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Resolved -- Power Query Question

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    Question Resolved -- Power Query Question

    Good day,

    I hope I am posting this in the correct forum.

    I am working on a claim file. I have attached an example.

    Each claim number has multiple line numbers associated with it in a separate record on my spreadsheet. I have been able to use Power Query to sum all of the line numbers for each claim, with no problem.
    Here is the twist, I want to isolate those claims that have a particular line item. But I still need the total claim value including all the line items. In short, I know there is a problem with how this particular line item is adjudicated. Any claim without it is noise.

    If this is not the correct forum I apologize. I would appreciate being directed to the correct forum if possible.

    Thank you in advance for any assistance.
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    Last edited by AndreaHazzard; 05-07-2022 at 12:37 PM. Reason: Resolved

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    Re: Power Query Question

    Using formula:FILTER(Table1[[Claim Number]:[Amount paid]],Table1[Service]="Test Type 2")

    Using PQ, M code:
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    Re: Power Query Question

    Thank you for your response but I may not have articulated myself well and I apologize. What you provided is very close.
    • If you look at the Total Claim Amount Tab, you can see that the Total Claim Amount column is the sum of all line items for the claim.
    • I want the same date in the Total Claim Amount field (the sum of all lines) but I want to include only those claims that have Test 2.
    • The solution provided returns the claim but only with the amount of the line item for Test 2 for the Total Claim Amount.


    I have uploaded the file with notes that I hope are clear
    Attached Files Attached Files

  4. #4
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    Re: Power Query Question

    Requires two queries. See the attached file.

    1. Create query that determines which claim has Test Type 2
    2. Take original data and merge with Nr.1
    3. Group By the merged query and sum the results.
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    Alan


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    Re: Power Query Question

    This is it. Thank you!

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    Re: Resolved -- Power Query Question

    For Claim Number, formula=FILTER(Table1[Claim Number],Table1[Service]="Test Type 2")
    For Amount paid, formula=SUMIF(Table1[Claim Number],FILTER(Table1[Claim Number],Table1[Service]="Test Type 2"),Table1[Amount paid])

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