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tomperro's avatar
tomperro
Helper V
1 year ago
Solved

Power Query Check if a value exists in another table list

I have 2 tables, employee and employee details

Employee contains a unique list of employee name and employee id. 

Employee Details has multiple rows per employee with different qualification codes.

In the employee table, I need to create columns for each qualification code that will check to see if a qualification code (or multiple codes) exists for that employee in the employee details table. 

EmployeeTable

Employee NameEmployee ID

Qualification 1 

(Has QualificationCode 987 or 654)

Qualification 2

(Has QualificationCode 444)

Bob Jones12310
Mary Smith45611

 

EmployeeDetailsTable

EmployeeNameEmployeeIDQualificationCode
Bob Jones123987
Bob Jones123654
Mary Smith456555
Mary Smith456444
Mary Smith456987
  • Hi tomperro

    You can follow the belwo steps

    1. Load both tables into Power Query

    2. Merge Queries

    In EmployeeTable:

    • Merge with EmployeeDetailsTable using both EmployeeName and EmployeeID (to ensure uniqueness).
    • Use Left Outer Join.
    • Expand only QualificationCode.

    3. Add Custom Columns for Qualification Flags

    Now in the expanded version of EmployeeTable, add custom columns like this:

    Qualification1 (987 r 654)= if [QualificationCode] = 987 or [QualificationCode] = 654 then 1 else 0
    Qualification2 (444)= if [QualificationCode] = 444 then 1 else 0

    4. Transform the Qualification columns data type to Whole number.

    5. Group to Aggregate Flags per Employee

    Now, group by EmployeeID and EmployeeName, and use Max aggregation on Qualification1 and Qualification2.

     

    I am attaching a .pbix file for your reference.
    https://drive.google.com/file/d/1RdCxhpSFEHK3GyvrdLly4K4UcRA9BTUI/view 

     

    Thanks,
    If you found this solution helpful, please consider giving it a Like👍 and marking it as Accepted Solution✔. This helps improve visibility for others who may be encountering/facing same questions/issues.

4 Replies

  • KNP's avatar
    KNP
    Super User

    Would it not be easier (and a better model design) to create a Qualifications table, join to Employee Details on the qualification code and use values from Employee and Qualifications for reporting?

     

  • Hi tomperro

    You can follow the belwo steps

    1. Load both tables into Power Query

    2. Merge Queries

    In EmployeeTable:

    • Merge with EmployeeDetailsTable using both EmployeeName and EmployeeID (to ensure uniqueness).
    • Use Left Outer Join.
    • Expand only QualificationCode.

    3. Add Custom Columns for Qualification Flags

    Now in the expanded version of EmployeeTable, add custom columns like this:

    Qualification1 (987 r 654)= if [QualificationCode] = 987 or [QualificationCode] = 654 then 1 else 0
    Qualification2 (444)= if [QualificationCode] = 444 then 1 else 0

    4. Transform the Qualification columns data type to Whole number.

    5. Group to Aggregate Flags per Employee

    Now, group by EmployeeID and EmployeeName, and use Max aggregation on Qualification1 and Qualification2.

     

    I am attaching a .pbix file for your reference.
    https://drive.google.com/file/d/1RdCxhpSFEHK3GyvrdLly4K4UcRA9BTUI/view 

     

    Thanks,
    If you found this solution helpful, please consider giving it a Like👍 and marking it as Accepted Solution✔. This helps improve visibility for others who may be encountering/facing same questions/issues.

  • v-priyankata's avatar
    v-priyankata
    Community Support

    Hi tomperro 

    Thank you for using Microsoft Community Forum.

    Thanks ajaybabuinturi KNP for your inputs. tomperro May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

    Thank you.

    • v-priyankata's avatar
      v-priyankata
      Community Support

      Hi tomperro 
      I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If any response has addressed your query, please accept it as a solution.
      Thank you.