Adding a custom or "non linked" text column to pivot table

Keegan4123

New Member
Joined
Mar 30, 2022
Messages
29
Office Version
  1. 2016
Platform
  1. Windows
I have a workbook that takes 9 different tables and combines them using power query. This is working fantastic and is giving us a lot of useful data in terms of calculations, and pivot tables. Have had a request though to add a column that includes descriptors that is only going to be created once. Every other data set builds dynamically by month as things are added. I have tried to match names in the new table and brought it into power query, but its not working as planned and hoped someone else has an idea.

It's hard to explain but I did include an example mini sheet.

TLDR: want to add a custom column to pivot table with text or one that is matched to only 1 item

Book1.xlsx
ABCDEFGHIJKLMNOPQRSTUVW
1
2Table 1
3Unit NumberYearDateKMPivot Table-How I want itPower Query Table
4Unit 1202001-Oct-225000Unit NumberYearDateKMHRsType
5Unit 2202001-Oct-2210000Oct-22Sep-22Unit 1202001-Oct-225000
6Unit 3202201-Oct-2215000KMHRKMHRUnit 2202001-Oct-2210000
7Unit 1202001-Sep-2230002020Unit 1Pickup Truck50004003000300Unit 3202201-Oct-2215000
8Unit 2202001-Sep-228000Unit 2Small Car100005008000400Unit 1202001-Sep-223000
9Unit 3202201-Sep-22120002022Unit 3Big Van1500080012000700Unit 2202001-Sep-228000
10Unit 3202201-Sep-2212000
11Table 2Unit 1202001-Oct-22400
12Unit NumberYearDateHrsUnit 2202001-Oct-22500
13Unit 1202001-Oct-22400Pivot Table- What I get 1Unit 3202201-Oct-22800
14Unit 2202001-Oct-22500Oct-22Sep-22Unit 1202001-Sep-22300
15Unit 3202201-Oct-22800KMHRKMHRUnit 2202001-Sep-22400
16Unit 1202001-Sep-223002020Unit 1(Blank)50004003000300Unit 3202201-Sep-22700
17Unit 2202001-Sep-22400Unit 2(Blank)100005008000400Unit 1Pickup Truck
18Unit 3202201-Sep-227002022Unit 3(Blank)1500080012000700Unit 2Small Car
19Unit 3Big Van
20Table 3
21Unit NumberTypePivot Table- What I get 2, if I remove the year
22Unit 1Pickup TruckOct-22Sep-22
23Unit 2Small CarKMHRKMHR
24Unit 3Big VanUnit 1(Blank)50004003000300
25Pickup Truck
26Unit 2(Blank)100005008000400
27Small Car
28Unit 3(Blank)1500080012000700
29Big Van
30
Sheet1
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.

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