I'm working on a project where I receive a list in excel of employee names, dates and ID's. I need to compare this list to a Power BI report that I've made to bring back any ID's that are locked.
For example:
I receive
| Employee Name | Date | ID |
| ------------- | --------- | -- |
| John Doe | 4/22/21 | 1 |
| Jane Doe | 4/23/21 | 2 |
The Power BI Report looks like this:
| Employee Name | Date | ID | LOCK? |
| ------------- | -------------- | -- | -------- |
| John Doe | 4/22/21 | 1 | LOCK |
| Jane Doe | 4/23/21 | 2 | UNLOCKED |
Is there a way to compare a my list in excel with my a Power BI on a large scale? I've tried Power Query in Excel, but the data is too large.
Ended up using a pbiviz file (Filter By List)
Related
I am doing an excel sheet for my finances. In an Excel document, I have these separate sheets:
2021 (Overview of all earnings and expenses)
January
...
December
Settings (Dropdown-menu for categories)
In all sheets from January to December have my expenses. The next is an example for January:
| Total | 74,97 |
| -------- | --- |
| Item | Date | Paid with | Categorie | Amount |
| -------- | ---------- | --------- | ------------ | ------ |
| Book | 21.01.2021 | PayPal | Education [v]| 14,99 |
| Book | 23.01.2021 | CreditCard| Education [v]| 9,99 |
| T-Shirt | 25.01.2021 | DebitCard | Fashion [v]| 49,99 |
and this an example for Settings-sheet:
| x |
| --- |
| Education |
| Fashion |
| TravelExpenses |
| Groceries |
| Taxes |
etc...
From these sheets, I'm using for the Dropdown menu for each entry in the specific month:
| x |
| ------------ |
| Education [v]|
| Fashion [v]|
| Taxes [v]|
Overview (2021) sheet looks like:
| Categorie | Januar | Februar | ... | December |
| -------- | --------- | ---------- | --------- | ----------- |
| Fashion | 49,99 | | | |
| Education | 24,98 | | | |
So my question is, how to pass the value from each months next field near specific category.
Can I sum all values from each month? For example:
=SUM(Januar!$A$2)
But how to sum for each categorie seperatly?
I guess add extra table in each month sheet, and then pass the value to the overview sheet. But how can I search for values from each category and sum all values from near lying fields?
Any ideas?
Thanks!
Not sure if I understand your question correct, but following the logic in the description I think this is what you want:
=SUMIF(INDIRECT("'"&B$1&"'!D1:D5"),$A2&"*",INDIRECT("'"&B$1&"'!E1:E5"))
It's a SUMIF to the sheet with the name of the month in row 1 of the overview sheet that sums all values from column E in that sheet where the value in column D starts with the value in column A in your overview sheet.
I've got a Microsoft Access database with several tables. I've thrown 2 of those into an Excel file to simplify my work, but either an Access or Excel solution can be used for this. Below are examples of the data that needs to be manipulated, but in those records there's a lot of other columns and information.
I've got Table 1 (Input Table):
| Bank | Reference |
|-----------------|-----------|
| Chase Bank LLC | |
| JPMorgan Chase | |
| Chase | |
| Bank of America | |
| Bank of America | |
| Wells Fargo | |
The Reference column is empty. I want to fill it based on the reference table, which contains the IDs that would go into the Reference column.
Table 2 (Reference Table):
| Bank | ID |
|-----------------|-----------|
| Chase Bank | 1 |
| Bank of America | 2 |
| Wells Fargo | 3 |
So the solution would fill the "Reference" column like this:
| Bank | Reference |
|-----------------|-----------|
| Chase Bank LLC | 1 |
| JPMorgan Chase | 1 |
| Chase | 1 |
| Bank of America | 2 |
| Bank of America | 2 |
| Wells Fargo | 3 |
Since this is taken from a database's table, these aren't really ordered records. The purpose of this is to create a relationship in an already-existing database that didn't have those relationships set up.
a join between the 2 text fields, in an Update query, will provide a write of the ID for those records that exactly match.
there is no technology/option for the non matching; you can only apply some creative designs... for instance the chase bank does match for the first 10 characters... so for the non matched you could set up a temp table with a new field that is Left(fieldname,10)...join on this new field to get the ID into the temp table - - and then do a 2nd Update query to move the ID again finally using the full name
I have a data table as below. I would like to get the last [Action] of each [Sstage] of each [ID] based on the [Time].
