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Manuel174102
Creator
Creator

Problem with KPI

Hello everyone.

I have a huge table, which is not an excel, that I am uploading in my dashboard. I created a KPI with information from this table. The KPI is calcunating the sum of sales

I need to add a little excel with some information that is missing.  Here I also have sales, and I want them to be shown in the old KPI. How could I integrate them?

 

Cheers,

 

Manuel

 

Labels (1)
1 Solution

Accepted Solutions
Andrei_Cusnir
Specialist
Specialist

Hello,

 

If my understanding is correct, you are loading many records from a resource and you would like to add a couple of more records to the dataset but from different resource (e.g. EXCEL file). If this is the case then you should just load the data from EXCEL and as long as the fields are the same, the data will be added automatically.

 

Here are some further details:

 

 1. For simplicity, I am going to use few Fields and few data, but the logic should work for huge dataset as well.

 

2.  For example lets assume that I have loaded this dataset:

 

And KPI is:

 

3. I have only 2 fields: "Product" and "Sales" and the sum of the sales can be seen in the table

 

4. Now I have an excel with the following data: 

 

As you can see I only want to add 4 records and I make sure that column names are exactly as specified in original loaded dataset

 

5. Now loading the data I can see updates in the table:

 

6. And the "old KPI" reflects those changes

 

I hope that this information was helpful. In case I have misunderstood the use case scenario, please elaborate in details by providing additional information. However, if it has helped you resolve the issue, addressed your concerns or at least pointed you in the right direction, please mark it as Accepted Solution to give further visibility to other community members. 
 

Help users find answers! Don't forget to mark a solution that worked for you! 🙂

View solution in original post

2 Replies
Andrei_Cusnir
Specialist
Specialist

Hello,

 

If my understanding is correct, you are loading many records from a resource and you would like to add a couple of more records to the dataset but from different resource (e.g. EXCEL file). If this is the case then you should just load the data from EXCEL and as long as the fields are the same, the data will be added automatically.

 

Here are some further details:

 

 1. For simplicity, I am going to use few Fields and few data, but the logic should work for huge dataset as well.

 

2.  For example lets assume that I have loaded this dataset:

 

And KPI is:

 

3. I have only 2 fields: "Product" and "Sales" and the sum of the sales can be seen in the table

 

4. Now I have an excel with the following data: 

 

As you can see I only want to add 4 records and I make sure that column names are exactly as specified in original loaded dataset

 

5. Now loading the data I can see updates in the table:

 

6. And the "old KPI" reflects those changes

 

I hope that this information was helpful. In case I have misunderstood the use case scenario, please elaborate in details by providing additional information. However, if it has helped you resolve the issue, addressed your concerns or at least pointed you in the right direction, please mark it as Accepted Solution to give further visibility to other community members. 
 

Help users find answers! Don't forget to mark a solution that worked for you! 🙂
Manuel174102
Creator
Creator
Author

Hello!!

 

Thank you!!! 

 

it worked