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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 frenchy988
I wanted to follow up and ask if you have tried the steps provided by Akash_Varuna . Could you please confirm whether your query has been resolved? If not, please share detailed information about the issue you are facing so that we can better understand it and provide you with a possible solution. If your issue has been resolved, kindly mark the helpful response and accept it as the solution. This will assist other community members in resolving similar issues more efficiently.
Thank you!