Power bi index match

Power bi index match DEFAULT

Hi All


This is my very first contribution type post on the forum - so please be kind and bear with me if I made a mistake somewhere.


Just thought I'd make this post to save someone (new to Power BI like me) some time to figure out how to make the MS Excel Index/Match formula work in Power Query editor without using the Merge function.  I am using the Create a Custom column function to do this.


I got the initial code from this forum - cannot remember which post it was & it was before I even was a registered member.  Many thanks to whoever posted it, but I still had to figure out how everything links together since I am a newbie to M Code.  There were also some other bits and pieces I had to figure out to make it work for me.


There could also be other coding or DAX formulas that will do the job, but this is just one take on it that worked for me.


If it helps you - great!!  If there is an error in it somewhere, please let me know.  Just remember - this is how it made sense to my brain :-).


If there is a better way to do it - PLEASE reply and let me know.  I am hooked on Power BI and enjoying the journey.





Sours: https://community.powerbi.com/t5/Power-Query/Index-Match-in-Power-Query-M-Code-for-a-MS-Excel-Brain/td-p/1519512

Hi Power Users,


I have a excel formula that does what i need , but now to translate that to work in Power Bi has been a nightmare.

I tried to google for answers but no luck. Okay so hopefully my table and explenation will make sense. I have the fields (Id , Parent Id, Summary) , So the Id field wil always be unique, but the parent Id field can have multiple "numbers" that points to the Id field (see Id 3) , the summary field is description of Id and Parent Id (Where Id will be the Main info , and Parent Id the more detailed info. My question is I need to return the summary of the Id where the Parent Id matches the Id and not the summary value of the Parent Id "the more detailed part". My excel formula I use that works is  - =INDEX(C:C,MATCH(B:B,A:A,0))

Thanks in advance


IdParent IdSummaryWhat I Need
43C "and info of C"C
Sours: https://community.powerbi.com/t5/Desktop/power-bi-quot-Index-Match-quot/m-p/119419
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Returns the value for the row that meets all criteria specified by one or more search conditions.



result_columnNameThe name of an existing column that contains the value you want to return. It cannot be an expression.
search_columnNameThe name of an existing column. It can be in the same table as result_columnName or in a related table. It cannot be an expression.
search_valueThe value to search for in search_columnName.
alternateResult(Optional) The value returned when the context for result_columnName has been filtered down to zero or more than one distinct value. When not provided, the function returns BLANK when result_columnName is filtered down to zero value or an error when more than one distinct value.

Return value

The value of result_column at the row where all pairs of search_column and search_value have an exact match.

If there's no match that satisfies all the search values, BLANK or alternateResult (if supplied) is returned. In other words, the function won't return a lookup value if only some of the criteria match.

If multiple rows match the search values and in all cases result_column values are identical, then that value is returned. However, if result_column returns different values, an error or alternateResult (if supplied) is returned.

  • If there is a relationship between the result and search tables, in most cases, using RELATED function instead of LOOKUPVALUE is more efficient and provides better performance.

  • The search_value and alternateResult parameters are evaluated before the function iterates through the rows of the search table.

  • Avoid using ISERROR or IFERROR functions to capture an error returned by LOOKUPVALUE. If some inputs to the function will result in an error when a single output value cannot be determined, providing an alternateResult parameter is the most reliable and highest performing way to handle the error.

  • This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.


Examples in this article can be added to the Power BI Desktop sample model. To get the model, see DAX sample model.

The following calculated column defined in the Sales table uses the LOOKUPVALUE function to return channel values from the Sales Order table.

However, in this case, because there is a relationship between the Sales Order and Sales tables, it's more efficient to use the RELATED function.

See also

RELATED function (DAX)
Information functions

Sours: https://docs.microsoft.com/en-us/dax/lookupvalue-function-dax
What is LOOKUPVALUE DAX function in Power BI? - LOOKUPVALUE() DAX - BI Consulting Pro - Power BI -

Is there an INDEX/MATCH Equivalent in Power Query? | Power Query | Excel Forum

Sorry, that merging question should be asked from the very beginning, because that changes the entire solution. It's not something you can patch on the go, it should be part of the design stage.

This time I took a guess based on the sample data, but it will be really helpful to have a clear image from the beginning, otherwise it will waste time.

The query is not easy to understand if you have no PQ experience unfortunately.

Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Added Custom" = Table.AddColumn(Source, "Custom", (x)=> Table.SelectRows(Table.Group(Source, {"Project Title"}, {{"Count", each Table.SelectColumns(_,{"Role","Company Name"}), type table}}), each _[Project Title] =x[Project Title])),
#"Expanded Custom" = Table.ExpandTableColumn(#"Added Custom", "Custom", {"Count"}, {"Count"}),
#"Removed Duplicates" = Table.Distinct(#"Expanded Custom", {"Project Title"}),
#"Added Custom1" = Table.AddColumn(#"Removed Duplicates", "Custom", each ConvertTable([Count])),
#"Removed Columns" = Table.RemoveColumns(#"Added Custom1",{"Count"}),
#"Expanded Custom1" = Table.ExpandTableColumn(#"Removed Columns", "Custom", Table.ColumnNames(Table.Combine(#"Removed Columns"[Custom])), Table.ColumnNames(Table.Combine(#"Removed Columns"[Custom])))
#"Expanded Custom1"

Added Custom: in this column, I grouped Roles and Companies for the current Project title.

After collecting the roles and companies, we can remove duplicate project rows, we have what we need in the added column;

in #"Added Custom1", we use the custom function ConvertTable, that performs the company merge by role and will also transpose the roles into columns, so it's an important step.

#"Expanded Custom1" will simply expand the table converted by ConvertTable function.

To help you understand how ConvertTable works, I added a sample table and a query that does the same thing as the function mentioned ("SampleRoleMerging" query) so you can see each step.

Sours: https://www.myonlinetraininghub.com/excel-forum/power-query/is-there-an-index-match-equivalent-in-power-query

Match index power bi


Two-Way Lookup in Power Query? M Code for Exact \u0026 Approximate Match Lookup. Excel Magic Trick 1554


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