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Using the LookUp function to Join Tables

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Posted on by Community Power Pla... Microsoft Employee

I would like to create a gallery where the items of the gallery are a list of sales reps that have an associated account visit for the selected date. I have an app with the following Tables and relationships.

What I've been trying to do is apply a filter to the visits table and save it into a new table. Then join this new table with the customers and salesRep tables. With the new collection use the distinct command to list the sales reps in the gallery. Once the gallery is made, pass the generated joined table to the next screen. The end goal is to be able to send an email to each sales Rep recapping the information from the visits table.

salesRep - 1 to many relationship with customers

customers - 1 to many relationship with visits

visits

Sales Rep

customers

Visits

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CNT 10,921 Super User 2024 Season 1 on at

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@Anonymous In the Items property put (you can replace Now() with any other date),

Filter(visits, yourDateColumn=Text(Now(), "mm/dd/yyyy" ))

In the visit label,

ThisItem.Name

In the Sales Rep Label,

LookUp(customers, customer=ThisItem.customers.customer).salesRep.'Full Name'

You will get this result,

Please remember to give a 👍 and accept my solution as it will help others in the future.

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Community Power Pla... Microsoft Employee on at

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@CNTI would like it to look like the following. The first column is a list of all the sales reps that have visits for today (or datepicker2.selectedDate). When you select a sales rep, it opens a new screen where it lists the visits in another gallery. I think I need to make a collection where it joins the visit table, the customer table, and the sales rep table.

Gallery 1
Sales Rep 1 Visit 1
Visit 2
Visit 3
Sales Rep 2 Visit 4
Visit 5
Sales Rep N Visit 6
Visit 7

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