The core of the issue is this - Management has requested a dashboard view of a list - 'MEC Opportunities' - which is a specific set of opportunities with very specific naming conventions, therefore in the list I must use a display name. This used to be a subset of a larger list titled - 'All Opportunities' - however given managements request on how they want to view the Grid, I need a new list with the correct Display Name. There is a filter in a properties module which can be checked if an opportunity qualifies as MEC. I used a saved view with the MEC filter applied to create the 'MEC Opportunities' list.
Then in the module, I have various line items which require a LOOKUP formula. The module is dimensionalized by the 'MEC Opportunities' list. In various other modules, I create an 'All Opportunities' list formatted line item which I then use for the LOOKUP functions, per below...
This example above is a module in which the functionality is working. Below is the module I am seeking help on, b/c the same process is not working.
For the "SalesReq" and "Opportunity URL" line items, when I try to LOOKUP on the "Opportunity (list)" - 'Properties: All Opportunities'.SalesReq[LOOKUP: 'Opportunity (list)'] - I get a mapping error. My thought was that this is because of the different display name, the MEC Opportunities List and the All Opportunities list are un-able to match. Therefore I was hoping to be able to LOOKUP on the code, however as you mention that is impossible.
So yes, creating a text-formatted line-item with the code is simple to do, but it does not exactly accomplish what I am needing.
Do you have any other work-arounds you can think of for this situation?
You can use the list code to inform your FINDITEM to retrieve the list item.
You can also use ITEM if the module contains the list as a dimension.
What is not possible is using the text formatted display name in the FINDITEM function.
I you need to show the display name and then use this module to inform a mapping you will need to create two line items - one to show the display name and another to use in a mapping ( this can take the code and use FINDITEM to return the list item which can then be used in a mapping )
Chris Heathcote Bedford Consulting
Gold Partner and Regional Partner of the Year 2021, EMEA