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Stavros_McGillicuddy
Contributor
Contributor

Aggregate values from joined tables

I've got two tables, Account and Contact inner join on AccountID

The Contact table has a JobFunction column populated with CEO or CFO or CTO.

Some AccountIDs may have multiple CEO, CTO or CTOs

I loaded the data with 

 

    if (not(JobFunction)='CEO', 1)as [Has CEO],
    if (not(JobFunction)='CTO', 1)as [Has CTO], 
    if (not(JobFunction)='CFO', 1)as [Has CFO]

 

I need to identify the AccountIDs that do not have CEO CTO CFO

My Table columns are AccountID  |  Has CEO  |  Has CFO  |  Has CTO

The result I get is multiple rows of data for each AccountID

Id like to return one row per AccountID with "Yes" or "No" in the Has CEO  Has CFO Has CTO columns

I also tried creating the Has CEO Has CFO Has CTO columns with a formula .. Something like if the sum of the AccountID row is zero, return "No" or else return "Yes". But, this only returns "Yes" for everything

 

=if(sum([Has CEO] <>0), 'Yes','No')

 

 

 

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1 Reply
PriyankaShivhare
Creator II
Creator II

can u share current and expected data table with sample data