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Homaa
Frequent Visitor
Partially syndicated - Outbound

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.

Homaa_0-1662999224120.png

 

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

Homaa_1-1662999248871.png

 

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

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Syndicated - Outbound

Hi, @Homaa 

 

You can try the following methods.

Sample data:

vzhangti_0-1663055117908.png

1. Add a calculated column to the Account table.

Column:

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

Result:

vzhangti_1-1663055252352.png

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

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

Result:

vzhangti_2-1663055356930.png

 

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.

View solution in original post

2 REPLIES 2
v-zhangti
Community Support
Community Support

Syndicated - Outbound

Hi, @Homaa 

 

You can try the following methods.

Sample data:

vzhangti_0-1663055117908.png

1. Add a calculated column to the Account table.

Column:

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

Result:

vzhangti_1-1663055252352.png

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

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

Result:

vzhangti_2-1663055356930.png

 

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.

DataInsights
Super User
Super User

Syndicated - Outbound

@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.





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