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sunb1 Frequent Visitor
Frequent Visitor

getting value from one table to another by matching two columns (data tables not directly related)

Hello -- I'm new to Power BI and i've been working at this forever now and can't seem to get it. I have to data tables, one is a list of M&A deals and one is a list of fees charged. These two tables do not have a relationship with eachother in my query veiw, but they are both connected to teh same lookup tables. I need to get the fee data from Data table 2 by matching it two columns of Data table 1. How do i do that? Thanks for your help!!!!

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Accepted Solutions
Seward12533 New Contributor
New Contributor

Re: getting value from one table to another by matching two columns (data tables not directly relate

To share upload pix or other file to file share site like drop box, one drive, etc. then share from that service and paste link here.

The file I listed connects data from two tables. You can have more than one bridge table. The measures don’t have to be numeric as in my examples. And if you need to lookup one value in the other table in prefer to perform a column calculation you can use RELATED or LOOKUPVALUE to get it

6 REPLIES 6
Super User
Super User

Re: getting value from one table to another by matching two columns (data tables not directly relate

Hi

 

You can use the GENERATE function to join these two tables.

 

Please share some sample data if you need more help.

 

Thanks
Raj

Seward12533 New Contributor
New Contributor

Re: getting value from one table to another by matching two columns (data tables not directly relate

While Generate has its uses, I see many people trying to force a EXCEL paradigm into Power BI and create actual tables to represent the data.  The power of PowerBI is that it can do most of this work for you when building visuals, Its all about Filter Context - see this tutorial I put together and see if it helps. 

 

https://1drv.ms/u/s!AuCIkLeqFmlhhJgzLZ6jPcWgLGu3Yw

 

 

sunb1 Frequent Visitor
Frequent Visitor

Re: getting value from one table to another by matching two columns (data tables not directly relate

Hi again - I"m not sure I'm understanding the solution here. Here are some sample data:

 

Table 1:

ACQUIRER        ACQUIRERcik        TARGET      TARGETcik          TransactionYear

ABC                         1                      FiveStar           6                            2018

FDD                         3                         OneStar         7                             2019

CCC                         5                         TwoStar          8                           2017

DDD                          2                      ThreeStar         9                              2016

ABC                         1                        FourStar            11                         2015

FDD                        3                            SixStar           12                         2014

DDD                       2                          SevenStar         13                        2013

 

 

Table 2: 

CompanyCIK                               Fees                      FeeYear

1                                                  25                          2018

12                                                30                              2017

12                                               40                               2014

1                                                   45                           2015

9                                                   15                          2015

 

 

You see, i want two separate columns for Fees from Table 2 added on as a columns in Table 1--one for fees of acquirer and one for fees of Target. In order to get that number, i need to match the "CIK" and Year columns.

sunb1 Frequent Visitor
Frequent Visitor

Re: getting value from one table to another by matching two columns (data tables not directly relate

Hello, I'm not sure I'm understanding the proposed approaches, and all my previous replies weren't posting properly. I'm trying to attach sample data, but it's not working. How do I do that?  Essentially, i want to add columns to table one that would give the fees of the acquirer and target in year of transaction (column 1) and fees "year of transaction +1" (column 2). The only way to do this is to match the KEY and the YEAR between tables 1 and 2. But I don't know how to do this in Power BI. If it helps, i have lookup tables that each of the tables are connected to but the data tables are not connected directly.

Seward12533 New Contributor
New Contributor

Re: getting value from one table to another by matching two columns (data tables not directly relate

To share upload pix or other file to file share site like drop box, one drive, etc. then share from that service and paste link here.

The file I listed connects data from two tables. You can have more than one bridge table. The measures don’t have to be numeric as in my examples. And if you need to lookup one value in the other table in prefer to perform a column calculation you can use RELATED or LOOKUPVALUE to get it

sunb1 Frequent Visitor
Frequent Visitor

Re: getting value from one table to another by matching two columns (data tables not directly relate

Thanks Seward12533. My issue is that i need to calculate by matching TWO columns. Here's the sample file. As noted above, starting with Table 1, i need to match the CIK and the Year to teh CIK and Year in Table 2, and retrieve the fees. The two tables are connected via a bridge  lookup table.

Thanks in advance!!!

 

 https://www.dropbox.com/s/6cumx569vfh9dah/SAMPLE.xlsx?dl=0