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Keep data with latest approval date
I am trying to analyse bunch of budgets for clients that gets updated as needed but ultimalty keep a table would host only the latest budget information, I thought of doing it this way which is...
Hi I think try these steps
- Sort the table by "Transmittal Date:" in descending order to bring the latest records to the top.
- Remove duplicates based on "Medicaid ID Number:" to keep only the most recent entry for each ID.
- Expand necessary columns to include additional data you need for analysis.
- Load the cleaned table back into your report or worksheet.
Try this PowerQuery :
let
Source = #"Budgets ALL",
#"Sorted Rows" = Table.Sort(Source, {"Transmittal Date:", Order.Descending}),
#"Removed Duplicates" = Table.Distinct(#"Sorted Rows", {"Medicaid ID Number:"})
in
#"Removed Duplicates"
Try this solution and if this helps please accept this as solution and give a kudos
Hi I think try these steps
- Sort the table by "Transmittal Date:" in descending order to bring the latest records to the top.
- Remove duplicates based on "Medicaid ID Number:" to keep only the most recent entry for each ID.
- Expand necessary columns to include additional data you need for analysis.
- Load the cleaned table back into your report or worksheet.
Try this PowerQuery :
let
Source = #"Budgets ALL",
#"Sorted Rows" = Table.Sort(Source, {"Transmittal Date:", Order.Descending}),
#"Removed Duplicates" = Table.Distinct(#"Sorted Rows", {"Medicaid ID Number:"})
in
#"Removed Duplicates"
Try this solution and if this helps please accept this as solution and give a kudos
This may not work as expected without buffering.