How do I group data together from different rows based on a common field?

Question

Hi,

In my dataset I list invoice numbers which could have multiple lines per invoice with different information on each line. What I need to do is turn the multiple lines into one line and combine the Rev GL Acct numbers and Revenue Start Dates together.

For example, the first 4 columns are from the data and the last 2 columns are what I need:

Sales Order NumInvoice NumRev GL AcctRevenue Start DateNeed: All Rev GL Accts ListedNeed: All Revenue Start Dates Listed Sales Order Number 1131000008540104/1/20204010, 4400, 44004/1/2020, 10/1/2019, 4/1/2020Sales Order Number 11310000085440010/1/2019eliminate this line Sales Order Number 1131000008544004/1/2020eliminate this line

How do I do this?

Thank you!

Cherie

atcodedog05 · Accepted Answer

Hi @CherieACI

You can use summarize tool to groupby and concat values. Refer the below config.

Workflow:

Hope this helps : )

JosephSerpis · Accepted Answer

Hi @CherieACI you can do that using the summaries tool and concatenate string fields any numeric fields will need to be changed beforehand. You will also need to group by certain columns such as invoice numbers.