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Eric_Ritter
Regular Visitor

Multiple Fields in same table relating to a single field in another table

Hello.  First, my apoligies, I've been away from PBI for about 2 years so I'm rusty.

 

I have a table called 'Engagements' from Salesforce.  There are several fields in that table that are based on a single value. 

ENGAGEMENTTABLE

Engagement Owner     Executive Sponsor       Technical Lead  

005Dn000000jN5IIBC     005Dn000000jY0IIKL     005Dn000000jN0TYOC

 

Those values all relate back to a value for a Salesforce user. 

USERTABLE

USERID                             Name

005Dn000000jN5IIBC          Mary

005Dn000000jY0IIKL           Sue

005Dn000000jN0TYOC       Jane

 

What I'm trying to accomplish is to be able to get the USERTABLE Name field to be properly displayed in a table visual.  What I cannot figure out is how to relate each of the multiple fields in the ENGAGMENTTABLE to the USERID in the USERTABLE and have the name displayed. 

 

Engagement Owner     Executive Sponsor       Technical Lead  

Mary                               Sue                                Jane

 

Again, very rusty, so any help would be appreicated. 

 

 

1 ACCEPTED SOLUTION
sayaliredij
Solution Sage
Solution Sage

HI @Eric_Ritter 

 

I can suggest you to create calculated column using LOOKUPVALUE function.

eg.

Executive Sponsor 1 = LOOKUPVALUE(UserTable[Name],UserTable[USERID],EngagementTable[Executive Sponsor ])
 
Similarly you can create each for required field
 
Thanks and Regards,
Sayali Redij

 





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2 REPLIES 2
sayaliredij
Solution Sage
Solution Sage

HI @Eric_Ritter 

 

I can suggest you to create calculated column using LOOKUPVALUE function.

eg.

Executive Sponsor 1 = LOOKUPVALUE(UserTable[Name],UserTable[USERID],EngagementTable[Executive Sponsor ])
 
Similarly you can create each for required field
 
Thanks and Regards,
Sayali Redij

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




🤚to forehead.  @sayaliredij , thank you for the kind reminder.  Works perfectly.

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