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!!!!
Solved! Go to Solution.
You can use the GENERATE function to join these two tables.
Please share some sample data if you need more help.
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.
Hi again - I"m not sure I'm understanding the solution here. Here are some sample data:
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
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.
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.
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!!!