Adding another column to a data table referencing results from another table? MERGE/LOOKUP??

[k66rl]

Need to add a column to DATA table; using the value from data table 2 "Effective date"? So when Period[Table1]=Period[Table2] the resulting entry should be "Effective date"

What's the easiest way to do this in Power BI? 

Table 1: DATA (Raw data from accounts)

Period is the output that I require transforming to a date with an additional column. 

The corresponding output is referenced in table 2.

Table 2: Data Table

Thanks

[Anonymous]

Hi @k66rl 

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your problem or share me with your pbix file from your onedrive business.

Best Regards,

Rico Zhou

[Anonymous · Accepted solution]

Hi @k66rl 

You may have a try by Merge.

Then we select two tables and Period columns in two tables:

Result:

However, when we use calculated table, we can’t use merge in Power Query Editor, so at this time we have to use Dax to build a calculated column.

Effective Date =
LOOKUPVALUE (
    'Table'[Effective Date],
    'Table'[Period], Data_Calculated[Period]
)

Result:

You can download the pbix file fro m this link:

Case_Adding another column to a data table referencing results from another tableMERGEorLOOKUP.pbix 

Best Regards,

Rico Zhou

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

[amitchandak]

@k66rl , you want period Table 2 to table 1

If there is 1 to Many join between table 2 and Table

New column in table 1

Period = related(Table2[FY Period])

if they are not related to it, not 1 -M

Period = maxx(FILTER(Table2,Table2[effective Date]=Table1[Transcation Date]),Table2[FY Period])

In case you are looking for a period calculation

https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...

[k66rl]

The tables currently aren't linked; table 2 is just a reference with the correct values for "effective date" which correspond to Period.