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jdogcisco
Resolver I
Resolver I

Relationship Data Not Correct

I pulled data from Salesforce.  Multiple tables, but to keep it simple, let's focus on the "Opportunity" table and the "User" table.

There is a many:1 relationship (Opportunity (OwnerId) * --> 1 User (Id)). Cross filter = Single, not other options selected.

 

For each Opportunity record I am expecting to see alignment with the with the following columns in the visualation table below:

 

"Opportunity.Name", "Opportunity.OwnerId", "User.Id", "User.Name"

CustomerABC, 00001, 00001, John Smith

 

I expect the two Ids, above, to be the same giving me the correct "Name".  But what I am getting is..

 

CustomerABC, 00001, 00013, Jane Doe

 

It feels like the relationship isn't working.

 

Any thoughts where to look further into this?  

1 ACCEPTED SOLUTION
jdogcisco
Resolver I
Resolver I

I was able to expand the "Owner" column in the "Opportunity" table and select the fields I wanted to display on the Opportunity table.  Finding that, I haven't bothered to try to figure out why the relationship was working the way it was.

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2 REPLIES 2
jdogcisco
Resolver I
Resolver I

I was able to expand the "Owner" column in the "Opportunity" table and select the fields I wanted to display on the Opportunity table.  Finding that, I haven't bothered to try to figure out why the relationship was working the way it was.

v-chuncz-msft
Community Support
Community Support

@jdogcisco,

 

Make sure you select the Don't summarize option or set cross filter direction to 'Both' in the Edit relationship dialog.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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