Dynamic Information Table
Results 1 to 4 of 4

Thread: Dynamic Information Table
Thanks Thanks: 0 Likes Likes: 0

  1. #1
    New Member
    Join Date
    Jun 2006
    Posts
    42
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Dynamic Information Table

    Hello,

    Just hoping someone could help point me in the right direction here, as I'm sure I'm going about this problem all wrong.

    I have two data tables, each with transaction data and 3 key fields: Company, Cost Center, Project. To work with the data from the two tables, I concatenated each of those fields in calculated columns, i.e. Company+Cost Center+Project, and then created a third table with the unique list of Company+Cost Center+Project combinations and created the relationships.

    Easy enough, but I'm trying to determine if there is a dynamic way to create the 3rd information table with unique values. Each time I refresh my data, I can get new unique combinations of Company, Cost Center, and Project and therefore have to manually update my unique values info table.

    Any help or advice on potential approaches would be much appreciated

    Thanks!

  2. #2
    New Member
    Join Date
    Apr 2016
    Posts
    24
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: Dynamic Information Table

    I would use Power Query for this.

    Create a query for the first table and load it as a connection only, then create a 2nd query for the 2nd table and then append the query for table 1 and load it to your workbook as a table.

    Quote Originally Posted by ollieotis View Post
    Hello,

    Just hoping someone could help point me in the right direction here, as I'm sure I'm going about this problem all wrong.

    I have two data tables, each with transaction data and 3 key fields: Company, Cost Center, Project. To work with the data from the two tables, I concatenated each of those fields in calculated columns, i.e. Company+Cost Center+Project, and then created a third table with the unique list of Company+Cost Center+Project combinations and created the relationships.

    Easy enough, but I'm trying to determine if there is a dynamic way to create the 3rd information table with unique values. Each time I refresh my data, I can get new unique combinations of Company, Cost Center, and Project and therefore have to manually update my unique values info table.

    Any help or advice on potential approaches would be much appreciated

    Thanks!

  3. #3
    New Member
    Join Date
    Jun 2006
    Posts
    42
    Post Thanks / Like
    Mentioned
    0 Post(s)
    Tagged
    0 Thread(s)

    Default Re: Dynamic Information Table

    Awesome, thank you!

  4. #4
    Board Regular nikio8's Avatar
    Join Date
    Oct 2017
    Posts
    123
    Post Thanks / Like
    Mentioned
    2 Post(s)
    Tagged
    0 Thread(s)

    Default Re: Dynamic Information Table

    be careful, you may need to use Text.From(Number.From([colA])), you may have issues converting number to text, dates etc.
    good luck.

Some videos you may like

User Tag List

Tags for this Thread

Like this thread? Share it with others

Like this thread? Share it with others

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •