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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 th...
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  • v-juanli-msft's avatar
    v-juanli-msft
    8 years ago

    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

v-juanli-msft's avatar
v-juanli-msft
Community Support
8 years ago

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
8 years ago

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