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mrothschild
Continued Contributor
Continued Contributor

adding columns to re-flatten data?

This strikes me as solving a problem that the architecture is meant to avoid, but I have two related tables.  The first: SummaryInput, has unique rows of [Asset ID].  The second, AssetReturn, has a bunch of calculations, including periodic (monthly) cash flows, etc., so many more rows, but many fewer columns and is related via [Asset ID].  As shown in SUmmaryInput below, each asset has a yield associated with it.  I'd like to think I wouldn't have to flatten that column of data from SummaryInput into AssetReturn to conduct weighted average calculations, but I haven't figured out another way yet. 

 

So the question is what's the way to get the Yield into AssetReturn table?

 

 

 

SUMMARYINPUT:

NumberAsset IDProjectYield
1EC135 (MSN 0467)Alpha18.42%
2EC135 (MSN 0472)Alpha18.42%
3EC145 (MSN 9084)Alpha18.15%
4H4 (MSN 4)Bravo17.00%
5H5 (MSN 5)Bravo17.00%
6H6 (MSN 6)Bravo17.00%
7H7 (MSN 7)Bravo17.00%
8H8 (MSN 😎Bravo17.00%
9H9 (MSN 9)Bravo17.00%
10H10 (MSN 10)Bravo17.00%
11H11 (MSN 11)Bravo17.00%
12H12 (MSN 12)Bravo17.00%
13H13 (MSN 13)Bravo17.00%
14H14 (MSN 14)Bravo17.00%
15H15 (MSN 15)Charlie18.32%
16H16 (MSN 16)Delta18.34%
17H17 (MSN 17)Echo14.61%
18H18 (MSN 18)Echo20.74%
19H19 (MSN 19)Echo18.17%

 

 

Summarized Table of ASSETRETURN

 

NumberAsset IDCalendar MonthYield
1EC135 (MSN 0467)3/31/201918.42%
2EC135 (MSN 0467)4/1/201918.42%
3EC135 (MSN 0467)5/1/201918.42%
4EC135 (MSN 0467)6/1/201918.42%
5EC135 (MSN 0467)7/1/201918.42%
6EC135 (MSN 0467)8/1/201918.42%
244H4 (MSN 4)12/1/202017.00%
245H4 (MSN 4)1/1/202117.00%
246H4 (MSN 4)2/1/202117.00%
247H4 (MSN 4)3/1/202117.00%
248H4 (MSN 4)4/1/202117.00%
249H4 (MSN 4)5/1/202117.00%
1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

 

In the Asset return Table, write this calculated column formula

 

=RELATED(SummaryInput[Yield])

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

 

In the Asset return Table, write this calculated column formula

 

=RELATED(SummaryInput[Yield])

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks.  My Excel tables had blanks in them so the [AssetID] that was linking was a "many-to-many" relationship that BI apparently didn't like at all.  Once I removed the extra blanks from my Excel table, this worked perfectly.  

 

 

Hi,

 

Glad to hear that.  If my reply helped, please mark it as Answer.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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