Forum Discussion
Power Query Merge Help
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.
- Max_PettiApr 22, 2022Copper ContributorNo 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.