Topics started by christopher.doenlen-1635791818
I have daily sales data (from Salesforce, if that’s helpful) that I’d like to summarize on quarterly, regional dimensions. Consider the following sales table -- we’ll call this explore “Accounts and Opportunities” I also have the following quarterly, regional sales targets table - we’ll call this explore “Sales Targets” I’d like to join these data sets so that I can create the following tables as looks for my end users: When I join these two explores (on region & year-quarter), I get the following when I try to summarize: We can see the target amount is way off from above -- in fact it’s a multiple of the number of sales records we have because the join did the following: I’m now incorrectly summing the quarterly target as if it’s a daily amount like the sales data. What’s the best way to combine these two data sets so that I can get to my ideal summary results as shown above?Keep in mind that there are a number of other dimensions from the “Accounts and Opportunities” table tha
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