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I'm struggling with bringing a spreadsheet consisting of goals into my data.
We have a bunch of companies (ReferralCompanies) that give us referrals (Referrals) on a daily basis. We have created monthly goals based on marketing plans for those companies (ReferralGoals).
What I'm trying to do is create a side by side comparison per month of Referrals received vs. Referral Goal. Something like this:
My Goals Table (spreadsheet) looks like this:
My Referral Table includes Referral Company, Referral Date, and ReferralID (used to make the count).
I've scoured the forums looking for a solution. Time to ask for help. Any feedback is much appreciated.
I've tried these links with no luck:
Can we get a picture of your data model? Off the top of my head, I would try concatenation my Referrals and ReferralsGoals table and name that table "ReferralTopia". Linking off of "ReferralTopia" would be my Master Calendar as well as my ReferralCompany.
Here is the data model: