Power Query/Power Pivot Lookup not working

e_nnm_m

New Member
Joined
Oct 9, 2019
Messages
22
I have a Master Sales Workbook with 5 columns: Sales #, Name, Type, Date Completed. I have a Sales Workbook with 3 columns: Sales #, Status Date, and Status Update. The two are linked via power query and loaded into the data model; the Master Sales Workbook Sales # is a (1) and the Sales Workbook Sales # is a (*) many. I am trying to produce a pivot table that shows only Sales # for that which has no complete date (i.e., blank). I WANT a pivot table that shows:

Sales Name Status Update
SA0007 Ellen Called Customer
Left a message
Made a sale
PX9990 Joe Emailed Customer


But what I'm getting is:

Sales Name Status Update
SA0007 Ellen Called Customer
Left a message
Made a sale
Emailed Customer
PX9990 Joe Called Customer
Left a message
Made a sale
Emailed Customer

What am I doing wrong?

Thanks.
 

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I see from the above that nothing came out.
Here is the Master Spreadsheet:
 

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Upvote 0
Please reload your data as XL2BB and not a picture. We cannot manipulate data in a picture. See my signature for XL2BB instructions.
 
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What if you copy the query and filter for blanks within M language to give you a separate table?
 
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