Forum Discussion
Vlookup for Text between multiple data sets
Hi All,
I'm sure I'm missing something incredibly obvious, but I'm struggling to perform a VLOOKUP type function between a 2 sets of data. The first is a live pull from our CRM system that I need to create a new column in to pull in a Region. Currently I just have a Sales Person. The second source, is a flat file that is literally 2 columns: Owner (Sales Person) and Region. I have tried the LOOKUPVALUE function within PowerBI, but I keep getting an error regarding non-numerical values which is very frustrating. Any pointers would be greatly appreciated! Below is some sample data. Thank you so much for your help!
Table1
| Sales Person |
| John Smith |
| James Person |
| Frank Brown |
Table 2
| Owner | Region |
| John Smith | Americas |
| James Person | Europe |
| Frank Brown | Asia |
I checked to confirm that all of the values I'm pulling are text. This is the error that I keep getting:
Not sure how to get around this one...
10 Replies
Looks like I was creating a measure instead of a column which was the cause of my difficulties. Thank you so much for your patience and help!
I thought so, But you made it.
Welcome
It definitely would be if I could get it to work 😞 I have already confirmed that there IS a relationship created between the tables, I started there first, but when I started typing in the related function, no Table/Column combos populated so is it possible that I entered it incorrectly somehow?
The relashionship between tables is it this way?
GRikerWillig
Make sure you have the same data type used the LOOKVALUE function correctly, can you the dax formula ?
https://dax.guide/lookupvalue/I checked to confirm that all of the values I'm pulling are text. This is the error that I keep getting:
Not sure how to get around this one...
Got it! Looks like I was creating a measure instead of a new column which explains the error. Thank you so much for your help!
GRikerWillig can you try this relationship-proof column
Column= CALCULATE(MAXX(FILTER('Table 2','Table 2'[Owner]=max('Table 1'[Sales Person])),'Table 2'[Region]))
