Forum Discussion
SharePoint List - Concatenate multiple rows
Hello!
Thank you so much for any assistance, truly.
I am hoping to create a SharePoint calculated column.
I have a SharePoint list In which I display agent's leads.
Within the list, it shows the lead, the agent assigned, and which region the lead is assigned to; moreover, I want to create a calculated column that will be next to the my agent assigned column that will display the name of the different region choices they are assigned to.
So, if an agent is assigned to multiple, different, regions, it will display such (even if they are viewing only one of their leads).
If I need to make a calculated column, I can group the agents based on their email column.
Hi bryanfrumkin47,
How are you storing the information for regions mapped to the agent?
If it's a separate list with 2 columns (agent, regions) then you can use this list to pick the agent name in the Leads list, and additionally display the regions column automatically.
Refer the below link for more details, "Adding a Lookup column to an existing list"
Create list relationships by using lookup columns - Microsoft Support
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- Hello nimesht
I am storing the region information in a single line of text column that is being uploaded from an excel spreadsheet.
Furthermore, Is my goal only possible with two lists?Hi bryanfrumkin47,
Will it be possible for you to share the screenshots with the details about your requirements and the relevant lists?
Mask the confidential data and then upload the image.
Hi bryanfrumkin47
I would create two lists instead of using a calculated column... One for leads and one for the regions of the leads. The "Region Assignment" list has a lookup back to the "Leads" listThen I would create a new site page and add both lists using lists webparts. Now I would configure dynamic filtering on the webpart of the "Assignments" list and set it to be filtered by the value that is selected ion the "Leads" list
Now I have both lists on that page.
If I select a lead, the "Region" list automatically filters to show only the entries for the lead
Best Regards,
SvenThank you so much for your assistance, SvenSieverding
From excel, I am uploading data and one aspect of this data is the agent's profile; therefore, this solution isn't what I am looking for because when a user is selecting a lead they are looking to view information of the entire lead - not just agent region info.
Within the list, it shows the lead, the agent assigned, and which region the lead is assigned to, so if an agent is assigned to multiple, different, regions, it will display such - in this new column (even if they are viewing only one of their leads).
Hi bryanfrumkin47,
Check the screenshots for the proposed solution.
Unfortunately we cannot use "Person or Group" for lookup purposes so a normal text column has been used, if it helps.
Agents List:
Column information
Leads List
Leads List Columns
