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Active Member
April 19, 2024
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Hi,
I would like to build a budget tracker/personal finance dashboard like those seen in the (excellent) YouTube videos.
However, when I import my bank transaction data (exports to .csv), it is presented with the description split across two rows, rather than just one. This is the case for most transactions but not 100% of them as there are some certain transaction types that are just on one row.
Given that the format is not always the same (sometimes two rows per transaction, sometimes one), is there a way to automate the cleaning of the data in PQ to automatically merge the rows so that each transaction has all of its information a single row?
Weirdly, the .csv export for my credit card data does come out nicely on one row per transaction, so it would be great to automate cleaning the other account for easy entry into the dashboard.
I've attached a file to illustrate but with sensitive information redacted.
Any help would be very much appreciated!
Moderators
January 31, 2022
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There is no attachment. Please try again and don't forget to press 'Start upload' before you submit your reply.
Active Member
April 19, 2024
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Sorry, please see attached. Thank you!
Moderators
January 31, 2022
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Please see attached and link the query to your own CSV file. I had to fiddle around a bit to get your data on my machine, but believe it worked. I included a tab "Before" to show how the CSV came across for me. Just to be sure.
The trick is to add an index column an concatenate the description and the next row description if the next row date is null.
See if it works for you.
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