cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
iWonder
New Member

Merge Queries with an IF

Thank you for taking the time to read my question.

 

I am brand new to Power Query... let's start there...

 

I have Merged 2 queries in Power Query and have added a Parameter.

 

One query is a list of users and what customers they have access to, the second query is a list of all the month end data for each customer for each month. The queries are joined on customer name. This way if I filter the user table, the summary table is filtered.

 

Person A can only see Customer A

Person B can only see Customer B

Person C can see ALL records

 

If I merge the queries, it works if I enter person A's email address into the parameter because they have actual customer names, but if I put in Person C's email address nothing is returned because they have "ALL" instead of a Customer Name

 

User           Company

Person A    Customer A

Person B    Customer B

Person C    ALL

 

= Table.NestedJoin(FlockSummary, {"Title"}, Users, {"CustomerAccess"}, "Users", JoinKind.Inner)

iWonder_0-1627416643885.png

 

How do I say to the merge, if the User Company = "ALL" then show everything, else show where they are equal?

 

Once I have this, I'll figure out how to pass an email address to the parameter from Excel

 

Thanks!

 

1 ACCEPTED SOLUTION
wdx223_Daniel
Super User
Super User

Table.SelectRows(FlockSummary,each if Users[CustomerAccess]{0}="ALL" then true else [Title]= Users[CustomerAccess]{0})

View solution in original post

6 REPLIES 6
wdx223_Daniel
Super User
Super User

Table.SelectRows(FlockSummary,each if Users[CustomerAccess]{0}="ALL" then true else [Title]= Users[CustomerAccess]{0})

View solution in original post

Hi @wdx223_Daniel 

 

Thank you so much for your reply and for the formula.

 

I'm not sure where to put that... do I put it in place of the merged query initial step? Do I add it as a new step to my FlockSummary query (if so, how do you add a new step?)?

 

Thanks again for your help

Hi @wdx223_Daniel 

 

Thank you so much for your reply and for the formula.

 

I'm not sure where to put that... do I put it in place of the merged query initial step? Do I add it as a new step to my FlockSummary query (if so, how do you add a new step?)?

 

Thanks again for your help

Hi @wdx223_Daniel 

 

After some more thinking, I've selected my FlockSummary query and clicked the fx button. When I do that I get

 

= #"some big long guid"

 

I replaced that with your formula.

 

Then I get "Expression.Error: A cyclic reference was encountered during evaluation."

 

I must be doing something wrong

Hi @wdx223_Daniel 

 

I'm continuing to play around with this and I sorted a column to see the code generated.

 

= Table.SelectRows(#"BIG LONG GUID", each ([Title] = "users email address here...") and ([CustomerAccess] = "ALL"))

 I filtered the Users query by Title (which is email address [took it out for privacy]) and the CustomerAccess column.

 

The spot where the table name goes is a BIG LONG GUID. If I change that to Users and click the check mark, I get an error:

"Expression.Error: A cyclic reference was encountered during evaluation"

 

Do I need to do a rename somewhere?

 

Thanks

OK I got it!

 

I did a Merge Queries as New from the Home tab. It generated the code. I then replaced the generated code with the formula you sent and I'm in business!

 

Thanks

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

Power BI October Update 2021.jpg

Power BI Release

Click here to read more about the October 2021 Release!

Community Connections 768x460.jpg

Community & How To Videos

Check out the new Power Platform Community Connections gallery!

Teds Dev Camp Oct. 2021 768x460.jpg

Power BI Dev Camp - October 28th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

Top Solution Authors
Top Kudoed Authors