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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 Year | Customer Number:Name | Region | Sales | Sales Territory Code | Engineer Territory Code | Global Customer Code |
2020 | Customer 1 | Americas | 100 | S001 | E001 | n/a |
2020 | Customer 2 | Americas | 200 | S002 | E001 | n/a |
2020 | Customer 3 | Americas | 150 | S003 | E002 | n/a |
2020 | Customer 4 | Americas | 300 | S004 | E003 | G001 |
2020 | Customer 5 | EMEA | 200 | S005 | E004 | G001 |
2020 | Customer 6 | EMEA | 400 | S006 | E005 | G002 |
Employee Incentive Table (employees paid based on code assignments)
Employee Name | Sales Territory Code | Engineer Territory Code | Global Customer Code | Region | Sales Answer I want to show in dashboard when I fitler on by employee name |
Jim | S001 | n/a | n/a | n/a | 100 |
Sally | n/a | n/a | G001 | n/a | 500 |
Caleb | n/a | n/a | G001 | EMEA | 200 |
Jerry | n/a | n/a | G001 and G002 | EMEA | 600 |
Dave | S001 and S002 and S003 | n/a | n/a | n/a | 450 |
Sammie | S004 | E001 | n/a | n/a | 600 |
Nick | S001 | n/a | G002 | n/a | 500 |
@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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