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Lookup challenge ( lookup() function or otherwise )

RADSr
Captain
Captain

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.

Thx!

 

-- IncortaOne@PMsquare.com --
1 REPLY 1

RADSr
Captain
Captain

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:

 

trim(
    substring(
        $PV_NameCode, 
        (find(
            '|', 
            $PV_NameCode
        ) + 1), 
        255
    )
)
 
Not mentioned in the OP - but really cool - is that this will enable me to pull data from an ERP, examine and segregate data, assign data new attributes, and then push the new attributes back to the ERP ( I'm thinking using a flat file to a data destination for that last bit ).
 
 
-- IncortaOne@PMsquare.com --