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Gurus,
I have a spreadsheet with Target figure and another with Budget figures which i need to tie back to my Sales table:
I am struggling with a Link Table.
The Script is like below;
Targets:
LOAD YearMonth,
Quarter,
Target
FROM Target.xls;
Budget:
LOAD
BUC,
Product,
Source,
[BusinessChannel],
[Campaign Type],
[YearMonth],
FY,
Budget,
Quarter as BudgetQuarter,
[Financial Year] as F_Year,
[Daily Budget]
FROM Budget.xls;
Sales:
LOAD
ContractNumber,
Converted,
Status as [Contracted Status],
StatusDate,
DateOfSale,
PolicyDate,
Date(Floor(PolicyDate)) As SaleDate,
Date(Floor(StatusDate)) As Status_Date,
Date(Floor([PolicyDate])) as [Sales_Date],
Time(Frac([PolicyDate])) as [Sale Created Time],
Month([PolicyDate]) as Sales_Month,
num(Month([PolicyDate])) as SaleMonth_Number,
Year([PolicyDate]) as Sales_Year,
Day([PolicyDate]) as Sales_Day,
Year([PolicyDate])* 100 + num(Month([PolicyDate])) as SaleYearMonth,
SalesAgent,
BusinessUnitCode,
BusinessSource,
BusinessChannel,
CampaignCode,
CampaignType,
Product
FROM Sales.qvd;
Kindly assist.
Harrison
I think this will help you further: Re: Budget Achievement.
- Marcus
Hi,
Please attach sample qvw & xls data. Thank you.
Hi,
Try like this
Targets:
LOAD YearMonth,
Target
FROM Target.xls;
BudgetNSales:
LOAD
BUC,
Product,
Source,
[BusinessChannel],
[Campaign Type],
[YearMonth],
FY,
Budget,
Quarter,
[Financial Year] as F_Year,
[Daily Budget]
FROM Budget.xls;
Concatenate(BudgetNSales)
LOAD
ContractNumber,
Converted,
Status as [Contracted Status],
StatusDate,
DateOfSale,
PolicyDate,
Date(Floor(PolicyDate)) As SaleDate,
Date(Floor(StatusDate)) As Status_Date,
Date(Floor([PolicyDate])) as [Sales_Date],
Time(Frac([PolicyDate])) as [Sale Created Time],
Month([PolicyDate]) as Sales_Month,
num(Month([PolicyDate])) as SaleMonth_Number,
Year([PolicyDate]) as Sales_Year,
Day([PolicyDate]) as Sales_Day,
Year([PolicyDate])* 100 + num(Month([PolicyDate])) as YearMonth,
SalesAgent,
BusinessUnitCode AS BUC,
BusinessSource,
BusinessChannel,
CampaignCode,
CampaignType AS [Campaign Type],
Product
FROM Sales.qvd;
Regards,
Jagan.