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Fetch the data and add rows if not available

DSP Varma

Member
Could you kindly assist me in developing a Power Query code for the attached file

The file comprises three sheets:

Sheet “Income”: Contains values and categories.

Sheet “RD”: Consists of raw data where the income is to be retrieved.

Sheet “Result”: This represents the expected result from the code.

In the 'Income' sheet, the 'Value' column holds amounts that need to be allocated to the 'RD' sheet based on the UBID (highlighted in yellow for reference). If the UBID is not available, we must generate rows for those UBIDs (highlighted in yellow in the 'Result' sheet for reference) and fetch the values from the 'Income' sheet.
 

Attachments

  • Allocate the income.xlsx
    25.6 KB · Views: 1
Not sure if the attached is correct. Check carefully. TripMode column might do something odd in some circumstances.
Should give you some ideas…
 

Attachments

  • Chandoo55645Allocate the income.xlsx
    29 KB · Views: 4
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