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Mapping table

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(@hsilva)
Posts: 1
New Member
Topic starter
 

Hi, 

I would like to have some ideas or bets practice on how to do a mapping table to group a transactional table. 

here is the situation:

I have a general ledger transaction report and I need to identify the vendor which is in the description column. The description column also contains dates, service, locations etc.

the current process to map the vendor is as follow:

  • duplicate the description column
  • remove dates and symbols, in order to get an almost unique description.
  • export the table to excel and manually add the vendor ID
  • add this table to PQ again and merge it with the transaction table and extract the new vendor id column.

The question is if there is a more efficient way to do it, like for example using a list/table of all vendors and do a list contain look up to find the vendor in the description and then add the ID. if this is possible I would like to know how to do it or where can I find a similar case.

Thank you very much

Humberto

 
Posted : 15/11/2022 4:56 pm
Alan Sidman
(@alansidman)
Posts: 223
Member Moderator
 

Suggest you upload a sample file showing your source values and a mocked up solution so we have a solid idea of your needs.  Do not upload a picture as we cannot manipulate data in a picture.

 
Posted : 15/11/2022 7:25 pm
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