Forum Discussion
Duplicate Invoice No and Use Data from 2nd record
- 1 year ago
Here is another pair of code blocks that might work on what you have:
to Copy
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{ {"Processing Began", type date}, {"Vendor", type text}, {"WDDate", type date}, {"Invoice #", type text}, {"Invoice No Stripped", type text}, {"Invoice amount", type number}, {"Currency", type text}, {"Invoice date", type date}, {"Invoice due date", type date}, {"Company Code", type text}, {"Budget Category", type text}, {"Invoice Status", type text}, {"Goods Receipt", Int64.Type}, {"Project ", type text}, {"Source", type text}, {"Funding Date", type any}, {"DDNo", type any}, {"USD Amount", type any}, {"Account", type any}, {"TypeDraw", type any}}), #"Grouped Rows" = Table.Group(#"Changed Type", {"Invoice No Stripped", "Invoice amount"}, { {"Count", (t)=>Table.ReplaceValue( t, List.RemoveNulls(List.Distinct(t[Goods Receipt])){0}?, null, (x,y,z)=>y, {"Goods Receipt"} ), type table [Processing Began=nullable date, Vendor=nullable text, WDDate=nullable date, #"Invoice #"=nullable text, Invoice No Stripped=nullable text, Invoice amount=nullable number, Currency=nullable text, Invoice date=nullable date, Invoice due date=nullable date, Company Code=nullable text, Budget Category=nullable text, Invoice Status=nullable text, Goods Receipt=nullable number, #"Project "=nullable text, Source=nullable text, Funding Date=nullable text, DDNo=nullable text, USD Amount=nullable text, Account=nullable text, TypeDraw=nullable text]}}), #"Removed Columns" = Table.RemoveColumns(#"Grouped Rows",{"Invoice No Stripped", "Invoice amount"}), #"Expanded Count" = Table.ExpandTableColumn(#"Removed Columns", "Count", {"Processing Began", "Vendor", "WDDate", "Invoice #", "Invoice No Stripped", "Invoice amount", "Currency", "Invoice date", "Invoice due date", "Company Code", "Budget Category", "Invoice Status", "Goods Receipt", "Project ", "Source", "Funding Date", "DDNo", "USD Amount", "Account", "TypeDraw"}) in #"Expanded Count"to Move to 1-PC
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content], #"Changed Type" = Table.TransformColumnTypes(Source,{ {"Processing Began", type date}, {"Vendor", type text}, {"WDDate", type date}, {"Invoice #", type text}, {"Invoice No Stripped", type text}, {"Invoice amount", type number}, {"Currency", type text}, {"Invoice date", type date}, {"Invoice due date", type date}, {"Company Code", type text}, {"Budget Category", type text}, {"Invoice Status", type text}, {"Goods Receipt", Int64.Type}, {"Project ", type text}, {"Source", type text}, {"Funding Date", type any}, {"DDNo", type any}, {"USD Amount", type any}, {"Account", type any}, {"TypeDraw", type any}}), #"Grouped Rows" = Table.Group(#"Changed Type", {"Invoice No Stripped", "Invoice amount"}, { {"Count", (t)=>Table.ReplaceValue( t, each [Source], List.RemoveNulls(List.Distinct(t[Goods Receipt])){0}?, (x,y,z)=> if y = "1-PC" then z else null, {"Goods Receipt"} ), type table [Processing Began=nullable date, Vendor=nullable text, WDDate=nullable date, #"Invoice #"=nullable text, Invoice No Stripped=nullable text, Invoice amount=nullable number, Currency=nullable text, Invoice date=nullable date, Invoice due date=nullable date, Company Code=nullable text, Budget Category=nullable text, Invoice Status=nullable text, Goods Receipt=nullable number, #"Project "=nullable text, Source=nullable text, Funding Date=nullable text, DDNo=nullable text, USD Amount=nullable text, Account=nullable text, TypeDraw=nullable text]}}), #"Removed Columns" = Table.RemoveColumns(#"Grouped Rows",{"Invoice No Stripped", "Invoice amount"}), #"Expanded Count" = Table.ExpandTableColumn(#"Removed Columns", "Count", {"Processing Began", "Vendor", "WDDate", "Invoice #", "Invoice No Stripped", "Invoice amount", "Currency", "Invoice date", "Invoice due date", "Company Code", "Budget Category", "Invoice Status", "Goods Receipt", "Project ", "Source", "Funding Date", "DDNo", "USD Amount", "Account", "TypeDraw"}) in #"Expanded Count"Again both of the above work without a problem on the sample data you provided.
Looking at only the data you present, why not just
Table.FillUp(#"Previous_Step",{"Goods Receipt"})
You can also generate that step from the UI by selecting the column and then select FillUp from the dropdown menu.
If that doesn't do what you want, present a more comprehensive example.
- Centaur1 year agoHelper V
Hi Ronrsnfld,
that is a great idea. If I could add a condition to it since I need to only fill up when there is a duplicate on [Invoice No Stripped] and [Invoice Amount]. If that can be done, I think it would work. If you have an idea how that can be done I am all ears!
thank you very much.
- ronrsnfld1 year agoSuper User
Use the Table.GroupBy function, and create a custom aggregation to fill up that column.
Note:
- Table.GroupBy will not necessarily preserve your sort order.
If that is an issue: - Work arounds: (after the sort and before the GroupBy)
- Use Table.Buffer (preferred)
- Add an Index column
Simple way of doing this:
- Select the Invoice column and GroupBy
- For "Operation" choose "All Rows"
- Open the Advanced Editor
- Look for a line, in the "Grouped Rows" step, that looks like:
{"Count", each _, type table [...]} - Replace each _, with each Table.FillUp(_, {"Goods Receipt"}
- Close the Advanced Editor
- Look for a line, in the "Grouped Rows" step, that looks like:
- Re-Expand the table column.
Please note that had you posted a more comprehensive data sample, and/or included the information that only some lines had duplicate invoice numbers, I would have suggested this solution initially.
- Centaur1 year agoHelper V
Hi Ron, thank you for your response and clearly laid out steps.
quick question: i need to group, i think, on BOTH invoice Number and Invoice Amount.Do I need to change anything? Thank you again for the response.
- Table.GroupBy will not necessarily preserve your sort order.