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New_hello188
Helper I
Helper I

Streamlining Data: Merging Fixed and Dynamic Tables – Any Tips?

Hi Community Members ! 

 

What's the best way to merge a table with fixed data from 2019 to 2023 and another table that keeps updating from ERP software? We're aiming to create a single table displaying both the static data and the current-year information. Any suggestions from the community would be appreciated!

 

The table structure with fixed data and wanted to merge both tables in this structure. 

 

New_hello188_0-1704902046860.png

 

This is the screenshot of dynamic table ,need to filter record with customer group = False to get the amount 

New_hello188_1-1704902103504.png

 

Thank you ! 

1 REPLY 1
amitchandak
Super User
Super User

@New_hello188 , The first need unpivot. Post that create a date using Month and Year.  After that both tables can be joined with common date table

 

Unpivot Data(Power Query): https://youtu.be/2HjkBtxSM0g

Power Query: When I asked you to create common tables: https://youtu.be/PqfGW6pl1Sw

DAX: When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-soluti...

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