I'm new to working with Qlikview. I hope someone can offer some advice on a data model I'm trying to build. The end goal is a dashboard that compares region sales to region quotas by yr, qtr, month, day, and allows users to drill down to the from the summary data to the actual sales record.
For example when I open the dashboard I have total daily sales YTD for regions a, b,c next to the YTD quotas for each region. As I select a region, month, or date, my charts, tables, etc drill down and show the data specific to the selection. What my users want is to select a date and see the detail sales records for that date. Right now, I don't have that.
My data model is a SQL query that contains the detail the users want but rolls it up so I can present a summary of transactions per day by region with the regions sales quota and illustrate differences. My problem is whenever I try to add the detail the users want and incorporate the quota data my roll up to summarize the quota by month, region, year for the month is multiplied by the number of sales transaction per day per region.
I think what I need to do is break my query into 3 tables, a daily sales summary by region, a sales detail by region and a region sales quota. However, in Qlikview, I'm not sure how to link the tables together so I can drill down to the detial level of data. CAn anyone offer some insight or point me to a similar example?