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timward10
Helper II
Helper II

Filter help

Hi, 

 

I have a report with multiple tables on it, everything is working currently until I select the below field as a filter and it just doesn't populate with any account names. 

 

I have added the formula I am using to return the account name from another table, but can't work out what it is I am doing wrong. 

 

timward10_0-1747830378436.png

 

Can anyone help or point me in the right direction please? 

 

Thanks!

 

1 ACCEPTED SOLUTION

Hi @timward10 

Try this one:

Account Name from Demand Gen =
VAR UltimateParentCode = SELECTEDVALUE(event[Ultimate Parent IFS Code])
VAR UltimateParentCodeAsText = CONVERT(UltimateParentCode, STRING)  // Convert integer to text
VAR MatchedAccount = 
    LOOKUPVALUE(
        'Demand Gen Target List'['Demand Gen Account Name'],
        'Demand Gen Target List'[InvoiceCustomerNumber], UltimateParentCodeAsText,  // Now comparing text-to-text
        BLANK()
    )
RETURN
    IF(ISBLANK(MatchedAccount), "Not Found", MatchedAccount)

 

If this post helps, then please  don't forget to give a "Kudos" – I’d truly appreciate it! 

Thank you.

View solution in original post

6 REPLIES 6
v-kathullac
Community Support
Community Support

Hi @timward10 ,

Thank you for reaching out to Microsoft Fabric Community Forum.

can you try the below dax measure

 

Account Name from Demand Gen =
VAR UltimateParentCode = VALUE(SELECTEDVALUE(event[Ultimate Parent IDS Code]))
VAR MatchCheckCount =
LOOKUPVALUE(
'Demand Gen Target List'[Demand Gen Account Name],
'Demand Gen Target List'[InvoiceCustomerNumberPM], UltimateParentCode,
BLANK()
)
RETURN
IF(ISBLANK(MatchCheckCount), "Not Found", MatchCheckCount)

 

Regards,

Chaithanya.

Elena_Kalina
Solution Sage
Solution Sage

Hi @timward10 

Try this one: 

Account Name from Demand Gen =
VAR UltimateParentCode = SELECTEDVALUE(event[Ultimate Parent IFS Code])
VAR MatchedAccount = 
    LOOKUPVALUE(
        'Demand Gen Target List'['Demand Gen Account Name],
        'Demand Gen Target List'[InvoiceCustomerNumber], UltimateParentCode,
        BLANK()
    )
RETURN
    IF(ISBLANK(MatchedAccount), "Not Found", MatchedAccount)

 

Thanks, I am getting this error message now around formatting. 

 

timward10_0-1747831312320.png

 

@Elena_Kalina I have fixed the format issue, but it is not returning any account names, just 'Not matched' the whole way down? Thanks

Hi @timward10 

Try this one:

Account Name from Demand Gen =
VAR UltimateParentCode = SELECTEDVALUE(event[Ultimate Parent IFS Code])
VAR UltimateParentCodeAsText = CONVERT(UltimateParentCode, STRING)  // Convert integer to text
VAR MatchedAccount = 
    LOOKUPVALUE(
        'Demand Gen Target List'['Demand Gen Account Name'],
        'Demand Gen Target List'[InvoiceCustomerNumber], UltimateParentCodeAsText,  // Now comparing text-to-text
        BLANK()
    )
RETURN
    IF(ISBLANK(MatchedAccount), "Not Found", MatchedAccount)

 

If this post helps, then please  don't forget to give a "Kudos" – I’d truly appreciate it! 

Thank you.

burakkaragoz
Community Champion
Community Champion

Hi @timward10 ,

 

If your filter isn’t showing any account names, here are a few things to check:

  1. Make sure there’s a relationship between AccountsTable and AnotherTable on AccountID.
  2. Double-check that the Condition = 'Value' part actually returns matching AccountIDs.
  3. Ensure both AccountID columns are of the same data type (e.g., both text or both number).
  4. If you're doing this in Power BI, you might want to use a DAX expression like:
FilteredAccounts = 
CALCULATETABLE(
    VALUES(AccountsTable[AccountName]),
    FILTER(
        AnotherTable,
        AnotherTable[Condition] = "Value"
    )
)

 

If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
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