I'm trying to use Power Query to clean up some data and I've hit a road block. My knowledge in power query is very limited so I'm hoping someone with more experience can help me out.
I've attached a link with screenshots of the data model (original.png) and the desired outcome (desired.png)
I have an "account" column in the data model that includes account numbers / names and splits. Splits are line items broken out of that account, for example the Auto Expense account may have a split for maintenance and another for other. The account numbers are in this format [509050_Auto_Expense] Auto Expense while splits are in this format " Other (00-100 General and Admin)". As seen in original.png
I would like to add a "splits" column that would only pull over the splits from the "account" column and leave it blank if the "accounts" column contains an account number. Then in the "account" column I would like to replace the splits that were moved into the split column with the account number from above. See desired.png as an example.
Original:
Accounts
[509050_Auto Expense] Auto Expense
Other (00-100 General and Admin)
Desired:
Accounts |Splits
[509050_Auto Expense] Auto Expense |
[509050_Auto Expense] Auto Expense | Other (00-100 General and Admin)
https://cmaworld.box.com/s/zbmjey1eqs6k7r8fs2alo548yfp2fmbp
Any suggestions or guidance are greatly appreciated!
I've attached a link with screenshots of the data model (original.png) and the desired outcome (desired.png)
I have an "account" column in the data model that includes account numbers / names and splits. Splits are line items broken out of that account, for example the Auto Expense account may have a split for maintenance and another for other. The account numbers are in this format [509050_Auto_Expense] Auto Expense while splits are in this format " Other (00-100 General and Admin)". As seen in original.png
I would like to add a "splits" column that would only pull over the splits from the "account" column and leave it blank if the "accounts" column contains an account number. Then in the "account" column I would like to replace the splits that were moved into the split column with the account number from above. See desired.png as an example.
Original:
Accounts
[509050_Auto Expense] Auto Expense
Other (00-100 General and Admin)
Desired:
Accounts |Splits
[509050_Auto Expense] Auto Expense |
[509050_Auto Expense] Auto Expense | Other (00-100 General and Admin)
https://cmaworld.box.com/s/zbmjey1eqs6k7r8fs2alo548yfp2fmbp
Any suggestions or guidance are greatly appreciated!
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