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. 

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 anyone’s help.

​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. 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 anyone’s help.  Read More

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