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Friday, August 15, 2025

CRM Analytics: Join or Augment Master to Child

When you augment the master table with a child table and there are multiple rows for the same master value, which row will the dataflow and recipe select?

Sample Data:


Master

Child

Dataflow

With "Look Up Multiple Values"

With "Look Up Single Values"

Summary:
  • Look Up Multiple Values: sum value of all numeric (measure) fields, while dimension (text) fields will retrieve all values, although only 1 value is shown when you browse the data in a lens. Check out this blog
  • Look Up Single Values: the first matching record for both numeric and text fields.

Recipe

With "Look Up Multiple Values"


Without "Look Up Multiple Values"

Summary:
  • With Look Up Multiple Values: sum value of all for numeric (measure) fields, while dimension (text) fields will retrieve all values, "all values" will be shown in the recipe, but in Lens, it will show 1 value only. 
  • Without Look Up Single Values: as per this article, Lookup - the lookup returns only the first matching record. However, in my test results, the system will get the row with the lowest value of the numeric field in sort order. If no numeric field, sort the text field alphabetically in ascending order and get the first row.



Reference:




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