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peterhui50's avatar
peterhui50
Helper III
5 years ago
Solved

Rolling Join in Power Query

I have two tables here,  A table of when individuals joined the program and when individuals have transactions. I want a conditional join by date but I don't know if it exists in Power Query.   Pro...
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  • PhilipTreacy's avatar
    PhilipTreacy
    5 years ago

    Hi peterhui50 

     

    Download sample PBIX file

     

    Something like this where all Transactions are in the same field?  This keeps it at 1 record per Name, but you could also extract the data so that each Transaction is a separate record for that Name.

    Regards

    Phil

selimovd's avatar
selimovd
Most Valuable Professional
5 years ago

Hey peterhui50 ,

 

why don't you just use the SQL join as data source for Power BI?

 

There is nothing wrong with it and it seems to be a lot easier than with Power Query.

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍
 
Best regards
Denis
 
  • peterhui50's avatar
    peterhui50
    Helper III
    5 years ago

    I would love to, but it's just not allowed. Where I work we basically work off flat csv files. That would have been a great solution.