Hi team, I need assistance with pulling values from one module to another. As you can see, some of those fields are related (in the same color) so all I need is to pull the Opp # from Module 2 into Module 1:
Thanks a lot in advance.
In Module 1 apply this formula to check that it's working:
'Module 2'.'OPP #'[SUM: 'Module 2'.'Account ID', SUM: 'Module 2'.'Close Date', LOOKUP: 'Module 2'.'Close Date'
The combination of SUM and LOOKUP is never recommended as it affects model performance. So if the above works, as a next step, create a new line item dimensioned by Day and Account ID and in that line apply:
'Module 2'.'OPP #'[SUM: 'Module 2'.'Account ID', SUM: 'Module 2'.'Close Date']
And then in Module 1 apply:
New Line Item[LOOKUP: 'Module 1'.Close Date]
In Module 1 create an Oppcode list formatted line item, and do a lookup with that line item.
For your reference,"'Module2'.Opp#[LOOKUP: Oppcodelist]"
Hope it works
Hello @Shiva Honnalli , What if Module 2 is a transactional data and has multiple occurrences of Account
In that case, LOOKUP will not provide required result but SUM does.
Totally agree with you.