topic Associations at different levels of granularity in App Development https://community.qlik.com/t5/App-Development/Associations-at-different-levels-of-granularity/m-p/1609798#M45286 <P>Hello!&nbsp;&nbsp;I'm running into an issue that I'm sure is pretty common but I haven't been able to resolve on my own yet.&nbsp; We have a very basic app that needs to be built that shows sales rep performance vs. quota for specific targeted accounts.&nbsp; The files consist of the Quota (Rep, Month, Type, Quota), Sales (Customer, Month, Type, Amount), and Customer (Customer, Customer Contact, State, Rep).&nbsp; At the end of the day, we need to roll up the sales by type and compare it to the quota by type for each rep.&nbsp; Mockups of each table are attached and examples are below.</P><P>The issue that I see is that quota is not set at the customer level, the customer data doesn't contain a month or type field, and the sales data doesn't contain the rep.&nbsp; So I'm left with a circular association (below) that still doesn't return what I'm looking for.&nbsp; Any feedback on how to approach this is greatly appreciated.&nbsp; Thanks!</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Associations.PNG" style="width: 400px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/16612i00B6338B21F0A4ED/image-size/medium?v=v2&amp;px=400" role="button" title="Associations.PNG" alt="Associations.PNG" /></span></P><P>&nbsp;</P><P>&nbsp;&nbsp;</P><P>&nbsp;</P><P><STRONG>Quota:</STRONG></P><TABLE><TBODY><TR><TD>Rep</TD><TD>Month</TD><TD>Type</TD><TD>Quota</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Commercial</TD><TD>100000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Commercial</TD><TD>110000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Commercial</TD><TD>120000</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Residential</TD><TD>50000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Residential</TD><TD>60000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Residential</TD><TD>70000</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Industrial</TD><TD>55000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Industrial</TD><TD>55000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Industrial</TD><TD>55000</TD></TR></TBODY></TABLE><P>&nbsp;</P><P><STRONG>Sales:</STRONG></P><TABLE><TBODY><TR><TD>Customer</TD><TD>Sale Month</TD><TD>Type</TD><TD>Amount</TD></TR><TR><TD>185188</TD><TD>July</TD><TD>Commercial</TD><TD>10900</TD></TR><TR><TD>107227</TD><TD>July</TD><TD>Commercial</TD><TD>20888</TD></TR><TR><TD>157811</TD><TD>July</TD><TD>Commercial</TD><TD>2282</TD></TR><TR><TD>148966</TD><TD>July</TD><TD>Residential</TD><TD>4913</TD></TR><TR><TD>118633</TD><TD>July</TD><TD>Industrial</TD><TD>16446</TD></TR><TR><TD>197725</TD><TD>July</TD><TD>Industrial</TD><TD>2398</TD></TR><TR><TD>114268</TD><TD>July</TD><TD>Industrial</TD><TD>7265</TD></TR><TR><TD>133108</TD><TD>July</TD><TD>Industrial</TD><TD>23461</TD></TR><TR><TD>191580</TD><TD>July</TD><TD>Residential</TD><TD>11848</TD></TR><TR><TD>173991</TD><TD>July</TD><TD>Commercial</TD><TD>20506</TD></TR></TBODY></TABLE><P>&nbsp;</P><P><STRONG>Customer:</STRONG></P><TABLE><TBODY><TR><TD>Customer</TD><TD>Customer Contact</TD><TD>State</TD><TD>Rep</TD></TR><TR><TD>185188</TD><TD>Isis Hellman</TD><TD>ME</TD><TD>Kawal</TD></TR><TR><TD>107227</TD><TD>Alesia Mains</TD><TD>LA</TD><TD>Kawal</TD></TR><TR><TD>157811</TD><TD>Lindsy Lew</TD><TD>NV</TD><TD>Denise</TD></TR><TR><TD>148966</TD><TD>Racquel Gregor</TD><TD>NM</TD><TD>Jim</TD></TR><TR><TD>118633</TD><TD>Harriet Neathery</TD><TD>VA</TD><TD>Denise</TD></TR><TR><TD>197725</TD><TD>Rosita Ransome</TD><TD>NH</TD><TD>Kawal</TD></TR><TR><TD>114268</TD><TD>Deedra Candler</TD><TD>KS</TD><TD>Kawal</TD></TR><TR><TD>133108</TD><TD>Linwood Coursey</TD><TD>HI</TD><TD>Jim</TD></TR><TR><TD>191580</TD><TD>Hsiu Mento</TD><TD>NM</TD><TD>Kawal</TD></TR><TR><TD>173991</TD><TD>Gaynell Henkel</TD><TD>DE</TD><TD>Jim</TD></TR></TBODY></TABLE> Sat, 16 Nov 2024 20:19:01 GMT bcr123psu 2024-11-16T20:19:01Z Associations at different levels of granularity https://community.qlik.com/t5/App-Development/Associations-at-different-levels-of-granularity/m-p/1609798#M45286 <P>Hello!