second part is the way I need it.

Thanks for any help!

-Carol

[v-lili6-msft · Accepted solution]

hi  @clgrantmidd 

Just try these steps in the edit queries:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("rZI9a8NADIb/ivCcwc3QkNFNaYuhEGLSDiaD6lOw4HxndLKD/33OLmkgmUo8CX3wvHqFyjJZrtJ09ZQski+sUNk7eOucifkYgAMcvcClF8sbFG+haFjry9COWi+aHBb/p71izwZy7yjErKhqb1FCze0j0A0qfPou0HzInEQGyKT7wRlcF2jtAN9sLWMzGdfOkFPITiiGzC/0OV2uY++dHAnGk1+d3PiKAnsnFFS4Uhp1c0/wgQ1bnfTu9n0A/UI9ybg9apgdviUl+Xuuu6sczg==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [FundID = _t, FundDesc = _t, #"Fund Notes" = _t, #"Relationship Name" = _t, #"Relationship Type" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"FundID", Int64.Type}, {"FundDesc", type text}, {"Fund Notes", type text}, {"Relationship Name", type text}, {"Relationship Type", type text}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"FundID", "FundDesc", "Fund Notes", "Relationship Type"}, {{"Data", each _, type table [FundID=number, FundDesc=text, Fund Notes=text, Relationship Name=text, Relationship Type=text]}}),
    #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Custom", each Table.Column([Data],"Relationship Name")),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"Data"}),
    #"Extracted Values" = Table.TransformColumns(#"Removed Columns", {"Custom", each Text.Combine(List.Transform(_, Text.From), ","), type text}),
    #"Pivoted Column" = Table.Pivot(#"Extracted Values", List.Distinct(#"Extracted Values"[#"Relationship Type"]), "Relationship Type", "Custom")
in
    #"Pivoted Column"

Result:

and here is sample pbix file, please try it.

Regards,

Lin

[clgrantmidd]

That worked perfectly Lin- thank you! 

-Carol

[vanessafvg]

can you copy and paste the data in text format?

[clgrantmidd]

Here you go.  Would you like it as a csv format or does this work?

FundID FundDesc Fund Notes Relationship Name Relationship Type
270071 Vacation Fund Fund is for Vacation Carol Smith Fund Report
270071 Vacation Fund Fund is for Vacation David Jones Scholarship Report
270071 Vacation Fund Fund is for Vacation Cat Mouse Scholarship Report
270071 Vacation Fund Fund is for Vacation Jerry Aruba Fund Report
270071 Vacation Fund Fund is for Vacation Sally Williams Student Awarded
26029 General Scholarship Scholarship is Unrestricted Joe Hamilton Fund Report
26029 General Scholarship Scholarship is Unrestricted Beverly Watson Fund Report
26029 General Scholarship Scholarship is Unrestricted Peter Smith Student Awarded

[vanessafvg]

if you can separate the values that would be best, as it would still require me to manually type and fix stuff in that format

[clgrantmidd]

Here you go, thank you

FundID,FundDesc,Fund Notes,Relationship Name,Relationship Type
270071,Vacation Fund,Fund is for Vacation,Carol Smith,Fund Report
270071,Vacation Fund,Fund is for Vacation,David Jones,Scholarship Report
270071,Vacation Fund,Fund is for Vacation,Cat Mouse,Scholarship Report
270071,Vacation Fund,Fund is for Vacation,Jerry Aruba,Fund Report
270071,Vacation Fund,Fund is for Vacation,Sally Williams,Student Awarded
26029,General Scholarship,Scholarship is Unrestricted,Joe Hamilton,Fund Report
26029,General Scholarship,Scholarship is Unrestricted,Beverly Watson,Fund Report
26029,General Scholarship,Scholarship is Unrestricted,Peter Smith,Student Awarded