How to Merge Values from Different Queries in Power Query Based on Conditional Logic

A detailed guide on how to effectively merge values from two different queries in Power Query based on a conditional column value. Learn how to streamline your data processing with simple steps.
---
This video is based on the question https://stackoverflow.com/q/76965183/ asked by the user 'R C' ( https://stackoverflow.com/u/1315788/ ) and on the answer https://stackoverflow.com/a/76965418/ provided by the user 'teylyn' ( https://stackoverflow.com/u/447970/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

Visit these links for original content and any more details, such as alternate solutions, latest updates/developments on topic, comments, revision history etc. For example, the original title of the Question was: Power Query - Merge values from 2 different queries based on vlaue in another query

Also, Content (except music) licensed under CC BY-SA https://meta.stackexchange.com/help/l...
The original Question post is licensed under the 'CC BY-SA 4.0' ( https://creativecommons.org/licenses/... ) license, and the original Answer post is licensed under the 'CC BY-SA 4.0' ( https://creativecommons.org/licenses/... ) license.

If anything seems off to you, please feel free to write me at vlogize [AT] gmail [DOT] com.
---
How to Merge Values from Different Queries in Power Query Based on Conditional Logic

When working with data, you often encounter situations where you need to merge values based on specific conditions. Have you ever faced the challenge of merging values from different queries in Power Query depending on the value of a particular column? If so, you’re not alone. Many users find themselves needing to implement logic to determine which set of data to merge.

In this guide, we'll explore a straightforward way to tackle this problem without diving deep into complex M code. Instead, we'll use a step-by-step approach that makes the process accessible and efficient.

The Problem at Hand

Imagine you have three different queries, and you need to merge them based on specific values in a column. For instance:

MergeQuery1 has a column called "Column A."

If the value in "Column A" is "Value 1," you want to merge with columns B, C, and D from Query 2.

Conversely, if "Column A" contains "Value 2," you want to merge with columns X, Y, and Z from Query 3.

So, can this complex merging strategy be simplified? Absolutely! Let’s break down the solution.

Step-by-Step Solution

Step 1: Duplicate Your Merge Query

Start by duplicating MergeQuery1. This will allow you to create two separate versions of the query where you can filter the rows based on the values in "Column A."

Step 2: Filter the Queries

In the first duplicate (MergeQuery1):

Remove all rows where "Column A" equals "Value 2." This isolates the rows you want for the first condition.

In the second duplicate:

Remove all rows where "Column A" equals "Value 1." Now, you have a query that only contains the rows relevant for the second condition.

Step 3: Merge the Queries

Now that you have two clean duplicates of MergeQuery1, you can perform the merges:

Merge the first duplicate of MergeQuery1 with Query 2 using the relevant columns (B, C, D).

Merge the second duplicate of MergeQuery1 with Query 3 using the relevant columns (X, Y, Z).

Step 4: Append the Results

After merging the two queries, you will have two separate results. The final step is to append these two results together. This will give you a single query containing all the necessary information based on your conditions.

Conclusion

Merging values from different queries based on specific conditions doesn’t have to be complicated. By duplicating your queries, applying filters, and using simple merge and append operations, you can streamline the process effectively.

These steps will allow you to manage data more efficiently in Power Query without worrying about complex M code. This approach is not only easy to implement but also maintainable as your data needs evolve.

Give it a try, and simplify your data merging tasks in no time!