Forum Discussion

kinmin's avatar
kinmin
New Member
4 years ago
Solved

How to return/bring values from multiple data table based on lookup criteria as single column

I have muliple data files say 2, 3, 4 (every sheet have different data structure thus cannot appended)

File 2

CODEAMOUNT
1114101         31,500
1114101         59,810
1114101         90,000
1114101            3,960
1114101         18,816

 

File 3

CodeAmount
2112201             199,457
2112201        (4,171,420)
2112201               93,450
2112201             312,323
2112201               14,238
2112201             378,548
2112201             159,327

 

File 4

CodeTotal Due
2111101               381
2111101               150
2111101          19,286
2111101                    0
2111101            1,690
2111601                    0
2111601                (25)

but a common reference number/code available in file 1 to lookup the values from 2,3,4.

 

ReferenceDescription Ending Balance New Vaues required
1113104PMBC             72,000.00 
1114101FAF     19,343,966.00 
2111601PEM        1,713,927.88 
2112201ACW     45,719,578.40 

 

How and which funtion can be use to bring values from file 2,3,4 to file 1? 

 

NB: In Excel we can do this via Vlookup or Sumif formula. I tried DAX lookup function but not getting results.

 

Thanks

  • kinmin's avatar
    kinmin
    4 years ago

    Hey Eyelyn Qin, Thanks for you efforts, the solution works until unless data type of 'Reference' column from File 1 changed to 'Text'.

    I realized that 'SUMMARIZE' funtion creating 'Code' data type as Σ which I am unable to convert to 'Text' 

     

    Is there possible solution to if data type is 'Text' for 'Referecnce and Code' column?

     

    Thank you again!

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi kinmin ,

     

    Actually as long as the types of the columns to be matched in several tables are the same, it does not matter whether it is the Text type or the Number type.

     

    Code in New Table will be the same type as well.

                        

     

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

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi kinmin ,

     

    1. Create a new calculated table:

    New Table = var _1=SUMMARIZE('File 2','File 2'[CODE],"Sum",SUM('File 2'[AMOUNT]))
    var _2=SUMMARIZE('File 3','File 3'[Code],"Sum",SUM('File 3'[Amount]))
    var _3=SUMMARIZE('File 4','File 4'[Code],"Sum",SUM('File 4'[Total Due]))
    return UNION(_1,_2,_3)

     

    2. Use LOOKUPVALUE() to get the matched sum:

    New Vaues required = LOOKUPVALUE('New Table'[Sum],'New Table'[CODE],[Reference])

     

     

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

    • kinmin's avatar
      kinmin
      New Member

      Hey Eyelyn Qin, Thanks for you efforts, the solution works until unless data type of 'Reference' column from File 1 changed to 'Text'.

      I realized that 'SUMMARIZE' funtion creating 'Code' data type as Σ which I am unable to convert to 'Text' 

       

      Is there possible solution to if data type is 'Text' for 'Referecnce and Code' column?

       

      Thank you again!

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi kinmin ,

     

    Actually as long as the types of the columns to be matched in several tables are the same, it does not matter whether it is the Text type or the Number type.

     

    Code in New Table will be the same type as well.

                        

     

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

  • Hi,

    You can use Merge tables feature of the Query Editor to mimic the VLOOKUP()/SUMIF() functionality of MS Excel.