Power Platform Community Forum Thread Details

Hello everyone

Please excuse me if this is posted in the wrong forum.

I am new to Power Query and require help on the following.

I have a PDF or CSV of a bank transaction listing and want to sort these transactions by date first, and then depending on the description of the transaction I want it to be placed in a pre-set column on the corresponding date line. For example, my bank transactions are:

31/1/24 Interest Received $300

15/1/24 Wages Received $5000

29/2/24 Interest Received $350

16/3/24 Wages Received $4600

31/3/24 Interest Received $500

Date	Interest	Wages	Balance
31/01/2024	300		300
15/01/2024		5000	5300
29/02/2024	350		5650
16/03/2024		4600	10250
31/03/2024	500		10750

TOTALS	1150	9600

Obviously this would be a very basic transaction listing but I would like to learn how to do something like this for smaller repetitive and eventually move on to more complex ones.

If anyone could please share some guidance or nudge me into the right direction that would be appreciated.

Cheers!

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Power Query