Lookup based on multiple criteria

[nikz26]

Hi Guys,

I need help on how to lookup using multiple criteria. I need to update the "Status" of Sheet1 based on the criteria from Sheet2. The criteria is if the employee falls on a specific date range, it will return the corresponding status from Sheet2. Sheet1 below is already populated with desired results.

Sheet 1

Date	ID	NAME	Status
6/28/2017	1234	Smith, Sam	Production
6/29/2017	1234	Smith, Sam	Production
6/30/2017	1234	Smith, Sam	Production
7/1/2017	1234	Smith, Sam	Nesting
7/2/2017	1234	Smith, Sam	Nesting
7/3/2017	1234	Smith, Sam	Nesting
7/4/2017	1234	Smith, Sam	Nesting

Sheet2

ID	NAME	START DATE	STOP DATE	Status
1234	Smith, Sam	1/1/2017	6/30/2017	Nesting
1234	Smith, Sam	7/1/2017	12/31/2017	Production

Thank you in advance guys!

[ImkeF · Accepted solution]

You can add a column in the query editor that checks the conditions like this:

Table.SelectRows(Sheet2, (Sheet2) => Sheet2[START DATE]<=[Date] and Sheet2[STOP DATE] >= [Date] and Sheet2[ID]=[ID])[Status]{0}

If this is too slow, you have  to use a function like this:

(Table1 as table, DateColumn1 as text, ListJoinColumns1, TableLookup as table, DateFrom as text, DateUntil as text, ListJoinColumns2, LookupField as text) =>

let
    #"Merged Queries" = Table.NestedJoin(Table1,ListJoinColumns1,TableLookup,ListJoinColumns2,"Lookup",JoinKind.LeftOuter),
    #"Added Custom" = Table.AddColumn(#"Merged Queries", "Custom", each Record.Field(Table.SelectRows([Lookup], (Lookup) => Record.Field(Lookup, DateFrom)<=Record.Field(_, DateColumn1) and Record.Field(Lookup, DateUntil)>=Record.Field(_, DateColumn1)){0}, LookupField)),
    Result = Table.RemoveColumns(#"Added Custom", {"Lookup"})
in
    Result

name it "fnEventDurationMultiple" and you can invoke it like this:

fnEventDurationMultiple(Sheet1, "Date", {"ID"}, Sheet2, "START DATE", "STOP DATE", {"ID"}, "Status")