Add Lookup modal

Calculations in Sigma

Mandy Gray

Solutions and Enablement Lead at Aimpoint Digital

Bringing tables together in Sigma

Unions

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Calculations in Sigma

Bringing tables together in Sigma

Joins and Lookups

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Calculations in Sigma

Oakmark Bank needs your help

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Oakmark bank

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

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CD tables

Calculations in Sigma

Two ways to build lookups in Sigma

Using the Lookup() function

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Add Lookup modal

Calculations in Sigma

Lookups are limited to one or two tables

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

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

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Calculations in Sigma

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

Calculations in Sigma

CDs to Customers - what's the cardinality?

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Customers with multiple cds

Calculations in Sigma

CDs to Customers - what's the cardinality?

Many-to-one lookup:

many-to-one cardinality

Calculations in Sigma

Let's practice!

Calculations in Sigma

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