Forum Discussion
Conditional Column with Match and Specific Text Criteria
Do you have a join defined between the two columns in the model view? It seems a concatenation of Machine Type and Month/Year columns is necessary in each table in order to join the tables on the new concatentated field.
i am not sure about your data model. If BaseSummary is a "list of all our different machines" i would expect that there is one record for each machine (type).
if "the second table contains technician visit data", so i would expect that there can be more than one record for each machine (type).
if i am right, i do not understand your third condition: "3) The value in 'Month/Year' column must be the same in both tables"
In BaseSummary, the machine type appears once per calendar month row. For example, there will be a row of data for each machine type for June 2024, and a row for each of those machine types again, but for July 2024. It's difficult because I don;t have a static machine base...it varies every month.