I tried: last(action)over intersect([id],[stage],[time]) but it is not giving me what I want. does anyone have any idea?
+----+---------+-----------------+------------+-----------------+
| ID | Stage | Action | Time | Last_Action |
+----+---------+-----------------+------------+-----------------+
| 1 | CEO | Decline | 11/01/2016 | requestmoreinfo |
| 1 | CEO | Approve | 11/02/2016 | requestmoreinfo |
| 1 | CEO | Approve | 11/03/2016 | requestmoreinfo |
| 1 | CEO | requestmoreinfo | 11/04/2016 | requestmoreinfo |
| 1 | Manager | requestmoreinfo | 11/05/2016 | Decline |
| 1 | Manager | requestmoreinfo | 11/06/2016 | Decline |
| 1 | Manager | Approve | 11/07/2016 | Decline |
| 1 | Manager | Decline | 11/08/2016 | Decline |
| 2 | User | Decline | 11/09/2016 | Approve |
| 2 | User | Decline | 11/10/2016 | Approve |
| 2 | User | Approve | 11/11/2016 | Approve |
+----+---------+-----------------+------------+-----------------+
This one probably isn't as obvious as most.
We have to find out what the status is for the Max([Time]) over the [ID] and [Stage]. You are close using Last() but that method is to get the logical last row. If your data isn't sorted... then this would give undesired results. Thus, use the Max() method to get the most recent date.
Max([Time]) OVER (Intersect([ID],[Stage]))
Now... this would put the [Time] in your calculated column... since you want the correlated [Action], we need to nest that in an IF() statement to find the [Action]
If([Time]=Max([Time]) OVER (Intersect([ID],[Stage])),[Action])
Now, this would put the correct [Action] in your calculated column, but only on the row containing the Max([Time]).
The last step is to apply this value across your [ID],[Stage] grouping with one more Over() method
First(If([Time]=Max([Time]) OVER (Intersect([ID],[Stage])),[Action])) OVER (Intersect([ID],[Stage]))
If i select an option from a drop down list, how do i then display data extracted from another workbook. So far, i have seen examples of showing single row data from another worksheet. But i have yet to see a method of extracting multiple rows and columns of data from a different workbook.
Week 1.xls:
A B C
-------------------------------------------------
| SKU | Description | Vendor Style |
-------------------------------------------------
| | | |
| 000001 | Description 1 | CA0080-03E |
| 000002 | Description 2 | EX1134-59D |
| 000003 | Description 3 | EM0132-59A |
| 000004 | Description 4 | EW8694-52D |
| 000005 | Description 5 | FC0003-18D |
| 000006 | Description 6 | EK2273-59E |
Master.xls:
A B C
------------------------------------------------- ________ _
| SKU | Description | Vendor Style | |________|>| <---Drop Down List
-------------------------------------------------
| | | |
| | | |
| | | |
| | | |
| | | |
| | | |
If i choose, e.g. Week 1 in the drop down list. I want the data from Week 1.xls to fill in the table in Master.xls.
If i choose, e.g. Week 2 in the drop down list. I want the data from Week 2.xls to fill in the table in Master.xls.
Is this possible? I'm thinking vlookups may be involved here in order to point to each workbook.
Thank you.
How can I pivot row data using Informatica PowerCenter Designer? Say, I have a source file called address.txt:
+---------+--------------+-----------------+
| ADDR_ID | NAME | ADDRESS |
+---------+--------------+-----------------+
| 1 | John Smith | JohnsAddress1 |
| 1 | John Smith | JohnsAddress2 |
| 2 | Adrian Smith | AdriansAddress1 |
| 2 | Adrian Smith | AdriansAddress2 |
+---------+--------------+-----------------+
I would like to Pivot this data like this:
+---------+--------------+-----------------+-----------------+
| ADDR_ID | NAME | ADDRESS1 | ADDRESS2 |
+---------+--------------+-----------------+-----------------+
| 1 | John Smith | JohnsAddress1 | JohnsAddress2 |
| 2 | Adrian Smith | AdriansAddress1 | AdriansAddress2 |
+---------+--------------+-----------------+-----------------+
How can I do this in Informatica?
If every person has two addresses, you can use the FIRST and LAST functions in an Aggregator transformation:
!