Parent to Child Lookup/Selection - Part II

michael.chefer
michael.chefer
in Modeling

 

 

Does anyone know if there a best practice around sourcing data where the target module is dimensioned by a parent list and the source is a child list? 

 

Target Module: Roles

Dimensions: Team Roles, Staging Opportunity

Target Line Item: SF User ID

Formula: Teams.'Item: SFDC User'

 

Source Module: Teams

Dimensions: Staging Teams

Source Line Item: Item: SFDC User 

 

 

 My initial instinct was to use SUM however that would not work on a list formatted line item. Also, in this case, creating a mapping table isn't practical as there are hundreds of data rows.

 

Tagged:

Answers

  • Puneeth H P
    Puneeth H P

    Hi @michael.chefer 

     

    You can create a relative line item between source and target . 

    In this scenario you can bring Parent of child list which is in target module . 

    Parent line item formatted by Parent list and formula would be PARENT(ITEM('Child list'))

    You can Lookup to this Parent line item for the target line item . 

    Teams.'Item: SFDC User'[LOOKUP:PARENT(line item)]

     

     

    Thanks,

    Puneeth HP 

    Success is the Intersection of Dreams and Hardwork!

  • rob_marshall
    rob_marshall

    @michael.chefer 

     

    In the source module, do you have line items that are list formatted to Roles and Staging Opportunity?  If so, you can use FirstNonBlank or LastNonBlank:

     

    Teams.SFDC User[firstnonblank:Teams.Teams Role line item, firstnonblank:Teams.Staging Opportunity line item]

     

    Rob

Categories