Forum Discussion
How to Combine Debit and Credit Ledger Account Data into a Single Line in Microsoft Power Query
Hello Microsoft Community,
I'm currently working with data in Excel and I'm facing a challenge that I hope someone can assist me with.
I have a dataset that displays debit and credit entries on separate lines like this:
Date | Account | Debit ($) | Credit ($)
------------------------------------------------
2023-10-01 | Account A | 100 | 0
2023-10-01 | Account B | 0 | 100
2023-10-02 | Account A | 50 | 0
2023-10-02 | Account B | 0 | 30
2023-10-02 | Account C | 0 | 20
However, I need to combine the debit and credit entries for each account into a single line to get a ledger-like format, like this:
Date | Debit Account | Credit Account | Amount ($)
------------------------------------------------
2023-10-01 | Account A | Account B | 100
2023-10-02 | Account A | Account B | 30
2023-10-02 | Account A | Account C | 20
Is there a way to achieve this in Excel? Any guidance or suggestions on how to approach this problem would be greatly appreciated.
Thank you in advance for your help!
2 Replies
- mussaenda
Community Champion