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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Lookup Help please

Hello,

 

I have two data tables, each with Account Names and Revenue numbers. Some of the accounts are "special" and are called "AMSI" or "CMA", so I have a lookup table with these accounts with the Account Name and "AMSI" or "CMA". There are only a few account names on this list, but I need to create visualisations with "AMSI", "CMA" and "Other". i.e. if the account in the two data tables isn't in the lookup table, I get "Other" in the visualisation. 

 

I have been able to do this by adding a column in each of the tables;

 

AMSI = if(isblank(LOOKUPVALUE('NEU AMSI'[Account Type],'NEU AMSI'[Account Name],'Power BI Sold'[Account Name])),"Other",LOOKUPVALUE('NEU AMSI'[Account Type],'NEU AMSI'[Account Name],'Power BI Sold'[Account Name]))

 

 

This works, but unless I am mistaken, I will need to add this column to all tables that I want to segment this way, and there will be many more than two.

 

Is there another way to do this so that I don't have to add columns?

 

I hope this makes sense, and thank you for any help.

  • Hi

    Create a table containing all Account names from all tables

    Table =
    GROUPBY ( UNION ( Sheet2, Sheet3, Sheet4 ), [ Account Names] )

    Add a column to define if they are "AMSI", "CMA" or"Other".

    Column 2 =
    IF (
        ISBLANK ( RELATED ( Sheet1[Account Name] ) ),
        "others",
        RELATED ( Sheet1[Account Name] )
    )

    In table visual

     

     

    Best Regards

    Maggie

2 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support

    Hi

    Create a table containing all Account names from all tables

    Table =
    GROUPBY ( UNION ( Sheet2, Sheet3, Sheet4 ), [ Account Names] )

    Add a column to define if they are "AMSI", "CMA" or"Other".

    Column 2 =
    IF (
        ISBLANK ( RELATED ( Sheet1[Account Name] ) ),
        "others",
        RELATED ( Sheet1[Account Name] )
    )

    In table visual

     

     

    Best Regards

    Maggie

    • Anonymous's avatar
      Anonymous
      Not applicable

      Maggie,

       

      Thank you so much, that put me on the right track, and I now have a working report exactly the way I wanted it.

       

      Brilliant

       

      Andrew