Forum Discussion
Power Query Merge Help
Max_Petti Forgive me for being blunt. No, still not clear. Let's focus on the last two screenshots and assume that this is all the date. How would you want the end result to look like? And why? With what logic? But perhaps even better to show us data that actually matches the real data (with confidential information removed, of course) rather that just a "more accurate representation" of the data.
Riny_van_Eekelen Again, spreadsheet A consists of rows of data in which each row of data correlates to a specific record; spreadsheet B is being leveraged to capture addition items in excess that belong to the unique records as identified on spreadsheet A - a single client can have multiple rows of records with varying characteristics, hence the provided examples above. Please elaborate further as to exactly what is unclear.
I have attempted to update the post with additional context - please let me know if this is more sufficient in determining a possible resolution. in further elaborating upon the data, what we're seeing here is a collection of clients that a part of a financial advisor's book of business. There may be instances of the same client showing up on mutiple rows, with the same type of main/feature forms being requested - this is due to clients being able to have multiple main forms. Example, John Smith might have 3 accounts with an advisor; in gathering the data for this client, he would have 3 rows of data, with the main form type denoting which type of account to be opened. The first 6 feature forms are listed in the manner referenced above (transposed) due to each account/row of data being able to only have 1 of each of those first 6 features. In addition, John Smith's 3 accounts (reflected as 3 rows of data on the first spreadsheet, and uniquely identified by App #) may have multiples of each feature form 7-12, and this is why the data is ultimately split and captured between two tables/worksheets.
Appreciate you taking the time to look here, I am only trying to determine whether this type of dynamic data merge is possible
Max_Petti Really appreciate your efforts to clarify your problem, but I really have no clue what you are trying to achieve. Perhaps upload or share your file so that we can work with real data. Otherwise I'll give up, sorry.
- No worries, thank you for your attempts. The goal was to consolidate the 2 feature form pivot tables into 1 with a full count of all feature forms broken out by main form type. Sharing the data is not an option unfortunately due to compliance factors.
