KPI Data Sources

[Danijel]

Hello everyone,

We have some complex formulas that include set analysis, variables, which in turn rely on flags from various tables.

Now I’d like to visualize these key metrics—or rather, trace their origin back to the actual source.

I’ve already tried a few things, but I’m not really making any progress.
Are there any ideas or specific tips for this?

For example:

KPI: sum({$<Field1={1},Field2={‘B’}, Date={YTD}>} Amount)

Amount -> Facts table -> Facts consists of the Invoice Credit SQL table
Field1 -> if customer is from the US, then 1; otherwise 0
         Customer -> Customer Master SQL
         Country -> Customer Master SQL

Field2 -> ...

Date -> Posting date from Invoice Credit Note SQL table

This is, of course, a simple example, but it should at least roughly illustrate what I’m looking for.

Thanks and Greetings.

[robert_mika]

copy your expression and full script into Gemini or any other AI tool. Prompt correctly. it will give you the answer