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dyabes
Helper I
Helper I

RELATED/RELATEDTABLE with condition

I have two tables (1) Order Details (Date, SKU, Units Sold) and (2) Cost (SKU, Unit Cost, Year).

 

I need to bring in Unit Cost to my Order Details table so I can get my COGS. But I also need to evaluate which cost to apply based on the Year. The Cost table is a updated every year and new rows are added.

 

Any help will be much appreciated.

 

Cheers,

David

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

In the Order Details Table, create a calculated column to extract Year from the Date: Year = YEAR('Order Details'[Date]).  Assuming every Year and SKU record in the Cost Table is a unique combination, try this calculated column formula in the Order Details Table

=LOOKUPVALUE('Cost'[Unit Cost],'Cost'[SKU],[SKU],'Cost'[Year],[Year])

This formula should work without creating any relationship betwenn the 2 Tables.

Hope this helps.


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

View solution in original post

5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

In the Order Details Table, create a calculated column to extract Year from the Date: Year = YEAR('Order Details'[Date]).  Assuming every Year and SKU record in the Cost Table is a unique combination, try this calculated column formula in the Order Details Table

=LOOKUPVALUE('Cost'[Unit Cost],'Cost'[SKU],[SKU],'Cost'[Year],[Year])

This formula should work without creating any relationship betwenn the 2 Tables.

Hope this helps.


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

View solution in original post

If the latest Cost values are still not available, how do I nest the LOOKUPVALUE to return the latest value available?

Please have the basic courtesy to thank me for helping you in the first place - it is just basic etiquettes.  For your second question, share both datasets (in a format that i can paste them in an Excel file) and show the expected result.


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

I have no excuse. Please accept my sincerest apology. Will not happen again. 

No problem - Thank you.  Please share the datasets requested for in my previous message - I hope i can help.


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

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