Lookup a value in another record (for example, lookup name of HR manager for a person based on HR manager's employee ID)

Creating a LOOKUP formula

To create a LOOKUP formula:

  1. With a chart open, select the DOCUMENT RIBBON
  2. Click on the Fields button fieldmanager.png
  3. Click on Add formula button addformula.png
  4. Select the LOOKUP menu item
  5. Select the desired Field for the Lookup key (e.g. HRMGRID)
  6. Select the desired Field for the Lookup result (e.g. name)
  7. Click OK
  8. Rename the formula (e.g. HRMGRNAME)
  9. Click OK to complete the rename function
  10. Click OK (green button at the top)

Field Options

When creating a LOOKUP formula, you must specify a Lookup key and a Lookup result, both are Fields.

  • The Lookup key is the Field which is used to extract data from.
  • The Lookup result is the Field which is displayed given the Lookup key.

LOOKUP Example

The subchart below is an example of how the LOOKUP formula can be used to find the name of an employee's HR manager just given the ID of the HR manager.


HRMGRNAME is a LOOKUP formula with key 'HRMGRID' and result set as 'name'.

Reviewed 9/4/2017