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Hi all,
I'm trying to build a table with uniques VAT numbers and Customer Names from different sources, to consolidate some reports, and I need that in the end, the user may filter the reports by the account name and not the VAT identifier (since the users known the name of their accounts but not the VAT ids).
I have 4 tables with VAT numbers, and I already have built a new table with the union of all VAT numbers -only unique values and not blank values-. I've linked this new table to the other 4.
But I can't find the way to add a columnt that gives me the customer name. In the original tables there are multiple values, so related or lookup value doesn't work.
Any idea to add a calculated column that finds the customer name in the new table?
Thanks!!
Silvia
Hi @STimon ,
More details will help us understand your scenario better.
It seems that you have multiple tables, which table do you want to create the calculated colum?
If it is convenient, could you share some sample data and your desired output so that we could understand your scenario better and get the solution.
Best Regards,
Cherry
Hi, thanks for your answer, I'll try to explain with these tables:
I have Table A, with some Account names, identifier and movements:
TABLE A | Movements Source 1 | |
Account Name | VAT ID | Movement |
Example1 | A1111111 | 250 |
Example1 | A1111111 | 300 |
Example2 | A1111112 | 150 |
Example3 | A1111113 | 450 |
I have Table B, in which some identifiers are the same than Table A, but the account names are diferent, and other are new:
Table B | Movements Source 2 | |
Account Name | VAT ID | Movement |
1Example | A1111111 | 675 |
Ex2 | A1111112 | 450 |
Ex2 | A1111112 | 450 |
Exxxx4 | A1111114 | 750 |
And I have Table C, with most of the account identifiers (but not all) and different (or not) account names:
TABLE C | Accounts Source 3 | |
Account name | VAT ID | |
Account 1 | A1111111 | |
Account 2 | A1111112 | |
Account 3 | A1111113 |
In new table D, I've got all the unique identifiers from the other 3 tables. And I have relationed VAT ID column of Table D with A, B & C.
NEW TABLE D | |
VAT ID | Account Name |
A1111111 | |
A1111112 | |
A1111113 | |
A1111114 |
I need to add a column that finds the Account name: if the identifier exists in Table C I'll choose the Account name from table C, if not exists, I'll search the name in table A and then table C. The order of search shouldn't be a problem, because I could add 3 columns, "Name in table C", "Name in table A" and "Name in table B" and then a New Column with the final name.
But I can't work the DAX formule to get the account name from any of the tables.
Best Regards,
Silvia
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