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powerbi – How can I create a relationship matrix in Excel

Posted by: admin April 23, 2020 Leave a comment

Questions:

Given a list of triples I want to get a relationship matrix as follows.

1 A X
1 A Y
1 B X             A   B   C
1 B Z         1  X,Y X,Z
2 A Z   ==>   2   Z   X   Y
2 B X         3   Y   Z
3 A Y
3 A Z
2 C Y

(How) can this be done in Excel/VB/PowerBI or similar ?

How to&Answers:

Using an array formula, you can generate an array which will hold either the value of the third column or a blank depending on whether the value should be included. You can then join them using TEXTJOIN.
TEXTJOIN being new in Office 365; if you don’t have it you’ll first need to define it as a function this way (taken from MrExcel):

Function TEXTJOIN(Delimiter As String, IgnoreBlanks As Boolean, ParamArray Text() As Variant) As String
  Dim Item As Variant, V As Variant, Arr As Variant
  For Each Item In Text
    If VarType(Item) > 8191 Then
      For Each V In Item
        If Len(V) > 0 Or (Len(V) = 0 And Not IgnoreBlanks) Then TEXTJOIN = TEXTJOIN & Delimiter & V
      Next
    Else
      TEXTJOIN = TEXTJOIN & Delimiter & Item
    End If
  Next
  TEXTJOIN = Mid(TEXTJOIN, Len(Delimiter) + 1)
End Function

Now back to your problem, assuming your data is in A1:C9 and the table you want is at F2:I5 (with line 2 and column F containing the indexes) you’ll need to use this formula in G3: {=TEXTJOIN(",";TRUE;IF($A$1:$A$9=$F3;IF($B$1:$B$9=G$2;$C$1:$C$9;"");""))}:

enter image description here

If you’re unfamiliar with array formulas, please note that you’ll need to use CTRL+SHIFT+ENTER to enter it. You’ll then need to copy G3 and paste it to the other cells of your table (excel will be finicky about that if you try to paste to a range including the cell you copied an array formula from, so you might have to do it in several pastes); and the formula will use the proper indexes as $F3 and G$2 are relative.

Answer:

Maybe you would consider using an add-in

Follow this guide to get this tool

And then you have it out of the box 🙂

This guide is quite helpful