Move the Value against name from one Excel file to Other File against their name - vlookup

1- Hi I have two Excel file - Ist is Daily Process & IInd is Daily Order
2- In Ist sheet there is name of 10 Person.there is 5 Column,
3- In Ist Column - S Empty & merged, IInd Column :- Rank, IIrd - Person name, 4th Column : Goal & In 5th Column : Order Value (which is empty, need to fillup from other sheet)
4- In IInd (Daily Order Eccel File) : There is 6 Column
1st Column : Empty, 2nd Column : Person name 3rd Column : Goal, 4th Column : Carryover, 5thn Column : Receive Order & 6th Column (F) : Total Order
5 From 6th Column i.e. F column, which is Total, i have to pick up this value against Person name (available here & also in Ist file Daily Process)
I have to put the formula in Ist File (I need value here against his name)
So please tell me the formula.

Please try:
=VLOOKUP(C2,'Daily Order 2'!$B$1:$F$11,5,0)
in E2 of Daily Process and copied down to suit.

Related

PowerBi Join column value strings together in each row

I have a table like shown below titled Employees:
Name LOC1 LOC2 LOC3 LOC4
-----------------------------------------
Joe DAY CVG DTW
Jane PVD STL
John LAX SAN SFO ANC
I created a measure to combine the LOC fields into 1 result separated by a space. I keep getting errors because PBi wants to aggregate the data fields. All fields are type Text. I've tried all the usual combine methods, below are a couple of examples...
CombineLOCs=CONCATENATE('Employees'[LOC1],'Employees'[LOC2])
CombineLOCs= 'Employees'[LOC1] & " " & 'Employees"[LOC2]
This is what I get back:
"A single value for column 'LOC1' in table 'Employees' cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation....etc."
I ultimately have a table visual on my canvas and instead of listing out all of the columns on that table, I just want 1 column with all of the combined LOC values for each employee in it.
If you just want a single column where the LOC columns are joined together, then you need to create a new column within the table, rather than a new measure. A measure expects you to aggregate the values. A column will concatenate the text strings on a row by row basis.
If you select the new column option, either on the table tools or the fields sidebar, then use the concatenate formula in your question, that should work.
With the new column, you can then include the employee name and the associated LOC values.

Power BI - CRUD analysis how?

I have 2 data sources - Source 1 ( SharePoint List ) & Source 2 ( Cloud Source ). I bring both into Power BI. They each have a key to identify a unique instance of a record.
In Power BI I have been asked to identify the New Inserts / Deletes and Updated Records.
So is there an easy way of doing this?
Table 1
Key Column 1 Column 2 Column 3
Table 2
Key Column 1 Column 2 Column 3
You can use Merge queries transformation in Power Query Editor to do that. Left Anti and Right Anti join kinds will give you the rows that exists only in the first or second data source. Inner will give you the rows that exists in both (based on their key value) and later you can compare the other columns to decide are they modified or not.
Lets assume there are two data sources, as follows:
Source 1
Key
Column 1
Column 2
Column 3
1
initial value
initial value
initial value
2
initial value
initial value
initial value
3
initial value
initial value
initial value
Source 2
Key
Column 1
Column 2
Column 3
1
initial value
initial value
initial value
2
modified value
initial value
initial value
4
initial value
initial value
initial value
1 exists in both sources and is not modified;
2 exists in both sources but is modified (Column 1 has different values);
3 exists only in Source 1;
4 exists only in Source 2.
In Power Query Editor, in Home tab of the ribbon, in Combine group, click on Merge Queries -> Merge Queries as New, select Source 1 as the first source, Source 2 as the second source, set the join kind to be Left Anti and make sure Key columns in both sources are selected:
This will give you the rows, that exists only in Source 1, i.e. only 3 (and remove the columns from Source 2 there, because they are not needed):
Do the same merge again, but swap the sources:
to get the rows, that exists only in Source 2, i.e. 4:
And then do it again, but this time set the join kind to be Inner:
Click on the button in the header of Source 2 column and add all the columns except Key and add a conditional column (Add Column -> General -> Conditional Column) as follows (note, that the screenshot is incorrect - the third comparison should be between Column 3 and Source 2.Column 3):
It will tell you is this row modified (2) or not (1):
If you want you can click the button in the header of the custom column and filter the result to show only the rows, where the value is Modified, which will leave only 2 in the result:

