Forum Discussion
Managing Relationships
So I have two datasets I'm attempting to merge. Both from different sources but both contain the same Company ID's highlighted in each table:
I'm unable to connect the two because my CService dataset contains duplicate co values because a company can have more than one service:
I've already tried creating a calculated table to get the distinct values, but it does not give me everything I need. I need to build some formulas but I do not know how to get around this without establishing a direct connection between these two datasets. I have retention formulas already established in my CService dataset based on the start and end dates, and I just need the account manager field from my EMS Survey dataset to add the retention formulas to see what the retention is by account manager based on the company ID my datasets in common. Any ideas??
16 Replies
Hi Anonymous,
Have you tried to create a dimension to those fields which both tables have in common ?
Ricardo
ricardocamargos I have not. I'm not exactly sure what that is. Would like to find out!
Anonymous as you already create a calculated table with distinct value, I assume at that point you are able to connect both the tables with this new calculated table? Are you having trouble setting relationship? What problem we are solving here?
Hi,
Share your soure datasets and also show your expected result.
Ashish_Mathur Here are my dataset samples:
As you can see in Table 1, a company ID can be duplicated due to multiple services and start and end dates, so I cannot create a relationship based on that column. This is the result I'm looking to get, which I've just created manually:
Anonymous can you share the data as mentioned previously?
