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Question

Map items of List to Dimension when info is missing

  • November 26, 2025
  • 3 replies
  • 18 views
J
Apprentice Author

Hello,
I have a transaction list per customer_id with information regarding sales_team. However some clients are not properly mapped and do not have any data inside the “sales_team” column.
When i retrieve the data from this transaction list via [BY : sales_team] i lose all clients that are missing the info.

How could i include in my formula a way to have all customers not mapped under “blank” sales team ? I could add a formula directly into my transaction list but as i do have 6M lines i’m afraid it’ll trigger performance issue.

 

Thanks in advance

3 replies

Min Li
Master Helper
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  • Min LiMaster Helper
  • Master Helper
  • November 30, 2025

You can add a new item called ‘Undefined’ to the sales_team dimension. Then, in the transaction list, create a new dimension column for Sales_team and map blanks to ‘Undefined’ using:

ifblank(Transaction.'Sales_team', Sales_team."Undefined")

Finally, update your formulas to reference this newly created column.

Min Li
J
Apprentice Author
  • JB BuffetApprentice Author
  • Author
  • Apprentice Author
  • December 1, 2025

Hello, thanks for your reply.

I want to avoid adding a column in my transaction list as there are millions of lines and it could create performance issues (happened in the past). Is there a way to avoid adding directly in the transaction list ? 

Min Li
Master Helper
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  • Min LiMaster Helper
  • Master Helper
  • December 1, 2025

Yes, you can add it in your formula like
'10. transaction list'.Amount[by sum: ifblank(Transaction.'Sales_team', Sales_team."Undefined")]

Min Li

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