Vlookup for Text between multiple data sets

[GRikerWillig]

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

[aj1973 · Accepted solution]

Hi @GRikerWillig 

Is this what you want?

[smpa01]

@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]))

[Fowmy]

@GRikerWillig 

Make sure you have the same data type used the LOOKVALUE function correctly, can you the dax formula ?

https://dax.guide/lookupvalue/

[GRikerWillig]

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 · Accepted solution]

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...

[aj1973 · Accepted solution]

Hi @GRikerWillig 

Is this what you want?

[GRikerWillig]

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!

[aj1973]

I thought so, But you made it.

Welcome

[GRikerWillig]

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?

[aj1973]

The relashionship between tables is it this way?

[GRikerWillig]

It is. There are a bunch of other tables attached to each other in the backround, but those 2 are directly connected.