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Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Comparing a Value from one table to a string in another table

Hi everyone, 

I have the following situation:

1-) I have a table called 'Expense Category' as shown below:

2-) I have a second table with credit card statement called 'CreditCard':

 

What I need to achieve:

- I want Power BI to compare the column [Expense Detail] to the column [Detail] in the first table. If the 'Expese Detail' description contains any of the words in the column 'Detail', power BI will bring the correspondent 'Category' value to my CreditCard table in a new column 'Category' just beside the 'Account' column

      Something like this: 

 

any thoughts ?

 

thanks!

Julio

 

 

                           

 

 

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Anonymous ,

    Please try like:

    = Table.AddColumn(#"Changed Type", "Category", each Table.SelectRows(#"Expense Category",(x)=>Text.Contains([Expense Detail],x[Detail],Comparer.OrdinalIgnoreCase))[Category]{0})

    and then repalce error.

     

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly -- How to provide sample data

  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Bifinity_75, I tested your solution, and it worked great also. I've got two distinct solutions for the same issue. appreciated. thanks. 

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Anonymous ,

    Please try like:

    = Table.AddColumn(#"Changed Type", "Category", each Table.SelectRows(#"Expense Category",(x)=>Text.Contains([Expense Detail],x[Detail],Comparer.OrdinalIgnoreCase))[Category]{0})

    and then repalce error.

     

    Best Regards,
    Gao
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly -- How to provide sample data

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      it worked nice Gao, thanks! one more question, in a case where there is no match between 'Expense Detail' and the 'Detail' column, how can I get 'Others' as a result for the Category instead of the error message shown below? 

       

      thanks!

      Julio

       

  • daXtreme's avatar
    daXtreme
    Solution Sage
    3 years ago

    I wouldn't do that. It'll be painfully slow on a bigger data set. Instead, I'd use Power Query to break down the phrases into individual words stored in one column and then use such a table to match against these words. This is acually how it should be handled in a professional model.

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Good point daXtreme...! I'm gonna follow your suggestion above...many thanks!

     

  • Bifinity_75's avatar
    Bifinity_75
    Solution Sage
    3 years ago

    Hi Anonymous , try this calculate column:

     

    Category = 
    maxx(filter('Expense Category' , 
    search('Expense Category'[Detail], CreditCard[Expense Detail],,0)>0),'Expense Category'[Detail]
        )

     

    Best regards

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      Hi Bifinity_75, I tested your solution, and it worked great also. I've got two distinct solutions for the same issue. appreciated. thanks.