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Islem's avatar
Islem
New Member
3 years ago
Solved

Merge table with a condition with power query

Hi guys,

I have two table, the 1st contains customers with sales and date and the second contains sales responsible with assigned customer and date

how can I merge both tables to get the right sales person who dealed with customers in a specific period 

 

1st table 

 

2nd table 

 

Result should be the following 

  • Hi Islem 

     

    You can first merge Table 2 to Table 1 by Customer column. This will add a [Table 2] column in Table 1. 

    Then add a custom column with below code. This will get the responsible sales person in corresponding period. 

    let _salesDate = [Date] in Table.Last(Table.Sort(Table.SelectRows([Table 2], each [Date] <= _salesDate), {"Date", Order.Ascending}))[Sales responsible]

    After that, remove the [Table 2] column from Table 1. PBIX file has been attached at bottom. 

     

    Best Regards,
    Community Support Team _ Jing
    If this post helps, please Accept it as Solution to help other members find it.

4 Replies

  • bhelou's avatar
    bhelou
    Responsive Resident

    Hello , 

    try to clean the data you want to combine to : meaninng to combine 2 tables or more they should have the same column name and sometimes same discription to be merged , 

    clean the second table , split the columns then do the merge . 

    if you can provide a sample with the data , ill try to solve it to you . 

    • Islem's avatar
      Islem
      New Member

      Hi,

      Can you check the post again please

      • v-jingzhang's avatar
        v-jingzhang
        Community Support

        Hi Islem 

         

        You can first merge Table 2 to Table 1 by Customer column. This will add a [Table 2] column in Table 1. 

        Then add a custom column with below code. This will get the responsible sales person in corresponding period. 

        let _salesDate = [Date] in Table.Last(Table.Sort(Table.SelectRows([Table 2], each [Date] <= _salesDate), {"Date", Order.Ascending}))[Sales responsible]

        After that, remove the [Table 2] column from Table 1. PBIX file has been attached at bottom. 

         

        Best Regards,
        Community Support Team _ Jing
        If this post helps, please Accept it as Solution to help other members find it.