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ncbf87's avatar
ncbf87
Frequent Visitor
4 years ago

Create new query table from existing table with criteria (Employee Leave Records)

Hi all,

Problem Statement:

I need a clean table of employee leave application with the following adjustments:

  1. Leave Start/End date Adjusted by the Quarter (parameter can be manually set in Power Query), illustrated in Table 3
  2. Leave Start/End date Adjusted by the Month (parameter can be manually set in Power Query), illustrated in Table 3
  3. Leave Start/End date Adjusted by the Payroll Date (parameter can be manually set in Power Query), illustrated in Table 3
  4. To show if an employee took 90 days consecutive leave
  5. Cleaned leave application (illustrated in last screenshot below)
    • Let's say I apply for 7/10/2021 to 8/20/2021 as annual leave. I decided to only take 1 day instead and submit to our 3rd party payroll provider for a manual adjustment to make it 7/10/2021 to 7/20/2021. This change will not be reflected in our leave report. However, it will be reflected in the next payrun. This next payrun's leave start/end will be the correct one, and should replace the original leave record

Current:

We're currently doing the above (and more) using VBA, which the file size and time to run grows every time we run it due to increased data size. Currently it takes 2 hours to run it once. Hence, I'd like to seek advice from the community the ideal way to move it onto Power Query.

 

I'm more than a beginner in Power Query, not necessarily looking for specific steps. But would like to know at a conceptual level, how can I do this.

 

Data

Table 1: Leave Application Data

Table 2: Paid Leave Data (Payroll)

Table 3: Leave Application - rebuilt (desired output)

Example on Cleaned Leave:

 

Thanks in advance!

 

4 Replies

  • Ehren's avatar
    Ehren
    Microsoft Employee

    It might help to break down the problem. To start with, what's the simplest thing you're trying to do? (Ideally this would just be a single step in the process.)

    • ncbf87's avatar
      ncbf87
      Frequent Visitor

      1st challenge is to compare Table 1 and Table 2

      Table 2 is payrol report and leave data is conclusive. 

      If there is no record of a Table 2 row in Table 1, append a row. Otherwise, create a row from Table 2