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Alta88's avatar
Alta88
Helper IV
2 years ago
Solved

Summary Table Visual

I'm trying to build a table and table visual that will display the total calls for each rep as well as the total calls reviewed for quality. Right now I have two data models linked but can't seem to find a way to get a third table to summarize the 2: 

 

Table on the Left shows total accounts for each rep. Table on the right shows total sampled for each rep.


The table visual I'm building should look like this:

 

 

  • I found a way to get it to work. Wound up creating a concatenated column for the rep name and joining the tables as many-to-one. Thanks for your insights!

3 Replies

  • Possibly, although switching the relationships might cause problems with relating other columns into the new table I'm creating. 

  • I found a way to get it to work. Wound up creating a concatenated column for the rep name and joining the tables as many-to-one. Thanks for your insights!