&nbsp;&nbsp;I'm running into an issue that I'm sure is pretty common but I haven't been able to resolve on my own yet.&nbsp; We have a very basic app that needs to be built that shows sales rep performance vs. quota for specific targeted accounts.&nbsp; The files consist of the Quota (Rep, Month, Type, Quota), Sales (Customer, Month, Type, Amount), and Customer (Customer, Customer Contact, State, Rep).&nbsp; At the end of the day, we need to roll up the sales by type and compare it to the quota by type for each rep.&nbsp; Mockups of each table are attached and examples are below.</P><P>The issue that I see is that quota is not set at the customer level, the customer data doesn't contain a month or type field, and the sales data doesn't contain the rep.&nbsp; So I'm left with a circular association (below) that still doesn't return what I'm looking for.&nbsp; Any feedback on how to approach this is greatly appreciated.&nbsp; Thanks!</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="Associations.PNG" style="width: 400px;"><img src="https://community.qlik.com/t5/image/serverpage/image-id/16612i00B6338B21F0A4ED/image-size/medium?v=v2&amp;px=400" role="button" title="Associations.PNG" alt="Associations.PNG" /></span></P><P>&nbsp;</P><P>&nbsp;&nbsp;</P><P>&nbsp;</P><P><STRONG>Quota:</STRONG></P><TABLE><TBODY><TR><TD>Rep</TD><TD>Month</TD><TD>Type</TD><TD>Quota</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Commercial</TD><TD>100000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Commercial</TD><TD>110000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Commercial</TD><TD>120000</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Residential</TD><TD>50000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Residential</TD><TD>60000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Residential</TD><TD>70000</TD></TR><TR><TD>Jim</TD><TD>July</TD><TD>Industrial</TD><TD>55000</TD></TR><TR><TD>Jim</TD><TD>August</TD><TD>Industrial</TD><TD>55000</TD></TR><TR><TD>Jim</TD><TD>September</TD><TD>Industrial</TD><TD>55000</TD></TR></TBODY></TABLE><P>&nbsp;</P><P><STRONG>Sales:</STRONG></P><TABLE><TBODY><TR><TD>Customer</TD><TD>Sale Month</TD><TD>Type</TD><TD>Amount</TD></TR><TR><TD>185188</TD><TD>July</TD><TD>Commercial</TD><TD>10900</TD></TR><TR><TD>107227</TD><TD>July</TD><TD>Commercial</TD><TD>20888</TD></TR><TR><TD>157811</TD><TD>July</TD><TD>Commercial</TD><TD>2282</TD></TR><TR><TD>148966</TD><TD>July</TD><TD>Residential</TD><TD>4913</TD></TR><TR><TD>118633</TD><TD>July</TD><TD>Industrial</TD><TD>16446</TD></TR><TR><TD>197725</TD><TD>July</TD><TD>Industrial</TD><TD>2398</TD></TR><TR><TD>114268</TD><TD>July</TD><TD>Industrial</TD><TD>7265</TD></TR><TR><TD>133108</TD><TD>July</TD><TD>Industrial</TD><TD>23461</TD></TR><TR><TD>191580</TD><TD>July</TD><TD>Residential</TD><TD>11848</TD></TR><TR><TD>173991</TD><TD>July</TD><TD>Commercial</TD><TD>20506</TD></TR></TBODY></TABLE><P>&nbsp;</P><P><STRONG>Customer:</STRONG></P><TABLE><TBODY><TR><TD>Customer</TD><TD>Customer Contact</TD><TD>State</TD><TD>Rep</TD></TR><TR><TD>185188</TD><TD>Isis Hellman</TD><TD>ME</TD><TD>Kawal</TD></TR><TR><TD>107227</TD><TD>Alesia Mains</TD><TD>LA</TD><TD>Kawal</TD></TR><TR><TD>157811</TD><TD>Lindsy Lew</TD><TD>NV</TD><TD>Denise</TD></TR><TR><TD>148966</TD><TD>Racquel Gregor</TD><TD>NM</TD><TD>Jim</TD></TR><TR><TD>118633</TD><TD>Harriet Neathery</TD><TD>VA</TD><TD>Denise</TD></TR><TR><TD>197725</TD><TD>Rosita Ransome</TD><TD>NH</TD><TD>Kawal</TD></TR><TR><TD>114268</TD><TD>Deedra Candler</TD><TD>KS</TD><TD>Kawal</TD></TR><TR><TD>133108</TD><TD>Linwood Coursey</TD><TD>HI</TD><TD>Jim</TD></TR><TR><TD>191580</TD><TD>Hsiu Mento</TD><TD>NM</TD><TD>Kawal</TD></TR><TR><TD>173991</TD><TD>Gaynell Henkel</TD><TD>DE</TD><TD>Jim</TD></TR></TBODY></TABLE> Sat, 16 Nov 2024 20:19:01 GMT https://community.qlik.com/t5/App-Development/Associations-at-different-levels-of-granularity/m-p/1609798#M45286 bcr123psu 2024-11-16T20:19:01Z