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Filter query column based on a separate table/range|Power Query|Excel Forum|My Online Training Hub

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Filter query column based on a separate table/range
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alex ring

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April 25, 2019 - 10:47 pm
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Hello there,

I have a query that presents all invoices in the current year to date. I would like to filter this data by customer, using a separate list of our top 20 customers by spend.

I have tried using the following, where tTopCustomers is my separate tabulated list of top 20 customers and [CUSTOMER] is the column in the invoice data that I wish to filter:

= Table.SelectRows(#"Reordered Columns", each Table.Contains(tTopCustomers, [CUSTOMER]))

But this only results in an expression error along the lines of

"We cannot convert the value "*CUSTOMERNAME*" to type Record.

Details:

Value=*CUSTOMERNAME*

Type=Type"

 

First of all, am I using a valid function to achieve the desired filter and if so, how do I correct the error?

Also, I had originally tried to use List.Contains, however I'm unable to find a way to convert the table query to a list - is this possible in excel?

Thanks for your help 🙂 

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Mynda Treacy
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April 26, 2019 - 9:48 am
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Hi Alex,

Welcome to our forum.

You can do this with a merge. See file attached. I've done a 'merge as new', but you could replace the tInvoices with a merge on that table.

Mynda

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alex ring

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April 26, 2019 - 5:55 pm
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Thank you, Mynda - often the simple answer is staring us right in the face!

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