generate a inventory item coding in excel - excel

Can you support me in the following I need to create coding for inventory items
I built the structure ( 4 letters, and 4 digits)
(Warehouse Type, Warehouse Group, Family, Sub-Family) after that add a sequence 4 numbers
if the item in Warehouse Type ( A ), Warehouse Group (B ), Family(C), Sub-Family(D),
I need to generate a code ABCD0001, the following item if it from the same warehouse, group,family, and sub-family take generate code (ABCD0002),
BUT if the item has any different thing in structure starting from 0001
like if the item:
Warehouse Type ( B ), Warehouse Group (B ), Family(C), Sub-Family(D)
the code should be BBCD0001
what should I do to achieve this, I have almost 1200 items and I need to add a code for all of them

Create 4 lookup tables (for sample I have made two for Warehouse Type & Group seen on the left). Then apply the mapping you wish to have for each Type, Group, Etc.
In your raw data (on the right) create two helper columns: one to create your warehouse string and another to count the instances of those strings i.e. your sequence number
The formulas are below. Add them to first row of raw data and drag down to create the full list of unique keys
I2 = VLOOKUP(G2,$A$1:$B$6,2,0) & VLOOKUP(H2,$D$1:$E$6,2,0)
J2 = I2 & TEXT(COUNTIF(I$2:I2,I2),"0000")
In cell I2 you will need to combine 4 VLOOKUPS so just copy the method shown here. One for Type, Group, Family, & Sub-Family.

Related

Join two tables with OR logic in PowerQuery

As the title states, I am trying to do a merge of 2 tables. I want a nested joint where the values from the first table are always there and rows matching the second table are added to the first. I believe this is known as the nested join.
Unfortunately, it only allows for 1 key to 1 key matching where as I need it for 1 key in table 1 to 2 keys in table 2
Here is an example
Table1:
Group
..
..
Time
Date
Table2:
Group 1
Group 2
..
..
..
Other Info
What I want is where "Group = Group 1 OR Group = Group 2" and display the matching row from table 2 nested into Table 1
I looked at the following example but I must be confused by the syntax because it doesn't seem to be working for me.
How to join two tables in PowerQuery with one of many columns matching?
So after further investigation of the answer post I linked earlier, I will add an explanation of it here:
Table.AddColumn(Source, "Name_of_Column",
(Q1) => Table.SelectRows(Query2,
each Q1[Col_from_q1] = [Col_from_q2] or Q1[Col_from_q1] = [2_Col_from_q2]
)
)
So this did work for me and it adds an extra column that needs to be expanded to get all the values from the table. What i would add is that I don't know / haven't tested if there are multiple matches and how it treats it, based on nestedjoin, I would assume that it will duplicate rows in the first table.

calculate sum with criteria from many columns of another filtered table DAX PowerBi

Hello i want to sum a column but i need to filter the table based on data from another table.
So i have table1 where i want to sum points and i want to sum only the record that for the dates and the names and the classes i find in table 2
I am using measure like this:
Measure 3 = CALCULATE(sum(Table1[points]);Table1[name] in (ALLSELECTED(Table2[name]));Table1[date] in (ALLSELECTED(Table2[date]));Table1[class] in (ALLSELECTED(Table2[class])))
but it does not filter properly,
is there any better way to do this?
One way would be, you create a relationship between the two tables. I think Power BI doesnt support multi relationships between two tables, so you have to add a custom column on both tables with your key <> foreign key. In your case like you mentioned it woulb be the name, date and class (in the query editor):
Key = [name] & [date] & [class]
In my sample here I just use the name as key column.
If the relationship is set you can use the following measure:
You can use TREATAS to filter Table1 based on Table2. No relationship is needed.
Total Points Filtered By Table2 =
CALCULATE (
SUM ( Table1[point] ),
TREATAS (
SUMMARIZE ( Table2, Table2[name], Table2[date], Table2[class] ),
Table1[name], Table1[date], Table1[class]
)
)

Break ties in RANKX Powerpivot formula

I can rank my data with this formula, which groups by Year, Trust and ID, and ranks the Areas.
rankx(
filter(Table,
[Year]=earlier([Year])&&[Trust]=earlier([Trust])&&[ID]=earlier([ID])),
[Area], ,1,Dense)
This works fine - unless you have data where the same Area appears more than once in the same group, whereupon it gives all rows the rank of 1. Is there any way to force unique rank values? So two rows that have the same Area would be given the rank of 1 and 2 (in an arbitrary order)? Thank you for your time.
Assuming you don't have duplicate rows in your table, you can add another column as a tie-breaker in your expression.
Suppose your table has an additional column, [Name], that is distinct between your multiple [Area] rows. Then you could write your formula like this:
= RANKX(
FILTER(Table,
[Year] = EARLIER([Year]) &&
[Trust] = EARLIER([Trust]) &&
[ID] = EARLIER([ID])),
[Area] & [Name], , 1, Dense)
You can append as many columns as you need to get the tie-breaking done.

Convert SAP BI hierarchy to flat table

I have a table:
Old table
Level 1 is top level. CC is the smallest unit inside our company.
What I want to do is convert this table into a flat table with additional column like level 1 / level 2 / Level 3, which show parent department of each node,
e.g. 100111 |CC |3 |IS// |IS/ |IS.
New Table
Using Excel I can do it easily by using some conditional formula and copy the cell above if current cell is CC.
My process is like this: SAP Application (export)-> .xls file (without Level and Parent Columns) -> creating new column for level and parent node with power query -> make new column (level 1 - 6) like example in the new table.
For Column Level 1 i use this formula:
If(B2=1;A2;D1)
and i fill it down for the rest. In my data, the first row is always level 1.
For Level 2:
=IF(B2=2(//because is Level 2),A2,IF(B2<2,"",E1))
And i repeat the same formula for other Column.
Can someone suggest me a solution for this problem?
I think the Power Query equivalent of your first formula would be to Add a Column with this formula:
if [Level] = 1 then [Department] else null
I would follow that with a "Fill / Down" step (from the Transform ribbon).
The subsequent formulas would look similar, e.g. for Level 2
if [Level] = 2 then [Department] else null
Follow each with a "Fill / Down" step and you should be done.

Excel - Power Query 2016

I got data from two tables.
Customers (containing customer ID and the total value of orders/funding
Orders (Containing customer ID and each order)
I created a Power Query, then chose the option to "Merge Queries as New". Selected the matching Columns (Customer ID) and chose the option:Left Outer (All from the first and, matching from second => All from the customer table, matching from the order table). Then I expanded the last column of the Query to include what I wanted from the Order table resulting in the table below on the left. The one on the right is what I'm after. The problem is that funding amounts are already totals per customer. I don't need the value of each order broken down. I still need the orders displayed but I don't need their values (just the total per customer). Is it possible to do it like the one below on the right? Otherwise, the grand total is way off.
I think what you're trying to do is join with only the first instance of each value in your Customer column. There doesn't appear to be any feature or GUI element that allows you to do that (I had a look at the reference documentation for Power Query M, maybe I missed something).
To replicate your data, I'm starting off with some tables (left table is namedCustomers, right table is namedOrders):
I then use the M code below (the first few lines are just to get my tables from the sheet):
let
customers = Excel.CurrentWorkbook(){[Name = "Customers"]}[Content],
orders = Excel.CurrentWorkbook(){[Name = "Orders"]}[Content],
merged = Table.NestedJoin(orders, {"CUSTOMER"}, customers, {"CUSTOMER"}, "merged", JoinKind.LeftOuter),
indexColumn = Table.AddIndexColumn(merged, "Temporary", 0, 1),
indexes =
let
uniqueCustomers = Table.Distinct(Table.SelectColumns(indexColumn, {"CUSTOMER"})), // Want to keep as table
listOfRecords = Table.ToRecords(uniqueCustomers),
firstOccurenceIndexes = List.Accumulate(listOfRecords, {}, (listState, currentItem) =>
List.Combine({listState, {Table.PositionOf(indexColumn, currentItem, Occurrence.First, "CUSTOMER")}})
)
in
firstOccurenceIndexes,
expandSelectively =
let
toBoolean = Table.TransformColumns(indexColumn, {{"Temporary", each List.Contains(indexes, _), type logical}}),
tableOrNull = Table.AddColumn(toBoolean, "toExpand", each if [Temporary] then [merged] else null),
dropRedundantColumns = Table.RemoveColumns(tableOrNull, {"merged", "Temporary"}),
expand = Table.ExpandTableColumn(dropRedundantColumns, "toExpand", {"FUNDING"})
in
expand
in
expandSelectively
If your table names and column names match mine (including case sensitivity), then you might just be able to copy-paste all of the M code above into the Advanced Editor and have it work for you. Otherwise, you may need to tweak as necessary.
This is what I get when I load the query to the worksheet.
There might be better (more efficient) ways of doing this, but this is what I have for now.
If you're not using the order ID column, then I would suggest doing a Group By on the OrderTable before merging in the funding so that you'd end up with a table like this instead:
Region Customer OrderCount Funding
South A 3 2394
South B 2 4323
South C 1 1234
South D 2 3423
This way you don't have mixed levels of granularity that cause problems like you are seeing with the totals.

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