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‎Apr 06, 2023 10:26 AM
Hi, I have 2 tables: Table 1 has a list of contractors and a field showing the value of the projects they've gotten. On Table 2 I have a field showing the contractor with the max value that auto updates as other contractors acquire projects with higher values but I can't figure out how to match the contractor to the value in Table 2. I tried concatenating the 2 fields in Table 1 but then I couldn't figure out how to get that data to populate in Table 2.
Thanks!
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‎Apr 07, 2023 02:34 AM
Any chance you could provide some screenshots and an example of what you'd like to happen? Would love to help but don't fully understand your setup, sorry!
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‎Apr 07, 2023 07:07 AM
Hi, thanks for the response. I'm able to get the values to rollup but I don't know how to get the matching contractor to populate with their value. I tried to concatenate that one field but it's grabbing the entire table instead of the top performer.
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‎Apr 08, 2023 08:55 AM
Ah, thanks for the details!
Hmm, perhaps you could try this:
1. In Table 1, create a lookup field to display the field "Top Performer - union"
2. In Table 1, create a formula field that checks whether the "Top Performer - union" lookup field from step 1 matches the field that you're using for the rollup field "Top Performer - union"
- This should result in a single record outputting "true" or some such
3. In Table 2, create a conditional lookup field that will display the name field of the record only if the formula field from step 2 outputs as "true"
Here's something similar to get you going
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‎Apr 11, 2023 05:07 AM
Thank you for your response, I'm still working on it. I can get a date and time to do what I want but, for whatever reason, I can't get a currency and name to do the same.
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‎Apr 12, 2023 01:36 AM
Roger that. Could you share some screenshots of the issue you're facing?
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‎Apr 12, 2023 03:41 PM
Sure, thanks! I have a lot of tables on this one but in this picture, I can grab the highest number but i don't know how to grab the matching contractor.
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‎Apr 12, 2023 11:16 PM
Thanks, could you provide screenshots that show the following two items?
1. In Table 1, the lookup field that displays the field "Top Performer - union"
2. In Table 1, the formula field that checks whether the "Top Performer - union" lookup field from step 1 matches the field that you're using for the rollup field "Top Performer - union"