What I have currently are two worksheets: one that is a rolling list of company projects that will be added to every so often, and another that provides a list of tasks that are associated with every project (about 110 tasks). My ideal state is where our administrator adds a new project to the project sheet, I want to run a script or process that adds all new projects (denoted by [project id]) to a master sheet (where every time this runs, it will append the new data to the bottom of the records), and makes a row for every task, with the task in an adjacent column. [edit] - This process will need to be automated, either by way of scheduled refresh or a button/trigger initiated by the recording of the new project(s).
Project Table
| Project ID | Attribute |
|---|---|
| PID1 | XXXXX |
| PID2 | XXXXX |
| PID3 | XXXXX |
Task Table
| Checkpoint | Task |
|---|---|
| CP1 | Task 1 |
| CP2 | Task 2 |
| CP3 | Task 3 |
New Table
| Project ID | Checkpoint | Task |
|---|---|---|
| PID1 | CP1 | Task 1 |
| PID1 | CP2 | Task 2 |
| PID1 | CP3 | Task 3 |
| PID2 | CP1 | Task 1 |
| PID2 | CP2 | Task 2 |
| PID2 | CP3 | Task 3 |
I wanted to run SQL to get this done, because that would be done easily, but I cannot figure out how to do that without using Power Automate. However, I can't use PA because these files are on SharePoint and that requires a different license than what I have.
I tried using Power Query, but since I do not have any common columns, I can't get the correct columns to populate to a flat table. I also tried Power Automate but ran into the licensing issue. I have entertained the idea of using Access but have not done anything with that yet.
Load both tables as queries. Then in one add a custom column and for the formula simply refer to the other query (e.g. if you are in Projects, use =Tasks as the formula). That will create a table for each row. Then simply expand the table using the double-headed arrow at the top of the column.