Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Filter incoming data (Sharepoint Excel file)

Hi all, 

 

I'm trying to filter my incoming data (Exel file in sharepoint). 

I have a table called NCTS which includes column 'DocumentID' and 'createdBY'. I want to filter the incoming data to only use certain users in the createdBY column. I.E. documents are created by John Doe, Kris and Peter. But I only want to import the rows where the createdBY column has John Doe and Kris in them. 

 

A solution I thought of would be to filter out the names I don't need in Power Query. But the problem is that I can't select all the names from the CreatedBY column because it updates everyday, but not everyday all the names I need are in the column.

 

I think I need to have a filter before the data comes in that, checks the column for the names that I have predifined. and then removes all the names I don't want to use. 

 

I hope this makes any sense because I can't seem to figure out what to do.

 

Thanks in advance. 

  

 

  • Hi Anonymous ,

     

    You need to create a secondary table with the names you need to filter, then just do a merge with the primary table.

     

    In this case when you do the merge you need to select the option all from second matching the first

     

     

    No need to expand the new column you can simply delete.

     

2 Replies

  • Hi Anonymous ,

     

    You need to create a secondary table with the names you need to filter, then just do a merge with the primary table.

     

    In this case when you do the merge you need to select the option all from second matching the first

     

     

    No need to expand the new column you can simply delete.

     

  • v-jingzhang's avatar
    v-jingzhang
    Icon for Community Support rankCommunity Support

    Hi Anonymous 

     

    Have you tried MFelix 's solution? It is simple and great to solve this problem. Don't forget to give it a try!

     

    Best Regards,
    Community Support Team _ Jing