LOOKUPVALUE from same table?

macfuller

Active Member
Joined
Apr 30, 2014
Messages
319
Office Version
  1. 365
Platform
  1. Windows
I want to get a parent value into a new column based on a hierarchy in the same table, but the DAX documentation says LOOKUPVALUE doesn't work from the same table. I have a crude workaround but I'm thinking there must be something simpler.

We have a single table of Global Location Numbers (GLNs), the GS1 location standard. (Simplified version below) A ship-to location corresponds to a street address, a deliver-to to a location within that street address. Every ship-to can have multiple deliver-tos. Our orders are delivered to the deliver-to locations (duh) but we'd like to group deliveries by the street addresses.

The file has a Parent GLN column that has the GLN for the related ship-to address. We could group by just using parent GLN in the pivot table but it's a 13-digit number and pretty meaningless. So we'd like to do it by the location name of the parent GLN.

Sounds like a simple job for a new column ParentName using LOOKUPVALUE but that gives errors, probably for the reason given above. I have the formula below that works but it seems awfully complicated, so I'm wondering if there's a simpler option I've missed.

=
IF (
GLN[Location Type] = "Ship To",
GLN[Descr],
CALCULATE (
FIRSTNONBLANK ( GLN[Descr], 1 ),
FILTER ( GLN, GLN[GLN#] = EARLIER ( GLN[Parent GLN] ) )
)
)

Even better would be a way to do this in PowerQuery, but the only ways I've seen involve merging queries from the same table so a calculated column seems easier.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]GLN#
[/TD]
[TD]Descr
[/TD]
[TD]Location Type
[/TD]
[TD]Parent GLN
[/TD]
[TD]*Parent Name
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]1
[/TD]
[TD]Hospital A
[/TD]
[TD]Ship-To
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2
[/TD]
[TD]Emergency
[/TD]
[TD]Deliver-To
[/TD]
[TD]1
[/TD]
[TD]Hospital A
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3
[/TD]
[TD]OR
[/TD]
[TD]Deliver-To
[/TD]
[TD]1
[/TD]
[TD]Hospital A
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]...
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]10
[/TD]
[TD]Hospital B
[/TD]
[TD]Ship-To
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11
[/TD]
[TD]Emergency
[/TD]
[TD]Deliver-To
[/TD]
[TD]10
[/TD]
[TD]Hospital B
[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]...
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:

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This would be a Power Query solution. I added a temporary index to restore the original sort order at the end.

Code:
let
    Source = Table1,
    #"Added Index" = Table.AddIndexColumn(Source, "Index", 0, 1),
    #"Merged Queries" = Table.NestedJoin(#"Added Index",{"Parent GLN"},#"Added Index",{"GLN#"},"Parent",JoinKind.LeftOuter),
    #"Expanded Parent" = Table.ExpandTableColumn(#"Merged Queries", "Parent", {"Descr"}, {"Parent Name"}),
    #"Sorted Rows" = Table.Sort(#"Expanded Parent",{{"Index", Order.Ascending}}),
    #"Removed Columns" = Table.RemoveColumns(#"Sorted Rows",{"Index"})
in
    #"Removed Columns"
 
Upvote 0
Thanks, that's doing what I wanted. But my SQL isn't as good as it could be... the Ship-To locations are getting a blank value (because there's no parent for them) but I'd like to duplicate location description if it's a Ship-To. I could add a custom column with an IF statement after the merge but wondered if there's a better way within the merge process itself?
 
Upvote 0

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