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Adam_Kaye's avatar
Adam_Kaye
Copper Contributor
Mar 05, 2024
Solved

How to combine 3 pairs of data

I have a puzzle that feels like it should be solvable with a fairly straightforward solution, but so far I'm stumped.   We have 3 datasets for a series of clinical trials: Contacts, Trials, and Sit...
excel
Formulas and Functions
office 365
  • Lorenzo's avatar
    Lorenzo
    Mar 08, 2024

    Adam_Kaye 

     

    Thanks for your sharing. Don't get me wrong but I also asked + a few examples of what you expect. You know exactly what you expect, on my side I'm note sure. This potentially leads to a waste of time on both sides 😞 Attached is a 1st attempt - see sheet TEMP - based on my understanding that could be wrong...

     

    The duplicates are the complicating factor, but I'm sure there's a way to accommodate them

    Easy to say 🙂 Again you know why they exist and what you expect so you'll have to explain/give examples as I can't guess

     

    Hope this all makes sense

Adam_Kaye's avatar
Adam_Kaye
Copper Contributor
Mar 08, 2024

Lorenzo - Thank you very much for your response.

 

I'm attaching the file now so you can see how the data is collected in pairs.

 

I'm just looking to populate the 3rd column ("Trial") on the 1st sheet ("Contact-Site") based on the relationships in the 2nd ("Contact-Trial") and 3rd ("Trial-Site") sheets.

 

The duplicates are the complicating factor, but I'm sure there's a way to accommodate them.

 

Thank you again for your help.

Lorenzo's avatar
Lorenzo
Silver Contributor
Mar 08, 2024

Adam_Kaye 

 

Thanks for your sharing. Don't get me wrong but I also asked + a few examples of what you expect. You know exactly what you expect, on my side I'm note sure. This potentially leads to a waste of time on both sides 😞 Attached is a 1st attempt - see sheet TEMP - based on my understanding that could be wrong...

 

The duplicates are the complicating factor, but I'm sure there's a way to accommodate them

Easy to say 🙂 Again you know why they exist and what you expect so you'll have to explain/give examples as I can't guess

 

Hope this all makes sense

  • Adam_Kaye's avatar
    Adam_Kaye
    Copper Contributor
    Mar 11, 2024

    Lorenzo - Thank you again for your response.

     

    What you produced looks great. How did you do it?

    • Lorenzo's avatar
      Lorenzo
      Silver Contributor
      Mar 11, 2024

      Hi Adam_Kaye 

      I cleaned a bit the file for easier reading, please download the attached version

       

      How did you do it? With Power Query

      1. Formated your 3 data sheets as Excel Tables, respectively named them ContactSite, ContactTrial & TrialSite
      2. Loaded them to Power Query as Connections only
      3. First merge (= query MergedOnTrial) between ContactTrial & TrialSite on their respective field [Trial ID], then expanded field [Site ID]
      4. Second merge (= query MergedOnContractSite) between ContactSite & MergedOnTrial on their respective field [Contact ID]+[Site ID], then expanded field [Trial ID]

      To follow:

      • In Excel, go to Data (tab) > Queries & Connections. The corresponding pane opens on the right

      • Double-click on a query name (Power Query Editor opens)
      • Click on each step in the APPLIED STEP box:

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