2 Replies Latest reply: Nov 24, 2013 10:41 AM by Linda Diodato RSS

    Connect unrelated values

    Linda Diodato

      Hello,

       

      I have two main data sets: one reporting historical sales and the other reporting sales forecast. I want to take the Customers with some kind of Sales forecast and associate them with potential Partners who could work on the lead and close the deal. Whilst this is easy to do with Customers that have made purchases in the past as I can assign the lead to Partners that have a 'history' with them, I'm kind of stuck with new Customers because I cannot make any association based on history.

       

      What I need to produce is a pivot for the new Customers showing the Partners that have made a sale in the past related to the Product that the Customer is looking to buy - I've placed an image in the second tab to give an idea of the table I'm trying to build.

       

      Do you think there is a way to achieve this?

       

      Thanks,

      Linda