Forum Discussion
Displaying Data from Multiple Datasets in One Matrix
I'm trying to display data from two different datasets in one Matrix. I understand that it's because there isn't a relationship present, but I don't seem to be able to create one successfully either. When I did manually create a relationship, more data disappeared from the Matrix.
The data is pulled from Dynamics 365 (CRM).
I need to display the field 'Enquiry Source' from the Leads entity in a Matrix which contains Opportunity entity data. Is this possible?
Any help gratefully received.
6 Replies
Hi there,
First thing you need to do is ensure that there is an ID present within each table that can be used as the primary key. Ensure that one of the tables only contains a single value for each ID.
Once you've created the realationship you should be able to pull the data into your Matrix. The reason some data may be missing could be due to information not being present within the selected field. To ammend this right click the column you've selected within the visualizations pane and select Show items with no data.
This should fix your issue.
Thanks,
J
Hiya,
Thanks so much - I've got the relationship successfully created now and the Matrix doesn't show as broken anymore (I had only been selecting one field with unique values instead of both).
The one thing that's still puzzling me though is that, yes I have the columns showing correctly in the Matrix, but there are no values showing. There are definitely values in these fields as they are business required fields.
Any ideas??
Many Thanks
Hi there,
Do you have any slicers or filters that could be effecting this data?
If you load the field seperately do you have a list of those values?
Thanks,
J
