Forum Discussion
Select through multiple tables
I have three tables - Campaigns, Leads, and Opportunities.
Campaign can have one or more Leads, and each Lead can have one or more Opportunities.
What I want to do is have the Campaigns table populate when you open the report. When you click on a Campaign, I want it to populate the Leads table; and when you click on a Lead, I want it to populate the Opportunities table. If I click on an Opportunity, I want it to do nothing.
What is happening instead: All three tables populate. If I click on a Campaign, the Leads populate - which is good - but when I click on a Lead, it actually *unselects* that Lead and repopulates and repopulates the all three tables.. Likewise with the Opportunities table, clicking on an Opportunity actually unselects that Opportunity and repopulates the all three tables.
Hi cphite ,
Thanks for amitchandak's reply!
And cphite , This sounds like a problem with the interaction between visual objects. You can refer to the following steps:
Click the Leads table, click Format > Edit interactions:Cancel the interaction between the Leads table and the Campaigns table:
Then click the Opportunities table, and cancel the interaction between the Opportunities table, the Campaigns table and the Leads table:
And the final output:
Click Campaigns:Click on the Leads table while holding down the “Ctrl” key :
If I only click Leads, The Campaigns table will not be affected:
If I only click Opportunities, nothing will be affected:
Best Regards,
Dino Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
cphite , You need three facts and each fact all attribute from table above
Campaigns - Campaigns
Lead - Campaigns+ Lead
and Opportunities -- Campaigns+ Lead +Opportunities
Campaigns and Lead will individually will become dimension along with date. and will join with all three facts.
All common attribute you want drill will come from dimension.
Hi cphite ,
Thanks for amitchandak's reply!
And cphite , This sounds like a problem with the interaction between visual objects. You can refer to the following steps:
Click the Leads table, click Format > Edit interactions:Cancel the interaction between the Leads table and the Campaigns table:
Then click the Opportunities table, and cancel the interaction between the Opportunities table, the Campaigns table and the Leads table:
And the final output:
Click Campaigns:Click on the Leads table while holding down the “Ctrl” key :
If I only click Leads, The Campaigns table will not be affected:
If I only click Opportunities, nothing will be affected:
Best Regards,
Dino Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
