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Pivot table to breakdown order into granular levels

  1. #1
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    Pivot table to breakdown order into granular levels

    Attached is the sample excel.

    As you can see, every order has multiple rows with products. The products can have many actions like add, delete, update, dash (-).

    I am looking for data that will give me -
    1) List of orders that have add action on YY & add action on NN.
    2) List of orders that have add action on YY, but there is no NN line for that order
    3) List of orders that have update action on YY, doesnt matter if there is NN or not
    4) things of that nature, but you get the drift.

    I have some knowledge of how power query works, and understand programming. If nothing, I can write this in VBA but will take a while and will be rigid. I was wondering if something in Power Query + Pivot was possible.
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    Last edited by amitdi; 03-28-2022 at 11:44 PM.

  2. #2
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    Re: Pivot table to breakdown order into granular levels

    I am not sure that I understand what you want, however I made an attempt to fulfill the request using Power Pivot.
    1. In the data model there is the following measure: List of Text:=CONCATENATEX(Table1,Table1[order #],", ")
    2. The resulting pivot table is in columns J:L on the Pivot sheet
    If this doesn't display the data as you want, then please manually show how you would like the data from the Source sheet displayed.
    Let us know if you have any questions.
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    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: Pivot table to breakdown order into granular levels

    First of all thanks for your reply. After seeing your reply, I realized that I had not clearly specified what I wanted to ask. So I have created another sheet called "desired output". This is not my final presentation, but if I get to this type of view, then filtering only on the combinations I want to show management is a piece of cake..
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    Re: Pivot table to breakdown order into granular levels

    Update: I dont know how I did it, but I was able to do this through power query. Somehow I knew the answer was hidden in power query....lol

    On a serious note though, after figuring out how I did it. You need to pivot the column so that the values become headers themselves. But the important step (which I was struggling with for long) is to ensure that you select the "dont aggregate" option and specify the other column whose values become the value of this pivoted column. Then finally delete the columns that are not needed.
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    Last edited by amitdi; 03-28-2022 at 11:48 PM.

  5. #5
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    Re: Pivot table to breakdown order into granular levels

    Glad that you figured out a solution. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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