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I am new to Power Query and needed some help.
I have a quey table named trans_pmt_plan_pmts as shown here:
I want to be able to get all the unique records based on hdr_id and pmt_plan_id and the most recent due_date and elimnate the records in red.
The first example. pmt_plan_id 11646 oldet date is 2/15/2022, I need to delete all records where the pmt_planid is older than the current record and where the due_date is older than or equal to the due date. In this example pmt_plan_id has 3 records to be deleted because those due_dates are greater than or equal the 2/15/2022,
The second example pmt_plan_id 11700 oldest date is 2/28/2022, I need to delete the 3 records in red for the previous pmt_plan_id 11646 because the dates in red are greater than or equal to 2/28/2022
My end result shoul look like this:
Any ideas how I can accomplish this in Power Query?
Regards,
Mike Ayuso
Solved! Go to Solution.
Hi @Anonymous
Here is one way, groupby to find the date then join back and filter out, but it can be slow if you have large dataset. File attached for your reference, and btw, provide sample data in a format people can copy is more friendly
Thank you for your response and comment. This was my first post in this forum but will surely use your recomendation. Your solution is briliant and is exactly what I wanted. Thank you so much.
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