Jun 20 2023 11:17 AM - edited Jun 20 2023 11:31 AM
Hi All,
I need some help. I have 2 SharePoint Lists (List 1. Accounts and List 2. Requests - both lists have Account Number column in common) and want to display the data merge in a flat data view.
Note:
List 1: Accounts has single Account number (no repetitive account number)
List 2: Requests has multi–Account Numbers separated by commas and records can be repeated with the same account Numbers
I’ve tried PowerBI and it didn’t display in a flat data view as we wanted to.
Are there custom codes that can achieve this? Any creative ways to display the repetitive data is fine. I have SharePoint 2016 and want it to work for SharePoint Online as well for when we migrate.
Here is a sample of the Accounts Overview report.
List 1: Accounts
ID | Account Number | Account Name |
1 | 111 | A |
2 | 222 | B |
3 | 333 | C |
4 | 444 | D |
List 2: Requests
ID | Account Number | Request Status | Request Comment |
1 | 111,222,444 | In Progress | Test 1 |
2 | 222,444 | Pending | Test 2 |
3 | 333,111 | Closed | Test 3 |
4 | 444 | Pending | Test 4 |
Accounts Overview Flat Data View Sample:
ID | Account Number | Account Name | Request Status 1 | Request Status 2 | Request Status 3 | Request Comment 1 | Request Comment 2 | Request Comment 3 |
1 | 111 | A | In Progress | Closed | Test 1 | Test 3 | ||
2 | 222 | B | In Progress | Pending | Test 1 | Test 2 | ||
3 | 333 | C | Closed | Test 3 | ||||
4 | 444 | D | In Progress | Pending | Pending | Test 1 | Test 2 | Test 4 |
Thank you for your help!