Query for input via drop-down, output combination of two tables

JackDanIce

Well-known Member
Joined
Feb 3, 2010
Messages
9,922
Office Version
  1. 365
Platform
  1. Windows
Hi,

I'm working from a PC I can't install screen grabbing software on, I hope I can explain this as clearly as possible:

I have two tables: Data and Headers which are loaded into PQ as connection only:

Data:
Power Query:
let
    Source = Csv.Document(File.Contents("XXX"),[Delimiter=",", Columns=42, Encoding=65001, QuoteStyle=QuoteStyle.None]),
    #"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Fund Name", type text}, {"Fund Class Name", type text}, {"Fund Class Status Is 'Activated'", type text}, {"Fund Class Start Date", type date},{"Class Type", type text}}),
   
    /* Process data */
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Fund Status] = "Launched") and ([#"Fund Class Status Is 'Activated'"] = "Yes") and ([Income Distribution Treatment] = "Accumulation")),      

    /* Tidy up */
    #"Tidy Up" = #"Filtered Rows"
in
    #"Tidy Up"

Header:
Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="tbl_Input_Headers"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Pillar ID", type text}, {"Pillar Label Name", type text}, {"Type", type text}, {"Data Type", type text}, {"Min Value", Int64.Type}, {"Max Value", Int64.Type}, {"Calculation", type any}}),
    #"Removed Columns" = Table.RemoveColumns(#"Changed Type",{"Type", "Data Type", "Min Value", "Max Value", "Calculation"})
in
    #"Removed Columns"

I have a drop-down list which contains unique values from the key column in the Data table

I wish to create an output table for the User to fill in as follows:

3 matching columns from the Data table based on the selected drop-down value AND all rows from the Headers table transposed as column headers next to the 3 matching columns


I'm not sure how to use a Query to filter the data and then further code to create the output by joining, can anyone suggest?

The output table is defined as tbl_Output and I currently use the FILTER function to return the matches from the Data table

TIA,
Jack
 

Excel Facts

How can you automate Excel?
Press Alt+F11 from Windows Excel to open the Visual Basic for Applications (VBA) editor.

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