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Records related to other records|Power Query|Excel Forum|My Online Training Hub

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Records related to other records
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andrea alfano

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October 18, 2019
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October 18, 2019 - 6:48 pm
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I have a simple table with the quantity for each period of each Activity

TABLE OF QUANTITY

Activity Period Quantity
Activity1 1 150
Activity1 2 80
Activity2 5 70
Activity3 6 60

 

I have another table that list the rules to identify the Period and the quantity of other Activity (See Activity Related here below)

TABLE OF RULES

Activity Activity Related Period Related (Rule) Quantity Relate (Rule) COMMENTS
Activity1 Activity4 Period + 1 Quantity x 90%  
Activity2 Activity5 Period + 3 Quantity x 100%  
Activity4 Actitvity6 Period + 2 Quantity x 100% In this case the Activity6 takes the Period and the Quantity from the record above
Actitvity6 Actitvity7 Period + 3 Quantity x 80% In this case the Activity7 takes the Period and the Quantity from the record above

 

I have to generate another table to report the Period and the Quantity Related

TABLE OUTPUT

Activity Related Period Related Quantity Related
Activity4 2 135
Activity5 8 70
Activity6 4 135
Activity7 7 108

Thank you very much for your support

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Mynda Treacy
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October 19, 2019 - 9:43 am
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Hi Andrea,

Welcome to our forum! 

It's not logical to sometimes refer to the row above and sometimes not. Rules need to be consistent. In the attached file you'll see I simply changed the rules for activity 6 and 7 so that they reference activity 1, rather than going via rules 4 and 6.

I hope that points you in the right direction.

Mynda

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andrea alfano

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October 19, 2019 - 7:01 pm
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Thank you very much Mynda, your forum is really helpful.

Please excuse me if I bother you, but I have to say that I can't understand why the rules are not consistent

Probably I was not clear in my previous statement.

I have a simple table like that.

Activity Period (Month) Quantity
A 7 11
X 8 27

 

I have another table like that

Activity Activity Related Period Related (Rule) Quantity Relate (Rule)
A B 1 90%
B C 3 100%
C D 3 100%
X Y 6 80%
Y Z 8 100%
Z K 9 90%

 

Via a mathematical relation like that (Example):

Period --> D (for example) = (A) 7 + (B) 1 + (C) 3 + (D) 3 = 14

Quantity --> Z (for example) = (X) 8 * (Y) 80% * (Z) 100% = 21,6

So there is a mathematical rule for each step with which I’d l like to build a table like:

Activity Related Period Related (Rule) Quantity Relate (Rule)
B 8           9,90
C 11           9,90
D 14           9,90
Y 11         21,60
Z 17         21,60
K 25         19,44

Thank you very very much for all your help (and sorry for my poor english).

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