Apply a value from one row to "joined" rows from same table

Thank you so much, Heather. That’s impressive.

There’s two more items I’d like to learn from you or our forum colleagues.

  1. I’ve attached a truer representation of my source data where a monthly period exists (i.e. a deeper grain of the source table). You effectively disabled the Get Data source from your solution pbix… how did you do that, and how do you re-enable the attached updated source file?
  2. The original “Split %” column is no longer a single column and I’ve labelled it “IGNORE”. The “Split %” by group is now reflected in five “column pairs” consisting of “Split Grp #” and “Split Group # %”. Thus, the Split Target amount (column) would be calculated based on matching the Project, Group (column B) and Period Start Date with the Split Group # value found in one of the five columns and using the adjacent (corresponding) Split Grp # % in the Split Target calculation.
    note: Like several source columns, the series of five column pairs for Splits exist on each row of the Project-Group-Period Start. Sorry for that complexity, but I thought it to be way too much to originally explain in one item.

I’m confident what you’ve already built is usable, and seeing the initial solution is super helpful.

The updated source file is attached. FYI, the “Group” values are no longer numeric, but will match.

Best regards,
Kevin

EDNA - Apply Value to Rows.xlsx (11.3 KB)