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scottalan333
New Member

Duplicate Values Merging

I am trying to merge two financial statements in order to reconcile on amounts. I rather have a unique key to reconcile, but the statments do not seem to have any unique identifier to tie them together. What happens when I merge as new in Power Query, any unique number works perfect, and leaves blank which is the result I am looking for. However, if the number matches ($193.00 in the example below) Power Query adds that number even if it doesn't exist on one of the statements. How can I prevent this from happening?  

scottalan333_0-1701979808022.png

 

1 REPLY 1
spinfuzer
Solution Sage
Solution Sage

If the reports have the same number of rows then add an index column and merge by index column.

 

Otherwise maybe try grouping by number first and count of the number.  Next you merge and maybe you will see that 193 is count 2 on one sheet but count 1 on the other.

 

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