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Clean and convert the excel

  1. #1
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    Clean and convert the excel

    Hi All ,

    I have an query regarding an excel power query or normal user interface -

    I have excel file where i have columns and rows for customer data , now the problem is that excel is not useful for data analysis as the cells are merged for the report based and their are some data which is missing for the data analysis

    Can anyone guide me how to clean up the excel and convert those rows data to columns under new column name remove the blanks and nulls.
    if any can kindly reply I will add the data.

    if any one can also guide how we can make a new excel document using the only the data we need from other excel sheet using the commands like vlookup and xlookup and index match to pull data like unique name like customer field and other data and additional associated data be loaded in row or columns.

    thanks
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    Last edited by sys_analyst; 04-25-2024 at 09:27 AM.

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    Forum Moderator AliGW's Avatar
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    Re: Clean and convert the excel

    There are instructions at the top of the page explaining how to attach your sample workbook (yellow banner: HOW TO ATTACH YOUR SAMPLE WORKBOOK). Screenshots are of little practical use as we cannot manipulate them.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. The sample layout accurately matches that of your real data. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.

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    Forum Moderator zbor's Avatar
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    Re: Clean and convert the excel

    1. Don't use merged cells in excel

    2. Please attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: Clean and convert the excel

    Thankszbor
    File attached for the details, also to understand how steps and through power query we can resolve it.
    Also mentioned in the sheet the data how its required to appear once transformed.

  5. #5
    Forum Moderator AliGW's Avatar
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    Re: Clean and convert the excel

    Looking now - please update your forum profile as I requested.

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    Re: Clean and convert the excel

    Hi All Waiting for any help on the request.
    Thanks in advance.

  7. #7
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    Re: Clean and convert the excel

    This proposal employs numerous formulas.
    For Name: =IFERROR(INDEX(B$2:B$14,AGGREGATE(15,6,(ROW(B$2:B$14)-ROW(B$1))/(B$2:B$14<>""),ROWS(A$21:A21))),"")
    For loan Amount, Discount, Amount and Status: =IFERROR(INDEX(C$2:C$14,AGGREGATE(15,6,(ROW(C$2:C$14)-ROW(C$1))/(C$1:C$13=B$20),ROWS(B$21:B21))),"")
    For Approved Amount, Total Amount, Payment and Amount Received: =IFERROR(INDEX($D$2:$D$14,AGGREGATE(15,6,(ROW(E$2:E$14)-ROW(E$1))/($C$2:$C$14=E$20),ROWS(D$21:D21))),"")
    Let us know if you have any questions.
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