Forum Discussion
Using 2 slicers on 1 report for multiple tables
You have some how need to link SFDC table with plannign table and to do so, you need field in both the table on which you can join and one of this must have unique value to set the relations.
So what you suggested is the way to go, concatenate field to set the relation.
I know SFDC will have opportunityID which will be unique but I think you doesn't have the same in planning sheet since it is maintain in excel otherwise that would have been the best way to do this.
Ok I've added the link table to link the Plan and Pipeline tables but how do incorporate the date table?
The date table can't be linked to both the Pipeline and Plan tables at the same time and if i break one relationship it affects how my slicers work.
Opportunity Close Month Region Amount Month Region 1 11/1/2017 NA 1000 11/1/2017NA 2 12/1/2017 EMEA 100 12/1/2017EMEA 3 11/1/2017 EMEA 2000 11/1/2017EMEA 4 11/1/2017 NA 300 11/1/2017NA 5 11/1/2017 EMEA 100 11/1/2017EMEA 6 11/1/2017 NA 100 11/1/2017NA Month Region Plan Month Region 11/1/2017 NA 1500 11/1/2017NA 11/1/2017 EMEA 500 11/1/2017EMEA 12/1/2017 NA 2000 12/1/2017NA 12/1/2017 EMEA 1000 12/1/2017EMEA I use the date table so that I can show things like period (FY18-Q1) in tables and the slicers. But currently it only slices the data where the relationship is present.
Yes you can link both "Close Month" from Opportunity and "Month" from plan
I assume one relationship will be inactive and you need to add measure in the table for which relationship in inactive and use userrelationship in your measure.
lets' assume you have inactive relationship with date on in plan table and your measure will look like this:
Total Plan = Calculate(Sum(Plan[Plan]), Userelationship(Plan[Month], Date[Date]))
Add table visual, drop date from date table, amount from opp table and aggregate it to sum and "Total Plan" (new measure) and it should work.
I managed to get the desired slicers working by relating the Pipeline and the and Plan tables to the Link table and then linking the Dates table to the Plan table.
I now need to add a Bookings table from SFDC so I will see how that goes.
Thanks for your help.
