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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Lookup by date

I'm trying to move an Excel report to Power Bi, I'm pretty much done but 1 part about a people roster, I'm working with a SharePoint list where I save Quality Evaluations on a daily basis, the employees can change groups depending on different factors and in Excel I had a formula combining VLOOKUP and HLOOKUP based on the date the Quality Evaluation was submitted, something like.

 

Using the HLOOKUP along with the number below the date to help the VLOOKUP find the column to use.

Cannot find how to do this or something similiar in PBI, not sure if I'm being clear but any help will be appreciated

Need Help
  • v-frfei-msft's avatar
    v-frfei-msft
    8 years ago

    Hi Anonymous,

     

    We can take the following steps to meet your requirement.

     

    1.In power query, we need to remove the Name column and create a new table based on the unique Employye ID using the formula.

     

    Table = DISTINCT(ALL(Table1))

     

    2.Then create the relationship between the two tables.

     

     

    3.Then I create a calculated column using the formula as below to get the result as we excepted.

     

    Gruop2 = IF(DATEDIFF(DATE(2018,07,01),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/1/2018]),IF(DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)>0 && DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/15/2018]),IF(DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,08,01),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/27/2018]),RELATED('Table'[8/1/2018]))))

     

     

     

    For more details, please check the pbix as attached.

     

    https://www.dropbox.com/s/cvbou176d64tblw/Lookup%20by%20date3.pbix?dl=0

     

    Regards,

    Frank

4 Replies

  • v-frfei-msft's avatar
    v-frfei-msft
    Icon for Community Support rankCommunity Support
    8 years ago

    Hi Anonymous,

     

    We can take the following steps to meet your requirement.

     

    1.In power query, we need to remove the Name column and create a new table based on the unique Employye ID using the formula.

     

    Table = DISTINCT(ALL(Table1))

     

    2.Then create the relationship between the two tables.

     

     

    3.Then I create a calculated column using the formula as below to get the result as we excepted.

     

    Gruop2 = IF(DATEDIFF(DATE(2018,07,01),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/1/2018]),IF(DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)>0 && DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/15/2018]),IF(DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,08,01),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/27/2018]),RELATED('Table'[8/1/2018]))))

     

     

     

    For more details, please check the pbix as attached.

     

    https://www.dropbox.com/s/cvbou176d64tblw/Lookup%20by%20date3.pbix?dl=0

     

    Regards,

    Frank

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Thanks ! I'll give it a try !!

      • v-frfei-msft's avatar
        v-frfei-msft
        Icon for Community Support rankCommunity Support
        8 years ago

        Hi Anonymous,

         

        Does that make sense? If so, kindly mark my answer as a solution to close the case.

         

        Regards,

        Frank

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    8 years ago

    Hi,

     

    Copy range C1:F1 and paste it in range C2:F2.  In the Query Editor, select the first 2 columns and select "Unpivot other columns"/

     

    Hope this helps.