Expression Lookups provide users with a drop-down list of property values to select when Editing property values.  This saves time and maintains data quality by eliminating the risk of typos or synonymous values being entered.

TIP:  Before adding an Expression Lookup, check there are no ‘rogue’ values for the property being used.  Any pre-existing values will remain available for selection after the Lookup is added (in addition to the intended values).  “Painting with data” using the Color Legend or the Filter Control is recommended for reviewing and bulk editing property values; see step 3 of the Six-Step Data Cleaning Process.

How to add an Expression Lookup

1. Select ‘Mange Properties’ from either Workspace, or Settings

From Workspace:

1. Select the ‘Data’ menu.
2. Select ‘Manage Properties’.

From Settings

1. Select the required Dataset
2. Select the ‘…’ icon.
3. Select ‘Manage Properties’.

2. Select the required property (‘Function’ in this example).
3. Select the ‘Values’ menu.
4. Select ‘Provide users with a set of values’.
5. Select 'State what users can enter’.
6. Enter the values you want users to select from.
   1. Check the box if you want to ‘Stop users from entering other values’.
   2. Check the box if you want to present the values in the dropdown alphabetically
7. Select ‘Save’.

8. Refresh Orgvue
   The specified values are now available to select from the dropdown menu.

Related articles:

• Maintain logic across properties with Dependent Lookups
• Standardize property values using Lookup tables
• How do I order my values?
• Editing property values
• Data Cleaning