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Get value from another record|Power Query|Excel Forum|My Online Training Hub

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Get value from another record
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Ken Gulick

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Forum Posts: 5
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March 21, 2019
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April 6, 2019 - 8:43 am
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my report has fields: Item, Date, Demand, Inv, Inv Avail

I have Demand for the current month and the next 4

Available inventory = Damand - Inv

I have inventory for the current month and want future month inventory to = the previous month Inv Avail.

How can I get the value from a different record?

I think once I used Record.Field in a formula but can remember or find an example how.

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Catalin Bombea
Iasi, Romania
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April 10, 2019 - 4:35 am
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Hi Ken,

You can select the rows from a previous step, here is an example:

Table.SelectRows(ChangedType, (x)=> [Item] = x[Item] and Date.Month([Date])=Date.Month(x[Date])-1)

x[Item] refers to current row, [Item] refers to the entire column from previous step.

You can add multiple conditions, I think you wanted a date condition, month=previous month.

You can add a column like:
AddColumn=Table.AddColumn(ChangedType, "Custom", each Table.Sort(Table.SelectRows(ChangedType, (x)=> [Item] = x[Item] and Date.Month([Date])=Date.Month(x[Date])+1),{{"Date", Order.Descending}}){0}[Inv])

Of course, you should deal with errors, as Date.Month(x[Date])+1 will not always return a valid month number (12+1 for example).

Another error should come from previous month missing.

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