Forum Discussion
Lookup to another table?
Hi, I have two tables, Table 1 has the Employee ID and Table 2 has the employee ID, expense type, value and transaction date. Some employees in table 1 may not have had an expense and be listed on table 2 for certain months or not at all.
What I am trying to do is a matrix chart that will show all the employees listed in table 1 and give the total value and count of expenses submitted for each month that are for expense type company car and if the employee hasnt had any that it shows a zero.
Thanks in advance
Expected Output only with all employees showing and displaying a 0 for any employees who dont have a company car expense
Table 1
| Employee ID | Fuel Type | Company |
| 123456 | Petrol | Comp1 |
| 123457 | Diesel | Comp1 |
| 123458 | Electric | Comp1 |
| 123459 | Diesel | Comp1 |
| 123460 | Diesel | Comp1 |
| 123461 | Diesel | Comp2 |
| 123462 | Diesel | Comp2 |
| 123463 | Electric | Comp2 |
| 123464 | Electric | Comp1 |
| 123465 | Electric | Comp1 |
| 123466 | Petrol | Comp1 |
| 123467 | Electric | Comp1 |
| 123468 | Electric | Comp1 |
| 123469 | Petrol | Comp2 |
| 123470 | Petrol | Comp2 |
| 123471 | Diesel | Comp2 |
| 123472 | Diesel | Comp2 |
| 123473 | Diesel | Comp2 |
| 123474 | Diesel | Comp2 |
Table 2
| Employee ID | Expense Type | Transaction Date | Transaction Amount |
| 123456 | Company Car | 12/03/2025 | 3.36 |
| 123457 | Car rental | 02/04/2025 | 3.36 |
| 123458 | Car rental | 17/03/2025 | 111.44 |
| 123459 | Company Car | 03/04/2025 | 94.72 |
| 123460 | Company Car | 12/03/2025 | 96.08 |
| 123461 | Company Car | 02/02/2025 | 90.72 |
| 123462 | Company Car | 16/03/2025 | 85.89 |
| 123466 | Company Car | 17/03/2025 | 91.28 |
| 123467 | Company Car | 18/03/2025 | 89.95 |
| 123468 | Hotel | 19/03/2025 | 88.9 |
| 123469 | Public Transport | 20/03/2025 | 3.92 |
| 123470 | Company Car | 21/03/2025 | 3.92 |
| 123472 | Public Transport | 16/03/2025 | 3.92 |
| 123473 | Public Transport | 23/03/2025 | 3.92 |
Like this?
Filters should ideally come from the dimension table. Your filter (Expense type) comes from the fact table.
No need for a lookup, let the data model do the work for you
showing and displaying a 0 for any employees who dont have a company car expenseTry not to do that, instead leave the row blank.
6 Replies
- danextian
Super User
Hi Belle2015
Try the following:
With Company Car Expense = -- This calculated column returns TRUE if the employee has a "Company Car" expense in Table2 VAR CompanyCarEmployee = -- Create a table of unique Employee IDs from Table2 where Expense Type is "Company Car" SUMMARIZE ( FILTER ( Table2, Table2[Expense Type] = "Company Car" ), Table2[Employee ID] ) RETURN -- For each row in Table1, return TRUE if the Employee ID exists in the filtered list IF ( Table1[Employee ID] IN CompanyCarEmployee, 1, 0 )Filter your visual to return 1 for the above calculated column or incorporate the filter in your measure.
- lbendlin
Super User
Like this?
Filters should ideally come from the dimension table. Your filter (Expense type) comes from the fact table.
No need for a lookup, let the data model do the work for you
showing and displaying a 0 for any employees who dont have a company car expenseTry not to do that, instead leave the row blank.
- Belle2015
Helper II
thank you, I got it, it was the relationship type 🙂 I was just over thinking it when it wasnt working!
- Belle2015
Helper II
Hi, This is what I was trying to do at first and had it show as blank line for the employee's without expenses until I apply the filter for company car, once I apply the filter it does not show the employee ID's without a blank like
- Irwan
Super User
hello Belle2015
i am not sure but is this what you are looking for?
if yes, then you can add if statement in your expense and count measure to replace blank value into zero.
something like below
Count =
var _Count =
CALCULATE(
COUNT('Table 2'[Transaction Amount]),
'Table 2'[Expense Type]="Company Car"
)
Return
IF(
_Count=BLANK(),
0,
_Count
)Expense =
var _Expense =
CALCULATE(
SUM('Table 2'[Transaction Amount]),
'Table 2'[Expense Type]="Company Car"
)
Return
IF(
_Expense=BLANK(),
0,
_Expense
)Hope this will help.Thank you. - v-kpoloju-msft
Community Support
Hi Belle2015,
May i know has your issue been resolved? If the response provided by the super users lbendlin, danextian, Irwan, addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.If yes, kindly accept the useful reply as a solution and give us Kudos. It would be appreciated.
Thank you for your understanding!