Forum Discussion

Guataha's avatar
Guataha
Frequent Visitor
6 years ago
Solved

Combine subsets from two existing tables in one new table.

I have the following information:

- Table 1 (P&L): Date, Cost Center, Account, Actual, Business Plan, other coloms that are not important

- Table 2 (Projects): Date, Cost Center, Project Type, Actual, Business Plan, other coloms that are not important

- Table 3 (Date)

- Table 4: Hierarchy on Account

- Table 5: Hierarchy on Cost Center

- Table 6: Hierarchy on Project Type

 

Now I want to create a new table that combine part of the data of table 1 and part of the data of table 2. From table 1 I want to select the coloms listed above, but only the rows that are classified as EBITDA (based on Table 4). From table 2 I want to select the coloms listed abobe, but only the rows that are classified as CAPEX (based on table 6). I want to combine the data from these subsets in one table so I can create a summation, which is EBITDA -/- CAPEX.

 

Any suggestions? 

  • Hi Guataha 

     

    You can reference instead of duplicate, later if you don't want the remaining tables to load into your model, you can switch off Enable Load,

     

     

     

    Best Regards,
    Mariusz

    If this post helps, then please consider Accepting it as the solution.

    Please feel free to connect with me.
    LinkedIn

     

4 Replies

    • Guataha's avatar
      Guataha
      Frequent Visitor

      Thanks for the hint

       

      Tried the following:

      Duplicate my existing tabels 1 and 2.

      Merge Table 4 with Table 1. Added only 1 colom. Filter on the data added from Table 4, so I only keep the account I want to use.

      Merge Table 6 with Table 2. Added only 1 colom. Filter on the data added from Table 6, so I only keep the account I want to use.

      Deleted every colom from the duplicate table 1 and 2, that I did not need. 

      I aligned the colom names between duplicate 1 and 2. 

      Append table 1 with table 2.

       

      Seems to be working. Need to test the data. Only thing I forgot, was that I need to flip the sign for the data in table 2.

      • Guataha's avatar
        Guataha
        Frequent Visitor

        One more question. Do I want to keep the duplicate table 2, after appending this with duplicate table 1. Or can I delete this table?