Combine two data sets. Pivot Table?

W

wakerider017

Board Regular
Joined
Jun 10, 2015
Messages
77
Hey guys, I have two data sets that I want to combine. Data is currently on two different worksheets.

Below is an example of what I am trying to do, but my actual data has more columns for both Opportunity and Contacts. I also have many more rows.

[TABLE="width: 211"]
<colgroup><col style="text-align: center;"><col span="2" style="text-align: center;"></colgroup><tbody>[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]1[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]Closed[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]4[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]Closed[/TD]
[/TR]
</tbody>[/TABLE]


[TABLE="width: 211"]
<colgroup><col style="text-align: center;"><col span="2" style="text-align: center;"></colgroup><tbody>[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]1[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Bob[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]John[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Mary[/TD]
[/TR]
[TR]
[TD="align: center"]4[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Tina[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Tim[/TD]
[/TR]
</tbody>[/TABLE]



I need to link them by the Account number.
Ideally I'd like a hierarchy, where each Opportunity has its own row and lists all the related contacts underneath. Not sure how to do that? Can this be done in a pivot table

Thinking output would be something like this:

[TABLE="width: 211"]
<colgroup><col><col span="2"></colgroup><tbody>[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]1[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Mary[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Tim[/TD]
[/TR]
[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]Closed[/TD]
[/TR]
[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]John[/TD]
[/TR]
[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]1[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Bob[/TD]
[/TR]
[TR]
[TD="align: center"]4[/TD]
[TD="align: center"]3[/TD]
[TD="align: center"]Tina[/TD]
[/TR]
[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]4[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Open[/TD]
[/TR]
[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]3[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Mary[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="align: center"]1[/TD]
[TD="align: center"]Tim[/TD]
[/TR]
[TR]
[TD="align: center"]Opportunity[/TD]
[TD="align: center"]Account [/TD]
[TD="align: center"]Stage[/TD]
[/TR]
[TR]
[TD="align: center"]5[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]Closed[/TD]
[/TR]
[TR]
[TD="align: center"]Contact[/TD]
[TD="align: center"]Account[/TD]
[TD="align: center"]Name[/TD]
[/TR]
[TR]
[TD="align: center"]2[/TD]
[TD="align: center"]2[/TD]
[TD="align: center"]John[/TD]
[/TR]
</tbody>[/TABLE]
 

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maybe something like this with PowerQuery

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Opportunity[/td][td=bgcolor:#5B9BD5]Account[/td][td=bgcolor:#5B9BD5]Stage[/td][td][/td][td=bgcolor:#5B9BD5]Contact[/td][td=bgcolor:#5B9BD5]Account[/td][td=bgcolor:#5B9BD5]Name[/td][td][/td][td=bgcolor:#70AD47]Opportunity[/td][td=bgcolor:#70AD47]Account[/td][td=bgcolor:#70AD47]Stage[/td][td=bgcolor:#70AD47]Contact[/td][td=bgcolor:#70AD47]Account.1[/td][td=bgcolor:#70AD47]Name[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]Open[/td][td][/td][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]Bob[/td][td][/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]Open[/td][td=bgcolor:#E2EFDA]
3​
[/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]Mary[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
2​
[/td][td]
2​
[/td][td]Closed[/td][td][/td][td]
2​
[/td][td]
2​
[/td][td]John[/td][td][/td][td]
1​
[/td][td]
1​
[/td][td]Open[/td][td]
5​
[/td][td]
1​
[/td][td]Tim[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]Open[/td][td][/td][td=bgcolor:#DDEBF7]
3​
[/td][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]Mary[/td][td][/td][td=bgcolor:#E2EFDA]
4​
[/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]Open[/td][td=bgcolor:#E2EFDA]
3​
[/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]Mary[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
4​
[/td][td]
1​
[/td][td]Open[/td][td][/td][td]
4​
[/td][td]
3​
[/td][td]Tina[/td][td][/td][td]
4​
[/td][td]
1​
[/td][td]Open[/td][td]
5​
[/td][td]
1​
[/td][td]Tim[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
5​
[/td][td=bgcolor:#DDEBF7]
2​
[/td][td=bgcolor:#DDEBF7]Closed[/td][td][/td][td=bgcolor:#DDEBF7]
5​
[/td][td=bgcolor:#DDEBF7]
1​
[/td][td=bgcolor:#DDEBF7]Tim[/td][td][/td][td=bgcolor:#E2EFDA]
3​
[/td][td=bgcolor:#E2EFDA]
3​
[/td][td=bgcolor:#E2EFDA]Open[/td][td=bgcolor:#E2EFDA]
1​
[/td][td=bgcolor:#E2EFDA]
3​
[/td][td=bgcolor:#E2EFDA]Bob[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td]
3​
[/td][td]
3​
[/td][td]Open[/td][td]
4​
[/td][td]
3​
[/td][td]Tina[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#E2EFDA]
2​
[/td][td=bgcolor:#E2EFDA]
2​
[/td][td=bgcolor:#E2EFDA]Closed[/td][td=bgcolor:#E2EFDA]
2​
[/td][td=bgcolor:#E2EFDA]
2​
[/td][td=bgcolor:#E2EFDA]John[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td][/td][td]
5​
[/td][td]
2​
[/td][td]Closed[/td][td]
2​
[/td][td]
2​
[/td][td]John[/td][/tr]
[/table]

Code: 
[SIZE=1]let
    Source = Table.NestedJoin(Table1,{"Account"},Table2,{"Account"},"Table2",JoinKind.FullOuter),
    #"Expanded Table2" = Table.ExpandTableColumn(Source, "Table2", {"Contact", "Account", "Name"}, {"Contact", "Account.1", "Name"})
in
    #"Expanded Table2"[/SIZE]
 
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