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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 |
Solved! Go to Solution.
Is this what you want?
Regards
Amine Jerbi
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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...
@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]))
@GRikerWillig
Make sure you have the same data type used the LOOKVALUE function correctly, can you the dax formula ?
https://dax.guide/lookupvalue/
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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!
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...
Is this what you want?
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
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
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
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?
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
It is. There are a bunch of other tables attached to each other in the backround, but those 2 are directly connected.
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