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Helper I
Helper I

Suming up Actuals data into a budget table when certain columns match

I am trying to get data from my actuals table and sum that into the budget table, if certain Fields match. Pictures might be more helpful.

 

ActualsActualsBudgetBudget

 

Basically summing the actuals when these four fields match in the budget. So for example, if there are 4 Actuals of 500 for account "72051" department "2036" location "505" and projectid "null" then newly created column in the budget table would show 2000. Hopefully that makes sense. I tried to do a merge and then aggregate it, but that is not working. 

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Solution Sage
Solution Sage

Re: Suming up Actuals data into a budget table when certain columns match

Why don't you try doing a Mearge Query operation based on those 2 tables in Power Query Editor using the 4 columns in both tables? The resulting Dataset you could do a Group By Transormation to take the sum of Amount.

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4 REPLIES 4
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Solution Sage
Solution Sage

Re: Suming up Actuals data into a budget table when certain columns match

could you post a dataset which can be copy / pasted ? @analyst31

 


 


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Helper I
Helper I

Re: Suming up Actuals data into a budget table when certain columns match

Hi @LivioLanzo

 

I can post a sample of the data (it is a really large data set). Which is the best formate to post it in? 

 

Here is a sample in Google Sheets. But if that doesnt work, let me know an alternative 

 

Thanks,

Highlighted
Solution Sage
Solution Sage

Re: Suming up Actuals data into a budget table when certain columns match

Why don't you try doing a Mearge Query operation based on those 2 tables in Power Query Editor using the 4 columns in both tables? The resulting Dataset you could do a Group By Transormation to take the sum of Amount.

View solution in original post

Highlighted
Helper I
Helper I

Re: Suming up Actuals data into a budget table when certain columns match

That seems to work, thanks! I must have been doing the merge different the first around.

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