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Homaa's avatar
Homaa
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4 years ago
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How to create a field using another field from another table?

I have several tables from Saleforce database and I want to create a field in one of these tables using a field from another table. To do this, I created the relationship between these two tables in Model and this relationship is active and I can see it there.

 

But when I want to create the new field (column), within Account table cannot find Event table for connection.

 

Is there any other steps I should take to see the relationship?

  • Hi, Homaa 

     

    You can try the following methods.

    Sample data:

    1. Add a calculated column to the Account table.

    Column:

    Event value =
    CALCULATE (
        MAX ( Event[Value] ),
        FILTER ( Event, [AccountID] = EARLIER ( Account[ID] ) )
    )
    

    Result:

    2. On this basis, the SWITCH function is used.

    Column = SWITCH(TRUE(),
    [Event value]>50,"A",
    [Event value]>20,"B",
    "C")

    Result:

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • v-zhangti's avatar
    v-zhangti
    Icon for Community Support rankCommunity Support

    Hi, Homaa 

     

    You can try the following methods.

    Sample data:

    1. Add a calculated column to the Account table.

    Column:

    Event value =
    CALCULATE (
        MAX ( Event[Value] ),
        FILTER ( Event, [AccountID] = EARLIER ( Account[ID] ) )
    )
    

    Result:

    2. On this basis, the SWITCH function is used.

    Column = SWITCH(TRUE(),
    [Event value]>50,"A",
    [Event value]>20,"B",
    "C")

    Result:

     

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Homaa,

     

    The function RELATEDTABLE allows you to access the table on the many side of a one-to-many relationship. It returns a table of values, so you'll need to use an aggregate function like MAX.