I currently uploaded 2 transaction list containing payroll details. 1 of the report has both Employee ID and Name and the other report only has Name.
I’m able to match the names below but i want it to return the employee ID as well, what formula should I use? The example below: I want the 3rd column to return 4068 for Aaron Brethorst.
Thanks in advance!
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Hi,
You have two ways of doing this.
I reproduced your lists.
1 → Through visualization.
Now that you’ve brought your Employee dimension in your view, you have got direct access to all its properties.
Open the Properties panel and on the Employee ID Match property, open the options -> Visible properties >.
Toggle on the property that interests you: ID by clicking on the crossed out eye
And there you’ve successfully displayed the ID in your view.
Only downside is it’s visualization, meaning you won’t be able to build downstream formulas using this property. It’s only a displayed column, not a stored object. You can’t call this property in a formula.
2 → Through a new property using a formula
Insert a new text property. (The property type has to match the ID property you’d like to call)
Reuse your former formula, and after the parenthesis, simply add .ID to call the property of the dimension Employee ID.
The MATCH formula renders a dimension result. So like when you call a dimension property, you can add a dot after the match function to call any property of the dimension you’re calling in the MATCH.
And this time, this new property is a referenced object that can be further called later in any new formula.
One last thing
In your Team Member dimension, I recommend you to rename the ‘ID’ column to “Employee Name”, so you don’t get confuse when you use these properties in new formulas, moreover if you are bringing the real ID in the dimension.