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I have three different data files of Revenue ,Cost and Efforts.>
The column of revenue and Cost are same- Something like this.
Quarter | Financial Year | Client Geography | Amount Invoice Currency | Amount INR | Amount in CC | Amount INR at Beacon Rate | Amount USD | Amount USD at Beacon Rate | End Customer Name | Group Client | Project Location Wrt Corporate | Service Line | IOU | Sub IOU | Tag | Mapped Customer Name | ShortName | Band |
and Effort data table looks like
Quarter | Financial Year | Client Geography | Service Line | End Customer Name | Group Client | Project Location Wrt Corporate | Sub IOU | IOU | Sum of Allocation Effort(Hrs) | Sum of Allocation Effort(Months) | Tag | Mapped Customer Name | ShortName | Band |
All three excels are having data for same period.
The problem that I am facing is during visualization is If am using columns from two diff datafiles the filters are not working.
So If I want to put a filter of Client Geography. I have to put three diff filters for all three tables. Then only its working
Please help.
Try concatenating the data from the three files into one table using the CONATENATE keyword. Then you'll have only one Client Geography field.
That will affect my calculation, as I need filter based on not only Geography, but also IOU,Sub IOU etc
And regarding Concatenate ,these three are different files only so how to use concatenate, In Data Editor ???
If you need to use selections in IOU and other fields then merely make sure that the names of the fields that should be used to link the three tables have the same names in all three tables. A synthetic key will be created to link the tables so perhaps you'll want to replace the synthetic key with a new key to a link table that will have all the original values from the common fields of the three tables. See this blog post: Concatenate vs Link Table
Concatenating tables can be done in the Data Manager or in the Data Editor.