Add Lookup modal

Calculations in Sigma

Mandy Gray

Solutions and Enablement Lead at Aimpoint Digital

Bringing tables together in Sigma

Unions

Bringing tables together in Sigma

Joins and Lookups

Oakmark Bank needs your help

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Manager needs to contact customers holding certificates of deposit (CDs)

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Two ways to build lookups in Sigma

Using the Lookup() function

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Add Lookup modal

Lookups are limited to one or two tables

• Requirement 1: one or two tables only
  • Single table: look up values in itself

Lookup tables must share a key column / columns

• Requirement 1: one or two tables only
  • Single table: look up values in itself
• Requirement 2: two tables share a key column
  • Keys are often ID numbers, but can be any unique string of characters

Cardinality impacts Lookup results

• Requirement 1: one or two tables only
  • Single table: look up values in itself
• Requirement 2: two tables share a key column
  • Keys are often ID numbers, but can be any unique string of characters
• Requirement 3: one-to-one or many-to-one cardinality

CDs to Customers - what's the cardinality?

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CDs to Customers - what's the cardinality?

Many-to-one lookup:

Let's practice!

Calculations in Sigma