In the attached Data Model:
Sheet 1, “Harvest”, consists of 7,000+ time entries and includes a free-text Notes field. This sheet is updated weekly.
Sheet 2, “Lawyers” contains a list of 800 names in “LastName, FirstName” format
Sheet 3, “IPGs,” contains a list of 49 practice groups in “full name” and “acronym“ columns.
I need a formula to create columns for “Lawyers” and “IPGs” in the Harvest sheet so that I can add these two sheets to my data model
The formula for the IPG column will scan the Notes field against the “acronym” column of the IPG sheet. If it finds a string match in the notes it will enter the “full name” of the respective IPG in the cell.
Similarly, the formula for the Lawyers column will scan the Notes field against the name column of the Lawyers sheet. If it finds a string match in the notes it will enter the name of the respective Lawyer in the cell.
The IPGs and Lawyers sheets would then be added to the data model , and relationships would be established between these sheets and the new fields in the Harvest sheet
Ideally these formulas would be done as data transformations in Power Query, so they would be automatically applied to my data model when the Harvest sheet is updated. If that’s not feasible I am OK with entering them manually in the updated Harvest sheet before it is brought into the data model.
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