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Krisso1975's avatar
Krisso1975
Regular Visitor
5 years ago
Solved

Merge not pulling through correct information

I have couple of tables in power query, 1 for periods in the year and one showing billing data. I have created a column in the periods in the year that seems to be working that if today is greater th...
Need Help
  • v-alq-msft's avatar
    v-alq-msft
    5 years ago

    Hi, Krisso1975 

     

    Based on your description, I assume that you want to create a custom column based on date column. I created data to reproduce your scenario. The pbix file is attached in the end.

    Table:

     

    You may create a custom column with the following m codes.

    let 
start = Date.AddDays( Date.EndOfMonth( Date.AddMonths([Date],-1)),1),
end = Date.EndOfMonth([Date]),
today = Date.From(DateTime.LocalNow())
in 
if today<start
then "Next"
else if today>end 
then "Previous"
else if today>=start and today<=end 
then "Current"
else null

     

    Result:

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Krisso1975's avatar
Krisso1975
Regular Visitor
5 years ago

Hi HotChilli

 

Thank you for the help

 

This is the screen I have put the formula in to show current period

 

And the other table merges on Month End Date but is showing previous still even though the above is showing current

 

Thanks for your help

HotChilli's avatar
HotChilli
Community Champion
5 years ago

The first thing which is odd is that the datatype on the first Current Period screen is set to 'any', it should be text.

I would like to see the screen from the Merge step - the one where you pick the 2 tables and the join types please.

  • Krisso1975's avatar
    Krisso1975
    Regular Visitor
    5 years ago

    I assume you mean this step

     

     

    • HotChilli's avatar
      HotChilli
      Community Champion
      5 years ago

      That's the screen.

      I see that the tables join on PeriodEndDate and MonthEndDate and so we're looking for a MonthEndDate of 30/04/2021 in the splitBills table (if I've got that right) to bring back "Current".

      Do we have that?

      • Krisso1975's avatar
        Krisso1975
        Regular Visitor
        5 years ago

        I thought (wrongly) im guessing the merge step would acheive that on the above. You are correct on the return in the split bills table

         

        To give you more context at what I am trying to acheive this is a screen grab of my excel version

         

         

        So far I have easily created the annual and monthly targets and have pulled through accurate data for the years billing. I am now trying to acheive the current month data and then try and do the other calculations. If that makes sense