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vitorialucena
New Member

define a name for a column then search for a value

basically, I have a database of values for discount in each month per client:

 

client (txt)january (number)february (number)other months (number)november (number)december (number)
name of client 15,009,00 4,002,00
name of client 21,006,00 5,004,00
name of client 32,000,00 7,003,00

 

so, I have to get the role "today's month" and put it in another table matching (related) the names of the clients. so, as we are in october, I'd get the column named october and put it in anoter table.

I don't know if DAX is the best option or it needs to be done in the Power Query, I'm open for possibilites and will be posting it in both topics, if I can.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @vitorialucena ,

 

As @wdx223_Daniel  said, you can convert the data into three columns.

(1) In the power query, select the "client" column and right click on "unpivot other columns".

vtangjiemsft_0-1698392202235.png

vtangjiemsft_1-1698392215915.png

(2)Click "Close and Apply" and then create a table in desktop.

vtangjiemsft_2-1698392308272.png

Table 2 = FILTER('Table','Table'[Month]=FORMAT(TODAY(),"mmmm"))

This new table will output the relevant data for the current month.

vtangjiemsft_3-1698392385739.png

 

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Hi @vitorialucena ,

 

As @wdx223_Daniel  said, you can convert the data into three columns.

(1) In the power query, select the "client" column and right click on "unpivot other columns".

vtangjiemsft_0-1698392202235.png

vtangjiemsft_1-1698392215915.png

(2)Click "Close and Apply" and then create a table in desktop.

vtangjiemsft_2-1698392308272.png

Table 2 = FILTER('Table','Table'[Month]=FORMAT(TODAY(),"mmmm"))

This new table will output the relevant data for the current month.

vtangjiemsft_3-1698392385739.png

 

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

wdx223_Daniel
Super User
Super User

you can transform your table into a three-columns table

client, month, value

then either in dax or in M, it is easy to be referred.

but howw? I'm fairly new to bi

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