topic Re: Merging two tables in DAX Commands and Tips

Merging two tables

Mangnuel — Sat, 14 Dec 2024 21:41:56 GMT

Ey Power-Bi world,

I need help please 😊

Topic or Task: Merge / Combining two tables with given rules

I need to combine two different tables.
First table looks like this

Date, Asset-Code and a few Values

second table looks like this

pretty much the same, just the Date, Asset-code and only one Value,
Both tables include the yield of the asset, but from different sources.
The utility is always a few months behand the SCADA-Readings.

Goal ist to merge the to tables, but just as far as we have utility values. Rest from the first table is not included or will follow as soon as we have the data from the officials (Utility).

Thanks in adavance.

The final table is needed for my measures. So al calculations have the same amount of data and no months are missing.

Re: Merging two tables

gmsamborn — Sat, 14 Dec 2024 23:13:23 GMT

Hi Mangnuel

In this case, you should be able to use “Merge Queries as New”.

In Power Query:

Select your Table1 and in the Combine section of the Home menu, select Merge Queries As New.
In the Merge window, select Table 2 as the second table. Select the common columns in each table ( Date and Asset-Code ) using the CTRL key, and hit OK.
In the Merge1 table, expand the Table 2 column, and select ONLY Yield Utility and hit OK.
In the new Yield Utility column, filter out the null values.

Let me know if you have any questions.

Re: Merging two tables

Mangnuel — Sat, 14 Dec 2024 23:21:16 GMT

Hi gmsamborn

it works perfectly, thanks a lot.
Everyhting looks good!

But one further questions.
Is it also possible within Power Bi by using DAX-Formulars?

Thanks again

Re: Merging two tables

Mangnuel — Sat, 14 Dec 2024 23:28:28 GMT

Problem is,

First Tabel, Daily resolution.
Seconde Tabel, monthly resolution.
So I only have one value on the first day of the month beeing the monthly total.

Re: Merging two tables

gmsamborn — Sun, 15 Dec 2024 01:44:42 GMT

OK.

First, I can't think of an easy way to do it in DAX. Not saying there isn't a way.

Second, if you have a date table you should use either a month-name column or preferably a Yr-Mon column instead of the date column.

Does this help?

Also, can you show the expected result from your example data to verify numbers?

(also best would be a pbix with sample data)

Re: Merging two tables

tharunkumarRTK — Sun, 15 Dec 2024 06:17:00 GMT

Mangnuel

Though I wont recommend creating DAX cacculated tables and columns, I am providing some possibilities for education purposes.

Yes you can do the same with DAX.

1. create a caculated column in both Table 1 and Table 2. The column definition should be, a concatenation of YearMonth column and Asset-Code column. (Ex: Jan-24 | A).

(Lets assume you named your new column as a Join_Key)

2. You can use DAX join functions perform the merge operation.

https://www.sqlbi.com/articles/using-join-functions-in-dax/

Please be informed, you can also merge tables with out creating a new calcualted column, I am suggesting you to do so as it would be simpler to understand. The join functions in DAX can also be used without relationships, but in that case, the join condition is applied to columns with the same data lineage regardless of the column name or the same name and no data lineage.

https://www.sqlbi.com/articles/replacing-relationships-with-join-functions-in-dax

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Re: Merging two tables

Anonymous — Mon, 16 Dec 2024 07:13:15 GMT

Thanks for the reply from tharunkumarRTK and gmsamborn , please allow me to provide another insight:
Hi Mangnuel ,

Here are the steps you can follow：

1. Create calculated table.

Table = ADDCOLUMNS( 'Table 1', "Yield Utility", SUMX( FILTER(ALL('Table 2'), 'Table 2'[Date]=EARLIER('Table 1'[Date])&& 'Table 1'[Asset-Code]=EARLIER('Table 1'[Asset-Code])),[Yield Utility]))

2. Result:

Best Regards,

Liu Yang

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