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NittanyBlu
New Member

multiple many to many relationships

I'm attempting to build a sales incentive plan dasboard, however struggling to setup relationships. I have two tables, the first a sales table and the second a table that defines how each sales team member is measured. The employee incentive table would be used to filter the sales table. Unfortunately, I'm running into a problem because I have multiple many to many relationships. Looking for suggestions on how I can build this dashboard. 

 

Sales Table

Fiscal YearCustomer Number:NameRegionSalesSales Territory CodeEngineer Territory CodeGlobal Customer Code
2020Customer 1Americas100S001E001n/a
2020Customer 2Americas200S002E001n/a
2020Customer 3Americas150S003E002n/a
2020Customer 4Americas300S004E003G001
2020Customer 5EMEA200S005E004G001
2020Customer 6EMEA400S006E005G002

 

Employee Incentive Table (employees paid based on code assignments)

Employee NameSales Territory CodeEngineer Territory CodeGlobal Customer CodeRegionSales Answer I want to show in dashboard when I fitler on by employee name
JimS001n/an/an/a100
Sallyn/an/aG001n/a500
Calebn/an/aG001EMEA200
Jerryn/an/aG001 and G002EMEA600
DaveS001 and S002 and S003n/an/an/a450
SammieS004E001n/an/a600
NickS001n/aG002n/a500

 

1 REPLY 1
amitchandak
Super User
Super User

@NittanyBlu , Can you create a concatenated key and join like

Key = [Employee Name] & " " & [Sales Territory Code]  //Add others if needed

 

Create in both table and join

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