integration of Two tables into one with condition

[vjnvinod]

hi,

I have 2 tables, one is dataset and the other one is Unique Account and segment.

common coloumns in both table is

Account ,segment(AccountSegment in Datasetup table)

what i would like to achieve is, from my unique account and segment table would like to copy unique account name and segment and replace Account and Accountsegment in Dataset table with that values.

how do i achive this?

[v-yulgu-msft]

Hi @vjnvinod,

If there existing a relationship between two tables, you can add calculated columns in datasetup table like this:

unique account name =
RELATED ( 'Unique Account and segment'[Unique Account Name] )

If there is no relationship, you create calculated column in dataset table via LOOKUPVALUE function.

unique account name =
LOOKUPVALUE (
    'Unique Account and segment'[Unique Account Name],
    'Unique Account and segment'[Account], 'Datasetup'[Account]
)

Best regards,

Yuliana Gu

[vjnvinod]

@v-yulgu-msft

I am getting some error, please see the screenshot

[v-yulgu-msft]

Hi @vjnvinod,

Please check in Unique Account and segment table, is [unique account name] matched with [Account]  uniquely? If one single Account has multiple types od Unique Account Name, above error would be prompted.

Best regards,

Yuliana Gu

[Anonymous · Accepted solution]

Hi @vjnvinod,

If I understood correctly, you are trying to get Account and Segment data from Unique Account and segement table into your Datasetup Table.

Try merging these tables using the merge feature. Open "Edit Queries" and merge the tables based on the common columns.

You could also drag-and-drop relationships between these tables without merging them in the relationships view or through "Manage Relationships" in the Home tab. 

Br,

T

[vjnvinod]

@Anonymous

I did tried doing that, but it doesn't help in my case, as i am getting NA's as well. if the unique account name is NA for that particular account, i want to retain Account name as it is (instead NA)

[Anonymous]

Hi @vjnvinod,

Hmm.. What I would do is use "Edit Queries", merge the tables and then create another column with an if clause to get the account name if the merge returns NA.

Br,

T