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musildavid
New Member

Merge rows

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

1 ACCEPTED 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.

filter rows.PNG

3. Split Column

Split column by delimiter.PNG

4. Remove the column don't need and Group By column account number.

group by.PNG

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.

 

output.PNG

 

More detail step, please refer to my attachment.

 

Best  Regards,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-piga-msft
Resident Rockstar
Resident Rockstar

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

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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.

filter rows.PNG

3. Split Column

Split column by delimiter.PNG

4. Remove the column don't need and Group By column account number.

group by.PNG

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.

 

output.PNG

 

More detail step, please refer to my attachment.

 

Best  Regards,

Cherry

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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