Forum Discussion
emma313823
Helper V
Helper VCreating many to many relationship
Hi All I have a dashboard I'd like to create using two exported excel spreadsheets. Export 1: has a unique customer ID the software creates we have had a custom field added which allows us ...
emma313823Helper V
Helper VYes to both...
example
Export 1, customer name EMC Corporation with Sales Logix ID of AZ7TN0002516, customer field included in our CRM software allows us to enter the customer ID from Export 2 of 65182.
Export 2, customer name EMC Corporation, customer ID of 65182
To your point of using export 2 as the master table...If I have a master customer list - this will have only one instance of a customer name/ID. So you are saying using this I can point the customer ID to both export 1 and export 2 and establish the needed connection? Do I understand that correctly?
Emma
parry2k
Super User
Super UserSorry away from my desk, yes customer master from export 2 will work and both exports will have relation to this master table.