I have only recently started exploring BI tools and Qlik so please forgive me if my explanation isn't on point.
I am trying to do an outstanding dispatches report that shows the value of outstanding dispatches by value versus date, customer and sales rep. I have managed to get the report working and the basic layout sorted.
The problem that I don't yet know how to solve is the relationship between master and sub-accounts (where customers have a headoffice where we bill too but ship to individual stores). Attached is an excel file showing how the data table is structured in our database. I want to aggregate dispatch values on the masteraccounts and I have written an if statement that looks if the masteraccount is blank and if it is then brings the "Customer" field and if not brings the "MasterAccount".
This is where I do now how to move forward. How do I then get the result of the if statement to refer back to the "Customer" field to bring back the "Name".
