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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.

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

  • HotChilli's avatar
    HotChilli
    Community Champion
    5 years ago

    I can't really get in to the details of the end solution.

    Do you want to carry on investigating the merge problem?  I was asking if there is a record with MonthEndDate of 30/04/2021 in the splitBills table.  If there is, have a look in the merged table to see what's happened to it.

    If you want to post the 2 tables on a 3rd party site and the pbix, I'll take a look. Send the link thru this site message service if you don't want to post a public link. 

    • Krisso1975's avatar
      Krisso1975
      Regular Visitor
      5 years ago

      The month end date of 30/04/2021 wont exist until next month when the Periods details table adds 12 new periods.

      Would this be part of my issue though.

       

      I cant really load the tables to anywhere as the contain client data and would breach our GDPR policy sadly

      • HotChilli's avatar
        HotChilli
        Community Champion
        5 years ago

        So that would explain it. The field doesn't come through in the merged table because there is no matching field in the splitBills table.  Does that make sense?