Forum Discussion
Adoman
10 years agoFrequent Visitor
Create a portfolio table from a buy and sell table
Hi All, I have the following data that I put in to the table: PortfolioID SellerID BuyerID 1111 5553 6112 1111 2118 5553 1123 5559 6088 1828 6169 3509;5375 2494 1672...
- 10 years ago
At the very beginning, I think you'll have to re-model the data.
let Source = Table.FromRows({{1111 ,"5553", "6112"}, {1111 ,"2118", "5553"}, {1123 ,"5559", "6088"}, {1828 ,"6169", "3509;5375"}, {2494 ,"1672;6057", "4062"}, {2961 ,"5649", "5648"}, {2500 ,"","4726"}, {2653 ,"6112", "5026"}, {1111 ,"5553;6112", "1433"}}, {"PortfolioID", "SellerID" ,"BuyerID" } ), #"Added Index" = Table.AddIndexColumn(Source, "Index", 0, 1), #"Split Column by Delimiter" = Table.SplitColumn(#"Added Index","SellerID",Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv),{"SellerID.1", "SellerID.2"}), #"Split Column by Delimiter1" = Table.SplitColumn(#"Split Column by Delimiter","BuyerID",Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv),{"BuyerID.1", "BuyerID.2"}), #"Unpivoted Columns" = Table.UnpivotOtherColumns(#"Split Column by Delimiter1", {"PortfolioID", "SellerID.1", "SellerID.2", "Index"}, "Attribute", "Value"), #"Unpivoted Columns1" = Table.UnpivotOtherColumns(#"Unpivoted Columns", {"PortfolioID", "Index", "Attribute", "Value"}, "Attribute.1", "Value.1"), #"Renamed Columns" = Table.RenameColumns(#"Unpivoted Columns1",{{"Value.1", "SellerID"}, {"Value", "BuyerID"}}), #"Removed Columns" = Table.RemoveColumns(#"Renamed Columns",{"Attribute.1", "Attribute", "Index"}), #"Reordered Columns" = Table.ReorderColumns(#"Removed Columns",{"PortfolioID", "SellerID", "BuyerID"}) in #"Reordered Columns"Then a calculated table as
Table = SUMMARIZE ( FILTER ( 're-model table', IF ( CONTAINS ( FILTER ( CROSSJOIN ( SELECTCOLUMNS ( 're-model table', "PortfolioID", 're-model table'[PortfolioID], "buyerid", 're-model table'[BuyerID], "sellerid", 're-model table'[SellerID] ), SELECTCOLUMNS ( 're-model table', "PortfolioID2", 're-model table'[PortfolioID], "buyerid2", 're-model table'[BuyerID], "sellerid2", 're-model table'[SellerID] ) ), [PortfolioID] = [PortfolioID2] && ( [buyerid] = [sellerid2] || [sellerid] = [buyerid2] ) ), [PortfolioID], 're-model table'[PortfolioID] ), FALSE (), TRUE () ) ), 're-model table'[PortfolioID] )
Eric_Zhang
Microsoft Employee
10 years ago
At the very beginning, I think you'll have to re-model the data.
let
Source = Table.FromRows({{1111 ,"5553", "6112"},
{1111 ,"2118", "5553"},
{1123 ,"5559", "6088"},
{1828 ,"6169", "3509;5375"},
{2494 ,"1672;6057", "4062"},
{2961 ,"5649", "5648"},
{2500 ,"","4726"},
{2653 ,"6112", "5026"},
{1111 ,"5553;6112", "1433"}},
{"PortfolioID", "SellerID" ,"BuyerID" }
),
#"Added Index" = Table.AddIndexColumn(Source, "Index", 0, 1),
#"Split Column by Delimiter" = Table.SplitColumn(#"Added Index","SellerID",Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv),{"SellerID.1", "SellerID.2"}),
#"Split Column by Delimiter1" = Table.SplitColumn(#"Split Column by Delimiter","BuyerID",Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv),{"BuyerID.1", "BuyerID.2"}),
#"Unpivoted Columns" = Table.UnpivotOtherColumns(#"Split Column by Delimiter1", {"PortfolioID", "SellerID.1", "SellerID.2", "Index"}, "Attribute", "Value"),
#"Unpivoted Columns1" = Table.UnpivotOtherColumns(#"Unpivoted Columns", {"PortfolioID", "Index", "Attribute", "Value"}, "Attribute.1", "Value.1"),
#"Renamed Columns" = Table.RenameColumns(#"Unpivoted Columns1",{{"Value.1", "SellerID"}, {"Value", "BuyerID"}}),
#"Removed Columns" = Table.RemoveColumns(#"Renamed Columns",{"Attribute.1", "Attribute", "Index"}),
#"Reordered Columns" = Table.ReorderColumns(#"Removed Columns",{"PortfolioID", "SellerID", "BuyerID"})
in
#"Reordered Columns"
Then a calculated table as
Table =
SUMMARIZE (
FILTER (
're-model table',
IF (
CONTAINS (
FILTER (
CROSSJOIN (
SELECTCOLUMNS (
're-model table',
"PortfolioID", 're-model table'[PortfolioID],
"buyerid", 're-model table'[BuyerID],
"sellerid", 're-model table'[SellerID]
),
SELECTCOLUMNS (
're-model table',
"PortfolioID2", 're-model table'[PortfolioID],
"buyerid2", 're-model table'[BuyerID],
"sellerid2", 're-model table'[SellerID]
)
),
[PortfolioID] = [PortfolioID2]
&& ( [buyerid] = [sellerid2]
|| [sellerid] = [buyerid2] )
),
[PortfolioID], 're-model table'[PortfolioID]
),
FALSE (),
TRUE ()
)
),
're-model table'[PortfolioID]
)
- Adoman10 years agoFrequent Visitor
Thanks a lot, i really appreciate it.