Matching values in 2 table

Hi josborne ,
Thank you pdlv  very much for the solution, and I'll continue your line of thought and offer him specific advice:

After determining the relationship between the two tables, you can try to merge them into a single table for the operation.

MergedTable = 
ADDCOLUMNS(
   ALL('Table'),
   "Customer2",
    LOOKUPVALUE('Table (2)'[Customer],'Table (2)'[Account#],'Table'[Account#],"not found"),
    "Account2",
    LOOKUPVALUE('Table (2)'[Account#],'Table (2)'[Account#],'Table'[Account#],BLANK()),
    "Value2",
    LOOKUPVALUE('Table (2)'[Value],'Table (2)'[Account#],'Table'[Account#],BLANK()),
    "financialYear1",'Table'[FinancialYear])

As for the second question you are trying to fulfill, I added years to your dataset to try to make what you need.

Creating year tables that create links to merged tables can accomplish what you need.

FinancialYearTable = DATATABLE("Year",INTEGER,
{
    {2021},{2022}
})

Hope it helps!

Best regards,
Community Support Team_ Tom Shen

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