Forum Discussion

cnpdx's avatar
cnpdx
Helper II
8 years ago

Error when creating a relationship

Hello, I am trying to create a relationship between all my tables using "account name unique" (which should be unique), and my other tables, such as "account name" in the opportunity table (it's a Z...
Need Help
Rfranca's avatar
Rfranca
Resolver IV
8 years ago

cnpdx
This kind of mistake has already happened to me.
In this situation I do a manual validation with the help of Excel.

1. Copy all records from the "account name unique" column of the ACCOUNT NEME CLEAN table to an Excel worksheet;
2. Copy all records from the "account_name" column of the OPPORTUNITIES table to an Excel worksheet;
3. Use the MATCH () function to find duplicates

 

It always works out.


Another careful detail with records with special caractees may present problems in table relationships.

  • cnpdx's avatar
    cnpdx
    Helper II
    8 years ago

    I tried the Match function, which gives me the relative placement of the name in the list. How does that help me?

    • Rfranca's avatar
      Rfranca
      Resolver IV
      8 years ago

      cnpdx

       

      When the MATCH () function does not return error this means that all records have their respective relationship.

       

      Use the COUNTIF () function to check how many records are related between each table. The result must be 1 for all rows.

      Also check empty line this can cause in errors in the relationship.