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dlwallace Frequent Visitor
Frequent Visitor

Header / Detail lines in excel report - Need to add column in detail with value from header line

Source:

 

ProducerRalph   
     
Ind 
Type
Customer NameCoverage  ToPremium PeriodCommission
FYMICHAEL  07/01/2019$47.27
FYBAO 05/01/2019 05/01/2019($67.78)
FYBAO 05/01/2019 06/01/2019($67.78)
     
ProducerBob   
     
Ind 
Type
Customer NameCoverage  ToPremium PeriodCommission
FYFRED  07/01/2019$51.66
FYBARBARA  07/01/2019$38.62
FYWENDY  07/01/2019$189.14

 

Desired result:

 

Ind 
Type
Customer NameCoverage  ToPremium PeriodCommissionProducer
FYMICHAEL  07/01/2019$47.27Ralph
FYBAO 05/01/2019 05/01/2019($67.78)Ralph
FYBAO 05/01/2019 06/01/2019($67.78)Ralph
FYFRED  07/01/2019$51.66Bob
FYBARBARA  07/01/2019$38.62Bob
FYWENDY  07/01/2019$189.14Bob

 

Any help would be appreciated.

 

Dan

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Header / Detail lines in excel report - Need to add column in detail with value from header line

Hi @dlwallace  ,

the following steps should get you there:

  1.  Add a conditional column like so: image.png
  2.  Check the new column and fill down values (this will add the name of the producer into every row. The following steps will just clean up the table. 
  3.  Filter out blanks on Column 4
  4.  Promote Headers
  5.  Delete / filter out rows in column "Customer Name" with value "Customer Name"

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

Proud to be a Datanaut!

Imke Feldmann

How to integrate M-code into your solution -- Check out more PBI- learning resources here -- Performance Tipps for M-queries




2 REPLIES 2
Super User
Super User

Re: Header / Detail lines in excel report - Need to add column in detail with value from header line

Hi @dlwallace  ,

the following steps should get you there:

  1.  Add a conditional column like so: image.png
  2.  Check the new column and fill down values (this will add the name of the producer into every row. The following steps will just clean up the table. 
  3.  Filter out blanks on Column 4
  4.  Promote Headers
  5.  Delete / filter out rows in column "Customer Name" with value "Customer Name"

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

Proud to be a Datanaut!

Imke Feldmann

How to integrate M-code into your solution -- Check out more PBI- learning resources here -- Performance Tipps for M-queries




Highlighted
dlwallace Frequent Visitor
Frequent Visitor

Re: Header / Detail lines in excel report - Need to add column in detail with value from header line

Thanks!  So simple once you know how.  I appreciate the help.

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