Overview

The Field Lookup function is a core function in Cosmos and enables the user to retrieve descriptive information about a Range List quickly and easily. 

An example of this would be a Range List that has customer numbers listed out going down rows, and Field Lookup functions that could then pull in data related to each customer number such as the customer's name, city, state, and country.

Details

To use Field Lookup functions there must be Range Lists present in the report. Whereas Aggregate functions, such as Sum, Count Records, and Count Distinct Values can be used in a standalone manner and placed anywhere in the report, Field Lookups functions are dependent on Range Lists and must be placed with the Range List region.

Inserting a Field Lookup Function

In the example below, there has been a row Range List created to list out customer numbers in cell A2. The region for this Range List is set to the selected section in the screenshot, which is A2:D2.

To insert a Field Lookup function, the user should click the cell for the function to be placed in. For this example, we will want to insert the customer's name, so the user will click in cell B2.

The user will then click on the Field Lookup section of the Cosmos Task Pane. All the tables that are related to the table that was selected in the Range List will be listed. Find the field you want to insert and click ADD. In our example we want the Customer Name. 

Cosmos will then insert a function in cell B2 and "Customer Name" will be shown in that cell to represent the field that will be returned.

Deleting a Field Lookup Function

To delete a Field Lookup function the user should select the cell that contains the function to be deleted and press the delete or backspace key. This will permanently remove the function from the report. Once the function has been deleted the user will need to follow the steps to add the function into the report if they would like to get it back.