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Jadegirlify
Frequent Visitor

I need help filtering keywords from one table column into another table

I need a table showing all employee in FRS table that has also completed each of the training in ICS Table.

 

Table 1 is called FRS Table with the following details

Employee IDEmployeeTraining #Course NameCompletion Date
1101May Allen RT-102FRS Training1/1/2024
1102Jack RyanRT-105FRS Training2/5/2024
1103Tom SmithRT-106FRS Training1/31/2024
1104Mark TomsRT-109FRS Training1/15/2024
1105John DoeRT-113FRS Training3/30/2024
1106Mary HankRT-118FRS Training3/30/2024
1107Luke AceRT-120FRS Training1/31/2024
1108Glen TomRT-125FRS Training4/30/2024
1109Jim ParkRT-126FRS Training1/30/2024

 

Table 2 is called ICS Table with the following details

Employee IDEmployeeTraining #Course NameCompletion Date
1101May Allen RT-108ICS10 Training1/1/2024
1101May AllenRT-200ICS20 Training3/3/2024
1103Tom SmithRT-201ICS20 Training4/30/2024
1103Tom SmithRT-305ICS30 Training4/30/2024
1102Jack RyanRT-315ICS30 Training2/5/2024

1101

May AllenRT-310ICS30 Training4/30/2024
1103Tom SmithRT-136ICS10 Training1/31/2024
1104Mark TomsRT-119ICS10 Training1/15/2024
1102Jack RyanRT-419ICS40 Training1/15/2024
1104Mark TomsRT-391ICS30 Training5/30/2023
1105John DoeRT-123ICS20 Training3/30/2024
1106Mary HankRT-158ICS20 Training3/30/2024
1107Luke AceRT-180ICS10 Training1/31/2024
1108Glen TomRT-175ICS20 Training4/30/2024
1109Jim ParkRT-116ICS30 Training

 

 

1/30/2

 

024

 

I need a table that will show if all employee on the FRS table have completed each of the 3 courses in the ICS table (ICS10, ICS20, ICS30) The result should look like this:

Employee IDEmployeeICSTraining #ICS10ICS20ICS30ICS Completion Date
1101May Allen RT-108YesNoNo1/1/2024
1101May AllenRT-200NoYesNo3/3/2024
1103Tom SmithRT-201NoYesNo4/30/2024
1103Tom SmithRT-305NoNoYes4/30/2024
1102Jack RyanRT-315NoNoYes2/5/2024

1101

May AllenRT-310NoNoYes4/30/2024
1103Tom SmithRT-136

Yes

NoNo1/31/2024
1104Mark TomsRT-119YesNoNo1/15/2024
1102Jack RyanRT-419NoNoNo1/15/2024
1104Mark TomsRT-391NoNoYes5/30/2023
1105John DoeRT-123NoYesNo3/30/2024
1106Mary HankRT-158NoYesNo3/30/2024
1107Luke AceRT-180YesNoNo1/31/2024
1108Glen TomRT-175NoYesNo4/30/2024
1109Jim ParkRT-116NoNoYes1/30/2024

 

I also need a table(Matrix preferrably) that will show all employee on the FRS table that have completed all of the 3 courses in the ICS table (ICS10, ICS20, ICS30). Only 2 employees based on the data provided. The rest have completed one or the other. The result should look like this:

(Thanks so much for your assistance)

Employee IDEmployeeICS10 #ICS20 #ICS30 #ICS10ICS20ICS30
1101May Allen RT-108RT-200RT-310YesYesYes
1103Tom SmithRT-136RT-201RT-305YesYesYes
2 ACCEPTED SOLUTIONS
Ashish_Mathur
Super User
Super User

Hi,

Can you work with this?

