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Rakhir
Regular Visitor

Merging data monthly dataset with identical columns.

Hello! I'm new to the forum and Power BI so I thank you in advance for your patience with me.

 

I'm confused on how to implement this data merge. We get annual Page Hit stats from a portal vendor on a monthly basis and the layout of the Excel dataset is like this every month (please excuse the crappy table layout):

 

orgidorgnamegroupnumprogramidprogramnameserviceidservicenamem1m2m3m4m5m6m7m8m9m10m11m12startdate
3af5fd51Production Org051956eb62Member Plan Informationd3ec1317Plan Info766127878111219163/1/2021
3af5fd51Production Org0579d3ea22Member Homeb6fde6b1Flex All1010000230663/1/2021
3af5fd51Production Org0579d3ea22Member Home74bd6a99Home2212181920182420262148243/1/2021
3af5fd51Production Org054f591cbcMember Express Requests8890f235Member Requests30470750141413/1/2021
3af5fd51Production Org054f347d9fMember FAQs94c96095FAQ52664283381403/1/2021
3af5fd51Production Org05742f50e4NEW Member8381064bLogin1610241723262823261944623/1/2021
3af5fd51Production Org05742f50e4NEW Member34a52335Profile3263454122843/1/2021
3af5fd51Production Org05742f50e4NEW Member55519f93Home119127912141113920133/1/2021
3af5fd51Production Org05742f50e4NEW Membera6427273Messages14041851731114124243/1/2021
3af5fd51Production Org05f76dba1cMember Eligibility59bc3d26Coverage144510851244918183/1/2021
3af5fd51Production Org05f76dba1cMember Eligibilityb2d6b01aClaims3346525173833/1/2021
3af5fd51Production Org05f76dba1cMember Eligibility18c33b6cAccumulators2201658434533/1/2021
3af5fd51-Production Org05ed370219Member Forms40a09818Forms8751046104762363/1/2021
3af5fd51Production Org121956eb62Member Plan Informationd3ec1317Plan Info2241561241741752021921993363192972313/1/2021
3af5fd51Production Org1279d3ea22Member Homeb6fde6b1Flex All56342641503555413859106713/1/2021
3af5fd51Production Org1279d3ea22Member Home74bd6a99Home6234523934595275505244646757638326903/1/2021
3af5fd51Production Org124f591cbcMember Express Requests8890f235Member Requests144885885727954621141471191183/1/2021
3af5fd51Production Org124f347d9fMember FAQs94c96095FAQ1308664971069381871341341161163/1/2021
3af5fd51Production Org1273431dc8Providerb1a8e6d8Messages911000181118083/1/2021
3af5fd51Production Org1273431dc8Provider24d065ffHome2822710537110205153/1/2021

 

I'm still working on  the data clean up, and there are more rows of data. Some records have null in the programid, programname, serviceid, and servicename collumns.  The "m#" columns are the preceding months in the past year. For example, m12 is the month beginning with the start date, m11 the month before, etc. and m1 is last month (Feb 2022).  

 

When I retrieve the dataset (same filename, same column names) next month, I want to import ONLY the m1 column but also making sure it matches up with the id fields so the values are populated in the correct groupnum, serviceid, etc.

 

Hopefully I've explained this one clearly as I'm really stumped how to implement this.

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Rakhir ,

Please refer to my pbix to see if it helps you.

Add the index to the table.

Then create a column.

Column = LOOKUPVALUE('Table'[m1],'Table'[Index],'Table _next'[Index])

vpollymsft_0-1647933950409.png

If I have misunderstood your meaning, please provide more details.

 

Best Regards

Community Support Team _ Polly

 

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

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @Rakhir ,

Please refer to my pbix to see if it helps you.

Add the index to the table.

Then create a column.

Column = LOOKUPVALUE('Table'[m1],'Table'[Index],'Table _next'[Index])

vpollymsft_0-1647933950409.png

If I have misunderstood your meaning, please provide more details.

 

Best Regards

Community Support Team _ Polly

 

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

Thanks!

 

With this Indexing solution and yours I think I got this.

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