Forum Discussion
Sum Values from 3 Different Columns
if the date is in your sales table just include it in the selected columns when creating combined accounts and names table and either filter directly on the date in the combined accounts and names or create a relationship between it and your sales table and filter on the sales table date.
Thanks Anonymous that got me part of the way there and much easier than the alternate solution I just came up with.
What I also need however, is to filter based on a date field in the source data set. I created a relationship between the "Name" in the source data set, to the Name in Combined Names table and it won't filter on month/quarter from the source data.
if the date is in your sales table just include it in the selected columns when creating combined accounts and names table and either filter directly on the date in the combined accounts and names or create a relationship between it and your sales table and filter on the sales table date.