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Anonymous
Not applicable

Lookup which includes multiples, duplicates and null values

Hi all,

 

Hoping you can help me with this one as I am going around in circles! I've got multiple lines some with a category and some with a job and i'm trying to keep both for reporting. The problem comes up when I try to do a lookup from sourcetransaction.uid to UID and i have many duplicates and many lines with null which I need it to ignore, I can't delete these. Also the sum of CD1 in the table below is $27,865.34 so i need to do a lookup to indicate not to keep that one under source Fin as I've got it in CD1, but i can't group CD1 as I want to be able to see each line. I've tried doing a unique key but i don't have any data in Fin that matches CD1 except for amount and where there are multiples that sum to the number I need that is being missed. Basically I am looking for f792617f-c325-457a-be63-bce63819cc9d in UID and then to flag it so if its source FIN account number 1-1110 only then i can remove it without removing all the others.

 

Any help would be so gratefully accepted!! 

 

UIDCategory.DisplayIDAccount.DisplayIDJob.NameAmountTotalSourceThe Final AmountFinal DateSourceTransaction.UID

b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1145Admin-4748.55 Fin-4748.5514/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1111Admin-615.99 Fin-615.9914/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1112Admin-1898.04 Fin-1898.0414/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1113Admin-841.82 Fin-841.8214/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1132Admin-1862.48 Fin-1862.4814/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1130Admin-1658.12 Fin-1658.1214/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1115Admin-813.54 Fin-813.5414/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1114Admin-514.99 Fin-514.9914/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1116Admin-1045.98 Fin-1045.9814/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1140Admin-3964.66 Fin-3964.6614/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1117Admin-1425.46 Fin-1425.4614/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1110Admin-1083.17 Fin-1083.1714/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1119Admin-1356.41 Fin-1356.4114/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1155Admin-3576.57 Fin-3576.5714/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 2-1135Admin-2459.56 Fin-2459.5614/12/2018f792617f-c325-457a-be63-bce63819cc9d
b22bd640-b5c8-4834-923d-0b8cd0e47362 1-1110 -27865.34 Fin-27865.3414/12/2018f792617f-c325-457a-be63-bce63819cc9d
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-615.9914/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1898.0414/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-841.8214/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1862.4814/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1658.1214/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-813.5414/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-514.9914/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1045.9814/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-3964.6614/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1425.4614/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1083.1714/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-4748.5514/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-1356.4114/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-3576.5714/12/2018 
f792617f-c325-457a-be63-bce63819cc9d101-Admin1-1110   CD1-2459.5614/12/2018 
1 ACCEPTED SOLUTION

Accepted Solutions
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Anonymous
Not applicable

Re: Lookup which includes multiples, duplicates and null values

Thank you for your help, sorry I'm not good at posting stuff including links etc... I think the answer is  

Column = IF(ISBLANK('Trial Balance'[SourceTransaction.UID]),FALSE(),IF(ISBLANK('Trial Balance'[UID]),FALSE(),CONTAINS('Trial Balance','Trial Balance'[UID],'Trial Balance'[SourceTransaction.UID])))... but i'm still testing it. thank you!

View solution in original post

6 REPLIES 6
Highlighted
Super User III
Super User III

Re: Lookup which includes multiples, duplicates and null values

Please paste a sample of the desired outcome as well.

Ideally post link to file, as your samples headers have lost connection to your data.

Imke Feldmann (The BIccountant)

If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!

How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries

Highlighted
Anonymous
Not applicable

Re: Lookup which includes multiples, duplicates and null values

Headers are 

UID

Category.DisplayID

Account.DisplayID

Job.Name

Amount

Total

Source

The Final Amount

Final Date

SourceTransaction.UID

 

in excel i would do a vlookup and get f792617f-c325-457a-be63-bce63819cc9d, which is finding that in UID based on SourceTransaction UID, when  i try a lookup in Power BI i get blanks because of all the duplicates and nulls that also exist I presume.. I've also tried concatenex, rank, related, find, search... 

Basically trying to get f792617f-c325-457a-be63-bce63819cc9d based on UID column so i can then filter it out. Trying to recreate a trial balance where I can report on categories and jobs using all the line items 🙂 thanks for your help!! 

Highlighted
Super User III
Super User III

Re: Lookup which includes multiples, duplicates and null values

Hi @Anonymous,

is this what you're after?: https://www.thebiccountant.com/2018/08/12/how-to-do-a-real-vlookup-false-in-power-query-or-power-bi/

Imke Feldmann (The BIccountant)

If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!

How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries

Highlighted
Anonymous
Not applicable

Re: Lookup which includes multiples, duplicates and null values

Thanks I did find that one and try it, didn't work for me unfortunately. Your blogs are always excellent!!!

Highlighted
Super User III
Super User III

Re: Lookup which includes multiples, duplicates and null values

Problem is, that I still don't understand your request.

So unless you're providing real sample data of your desired result (full table like described here for exammple: https://social.technet.microsoft.com/wiki/contents/articles/28212.how-to-ask-a-power-bipower-querypo... ) I cannot help you any further here.

Imke Feldmann (The BIccountant)

If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!

How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data -- Check out more PBI- learning resources here -- Performance Tipps for M-queries

Highlighted
Anonymous
Not applicable

Re: Lookup which includes multiples, duplicates and null values

Thank you for your help, sorry I'm not good at posting stuff including links etc... I think the answer is  

Column = IF(ISBLANK('Trial Balance'[SourceTransaction.UID]),FALSE(),IF(ISBLANK('Trial Balance'[UID]),FALSE(),CONTAINS('Trial Balance','Trial Balance'[UID],'Trial Balance'[SourceTransaction.UID])))... but i'm still testing it. thank you!

View solution in original post

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