Historical Actuals vs. Current Year budget

[#1]

Hi All,

I have loaded 4 years of Actuals sales data and the budget data for 2014. Because I have a period limitation in my budget data I'm not able to filter my calculation to 2013 or previous years. It always give me 0 even if i wanted to see SUM(Sales) for previous year.

Is there a way around it?

Please see a file attached.

Thanks,

[Gysbert_Wassenaar]

You should fix your data model first. There's a loop in your data model.

[#3]

I'm not sure how to correct that

[Gysbert_Wassenaar]

Rename a field or concatenate the Partial_Budget table and the Sales table. Or get rid of the Entity_Location table and use mapping tables instead.

[#5]

I think I figured out how to correct for loops.

What is the best way to connect 2 tables with a lot of overlapping information but very different level of detail?

I have Table A that lists every little detail of transaction on SKU level and it's revenue

Table B: with a detailed budget that only covers about 80% of product SKUs that are in Table A

Table C: with high level full budget but it only goes down to Product brands and not individual SKUs

I tried breaking up the tables into different groups but i can't avoid creating 5-6 synthetic keys and my qlikview app closing on me as a result...

Please let me know if you have any advice.

Thanks,

[Gysbert_Wassenaar]

See this blog post: Fact Table with Mixed Granularity