Power query merge two tables based on the transaction date between two dates. Ask Question Asked 10 months ago. Active 10 months ago. Viewed 744 times 1. I'm trying to perform a join between two tables (1 - transaction table and 2 - employee ID and date range) using Power Query where the transaction date is between two dates. Transaction Table. To do an intermediate merge, select the arrow next to the command, and then select Merge Queries as New. The Merge dialog box appears. Select the primary table from the first drop-down list, and then select a join column by selecting the column header. Power Query provides an intuitive user interface for combining multiple queries within your Excel workbook by merging or appending them. The Merge and Append operations are performed on any Power Query with a tabular shape that is independent of the data source that the data comes from.
This past weekend I attended SQL Saturday in Portland, OR. While I was there, I attended Reza Rad’s session on Advanced Data Transformations with Power Query. During that session, Reza showed a cool trick to merge data based on two columns through the user interface… without concatenating the columns first.
Assume for a second that we have data that looks like this:
There’s two tables, and we want to join the account name to the transaction. The problem is that the unique key to join these two tables (which isn’t super obvious here) is a combination of the Acct and Dept fields. (Elsewhere in the data the same account exists in multiple departments.
To get started, I created two connection only queries, one to each table.
Now, with both of those created, I want to merge the data so I get the account name on each row of the Transactions table. So how…?
Originally I would have edited each query, selected the Acct and Dept columns, and merged the two columns together, probably separating them with a custom delimiter. (This can be done via the Merge command on the Transform or the Add Column tab.)
Essentially, by concatenating the columns, I end up with a single column that I can use to dictate the matches.
Reza’s presentation showed that this isn’t actually necessary, and I don’t need to merge those columns at all…
So here’s how we can get those records from the COA Table into the Transactions table:
The data now looks like this, asking for us to select the column(s) we wish to use for the merge:
So here’s the secret:
And Power Query indicates the order of the columns you selected. It will essentially use this as a temporary concatenated value!
So now do the same to the COA table:
And then complete the merge. As you can see, you get a new column of data in your query:
of course, we can expand NewColumn to get just the Name field, and everything is working perfectly!
This is pretty cool, although not super discoverable. The really nice piece here is that it can save you the work of creating extra columns if you only need them to merge your data.
I should also mention that Reza showed this trick in Power BI Desktop, not Excel. But because it’s Power Query dealing with the data in both, it works in both. How cool is that?