Qlik Community

New to Qlik Sense

Discussion board where members can get started with Qlik Sense.

unityhospice
New Contributor

Bringing in Goals; Linking 2 Separate Dates

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:

goal.png

My Goals Table (spreadsheet) looks like this:

sheet.PNG

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:

Canonical Date

Linking to two or more dates

Tags (1)
2 Replies
JustinDallas
Valued Contributor II

Re: Bringing in Goals; Linking 2 Separate Dates

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.

unityhospice
New Contributor

Re: Bringing in Goals; Linking 2 Separate Dates

Here is the data model:

model.PNG

Community Browser