Group then Transpose/Pivot with Text values

hi  clgrantmidd 

Just try these steps in the edit queries:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("rZI9a8NADIb/ivCcwc3QkNFNaYuhEGLSDiaD6lOw4HxndLKD/33OLmkgmUo8CX3wvHqFyjJZrtJ09ZQski+sUNk7eOucifkYgAMcvcClF8sbFG+haFjry9COWi+aHBb/p71izwZy7yjErKhqb1FCze0j0A0qfPou0HzInEQGyKT7wRlcF2jtAN9sLWMzGdfOkFPITiiGzC/0OV2uY++dHAnGk1+d3PiKAnsnFFS4Uhp1c0/wgQ1bnfTu9n0A/UI9ybg9apgdviUl+Xuuu6sczg==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [FundID = _t, FundDesc = _t, #"Fund Notes" = _t, #"Relationship Name" = _t, #"Relationship Type" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"FundID", Int64.Type}, {"FundDesc", type text}, {"Fund Notes", type text}, {"Relationship Name", type text}, {"Relationship Type", type text}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"FundID", "FundDesc", "Fund Notes", "Relationship Type"}, {{"Data", each _, type table [FundID=number, FundDesc=text, Fund Notes=text, Relationship Name=text, Relationship Type=text]}}),
    #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Custom", each Table.Column([Data],"Relationship Name")),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"Data"}),
    #"Extracted Values" = Table.TransformColumns(#"Removed Columns", {"Custom", each Text.Combine(List.Transform(_, Text.From), ","), type text}),
    #"Pivoted Column" = Table.Pivot(#"Extracted Values", List.Distinct(#"Extracted Values"[#"Relationship Type"]), "Relationship Type", "Custom")
in
    #"Pivoted Column"

Result:

and here is sample pbix file, please try it.

Regards,

Lin