Grouping in Power Query

[TCSH]

Hi All,

I have data that comes in tab format. so have to summary the data with Value & Reference numbers by client. but with multiple transaction ID's and reference numbers im not able to arrange the summary the way my management want.

They need Client Name > Reference Number for Sales > Reference Number for MKT > Transaction ID > Sales Figures > Marketing Exp Figures ( all are in one row by Transaction ID )

Can somebody help me how to do this in Power query please. Sample file can be downloaded in below link, also below two images shows the PT arrangement and the required format ( ref to DLT 2 )

Grouping Help.xlsx

drive.google.com

Really appreciate if you can help me on this.

Thanks..

Cheers.

 

[C Moore]

I tried your link and it says I don't have access.

 

[TCSH]

I tried your link and it says I don't have access.

Thank you so much . Can i have your email id to share the file please

 

[Fluff]

If you want to share a file, you need to mark the file for sharing & then post the share link you are given to the thread. That way all members can access the file & offer help. Thanks

 

[TCSH]

Thanks for the advice. i have done it but not sure if anyone can download the file

 

[TCSH]

Hi All,

I have data that comes in tab format. so have to summary the data with Value & Reference numbers by client. but with multiple transaction ID's and reference numbers im not able to arrange the summary the way my management want.

They need Client Name > Reference Number for Sales > Reference Number for MKT > Transaction ID > Sales Figures > Marketing Exp Figures ( all are in one row by Transaction ID )

Can somebody help me how to do this in Power query please. Sample file can be downloaded in below link, also below two images shows the PT arrangement and the required format ( ref to DLT 2 )

Grouping Help.xlsx

drive.google.com

Really appreciate if you can help me on this.

Thanks..

Cheers.

Please use this link to download the file

Grouping Help.xlsx

drive.google.com

 

[Fluff]

The link is fine, thanks for that.
I know nothing about power query, but hopefully somebody else will help.

 

[C Moore]

In DLT2, how do you know which Sales reference number belongs to which Marketing reference number?