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We are trying to add sales goal information to our actual sales and budget information for each salesrep. Below is a sample image of the tables and relationships we are using:
The problem is if I join the Salesrep from the GoalTable to the Salesrep in the Financials table I get a circular reference error. In our ouptut we would like to display a table that contains the Total Dollar_Amount from the Finanicals Table and Goal_Amount from the GoalTable for each salesrep (example below)
Salesrep Total_Amount Goal_Amount
Salesrep A $50.00 $200.00
Salesrep B $75.00 $500.00
How can I link or display this information together? Thank you!
You may want to consider putting the financial, budget and goal data in one table. See this blog post and the technical document attached to it for more information.
You may want to consider putting the financial, budget and goal data in one table. See this blog post and the technical document attached to it for more information.
Or use IF-statements.
Load the sales_rep -field with different name in Financials and Goal table.
Dimension:
goal_sales_rep
Expression:
Total_Amount
SUM(IF(goal_sales_rep = financials_sales_rep, Dollar_Amount, 0))
Goal Amount
SUM(Goal_Amount)
It won't be as fast as linking the tables together, but will work i hope.
Cheers
Hi,
better you can create star schema ,supose i ahve two tables and both tables are having same slecting dimensions ,
you can cancatenate both the table and connected to comman calendar,it will be better for you,other wise you can give association between two tables,if you have any dout let me know or please provide test data.
REGARDS
SHAIK