Forum Discussion

Centaur's avatar
Centaur
Helper V
4 years ago
Solved

Union Help

I dont think this is a union though.  I am not sure how to describe technically but the following is what I need:

I have 2 lists

V1 and V2

 

I need to show:

  1. Keep what is a match between both lists
  2. Remove what is on V1 but not on V2 (means it was paid)
  3. Add what is on V2 but not on V1 (these are new invoices)

It seems the solution is a combination of queries. (not sure of the technical terms)

I believe this could be done in power query?

 

The criteria would be on

1. Co Name

2. Invoice No

3. Amount

 

 

Grateful for the guidance. 

Let me know if there are any questions. 

 

Please see attached simple example (I see I cant upload...link provided instead).  My dataset is much larger than this though. 

https://1drv.ms/x/s!AkvCjNvcBhpQiPRMC0PMpydUNW8oxw?e=pNXDG9

 

6 Replies

    • Centaur's avatar
      Centaur
      Helper V

      Hi Vera, thank you for the response.  could you kindly put it in excel?  I do not have Power BI.  I hope this is not difficult to do.  thank you. 

    • Centaur's avatar
      Centaur
      Helper V

      Vera, Is this the result you get?  I managed to set it up in PQ.  

       

       

       

  • Also, how are you able to upload documents?  I do not see how to do this.   

    this is all I see on my end and I do not see an icon to attach a file.