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Filter in a gallery Dataverse Lookup column

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Posted on by BodemWeter

Hi,

I'm busy with an app based on Dataverse. I've tables with Projects and SalesOrders. Both related with the column Projectnumber.

Have a Gallery of the projects, but From there I want to go to a seperate page with the Salesorders, just for the selected project. But it keep getting errors.. tried a lot of formula's, but this would my best option. What are your thougths?

Filter(SalesOrders,ProjectNumber=RecordsGallery1.Selected.ProjectNumber)

THanks a lot

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Ami K 15,679 Super User 2024 Season 1 on at

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@BodemWeter -

Assuming you have a relationship between both tables, and the relationship cardinality is in a one-to-many direction, or many-to-one direction between the Sales Orders table and the Project table, try:

Filter( SalesOrders, RecordsGallery1.Selected.ProjectNumber = 'Your Lookup Column'.ProjectNumber )

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Shaheer Ahmad 2,194 Moderator on at

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Assuming you have a relationship between the "Projects" table and the "SalesOrders" table based on the "ProjectNumber" column, you should be able to filter the "SalesOrders" table to show only those related to the selected project. Here's how you can write the formula:

Filter(SalesOrders, ProjectNumber = RecordsGallery1.Selected.ProjectNumber)

Here's a breakdown of the formula:
Filter: This function is used to filter records in a data source.
SalesOrders: This is the data source from which you want to filter records.
ProjectNumber: This is the name of the column in the "SalesOrders" table that you want to compare.
RecordsGallery1.Selected.ProjectNumber: This is how you reference the selected project number from your Gallery of projects. Make sure that "RecordsGallery1" is the correct name of your Gallery, and that "ProjectNumber" matches the column name in the "Projects" table.
If you're still encountering errors, make sure to ask further questions.

If this solves your issue make sure to give this a thumbs up and mark as solution. Thanks

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BodemWeter on at

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Hi ShaheerAhmad,

This is exactly the same formula as I wrote. It gives the issue, 'Incompatible types for comparison. These types cant be compared: Record, Text.

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BodemWeter on at

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Hi Imran,

Thanks for your reply. This solution also gives the issue: 'Incompatible types for comparison. These types cant be compared: Text, Record.
note, now is text first, then Record.

thanks for more idea's:)

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BodemWeter on at

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Actually, when I tried something more.
When I use: Filter(Salesorders, SalesOrderNumber,"SO-1000") it works fine.
When I use: Filter(Salesorders, ProjectNumber,"Proj-1000") it gives a fault
When I use: Filter(Salesorders, SalesOrderNumber,RecordsGallery1.Selected.SalesOrderNumber) it works fine
When I use: Filter(Salesorders, SalesOrderNumber,RecordsGallery1.Selected.ProjectNumber) it gives a fault.

It looks like the ProjectNumber does't exist in the SalesOrder table. Because When I make a dropdown list, with items 'SalesOrder' I cannot have the value ProjectNumber. It looks like it is because it is a LookUp column, does that make sense? And how to solve?

Thanks

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Ami K 15,679 Super User 2024 Season 1 on at

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@BodemWeter I will leave you with @ShaheerAhmad

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