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Danielnir's avatar
Danielnir
Icon for Helper II rankHelper II
4 years ago

Relationship Between Dates, Budgets and Customers

Hi, I've got three tables:   1. Sales Data:    a) Date of transaction (format "dd/mm/yyy")    b) Customer Name ID    c) Invoice Value 2. Date Dimension    a) Dates (in format "dd/mm/yyyy") 3....
Need Help
NickolajJessen's avatar
NickolajJessen
Icon for Solution Sage rankSolution Sage
4 years ago

When asking a question about your relationships, it's a good idea to include a screenshot of your relationships.

Nevertheless i'd say you need a Customer Dimensions table.

Can you be more specific about your reporting needs? If customerX is big enough to be specifically named, do you need to be able to go back to ex. 2015, where customerX was under the category "Other" and have budget & sales under this category?

Also where is your budgetvalue coming from?

Danielnir's avatar
Danielnir
Icon for Helper II rankHelper II
4 years ago

Hi, thanks for a quick reply. In the below picture you can see everything available. Dates need to filter budgets and sales data and at the same time budgets need to filter sales data which introduces ambiguity. The customer dimension is not helping here as well. 

 

  • NickolajJessen's avatar
    NickolajJessen
    Icon for Solution Sage rankSolution Sage
    4 years ago

    Danielnir The Relationship between Budgets and Transactions seems VERY weird to me.

    This is two transactiontables connected to each other in a many to many. Not good. And it's connected to a third transaction table. Not good at all! Check out Avi Singh on Data model relationships on Youtube!

    Usually a data model looks something like this.

    Having none of those bidirectional many to many relationships