Dynamic Information Table

[ollieotis]

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!

 

[mikemck]

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.

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!

 

[ollieotis]

Awesome, thank you!

 

[nikio8]

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