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Hello,
I needed to deal with the following tasks.
How to Find a Concrete Number in a Column.
How to select a value from a given row or other column.
How to create a line that will then show the totals.
The task is as follows: I have a chart of accounts and I need to merge each of the more detailed rows into one. The sum of these amounts is also important.
everything I need automatically in the query
Solved! Go to Solution.
Hi @musildavid ,
I think you could achieve your requirement in Query Editor. Please refer to the steps below.
1. Duplicate the List table.
2. Filter Rows or Remove rows to keep the rows like below.
3. Split Column
4. Remove the column don't need and Group By column account number.
5. Rename the column name to be the same as the column name in the List Table.
6. Append the two tables and remove or filter rows from 311.100 to 311.500 that in List Table.
Here is the output your desired.
More detail step, please refer to my attachment.
Best Regards,
Cherry
Hi @musildavid ,
More details will help us understand your scenario better.
If it is convenient, please share some data sample and your desired output so that we could help further on it.
In addition, which kind of query do you want to use? DAX or Power Query?
Best Regards,
Cherry
for example. I need to create a cumulative line with account number 311.100 to 311.500. The result should be: In the column, the account number is 311. Column Amount 15000.
Excel with an example is stored in the link http://leteckaposta.cz/uploaded/323047777
What would you recommend me dax or power query. It will be a great deal of data.
Hi @musildavid ,
I think you could achieve your requirement in Query Editor. Please refer to the steps below.
1. Duplicate the List table.
2. Filter Rows or Remove rows to keep the rows like below.
3. Split Column
4. Remove the column don't need and Group By column account number.
5. Rename the column name to be the same as the column name in the List Table.
6. Append the two tables and remove or filter rows from 311.100 to 311.500 that in List Table.
Here is the output your desired.
More detail step, please refer to my attachment.
Best Regards,
Cherry
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