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Power Query: Are Any of Them on the Table?

26 June 2019

Welcome to our Power Query blog.  Today, I revisit the data I looked at last week to extend one of my solutions.

 

Last week, I checked if a company had been contacted by any of my salespeople, using Table.ContainsAny:

Table.ContainsAny(table as table, rows as list, optional equationCriteria as any) as logical 

This determines whether any of the specified records appear as rows in the table.

I used this function to see if any of my salespeople had contacted a company.

The M code I have used is:

= Table.ContainsAny([Contacts], {[Name="John"], [Name="Mary"], [Name= "Paul"], [Name="Newbie"]})

When I pressed OK, I saw which companies had any contact with my employees:

This showed me that all the companies have been contacted, even if some companies had been contacted more than once.  However, whilst it’s feasible to use individual names for a small group of salespeople, if I had a larger imaginary company, then I would want a way of doing this without using specific names.

There are a couple of ways I could do this for my data.

I go back to the query I created in Power Query: Is it on the Table?
which checked if any of my named people had contacted each company.

One way I can approach this is to amend my M code check a different column.  I started with the M

= Table.ContainsAny(Contacts, {[Name="John"], [Name="Mary"], [Name= "Paul"], [Name="Newbie"]})

I can change this to:

= Table.ContainsAny(Contacts, {Mail = “Yes”})

I can see that all my companies have been contacted.

This does leave the question of the best way to see if the companies were contacted by a specified list of people, without actually listing them.  If I try and use Table.ContainsAny(), I would need to generate a list of records, which is tricky to format.  An easier way is to create a table of salespeople, and then use a  ‘Salespeople’ query to link to my data and get the answer that way.

I have created a table of salespeople (and have left out Newbie) with the goal of checking if the companies have been contacted by the people in this table.

I merge my queries, taking the defaults and matching on Name.

Then, I expand my data.

I can now create a custom column which will indicate if the company has been contacted by one of my main salespeople.

I can now rename my column and remove the temporary column.

I can now see who has been contacted by my main team.



Come back next time for more ways to use Power Query!

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