05-17-2023 10:21 AM
I have a list of products to which I want to assign categories and I'll want to repeat this process for multiple iterations.
So I can build an insight:
PRODUCT, <formula column w/ category text>
The challenge is that I want to pick the category name from a list and then populate the formula column with the category *code.* I'd use a lookup for something like that, but since the product list doesn't have a category ( or code ) associated with it I'm kind of stuck.
I have tried lookup(category_name, $category_key, 'NA' ) but the lookup function is barking at me because it seemingly does not like session variables as the input key value.
I have an idea, but it's quite kludgy and I'm hopeful our Community has something elegant up their collective sleeves.
Solved! Go to Solution.
05-18-2023 08:07 AM
OK - until something better comes along here's what I've done. 1) Created a formula column in the Incorta table concatenating name and code w/ a pipe delimiter NAME|CODE which makes the presentation variable easy to read and sortable alphabetically. 2) Created a presentation variable in the dashboard using the formula column. 3) Created formula column in the insight: