Link table

[Ernests]

Hi Experts,

I'm facing an issue with my Qlik data model and would appreciate your advice.

Currently, I have Plan and Actual tables linked by three fields:

• Source

• Position

• Month

The Source field represents the company department.

The challenge is that, in the Plan table, some records don't contain the original department. Instead, they contain a "Summary" value. This is expected and correct according to the business logic and data model.

However, I would like to use Source as a filter. At the moment, if a user selects an original department (for example, Post Office) from the Actual table, the corresponding Plan records are not displayed because they are linked to Summary instead of the selected department.

Ideally, when a user selects Source = Post Office, both the corresponding Actual data and the related Plan data should be returned.

Any ideas?

Thanks in advance!

kopa = Plan

gramatojumi = Actual

Avots = Source

[Chanty4u]

Hi 

Use a Link Table with a Mapping Table

Create a mapping between the detailed departments and the summary value.

Example:

Department

PlanSource

Post Office

Summary

Finance

Summary

HR

Summary

Then create a Link Table like:

Source

PlanSource

Position

Month

Post Office

Summary

Manager

Jan

Link:

Actual → Source

Plan → PlanSource

Shared fields → Position, Month

This allows a selection of Post Office to associate with the Summary plan records.