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adentler's avatar
adentler
Advocate I
11 months ago
Solved

Power Query Add Custom Column with multiple criteria lookup from other table

  Hello, I am trying to use Power Query to add a column to a table during the transform process. I need to lookup multiple values from Table 1 (Finance Book) in Table 2 (AC_CC Mapping), and return t...
Need Help
  • adentler's avatar
    adentler
    11 months ago

    All - I believe I was able to determine the solution thanks to all of your inputs. I also found the cyclical reference. It was a calculated column post-transform on the Finance Book table.

     

    Ultimately, I was able to use the following code and the column was added as needed:

     

    = Table.AddColumn(#"Changed Type", "Contract Year", (F) => 
  Table.SelectRows( 
    #"ACC_CC Mapping", 
    (C) => C[Start Date] <= F[posting_date] and C[End Date] >= F[posting_date] 
  )
)

     

     

v-kpoloju-msft's avatar
v-kpoloju-msft
Community Support
11 months ago

Hi adentler,

Just checking in to see if the issue has been resolved on your end. If the earlier suggestions helped, that’s great to hear! And if you’re still facing challenges, feel free to share more details happy to assist further.

Thank you.

adentler's avatar
adentler
Advocate I
11 months ago

This has been resolved. Thank you! Everyones suggestions and solutions did help. I continued to run into the cyclical value but when I ultimately resolved it, updated my SQL query, and managed my relationships better.. I overcame the issue.