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peterhui50's avatar
peterhui50
Helper III
5 years ago
Solved

Rolling Join in Power Query

I have two tables here,  A table of when individuals joined the program and when individuals have transactions. I want a conditional join by date but I don't know if it exists in Power Query.   Pro...
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  • PhilipTreacy's avatar
    PhilipTreacy
    5 years ago

    Hi peterhui50 

     

    Download sample PBIX file

     

    Something like this where all Transactions are in the same field?  This keeps it at 1 record per Name, but you could also extract the data so that each Transaction is a separate record for that Name.

    Regards

    Phil

peterhui50's avatar
peterhui50
Helper III
5 years ago

Thank you! I think after I can just split those up and rejig them. Ideally I was hoping that they would be in two rows.

 

It's all good, you've done a lot on this already. Thank you!

PhilipTreacy's avatar
PhilipTreacy
Super User
5 years ago

Hi peterhui50 

No worries.

To get the transactions on separate rows, right click the TRansactions column header -> Split Column -> By Delimiter.

Choose Comma as the delimiter, and open the Advanced options, select Split into Rows

 

Which gives you this

Regards

Phil