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nganguyensyntax's avatar
nganguyensyntax
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2 years ago
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Filter Rows which don't start with letter defined in another table

Hello,

 

I have a table, let's call it Transaction. This has 2 columns Customer ID and Transaction

I have another table called Rule, whose ID is connected to Customer column in the other table. The rule here is excluding transactions from Transaction table if the Transaction starts with a letter defined in Rule. For example, if a transaction of customer 1 starts with "E", it should be removed from the dataset.

This is the result I'm looking for:

Is there any way to exclude transactions like this?

 

Thanks

 

 

  • Hi nganguyensyntax 

     

    If Anonymous's solution doesn't work, I recommend using Power Query to achieve this.  You can do this with a couple of transformations and then using Merge to create a new table with the desired output.

     

    You can refer to the Applied Steps in each of the respective tables to see what I did to get the output. However, the most important thing is that prior to Merging the tables, you create a new column in each table that will be used as the relationship that ensures the merge occurs correctly.  I have created the 'validityCheck' column in each table and that is the basis of the Merge.

     

     

    The output will look like this:

     

     

    Example File.pbix

     

    Hope this helps!

     

    Theo

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    nganguyensyntax  You could merge the tables on ID and Customer and create an "Include Y/N" custom column in the query editor to filter out rows. Using sample data:

     

    Then filter out the "No" columns

     

  • TheoC's avatar
    TheoC
    Icon for Community Champion rankCommunity Champion

    Hi nganguyensyntax 

     

    If Anonymous's solution doesn't work, I recommend using Power Query to achieve this.  You can do this with a couple of transformations and then using Merge to create a new table with the desired output.

     

    You can refer to the Applied Steps in each of the respective tables to see what I did to get the output. However, the most important thing is that prior to Merging the tables, you create a new column in each table that will be used as the relationship that ensures the merge occurs correctly.  I have created the 'validityCheck' column in each table and that is the basis of the Merge.

     

     

    The output will look like this:

     

     

    Example File.pbix

     

    Hope this helps!

     

    Theo

    • Anonymous's avatar
      Anonymous
      Not applicable

      TheoC  I recommended using the Query Editor (Power Query) and it will work. 😊

      • TheoC's avatar
        TheoC
        Icon for Community Champion rankCommunity Champion

        Anonymous  I agree with you that Query Editor / Power Query can achieve it with ease. It's just making sure that there is clarity in establishing a relationship between the Rule and Transaction table to allow the filerting process to occur effectively.