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Generate a report that provides unique entries based on multiple criteria's|Power Query|Excel Forum|My Online Training Hub

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Generate a report that provides unique entries based on multiple criteria's
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Nathalie Lavoie

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April 29, 2021
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April 29, 2021 - 11:02 pm
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Good morning!

 

I'm looking for assistance.  I've been working on trying to figure something out for a while and can't seem to get what I'm looking for.  I have a big document that contains all the financials of the project that organization is working on.  On this report, I have the cost centers along with the WBS for each of these project.  The part that I'm trying to automate is this.  I want excel to give me in another worksheet the full list of all the cost centers along with each WBS that that cost centers has, having a different row for each.   I'm waiting to stay away from VBA but if there's a solution in Power query, that would be great.  I was hoping a formula can do it for me though as others in the office don't know how to use power query.

 

Here's an example.

In one document, I have something like this with these heading. (these are all in different columns)

Project               WBS                 Cost Centers

Project A            C-00001            181000000

Project A            C-00005            181000000

Project A            C-00128            182200000

Project B            C-00007            182200000

Project C            C-00005            181000000

Project C            C-00007            182200000

 

I want this to populate for me another worksheet where is would give me one line per unique entries with the WBS and Cost centers.

Like this (in different columns)

        C-00001            181000000

        C-00005            181000000

        C-00128            182200000

        C-00007            182200000

 

Once it does that I could get it to sum everything up and look up the values I need.  I'm just wondering if it could do this for me automatically and that upon refreshing the document, it would refresh the output it gives me.  This is just a sample above.  It's a big document.

I'm sure there's a way and that's I'm just overthinking it, or have looked at it for too long!

Thanks in advance guys!

Nathalie

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SunnyKow
Puchong, Malaysia

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April 30, 2021 - 3:26 am
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Hi Nathalie

You could try using a Pivot Table.

Refer example attached.

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