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POWER Query Next Date Time Match|Power Query|Excel Forum|My Online Training Hub

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POWER Query Next Date Time Match
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DEEP D

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July 18, 2020 - 2:41 pm
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I have 2 Sets of Similar Data containing Market Trades in Governement Securities. Sample attached.

1 set is the Data Universe which contains following columns of Data Security Code called ISIN which is unique code for each security, Trade Date,Trade Time, Face Value , Price, Yield, Trade Category

Another Set is Identical Data. But only my Trades.

What I want is to match the Trades from Universe Table and  in same security as my Trade, with same Face Value which is nearest in date and time to my Trade?

I want that just by pasting Universe Data and My Data in 2 tables the Matching happens in another table. Both Using Power Query and Without it?

 

Thanks for the help in advance

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Mynda Treacy
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July 18, 2020 - 4:08 pm
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Hi Deep,

Welcome to our forum! You only attached one file, so it's a bit difficult to help specifically, but this is similar to replicating an approximate match merge  in Power Query.

Obviously you'll have multiple columns that you want to match in the merge dialog box.

I hope that points you in the right direction.

Mynda

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DEEP D

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July 18, 2020 - 7:07 pm
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Hi Mynda, 

I attached only one file as this is the universe table and My Data will be a subset of this data. So we could actually take any one line from this as my Trade and try to match it with the nearest trade in same security for same Face Value. Hope this clarifies 

 

Thanks 

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Catalin Bombea
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July 19, 2020 - 5:14 pm
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Hi,

try the file attached.

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