Forum Discussion
Restarting Formulas at Specified Data Points
- Jun 24, 2021
Rich_100 Okay, let's give it a try. You can follow the applied steps in my file. No need to reverse engineer them. But, ignore the query "Table1". I forgot to delete it.
Step 1 was to create a separate table with just the Customer, Age and Gender.
Step 2 is to go back to the same source (Query "Table1 (2)". Remove some unwanted columns. Then merge the query from step 1 with the cleaned-up table in step 2. This will add the Age and Gender to each Customer record. Reorder columns and then, probably the most important step is to select the customer, age and gender columns and then select to "unpivot other columns", Then you get a long list of "records" from which you can filter out the date fields.
Now you can merge the "Attribute" and "Value" columns, separated by a colon. Close and load to a table, to create the output that you see in columns M:P.
Step 3 is to create pivot table from that table (i.e. the end result from Step 2) in order to give you the condensed view per customer.
As you noticed, PQ has quite a steep learning curve. But once you get over the first hurdles, you'll love it. Good luck!
Rich_100 Since you begin by mentioning "I have a very large data set", I'd suggest you look into Power Query (a.k.a. Get & Transform Data in MS365). But it would be helpful if you could upload a file containing some of your real data (replace any data that identifies real people or any other confidential information). 15 customers or so would do.