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Source:
Producer | Ralph | |||
Ind Type | Customer Name | Coverage To | Premium Period | Commission |
FY | MICHAEL | 07/01/2019 | $47.27 | |
FY | BAO | 05/01/2019 | 05/01/2019 | ($67.78) |
FY | BAO | 05/01/2019 | 06/01/2019 | ($67.78) |
Producer | Bob | |||
Ind Type | Customer Name | Coverage To | Premium Period | Commission |
FY | FRED | 07/01/2019 | $51.66 | |
FY | BARBARA | 07/01/2019 | $38.62 | |
FY | WENDY | 07/01/2019 | $189.14 |
Desired result:
Ind Type | Customer Name | Coverage To | Premium Period | Commission | Producer |
FY | MICHAEL | 07/01/2019 | $47.27 | Ralph | |
FY | BAO | 05/01/2019 | 05/01/2019 | ($67.78) | Ralph |
FY | BAO | 05/01/2019 | 06/01/2019 | ($67.78) | Ralph |
FY | FRED | 07/01/2019 | $51.66 | Bob | |
FY | BARBARA | 07/01/2019 | $38.62 | Bob | |
FY | WENDY | 07/01/2019 | $189.14 | Bob |
Any help would be appreciated.
Dan
Solved! Go to Solution.
Hi @dlwallace ,
the following steps should get you there:
Imke Feldmann (The BIccountant)
If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!
How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries
Hi @dlwallace ,
the following steps should get you there:
Imke Feldmann (The BIccountant)
If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!
How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries
Thanks! So simple once you know how. I appreciate the help.
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