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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Matching row from bank statement using wildcards

Hi

 

This is my first post here in the community and i'm pretty fresh to using Power BI.

What i'm trying to acomplish is using Power BI to get an overwiev of what and where my money goes 🙂

 

I have made a XLS export from my bank containing date, amount and location spent.

Problem is that the location spent often include additional info like ref number, date etc, and not only the store. I.eg "14032021 #125683 Joker Bortelid reftex" where "Joker Bortelid" is the acual store. Some times when the store name is long, this data will only contain part of the name.

 

To solve this i have created a reference table contain three columns: Store, chain, type.

This beeing in the example above: "Joker Bortelid"; "Joker", "Groceries"

 

So far so good, but now i need help to match using wildcar so that i can create visuals showing either how much i spend in each store, each chain or splitt by type.

 

Hope this made sense 🙂

 

Cheers

  • Hi Anonymous 

    To use fuzzy matching in Power Query, enable ‘Use fuzzy matching to perform the merge’ and input the Similarity threshold as 0.25.

     

    Home>Combine>Merge Queries

     

     

    Expand columns from Referance table except ‘Search’ column

     

     

    The result looks like this:

     

     

    To matching more accurately, you can create a Transform table which you can refer the part of Transformation Table in Fuzzy Matching in Power BI/Power Query.

     

    Best Regards

    Caiyun Zheng

     

    Is that the answer you're looking for? If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

5 Replies

  • If you are new to Power BI you may want to find a slightly less complex starter project 🙂

     

    Please provide sample data in usable format (not as a picture) and show the expected outcome.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi

       

      Aiming for the stars you know!

       

       

      Sample data:

       

      DatoTypeBeskrivelseInn på kontoUt fra kontoOriginalt beløpValutaKurs
      19.04.2021Varekjøp16.04 JOKER BORTELID  BORTELID SERAL -231,2-231,2NOK-
      19.04.2021Varekjøp17.04 MENY VEN SENTRUMSVEGE VENNESLA -793-793NOK-
      16.04.2021Varekjøp15.04 EXTRA Evje MAGNUS BARFO KRISTIANSAND -77,7-77,7NOK-

       

      Referance table

      SearchStoreChainType
      Joker BortelidJoker BortelidJokerGroceries
      MENY VENMeny VenneslaMenyGroceries
      EXTRA EvjeExtra EvjeCoop ExtraGroceries

       

      The result i hope to be able to generate:

      DatoTypeBeskrivelseInn på kontoUt fra kontoOriginalt beløpValutaKursStoreChainType
      19.04.2021Varekjøp16.04 JOKER BORTELID  BORTELID SERAL -231,2-231,2NOK-Joker BortelidJokerGroceries
      19.04.2021Varekjøp17.04 MENY VEN SENTRUMSVEGE VENNESLA -793-793NOK-Meny VenneslaMenyGroceries
      16.04.2021Varekjøp15.04 EXTRA EvjeMAGNUS BARFO KRISTIANSAND -77,7-77,7NOK-Extra EvjeCoop Extra

      Groceries

       

      Thank you

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thnx!

      I will take a look

  • v-cazheng-msft's avatar
    v-cazheng-msft
    Icon for Community Support rankCommunity Support

    Hi Anonymous 

    To use fuzzy matching in Power Query, enable ‘Use fuzzy matching to perform the merge’ and input the Similarity threshold as 0.25.

     

    Home>Combine>Merge Queries

     

     

    Expand columns from Referance table except ‘Search’ column

     

     

    The result looks like this:

     

     

    To matching more accurately, you can create a Transform table which you can refer the part of Transformation Table in Fuzzy Matching in Power BI/Power Query.

     

    Best Regards

    Caiyun Zheng

     

    Is that the answer you're looking for? If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.