Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Lookup Table change with time

Excuse my title, as I wasnt sure what to name this topic. I have a lookup table that uses an employee number to tell what budget group someone is in. One of the employees here is moving to a different budget group and I am not sure how to have the data reflect that without affecting previous years. I am attaching some screenshots to reference

 The Employee Number cannot change.

 

10 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Anyone? 

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

    Hi Anonymous 

    From your screenshot, i'm not clear about which are "budget group", "previous years","employee number".

    "One of the employees here is moving to a different budget group (change) and I am not sure how to have the data reflect that without affecting previous years. "

    How do you create this lookup table?

    (from another table called "source table" here ?

    does the "change" occur in "source table"?)

     

    Best Regards

    Maggie

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      v-juanli-msft wrote:

      Hi Anonymous 

      From your screenshot, i'm not clear about which are "budget group", "previous years","employee number".

      "One of the employees here is moving to a different budget group (change) and I am not sure how to have the data reflect that without affecting previous years. "

      How do you create this lookup table?

      (from another table called "source table" here ?

      does the "change" occur in "source table"?)

       

      Best Regards

      Maggie

       


      I can see how my question was a bit unclear. So my expenses sheet is shown here. The employee number is used ina lookup table to find budget group.

      Then we have the original lookup table that I provided. So from 2016-2018 Employee # 13472 was a part of STEER. In 2019 they will be moving to Training H. It is not possible to change their employee number because of how the data is reported. I am trying to find a way to make this changes while ensuring that they are still in the correct budget group for 2016-2018 (STEER).

      • Anonymous's avatar
        Anonymous
        Not applicable

        Anyone? Thank you