I have a query called "PL" which are customers indiv prices.
Another Query "Invoice (2)" which is a control for low margin invoice items. I wish to highlight from Invoice (2)" where margin is low for invoice item line because customer has their own discounted price for relevant prod setup in "PL".
I have achieved this in the past with Index match but would like to learn how to do it in power query.
I've followed a youtuve video but think thats for a 2 way lookup and that this is a 3 way lookup.
Record from "PL" to lookup the yellow to extract the blue "Price List".
Invoice (2) query contains both the yellow columns above. Following the video I added a custom column and did the following
= Table.AddColumn(#"Renamed Columns4", "ExactMatchPriceLookup", each Record.Field(PL{[Customer=[Customer]]},[SKU]))
Plus variants of columns highlighted above...but I know its not going to work as its not referencing my 3 highlighted columns.
Any help much appreciated.
Thanks
Another Query "Invoice (2)" which is a control for low margin invoice items. I wish to highlight from Invoice (2)" where margin is low for invoice item line because customer has their own discounted price for relevant prod setup in "PL".
I have achieved this in the past with Index match but would like to learn how to do it in power query.
I've followed a youtuve video but think thats for a 2 way lookup and that this is a 3 way lookup.
Record from "PL" to lookup the yellow to extract the blue "Price List".
Invoice (2) query contains both the yellow columns above. Following the video I added a custom column and did the following
= Table.AddColumn(#"Renamed Columns4", "ExactMatchPriceLookup", each Record.Field(PL{[Customer=[Customer]]},[SKU]))
Plus variants of columns highlighted above...but I know its not going to work as its not referencing my 3 highlighted columns.
Any help much appreciated.
Thanks
