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kartiklal7
Frequent Visitor

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:

kartiklal7_0-1662078150818.png

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 2
amitchandak
Super User
Super User

@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],
""
)

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@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? 

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