Forum Discussion
Is it VLOOKUP or something else
ok, so if I understand properly, you are keen to have a column/field in your [GL History] table use a value from the [GL00105] table and you have a relationship.
Try this and let me know how you get on.
Add a calculated column to your [GL History] table, something like this
Test Column = RELATED(GL00105[ACTNUMST])
If that works the way you expect you can incorporate that logic in formulas that include other columns in your [GL History] table.
Thanks for responding Phil. No through the relationship builder. From my understanding and again newbie here, if you created a relationship between the 2 tables with the same field that it would merge. I would like the most efficient approach. ;) I've gone down a few different avenues and I guess just a little confused.
They won't merge the tables as such, but you can write formulas using columns from both tables.
Are you trying to create a calcuated column? If so, in which table?
Maybe I'm misunderstanding what a calculated column is. In my GL history table I have the ACTINDX field which represents an account #. I have the account # in the GL00105 table, which also references the ACTINDX field. So I would like to get the ACTNUMST fromt he GL00105 table over to the other table so I can see everything by acct # vs. an index #. Normally I would just do this through a vlookup in Excel.
ok, so if I understand properly, you are keen to have a column/field in your [GL History] table use a value from the [GL00105] table and you have a relationship.
Try this and let me know how you get on.
Add a calculated column to your [GL History] table, something like this
Test Column = RELATED(GL00105[ACTNUMST])
If that works the way you expect you can incorporate that logic in formulas that include other columns in your [GL History] table.
Thanks Phil! That is what I was looking for. I saw that Related before but there was a disconnect for some reason. Thanks for your help!