Forum Discussion
Power Query Editor: custom column based on another table
I found a solution. In the SupplierTbl, I can add rows for dates between start and end dates.
(following instructions I found here: https://natechamberlain.com/2018/08/08/how-to-add-rows-for-dates-between-start-and-end-dates-in-power-bi-date-range-data/)
That way, I can merge by matching MaterialNbr, Plant code, and Date.
Bring your supplier field into the transaction table with a merge. Select both the Material number and plant code as the keys to join, then with your newly merged column you can create a new calculated column to handle the transaction date logic.
You can then delete your merged column and just have the calculated one.
Thank you for your help!
That's progress, but after merging, I'm getting a new column with "Table" instead of actual records. What should I do next?
An important detail: in SupplierTbl, I may have multiple records with teh same MaterialNbr and PlantCode, but different contract start date and contract end date and different supplier. For example:
| Material Nbr | Preferred Supplier | Plant code | Contract start date | Contract end date |
| 123456 | ABC Corp | XYZ | 1/1/2023 | 4/30/2023 |
| 123456 | DEF Inc. | XYZ | 5/1/2023 | |
| 987654 | GHI & Co | WER | 2/1/2023 |
Can you provide some sample data from both tables?
I haven't found a way to upload a file, so here are some screenshots.
1. Go to your transaction table and click merge queries.
2. Select your material number and Plant code for both tables you want to join (hold ctrl for mutli select)3. You will now have a new column that says "Table" in every row. Click the little arrows that go opposite ways in the column title (see screenshot below).
4. Expand the columns you need for your transaction date logic.
5. Your table should look like this (with a few more fields, I didn't add all your columns)
6. Then go to Add Column > Custom Column> paste this (adjust column names as needed)
if [Transaction Date] >= [Contract Start Date] and [Contract End Date]=null then [Preferred Supplier] else if [Transaction Date] >= [Contract Start Date] and[Transaction Date] <= [Contract End Date] then [Preferred Supplier] else null7. Remove the columns you're using to calculate the new column and your table should look like this!