Skip to main content
Announcements
Accelerate Your Success: Fuel your data and AI journey with the right services, delivered by our experts. Learn More
cancel
Showing results for 
Search instead for 
Did you mean: 
TomHollandKB
Contributor II
Contributor II

Joining 2 tables whilst keeping all records from table visible

I have a 2 dimension tables which I would like to join so that selections can be made to filter results across all sheets on the app.

Table 1 is a basic dimension table containing account information including account category

Table 2 contains  account categories, as well as some additional records such as GM (Gross Margin) and GM% (Gross Margin%), and other records which are used to define "Totals" rows within the dimension. This is an inline table.

I need table 2 as i'm unable to insert the "Totals" records within table 1 as a category whilst being able to calculate that total within the table.

I then have 2 sheets, Sheet 1 showing monthly figures broken down by account. Sheet 2 showing the totals of those accounts by category, as well as Gross Margin calculations etc...

The figures shown in Sheet 2 are calculated within the measure expression using Pick, 1 expresssion per record for table 2.

I am trying to join the two tables so that when selections are made on Table 1 or Table 2, the selection will be made across the whole sheet, whilst also keeping the "Gross Margin" records from Table 2 visible on Sheet 2 when no selection is made on Sheet 1. 

The problem i'm facing is that when joining Table 2 to Table 1, only the categories are displayed on Sheet 2 and not the totals rows.

Is there a way to join the 2 tables to enable selection functionality, whilst not omitting any records from Table 2?

Examples:

[Table1]:

Load

[GL Account],

[Category]

From [Table1Source];

 

[Table2]:

Load * Inline [

Category, CatSeqNo

Invoiced Sales, 1

POC Adjustment, 2

COS, 3

GM1, 4

GM1%, 5

];

Example of expressions within Sheet2:

(The sums are managed through master measures and so those measures are referenced within the pick expression, for tidiness)

=pick(CatSeqNo
,InvoicedSales
,POCadjustment
,COS
,GM1
,GM1%)

Many Thanks!

Tom

Labels (1)
1 Solution

Accepted Solutions
TomHollandKB
Contributor II
Contributor II
Author

Solved!

Created a third table containing a "GL Account" field and a "Category" field.

I made sure that the table contained  a record for any GL Account that is included in a category total. This meant that all GL accounts appeared many times.

I then joined the GL account to my master dimension table, and the Category field to my inline Category table

Now when I make a category selection on the table within the sheet, that filter is applied to all tables with applicable GL accounts related to that category.

Example below:

GL Account Total Class
123456 Total Invoiced Sales
234567 Total Invoiced Sales
345678 Total Invoiced Sales
456789 Total Invoiced Sales
567890 Total Invoiced Sales
678901 Total Invoiced Sales
789012 Total Invoiced Sales
890123 Total Invoiced Sales
987654 Total POC Adjustment
876543 Total POC Adjustment
765432 Total POC Adjustment
123456 Total Sales
234567 Total Sales
345678 Total Sales
456789 Total Sales
567890 Total Sales
678901 Total Sales
789012 Total Sales
890123 Total Sales
987654 Total Sales
876543 Total Sales
765432 Total Sales
654321 Total COS
543210 Total COS
432109 Total COS
321098 Total COS
210987 Total COS
123456 GM1
234567 GM1
345678 GM1
456789 GM1
567890 GM1
678901 GM1
789012 GM1
890123 GM1
987654 GM1
876543 GM1
765432 GM1
654321 GM1
543210 GM1
432109 GM1
321098 GM1
210987 GM1

View solution in original post

1 Reply
TomHollandKB
Contributor II
Contributor II
Author

Solved!

Created a third table containing a "GL Account" field and a "Category" field.

I made sure that the table contained  a record for any GL Account that is included in a category total. This meant that all GL accounts appeared many times.

I then joined the GL account to my master dimension table, and the Category field to my inline Category table

Now when I make a category selection on the table within the sheet, that filter is applied to all tables with applicable GL accounts related to that category.

Example below:

GL Account Total Class
123456 Total Invoiced Sales
234567 Total Invoiced Sales
345678 Total Invoiced Sales
456789 Total Invoiced Sales
567890 Total Invoiced Sales
678901 Total Invoiced Sales
789012 Total Invoiced Sales
890123 Total Invoiced Sales
987654 Total POC Adjustment
876543 Total POC Adjustment
765432 Total POC Adjustment
123456 Total Sales
234567 Total Sales
345678 Total Sales
456789 Total Sales
567890 Total Sales
678901 Total Sales
789012 Total Sales
890123 Total Sales
987654 Total Sales
876543 Total Sales
765432 Total Sales
654321 Total COS
543210 Total COS
432109 Total COS
321098 Total COS
210987 Total COS
123456 GM1
234567 GM1
345678 GM1
456789 GM1
567890 GM1
678901 GM1
789012 GM1
890123 GM1
987654 GM1
876543 GM1
765432 GM1
654321 GM1
543210 GM1
432109 GM1
321098 GM1
210987 GM1