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mish2212
New Member

Pull in value based on multiple criteria from one table to another

Hello! I have two tables as following:
Payments

Refer_noCPT CodePayment
230192U0021.00
23019289X2.00
22018350C2.50


Charges

Refer_noCPT Code
230192U002
23019289X
22018350C
2201839Z1
2405229Z1


I want to create a calculated column on the charges table which pulls in the "payment" column from the Payments table FOR the matching Refer_no and CPT Code. There is a blank if there is no existing value in the payments table. So result would look as follows:

Charges

Refer_noCPT CodePayment
230192U0021.00
23019289X2.00
22018350C2.50
2201839Z1BLANK
2405229Z1BLANK


I've tried FILTER and Lookupvalue, but it ends up filtering the resulting visual so that only the matches show and the blanks are removed. Please help! Thank you 🙂 

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