Create a monthly graph containing dynamical values

I discovered PowerBI few hours ago and I am trying to render a new graph, pretty complex from my data.
My subject:
I have a list of employees from my society with some information (name, location, seniority, ....) inside a table named Suivis de mission.
I'm focusing on seniority column. I have to display, monthly, the number of employees which has less than 3 seniority years, more than 3, more than 5 and more than 8.
This field is calculed through another field (date_de_changement_de_mission) by the next formula:
(today - date_de_changement_de_mission) / 365
It gives me a number according to the seniority years (above in french)
My experimental work:
I tried to make some things and this is what I have up to now.
I created a new table with months (string column1 and int column2) and the third column according to the number of employee with less than 3 seniority years for each month.
This is the formula that I'm trying to implement in order to get the number but I have lot of mistakes :
Nbr_inf_3_ans = SUMX('Suivis de mission';
IF(
'Suivis de mission'[Activité] = "En poste";1 &&
DIVIDE(
DATEDIFF(01/01/2019;'Suivis de mission'[Date de changement de mission].[Date];DAY);365)
;"null"))
The formula must contains several conditions :
Field 'Suivis de mission'[Activité] has to be : "En poste"
Loop over each month in my table (if the month is not targed, display 0)
I'm a bit lost.
Assuming that:
You want to do it in Power Query Editor
You already created the "seniority" and "month" ("mois*") columns
You are not worried about the year (you are really grouping just by month)
Then these steps may help you to begin:
Create a custom column name "IsLesserThan3" with the formula:
if [Seniority] < 3 and [Activité] = "En poste" than 1 else 0
Change the formula to include the requirement about "if the month is not targed" (i didn't get what it means, sorry).
Choose "Transform" (menu), then "Group By", then basic, set group by = month, give it a name ("Nbr_inf_3_ans"), set operation = sum, set column = IsLesserThan3
EDITED
New extra assumption:
There is a second table with month description and month number and you want to create the new column there ("Nbr_inf_3_ans") and fill it, probably to grant all the months are there (including those with no occurrences).
With this new assumption in mind, the approach will be to join the two tables and do the same thing:
Create a custom column named "IsLesserThan3" with the formula:
if [Seniority] < 3 and [Activité] = "En poste" than 1 else 0
Change the formula to include the requirement about "if the month is not targed" (i didn't get what it means, sorry).
Change the type of the new column to integer (click the icon to the left of the column name).
Create a custom column named "Mois_int" with the formula:
Date.Month([date_de_changement_de_mission])
Then join the tables by month. To do that, select the other table and choose "Transform" (menu), then "Merge", then let the second table selected and select the first table as the "bottom" table, select columns "Mois_int" in both tables, set "join kind" = "left outer".
PowerBI will create a new column wich name is the name of the first table. Click the arrows icon in that column header and choose "aggregate" and mark only "sum of LesserThan3".

Lookup last value in sheet where other cell contains value

I'm trying to find the last instance of a value in a sheet. The value is an amount of currency, and the condition should be if the type of currency is Income. For example, I have a sheet with
Date Name Amount Type
2019-08-01 Cash on hand 52.52 Income - Allowance
2019-08-02 Cash on hand 33.33 Income - Hourly
and I want to match the latest amount of income (33.33) and display it in another cell.
I've tried something like =INDEX(FILTER(A:A;NOT(ISBLANK(A:A)));ROWS(FILTER(A:A;NOT(ISBLANK(A:A)))) from Get the last non-empty cell in a column in Google Sheets where instead of NOT(ISBLANK()) I tried to put "Income*. I also tried to do a chain of MAX(FILTER()), but I got an error:
FILTER has mismatched range sizes. Expected row count: 999. column count: 1. Actual row count: 1, column count: 1.
Any help would be much appreciated.
=QUERY(A2:D, "select C where D matches 'Incom.*' offset "&COUNTA(
QUERY(A2:D, "select C where D matches 'Incom.*'", 0))-1, 0)

How to load & use column names/headers > 65 char in IICS?

CSV/ Flat file with column names with no. of months and dates E.g. Benchmark Bloomberg 6 months in year 10/30/2018..
Informatica( IICS) fails to load > 65 char field names, so I loaded it as data -first row. Now I need to do unpivot and do logic based on the “original column Names” i.e. if the month was 6 & date was Oct 30 2018 compare with created date and do X. My best approach is as below. Please suggest a better approach.
1) load column names also as data 2) take out row 1 and store it as 1 row table 3) unpivot the table to make 1 column table and re-pivot it to make column names 4) Apply to the original table in SQL( no issues with > 65 char)
If your fields will always be in the same sequence edit the header names in the source transformation. Configure the source so that data starts on second row. There may be an option to ignore header row values. It should be clear from the UI once you edit the transformation.