0 Replies Latest reply: Jan 28, 2016 9:50 AM by Rui Esteves RSS

    Unable to drill-down across tables

    Rui Esteves

      Hi,

       

      I am a novice on using Qlik Sense in particular and BI tools in general.

      I have a Plan of Accounts in the central system, which I access through ODBC. And I want to create a local report which uses a different Plan of Accounts schema. How can I make their connection?

       

      Simplifying the situation:

       

      Table A – Plan of accounts accessed by ODBC, and already hierarchized:

      Account#; Description; ParentAccount#; Level1_Account_Description; Level2_Account_Description; Level3_Account_Description; Level4_Account_Description; Level5_Account_Description

       

      Table B – Accounts values accessed also by ODBC:

      Account#; Date; Value

       

      Table C – Local Plan of Accounts in Excel:

      New_Lvl1_PoA_Description; New_Level2_Account_Description; New_Level3_Account_Description; New_Level4_Account_Description; Corresponding_Official_Account#

       

      Note1: The official Account# is in text format

      Note2: The “Corresponding_Official_Account#” can be on any level of the official PoA (from level 2 to level 5)

      Note3: Some of the local PoA accounts can be the aggregation of several official PoA accounts. So on table C it can appear several times (one line for each of the official accounts it is related to).

       

      I loaded both tables, and Qlik Sense automatically related both tables. Good!

       

      Then, I created a Pivot Table and added as line dimensions:

      1. 1. New_Lvl1_PoA_Description (from Table C);
      2. 2. New_Level2_Account_Description (from Table C);
      3. 3. New_Level3_Account_Description (from Table C);
      4. 4. New_Level4_Account_Description (from Table C);
      5. 5. Description (from table A)

       

      And it drills down. But when I get into the level of table C, it becomes empty and there is no way to drill-up anymore.

       

      Any idea on how can I join Table A and Table C, so that from Table C I can access Table B?


      Thank you,

      Rui