04-01-2024 11:27 AM
Hi,
I've multiple dashboards built from ERP source (SAP) . how to replace the values based on lookup from an external Excel sheet?
do I need to create a new business schema and merge it with the existing one ?
No like to update the data in source system (SAP).
looking for the fastest way to visualize based on new values
Solved! Go to Solution.
04-02-2024 12:09 PM - edited 04-02-2024 12:11 PM
Upload your lookup table ( Excel sheet ) as a data source. Create a table from that data source and make sure to designate the key column(s) which exist must exist in the SAP source as well ( otherwise, well, it wouldn't have any way to "look up" 😉 ).
Load your lookup table.
In your SAP-based Incorta table create a formula column: lookup(LUTABLE.RETURNVALUE, KEYCOLUMN, KEYVALUE ) <<< look at the doc for the lookup function, you can use more than one key if applicable. The key must be designated as a key in the lookup table for the lookup function to work properly.
[edit to add] You can also join your SAP table to the lookup table ( SAP table as the child ) and then the formula column is just the qualified column name from the lookup table. Or don't create a formula column at all and only include the lookup column in the business schema. Options abound!