Forum Discussion
Look up values from two different table basis filter conditions
- 7 years ago
minaxi Please try below steps:
Step 1 : Add a calculated column in CampaignMember Table as below
LeadContactID = IF(Test70CampaignMember[Lead ID]=BLANK(),Test70CampaignMember[ContactID],Test70CampaignMember[Lead ID] )
It will be now as below:
Step 2 : Merge both Lead and Contact table using either Power Query or DAX. In this case, I've used DAX to create a new table as below
Test70LeadContact = UNION(Test70Lead,Test70Contact)
Note - I've renamed the first field as ID (to be generic)
Step 3: Please check and ensure now the relationship looks as below:
That's it !! Now you simple drag the corresponding fields as required and the expected output will be as below
- 7 years ago
Hi minaxi,
Establish a relationship between 'Campaign' and 'Campaign Member'. Create below measures:
Lead/ContactID = IF ( SELECTEDVALUE ( 'Campaign Member'[Type] ) = "Lead", SELECTEDVALUE ( 'Campaign Member'[Lead ID] ), SELECTEDVALUE ( 'Campaign Member'[ContactID] ) ) First Name = IF ( SELECTEDVALUE ( 'Campaign Member'[Type] ) = "Lead", CALCULATE ( SELECTEDVALUE ( 'Lead'[First Name] ), FILTER ( 'Lead', 'Lead'[LeadID] = [Lead/ContactID] ) ), CALCULATE ( SELECTEDVALUE ( 'Contact'[FirstName] ), FILTER ( 'Contact', 'Contact'[ContactID] = [Lead/ContactID] ) ) ) Last Name = IF ( SELECTEDVALUE ( 'Campaign Member'[Type] ) = "Lead", CALCULATE ( SELECTEDVALUE ( 'Lead'[LastName] ), FILTER ( 'Lead', 'Lead'[LeadID] = [Lead/ContactID] ) ), CALCULATE ( SELECTEDVALUE ( 'Contact'[LastName] ), FILTER ( 'Contact', 'Contact'[ContactID] = [Lead/ContactID] ) ) )Add corresponding fields and above measures into a Table visual.
Best regards,
Yuliana Gu
minaxi Please try below steps:
Step 1 : Add a calculated column in CampaignMember Table as below
LeadContactID = IF(Test70CampaignMember[Lead ID]=BLANK(),Test70CampaignMember[ContactID],Test70CampaignMember[Lead ID] )
It will be now as below:
Step 2 : Merge both Lead and Contact table using either Power Query or DAX. In this case, I've used DAX to create a new table as below
Test70LeadContact = UNION(Test70Lead,Test70Contact)
Note - I've renamed the first field as ID (to be generic)
Step 3: Please check and ensure now the relationship looks as below:
That's it !! Now you simple drag the corresponding fields as required and the expected output will be as below