Ashish_Mathur_0-1716014633951.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

v-kaiyue-msft
Community Support
Community Support

Hi @Jadegirlify ,

 

Thanks for the reply from @Ashish_Mathur  and @kpost , please allow me to provide another insight: 

 

1. Create calculated columns in the ICS table for ICS10, ICS20, and ICS30 completion status.

ICS10 = IF('ICS Table'[Course Name] = "ICS10 Training", "Yes", "No")
ICS20 = IF('ICS Table'[Course Name] = "ICS20 Training", "Yes", "No")
ICS30 = IF('ICS Table'[Course Name] = "ICS30 Training", "Yes", "No")

vkaiyuemsft_0-1716172550723.png


2. create the calculation table.

Completed_All_Courses = 
FILTER(
    SUMMARIZE(
        'ICS Table',
        'ICS Table'[Employee ID],
        'ICS Table'[Employee],
        "ICS10 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS10 Training"),
        "ICS20 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS20 Training"),
        "ICS30 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS30 Training"),
        "ICS10", CALCULATE(MAX('ICS Table'[ICS10]), 'ICS Table'[Course Name] = "ICS10 Training"),
        "ICS20", CALCULATE(MAX('ICS Table'[ICS20]), 'ICS Table'[Course Name] = "ICS20 Training"),
        "ICS30", CALCULATE(MAX('ICS Table'[ICS30]), 'ICS Table'[Course Name] = "ICS30 Training")       
    ),
    [ICS10] = "Yes" && [ICS20] = "Yes" && [ICS30] = "Yes"
)

vkaiyuemsft_1-1716172577661.png

 

If your Current Period does not refer to this, please clarify in a follow-up reply.

 

Best Regards,

Clara Gong

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

View solution in original post

3 REPLIES 3
v-kaiyue-msft
Community Support
Community Support

Hi @Jadegirlify ,

 

Thanks for the reply from @Ashish_Mathur  and @kpost , please allow me to provide another insight: 

 

1. Create calculated columns in the ICS table for ICS10, ICS20, and ICS30 completion status.

ICS10 = IF('ICS Table'[Course Name] = "ICS10 Training", "Yes", "No")
ICS20 = IF('ICS Table'[Course Name] = "ICS20 Training", "Yes", "No")
ICS30 = IF('ICS Table'[Course Name] = "ICS30 Training", "Yes", "No")

vkaiyuemsft_0-1716172550723.png


2. create the calculation table.

Completed_All_Courses = 
FILTER(
    SUMMARIZE(
        'ICS Table',
        'ICS Table'[Employee ID],
        'ICS Table'[Employee],
        "ICS10 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS10 Training"),
        "ICS20 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS20 Training"),
        "ICS30 #",CALCULATE(MAX('ICS Table'[Training #]),'ICS Table'[Course Name] = "ICS30 Training"),
        "ICS10", CALCULATE(MAX('ICS Table'[ICS10]), 'ICS Table'[Course Name] = "ICS10 Training"),
        "ICS20", CALCULATE(MAX('ICS Table'[ICS20]), 'ICS Table'[Course Name] = "ICS20 Training"),
        "ICS30", CALCULATE(MAX('ICS Table'[ICS30]), 'ICS Table'[Course Name] = "ICS30 Training")       
    ),
    [ICS10] = "Yes" && [ICS20] = "Yes" && [ICS30] = "Yes"
)

vkaiyuemsft_1-1716172577661.png

 

If your Current Period does not refer to this, please clarify in a follow-up reply.

 

Best Regards,

Clara Gong

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

Ashish_Mathur
Super User
Super User

Hi,

Can you work with this?

Ashish_Mathur_0-1716014633951.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
kpost
Super User
Super User

Do you have a dimension table containing employees and their IDs with active connection to all of these tables?

 

If not, that is a good place to start, as it will make combining information from the several tables much easier.

 

In either case, can you please upload a .pbix file with sample data re-creating the problem?  I think that would answer several other clarifying questions we would have, and enables us to provide a concrete deliverable as the solution.

 

///Mediocre Power BI Advice, but it's free///

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