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.
Hello sir. Sorry we are not making the progresss as expected. You are correct that I want to move the Goods Receipt in the record above based on the conditions (Invoice No Stripped and Invoice amt). Your screen shot above looks like what I am looking for. Sorry I am not able to produce those screen shots in PQ as you have (instead posted a screen shot of the sample data with arrows) since my question to do that is exactly what you did in PQ but I dont know how to do that in PQ and is the underlying reason why I posted the question.
If you can provide a solution I am ready.
thank you again and sorry for the confusion.
I cannot because I do not know what you want.
You mention "my screenshot above", but you don't even say which of the two screenshots!
I know you cannot produce what you want in PQ as that is what you are asking help for.
But there are other tools available to manually produce tables that should show your desired output from the input. Would be a lot easier (and faster) than our back and forth of 25+ questions, and take less time.
For example, you could take your sample data in Excel, copy it to a new sheet, then manually edit it to show what you want for a result.