Grouping unique ID's by Account Name

[Elliottj2121]

Hello I am not sure how to group the request IDs by the customer name on the same row. In the example below Alpha has two unique Request IDs. I am looking to group them by customer name, then A/C number, and each request ID into columns on the same row. See second example. Some A/C numbers have leading zeros some dont. I am trying to maintain that integrity also. Thank you!!!

How the data currently is:

Book1
	A	B	C
1	CUSTOMER	A/C NUM	REQUEST ID
2	Alpha	4011	15A
3	Alpha	4011	15B
4	Beta	5225	888A
5	Beta	5225	888B
6	Beta	5225	888D
7	Beta	5225	A77787
8	Delta	4033	YT8888
9	Delta	4033	TY58
10	Gamma	9554	9999AQ
11	Gamma	9554	8675309A
12	Gamma	9554	3.1415PI
Sheet1

Cells with Conditional Formatting
Cell	Condition		Cell Format	Stop If True
B1	Cell Value	duplicates	text	NO
A1	Cell Value	duplicates	text	NO

What I am looking for:

Book1
	A	B	C	D	E	F
15	CUSTOMER	A/C NUM	REQUEST ID 1	REQUEST ID 2	REQUEST ID 3	REQUEST ID 4
16	Alpha	4011	15A	15B
17	Beta	5225	888A	888B	888D	A77787
18	Delta	4033	YT8888	TY58
19	Gamma	9554	9999AQ	8675309A	3.1415PI
Sheet1

Cells with Conditional Formatting
Cell	Condition		Cell Format	Stop If True
B15	Cell Value	duplicates	text	NO
A15	Cell Value	duplicates	text	NO

 

[lrobbo314]

How about this?

PQ
	A	B	C	D	E	F	G	H	I	J
1	CUSTOMER	A/C NUM	REQUEST ID		CUSTOMER	A/C NUM	REQUEST ID 1	REQUEST ID 2	REQUEST ID 3	REQUEST ID 4
2	Alpha	4011	15A		Alpha	4011	15A	15B
3	Alpha	4011	15B		Beta	5225	888A	888B	888D	A77787
4	Beta	5225	888A		Delta	4033	YT8888	TY58
5	Beta	5225	888B		Gamma	9554	9999AQ	8675309A	3.1415PI
6	Beta	5225	888D
7	Beta	5225	A77787
8	Delta	4033	YT8888
9	Delta	4033	TY58
10	Gamma	9554	9999AQ
11	Gamma	9554	8675309A
12	Gamma	9554	3.1415PI
Sheet3

let
    Source = Excel.CurrentWorkbook(){[Name="Table11"]}[Content],
    Group = Table.Group(Source, {"CUSTOMER", "A/C NUM"}, {{"Count", each _, type table [CUSTOMER=text, #"A/C NUM"=number, REQUEST ID=text]}}),
    Extract = Table.TransformColumns(Group,{{"Count", each Text.Combine(Table.Column(_,"REQUEST ID"),"~")}}),
    Split = Table.SplitColumn(Extract, "Count", Splitter.SplitTextByDelimiter("~", QuoteStyle.Csv), List.Transform({"1"..Text.From(List.Count(Group[CUSTOMER]))}, each "REQUEST ID " & _))
in
    Split

 

[Fluff]

Another option

Fluff.xlsm
	A	B	C	D	E	F	G	H	I	J
1	CUSTOMER	A/C NUM	REQUEST ID
2	Alpha	4011	15A		Alpha	4011	15A	15B
3	Alpha	4011	15B		Beta	0225	888A	888B	888D	A77787
4	Beta	0225	888A		Delta	4033	YT8888	TY58
5	Beta	0225	888B		Gamma	9554	9999AQ	8675309A	3.1415PI
6	Beta	0225	888D
7	Beta	0225	A77787
8	Delta	4033	YT8888
9	Delta	4033	TY58
10	Gamma	9554	9999AQ
11	Gamma	9554	8675309A
12	Gamma	9554	3.1415PI
13
Master

Cell Formulas
Range	Formula
E2:F5	E2	=UNIQUE(FILTER(A2:B100,A2:A100<>""))
G2:H2,G5:I5,G4:H4,G3:J3	G2	=TOROW(FILTER($C$2:$C$100,$A$2:$A$100=E2))
Dynamic array formulas.

 

[Elliottj2121]

Another option

Fluff.xlsm
	A	B	C	D	E	F	G	H	I	J
1	CUSTOMER	A/C NUM	REQUEST ID
2	Alpha	4011	15A		Alpha	4011	15A	15B
3	Alpha	4011	15B		Beta	0225	888A	888B	888D	A77787
4	Beta	0225	888A		Delta	4033	YT8888	TY58
5	Beta	0225	888B		Gamma	9554	9999AQ	8675309A	3.1415PI
6	Beta	0225	888D
7	Beta	0225	A77787
8	Delta	4033	YT8888
9	Delta	4033	TY58
10	Gamma	9554	9999AQ
11	Gamma	9554	8675309A
12	Gamma	9554	3.1415PI
13
Master

Cell Formulas
Range	Formula
E2:F5	E2	=UNIQUE(FILTER(A2:B100,A2:A100<>""))
G2:H2,G5:I5,G4:H4,G3:J3	G2	=TOROW(FILTER($C$2:$C$100,$A$2:$A$100=E2))
Dynamic array formulas.

This worked perfectly!

 

[Elliottj2121]

How about this?

PQ
	A	B	C	D	E	F	G	H	I	J
1	CUSTOMER	A/C NUM	REQUEST ID		CUSTOMER	A/C NUM	REQUEST ID 1	REQUEST ID 2	REQUEST ID 3	REQUEST ID 4
2	Alpha	4011	15A		Alpha	4011	15A	15B
3	Alpha	4011	15B		Beta	5225	888A	888B	888D	A77787
4	Beta	5225	888A		Delta	4033	YT8888	TY58
5	Beta	5225	888B		Gamma	9554	9999AQ	8675309A	3.1415PI
6	Beta	5225	888D
7	Beta	5225	A77787
8	Delta	4033	YT8888
9	Delta	4033	TY58
10	Gamma	9554	9999AQ
11	Gamma	9554	8675309A
12	Gamma	9554	3.1415PI
Sheet3

let
    Source = Excel.CurrentWorkbook(){[Name="Table11"]}[Content],
    Group = Table.Group(Source, {"CUSTOMER", "A/C NUM"}, {{"Count", each _, type table [CUSTOMER=text, #"A/C NUM"=number, REQUEST ID=text]}}),
    Extract = Table.TransformColumns(Group,{{"Count", each Text.Combine(Table.Column(_,"REQUEST ID"),"~")}}),
    Split = Table.SplitColumn(Extract, "Count", Splitter.SplitTextByDelimiter("~", QuoteStyle.Csv), List.Transform({"1"..Text.From(List.Count(Group[CUSTOMER]))}, each "REQUEST ID " & _))
in
    Split

Im not proficient enough power query. Would love to learn more.

 

[Fluff]

Glad we could help & thanks for the feedback.