Paring down one data set by another

lindseya66

New Member
Joined
Aug 14, 2023
Messages
9
Office Version
  1. 365
Platform
  1. Windows
Hi, I have two data sets. I need to pare down the larger by the smaller and return a new data set with the values that match between the data sets.

Data set 2 needs to be filtered to only show matching results from data set 1 based on contract # and project id.

PLEASE HELP - I am way past due with trying to figure this out!!
 

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    Data set 1.png
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  • Data set 2.png
    Data set 2.png
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Last edited:
1) In the second set you dont have project Id, just project number.
2) in first set (based on how data is justified) you have contract numbers presented as textx, in the second set they are just numbers. It could cause some methods of comparision to fail.

3) general Idea would be to use Power Query (get and transform data). With first query just reading 1st table * and Close and Load to - just create connection. Then read in second table and merge it with the connection to first one. If you have never used PQ, don't worry this task will be very simple.

*) here you could add the step (just one click away) to convert project nos. from texts to numbers.
 
Upvote 0
Solution
Thanks! I took a bad picture but it's there. I can't believe I forgot about Power Query. That worked perfect. THANK YOU!
 
Upvote 0

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