Using 2 slicers on 1 report for multiple tables

[PaulCo]

I am trying to create a relationship between two data tables and a date table so that I can have slicers apply to each table. 

I have one pipeline table from SFDC:

Opportunity	Close Date	Region	Amount
1	1/1/2017	NA	1000
2	12/1/2017	EMEA	100
3	1/15/2017	EMEA	2000
4	1/20/2017	NA	300
5	1/13/2017	EMEA	100
6	1/22/2017	NA	100

I have a Planning file in excel:

Month	Region	Plan
12/1/2017	NA	1500
12/1/2017	EMEA	500
1/1/2018	NA	2000
1/1/2018	EMEA	1000

I have a date file in excel:

Date	Quarter	Week
12/30/2017	4	52
12/31/2017	4	52
1/1/2018	1	1
1/2/2018	1	1
etc

Once linked I want to use slicers to filter the data tables. So if I clicked on Q1 and EMEA for instance I would see pipeline at 2100 and the plan at 1000.

I solved this problem previously by creating an intermediate table that linked the other tables and I wondered if this was still the best way to solve this issue as I did not use a date table previously:

Month Region

12/1/2017North America

1/1/2018North America

12/1/2017EMEA

1/1/2018EMEA

I then ensured this column was in each table. 

The tables above have been simplified and contain a lot more columns that I will be needing to use and slice against and I may need to add more tables.

Thanks

[parry2k]

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. 

[PaulCo]

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.  

[parry2k]

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.

[PaulCo]

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.

[parry2k]

Sounds good, let me know if need further help 🙂