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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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binary / combine files ( duplicates )

Hello, I have imported a number of Excel files (all within the same folder), using the binary/combine files approach. Each of these files is a "snapshot" in time of opportunities from our CRM. The...
  • mahoneypat's avatar
    6 years ago

    If you want to keep just the earliest file in each month, you can use the approach in this post to add an index column that restarts with each month.  If you don't have a good column to group by, create one off of your file date (add Month column).

     

    1. Sort by file date descending

    2. Group By your month column, and keep "All Rows" instead of calculating an aggregation

    3. Add an index while each month is grouped in Table form

    4. Expand the grouped tables

    5. Filter to where the nex subgroup index value = 1

     

    If this solution works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

    Regards,

    Pat

     

     

     

    https://www.myonlinetraininghub.com/numbering-grouped-data-power-query

     

     

  • v-lionel-msft's avatar
    6 years ago

    Hi Anonymous ,

     

    Or do like this.

    1. Split Column 'Source.Name' by Delimiter.

    2. Group rows.

     

    Best regards,
    Lionel Chen

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.