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kartiklal7's avatar
kartiklal7
Frequent Visitor
4 years ago

Adjust Calculated Column Based on Value from Unrelated Table

Hi All, 

 

I have a calculated column which returns some text or blank based on the condition below. 

 

Calcuated Column =  IF (
        Opportunities[Stage of Opportunity]
            IN {
            "Open - SWA Still Active",
            "Open - SWA Expired - Post Grace Period",
            "Open - SWA Expired - In Grace Period"
        }
            || Opportunities[Stage of Opportunity] = "SWA Lost"
            && Opportunities[Reason] = "Available for Winback",
        Opportunities[RequestQuoteURL],
        ""
    )

 

 

I have another unrelated table which defines the role of the user in the following format:

I want to adjust this calculated column above so that it only returns text if the user id is that of a partner. 

 

Any suggestions? 

 

2 Replies

  • kartiklal7 , if first tbale has a column that can take user id

     

    Calcuated Column = IF ( Opportunities[User ID] in summarize(Filter(Table2, Table2[Role] = "Partner"),Table2[User ID]) &&
    Opportunities[Stage of Opportunity]
    IN {
    "Open - SWA Still Active",
    "Open - SWA Expired - Post Grace Period",
    "Open - SWA Expired - In Grace Period"
    }
    || ( Opportunities[Stage of Opportunity] = "SWA Lost"
    && Opportunities[Reason] = "Available for Winback"),
    Opportunities[RequestQuoteURL],
    ""
    )

    • kartiklal7's avatar
      kartiklal7
      Frequent Visitor

      amitchandak ,

       

      The first table does not have a column that can take user id and there is no relationship b/w the Opportunities and the User Table. Is there any other way?