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hobanwashburne
Creator
Creator

Help with a data model combining pre-aggregated and detail data

The attachment contains data set similar to what I am working with. The trouble that I am having is that the Sales data is preaggregated to monthly, while the remaining data is daily. Ultimately, I should be able to select any sales rep and see what customers they visited in a given month, how many times they visited, along with the sales associated with those customers. Conversely, I want to be able to select any particular day and see all of the sales rep activity on that day along with the sales of the customers that were visited on that day. Same goes for the selection of a customer - Sales data, who visited, when and how often.

1 Reply
jonas_rezende
Specialist
Specialist

Hi, Scott Wisker.

Please, see if this helps. Follows attached.