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brian_lewis
New Contributor

How to create a conditional join?

I'm trying to create a conditional join, but haven't difficulty setting this up in Qlik Sense.

I need the match between two criterias

Customer ID to Customer ID

Bill date to >= Account owner by month

example below:

I need to make sure that the $100 billed in January is linked to the sales person 2, as they were the owner in January and that the $200 gets linked to the sales person 1 as they were the owner in Aug 2017.

join.PNG

1 Reply
reanfadyl
Contributor

Re: How to create a conditional join?

I would do this in a multi-step process

1. Left join your two tables based on customer ID into a Temp Table.

2. Reload your temp table into a new table with a Where clause that confirms that the Bill date to >= Account owner by month

3. Drop your temp table.

Remember to use NoConcatenate between your table loads to stop all your data disapppearing.

Hope this helps

Rean

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