Forum Discussion

ZacharyStein's avatar
ZacharyStein
Qrew Member
3 months ago

Lookup a value with multiple conditions into a field in a separate table

I have a table called "Forecasts" with many different forecasts at different time periods.  I want to create a field in another table that pulls a specific value from the "Forecasts" table into a field called "Original Forecast".  The criteria for the "original forecast" field would be: Year = 2024, Forecast Type = Original, and the Column Name = Yearly Forecast.

Can anyone point me in the correct direction?



------------------------------
Zachary Stein
------------------------------

3 Replies

  • Is the secondary table related to Forecasts? You can use native summary fields to pull the value in question using those constraints as the conditions, and then set 2024 as a variable or global setting, or based on the current year if it's rolling



    ------------------------------
    Chayce Duncan
    ------------------------------
    • ZacharyStein's avatar
      ZacharyStein
      Qrew Member

      Thank you so much for your reply!

      Yes the tables are related.  It is a many to one relationship where the forecasts table is many.  When I create a new field what field type would I use?  I don't see an option for summary fields. 



      ------------------------------
      Zachary Stein
      ------------------------------
      • ChayceDuncan's avatar
        ChayceDuncan
        Qrew Captain

        You don't set the type for a summary field - it's determined automatically based on the type of data you're summarizing. So if lets say you're summarizing the 'total forecast' it will likely auto-determine that is a numeric field and create accordingly. 



        ------------------------------
        Chayce Duncan
        ------------------------------