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Extracting and Appending Data in Power Query

  1. #1
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    Extracting and Appending Data in Power Query

    I am using Power Query to enhance efficiency and currently tackling a project involving dataset restructuring and automation of reconciliation tasks. The report I am working on includes daily transactions, each preceded by a summary box. Part of the summary box, contains data on the deposit date. My challenge is extracting this deposit date from the summary box to append as a new column in the corresponding daily transaction list below.

    The challenge is compounded by the fact that the deposit date in the summary box shares a column with transaction details. The report layout is sequential; as you scroll down, you encounter new transaction dates followed by another summary box, each containing a new deposit date. This pattern repeats throughout the document. I have attached a document for reference to illustrate

    Despite efforts, I am struggling to figure this one out on Power Query to accurately isolate and position the deposit date. If anyone has experience or insights on how to streamline this process, I would greatly appreciate your guidance.
    Attached Files Attached Files

  2. #2
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    Re: Extracting and Appending Data in Power Query

    It might help if you could manually mockup what the resulting table of Power Query should look like, based on the data in the deposit_report_08_05_2024_08_08 sheet.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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