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