How to populate data in text input fields based on previous dropdown selection?

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Posted on by Mwhitti1

Hello,

I am trying to populate data in various Text Input fields based on a previously completed dropdown menu.

In this example, I want a user to be able to select a fund name from a dropdown menu, and based on their selection, see that fund's respective share class, CUSIP, symbol, and Internal Fund Number. I am able to get the dropdown list working, and all of the required data points are in an excel table, but I am not sure how to map those data points to the text fields in the app.

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michelle4 98 on at

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Have you tried using a Lookup as the default value?
It would look something like this:

Lookup([Datasource], FundName = DropDown1.Selected.Value).ShareClass
Lookup([Datasource], FundName = DropDown1.Selected.Value).Symbol

Or to prevent have multiple lookups, set a variable using the onchange in the dropdown with a single lookup and reference each Value respectively.

onchange - Set(VarRecord, Lookup([Datasource], FundName = DropDown1.Selected.Value))

Once you have the record variable you would then apply the default property using that variable

VarRecord.Symbol

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Mwhitti1 11 on at

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Hi Michelle, thank you for your reply! I tried this method but was given an error (incompatible types for comparison):

Variables:
TestData is the name of the Excel table
fundName is the name of the top left cell with 'Fund Name' in it
drpFundName is the name of the Fund Name dropdown
'Share Class Name' is the name of the Excel Column with share class names

Here is the formula I used: LookUp(TestData,fundName = drpFundName.Selected.Value).'Share Class Name'

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michelle4 98 on at

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Try removing the .Value from your query - If it gives you an error, type the period and wait for the options it will autofill what types may be compatible. Might be .Text (Sorry I work in SharePoint Primarily and .value is a muscle memory. )

LookUp(TestData, fundName = drpFundName.Selected).'Share Class Name'

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Mwhitti1 11 on at

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Hi Michelle, thank you for your suggestion. I am still getting an error saying "Incompatible types for comparison"

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