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I'm stuck trying to pivot a column and cross reference two tables!

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    I'm stuck trying to pivot a column and cross reference two tables!

    Hi All,

    I haven't posted in ages so sorry if i miss any etiquette. Shout at me and i will sort it out!
    I am struggling with a problem that i am going to struggle to explain. I have attached a file that should show what i need.

    I have two tables of employees. One has their skills. There is one row per skill. (If an employee has five skills --- five rows)
    The other shows there roster. There is one row per person per day. (I normally am working with 28 days of data)
    There are loads of other fields including unique employee numbers.
    I can pivot the skills table to give me one row per person and one skill per column and a 1 in the box for the skills they have. (This sentence is a mess but it is shown in the file and should make sense.)

    I basically want the pivoted table (as a table not a pivot) merged with the roster table so i can then filter to show what skills i have on what day.

    My data regularly changes so i cant do any of this manually!

    Any help is most appreciate!
    Attached Files Attached Files

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    Forum Moderator alansidman's Avatar
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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Here is a Power Query Solution. Power Query or Get and Transform in Excel 365 is found on the Data Tab.

    Mcode:

    Please Login or Register  to view this content.
    Excel 2016 (Windows) 32 bit
    A
    B
    C
    D
    E
    1
    Name Number - Copy Driving IT Singing
    2
    Dave
    1
    1
    1
    1
    3
    Fred
    3
    1
    0
    0
    4
    Jane
    2
    1
    0
    0
    Sheet: Sheet2

    Review PQ
    In the attached file
    Click on any cell in the new table
    On the Data Tab, click on Queries & Connections
    In the right window, double click to open Query
    Review PQ steps

    M-code basics:
    - "let" is the start of a query
    - "in" is the closing of a query
    - each transformation step sits in between those 2 lines
    - each step line is ended by a comma, except the last one
    - "Source" is always the first step (Source Data)
    - After "in" you have the last step referenced
    Attached Files Attached Files

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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Hi Alan,

    Thanks so much for this.

    I don't think i have explained myself very well I also need the other table incorporated so i end up with one row per date with ll of the skills on each day.

    The result will look something like this;



    Attachment 693050

    Then i will be able to see what skills i have available on each day?

    Just to complicate this - if possible i am trying to avoid power query as some of our computers are running older versions of excel.
    If it is my only solution then i will run with it but it can be avoided then ideally it would be.

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    Forum Guru XOR LX's Avatar
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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Quote Originally Posted by tommo385 View Post
    some of our computers are running older versions of excel.
    So precisely which version of Excel does any solution need to be compatible with?

    Regards
    Click * below if this answer helped

    Advanced Excel Techniques: http://excelxor.com/

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    Quote Originally Posted by XOR LX View Post
    So precisely which version of Excel does any solution need to be compatible with?

    Regards
    Ah good question. I would have to go to each site to work that out, however, I am now thinking with the above solution I could maybe merge the tables with a second query. If the query's are run on a compatible pc then the data could be utilised on other versions.

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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Ignore my whining about Excel versions. I have worked it out that i can use Power Query.


    On that basis i am looking now to merge the two tables so i can see the skills for each person on each day.

    I have tried a merge query but it creates one row per skill per day resulting in 120000 rows instead of about 50000.


    Desired result is attached.

    Any help would be most appreciated.
    Attached Files Attached Files
    Last edited by tommo385; 09-01-2020 at 11:30 AM.

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    Forum Moderator alansidman's Avatar
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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Please Login or Register  to view this content.
    Attached Files Attached Files

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    Re: I'm stuck trying to pivot a column and cross reference two tables!

    Sorted. Thanks so much.

    I really need to learn power query.

    Thanks

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    Forum Moderator alansidman's Avatar
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    Re: I'm stuck trying to pivot a column and cross reference two tables!

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

    Also, as a relatively new member of the forum, 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.

    If you are truly interested in learning PQ, then "M is for (Data) Monkey" by Ken Puls and Miguel Escobar is a good starting point.

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    Quote Originally Posted by alansidman View Post
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, as a relatively new member of the forum, 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.

    If you are truly interested in learning PQ, then "M is for (Data) Monkey" by Ken Puls and Miguel Escobar is a good starting point.
    Thanks so much. I will look in to it. Cheers.

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