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Hello Community - Recently, we migrated to a new CRM system, and have created similar, but new Team names in that system. There are fewer teams name also...when compared to our ERP system. I want to create a common Team dimension table that will still allow me to filter tables from both systems. The CRM system has the names we want to use going forward, but I still need to be able to relate to the historical data in ERP. A simplistic view would be this: Note the team names are similar but not the same, and there are more ERP team names than there are CRM team names. The "dimension" Team name I would want to show in a Filter would be the CRM name.
How would I go about setting up a dimension table for this situation?
ERP name CRM name
Team A Team A_CRM
Team B Team B_CRM
Team C Team C_CRM
Team D
Team E
Hi, @Anonymous
May I ask if your problem has been solved? Is the above post helpful to you?
If it does, could you please mark the post which help as Answered? It will help the others in the community find the solution easily if they face the same problem with you. Thank you.
It would be better if you could post the solution here which will benefit other users who might have the same issue.
Best Regards,
Community Support Team _ Zeon Zheng
Maybe add a "source" column and "common name" column?
Team | Source | Common Name |
Team A | ERP | Team A |
Team B | ERP | Team B |
Team C | ERP | Team C |
Team A_CRM | CRM | Team A |
Team B_CRM | CRM | Team B |