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kpangelinan
Helper I
Helper I

Lookup Value

I have two tables (1) Opportunity History Stage 1 and (2) Opportunity History All. In both tables there is an Opportunity.Id column which I can use to create a relationship. Also, In the Stage 1 table, I created a column called 'From Stage 1' and entered the text Yes so that I could populate this on the second table so that I know the Opportunity came from that initial batch of opportunities created.

 

What I need is to create a column in the 'Opportunity History All' table that pulls a "Yes" from the the "From Stage 1" column of the 'Opportunity History Stage 1' table.

 

Please let me know if you need me to provide further detail or explanation or the columns/tables. Thank you!!cap1.PNGcap1.PNG

1 ACCEPTED SOLUTION
prakash_gautam
Resolver II
Resolver II

Hi,

 

For a DAX solution you can use (if there is relationship and OpportunityHistoryAll is in many side):

 

NewColumn = RELATED(OpportunityHistoryStage1[From Stage 1])

 

without a relationhip:

 

NewColumn = LOOKUPVALUE('OpportunityHistoryStage1'[From Stage 1],[Id],[Id])

 

Plese see screen below.

lookupvalue.png

 

Thanks

View solution in original post

2 REPLIES 2
prakash_gautam
Resolver II
Resolver II

Hi,

 

For a DAX solution you can use (if there is relationship and OpportunityHistoryAll is in many side):

 

NewColumn = RELATED(OpportunityHistoryStage1[From Stage 1])

 

without a relationhip:

 

NewColumn = LOOKUPVALUE('OpportunityHistoryStage1'[From Stage 1],[Id],[Id])

 

Plese see screen below.

lookupvalue.png

 

Thanks

@prakash_gautam This worked perfectly. I used the lookupvalue option and was able to pull in the 'Yes' column.

Thank you so much for your time and help!

bi success.PNG

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