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timward10's avatar
timward10
Helper II
1 year ago
Solved

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 ...
Need Help
  • Elena_Kalina's avatar
    Elena_Kalina
    1 year ago

    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.

Elena_Kalina's avatar
Elena_Kalina
Solution Sage
1 year ago

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)

 

timward10's avatar
timward10
Helper II
1 year ago

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

 

 

  • timward10's avatar
    timward10
    Helper II
    1 year ago

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

    • Elena_Kalina's avatar
      Elena_Kalina
      Solution Sage
      1 year ago

      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.