Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Update excel lists

Hi all, 

I am quite new in PBI and not a native speaker so maybe my question had been answered but I really couldnt find it anywhere. 

Issue: 

I receive a list of products from client in excel format, I process them and I add a column next to each one with a new text marking (let s say "delivered", "not delivered"). Client never sees this new column.

Next month I receive a new list consisted of approx 80% the same products and 20% new ones. However, for the 80%same I do not have the "delivered.." marking and it s quite more complex than it seems to simply take the 20% new ones and paste it to the previous list. 

Instead of updating it in excel I want to use Power BI to relate the 2 lists so once I get the latest one I instantly have all the info I need for the ones I already had. 

 

Any ideas?

 

Managing relationships tab is not really working as needs a unique value which is not the case 

2 Replies

  • JordanJSA's avatar
    JordanJSA
    Frequent Visitor
    8 years ago

    Hi Panoslaz,

    the products that you recieve from the client, are these orders?

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi

      Yes you can think of them as orders.

       

      Even if I use a sample of unique (relatable) values from both lists then I experience other kind of problems- the metrics from 1 list seem to work perferctly but the ones of the 2nd present all the time the same number (even if I choose DO NOT SUMMARIZE from the field list). 

      In plain words for example I have Product A with Metric1=80 and Metric2(from 2nd set)= 50

      Product B with Metric1=70 and Metric2= 60

      So let s say I put them in a scatter plot or bar-line chart and I have the correct positionings for metric1 but always the aggregated for Metric 2 (either average of 55 or sum of 110 or anything else). A

      Again, I choose do not summarize but nothing happens. 

       

      I understand that this is probably a separate issue but I am quite lost in all this. 

       

      THanks