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Look up column value and display row values

  1. #1
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    Look up column value and display row values

    So I've been trying to get this to work for a few days now and I just can't seem to come up with a way to show anything that is usable.

    I'm trying to get the values from the DEVICES tab to show up in the ITEM BREAKDOWN tab based on if they are shown in the TAKEOFF tab. So if F1 shows up in the takeoff then I would need all the F1 values to show up in the breakdown. I've also tried this in a database with a one to many relation but couldn't get that to work either...probably doing it wrong.

    On top of that I would also need the remaining columns from takeoff to fill in on the item breakdown and the quantity from the takeoff to multiply to each quantity of the devices quantity that it brings over, I know its a lot.

    The whole outcome of this would be to add whatever assemblies we have then refresh the queries, the ITEM BREAKDOWN tab would find all the assemblies that exist in DEVICES and match that up with how many times (need duplicates) it shows up in TAKEOFF and display its itemized list in the ITEM BREAKDOWN tab along with the other columns from TAKEOFF.

    The only part of this that needs to remain as is, is the TAKEOFF since that's how the data will be imported in and can't be changed.

    Any help is greatly appreciated, and I'm not really stuck on having to use formulas if it can be accomplished in VBA or whatever else it just needs to work haha.
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    Forum Moderator alansidman's Avatar
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    Re: Look up column value and display row values

    Load each of the tables to Power Query Editor and then join them with an outer join as shown in the Mcode below.

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    Excel 2016 (Windows) 32 bit
    B
    C
    D
    E
    F
    G
    H
    1
    DESCRIPTION QTY.1 DRAWING SYSTEM AREA PHASE CSI TASK CODE
    2
    4S BOX
    10
    E-101 NORMAL POWER B
    2
    410.2
    3
    CADDY CLIP
    120
    E-102 LIGHTING C
    3
    110.1
    4
    4S BOX
    10
    E-101 NORMAL POWER B
    2
    410.2
    5
    CADDY CLIP
    120
    E-102 LIGHTING C
    3
    110.1
    6
    1 5/8 STRUT
    45
    E-101 NORMAL POWER B
    2
    510.2
    Sheet: ITEM BREAKDOWN

    Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

    It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

    - Follow this link to learn how to install Power Query in Excel 2010 / 2013.

    - Follow this link for an introduction to Power Query functionality.

    - Follow this link for a video which demonstrates how to use Power Query code provided.
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    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

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    Forum Moderator alansidman's Avatar
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    Re: Look up column value and display row values

    Just noticed a duplication. Looking at that and will post correction. This happens because each of the duplicated items are part of the Name item in the Devices table. Perhaps you should show us a mocked up solution of what you want versus what I have supplied.
    Last edited by alansidman; 10-18-2021 at 07:50 PM.

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    Re: Look up column value and display row values

    Yes, it's always best to provide a mocked solution.
    F01A is in Takeoff twice. How do we know what quantity to use to multiply the Devices quantity?

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    Re: Look up column value and display row values

    Sorry about that first time posting. So I manually did the steps and colored them so its easier to follow each of the items. In the take off there will be many items that are duplicate names but the difference will be in the other columns such as a different sheet, area, task code. The devices tab is what each instance of the item will be comprised of and I thought it would need the name for each line so I put that there. Item breakdown tab will grab all the assemblies (single takeoff item with multiple entries) and bring in the description from devices and qty along with its other info from takeoff the multiplier will be from takeoff, after this the itemized assembly will be the normal takeoff items along with the item breakdown. I kept it in the same order for clarity but that is not important as it will be queried with trade services tab and the result put into calculated list tab.
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    Last edited by Rih187; 10-19-2021 at 10:46 AM. Reason: Found out how to attach another file

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    Re: Look up column value and display row values

    Alan,

    I have been scrubbing the power query and how to use it with the links you provided and got this to work finally. I'm sure it could be better but being the first time to build this I think it came out ok, if you guys have any tips on how to make this more efficient I'm happy to hear them....otherwise I think this is done.
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    Re: Look up column value and display row values

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

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