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Anonymous's avatar
Anonymous
Not applicable
6 years ago

relationship help

Hi,

Not sure if this is relationship question or maybe a best practice question..  either way, i have 2 tables being loaded into BI. 

1. Sales detail

2. Customer dimension (which has a customer name and sales rep name)

 

The sales detail report has a code for sales reps, it is not clean, which is why we went with using customer name to sales rep name.  However there are some accounts being split between two sales reps and i'm not sure of the best way to get the reporting to work.

 

Example below:  Honda is primarily sold from Sam (sales code 1), but sometimes sold by Bob (sales code 2). 

Ford is similar, sales primaril from Bob (sales code 2), but sometimes sold by Tyler (sales code 5).

 

I understand if i create a sales code dimension and build the relationship off that to get the sales rep name correct but the problem is the data by sales code is very messy and we are much cleaner using customer name at this time.  But there are a few accounts that are actually split where we want to have dual owners for one customer.   

 

thank you for the feedback.

 

Sales data

CustomerSales CodeSales $
Honda1500
Ford2600
Chevy3700
Nissan4100
Toyota5200
GMC6300
Chevy3600
Nissan4700
Toyota5100
Chevy3300
Nissan4500
Toyota5200
GMC6250
Honda1100
Honda150
Honda2350
Honda1400
Ford5500
Ford2250
Ford2300

 

Customer dimension

Customer nameSales Rep
HondaSam
FordBob
ChevyGina
NissanDebbie
ToyotaTyler
GMCDave

 

 

 

Output:

CustomerSales CodeSales $Rep Name (from customer dimension)
Honda1500Sam
Ford2600Bob
Chevy3700Gina
Nissan4100Debbie
Toyota5200Tyler
GMC6300Dave
Chevy3600Gina
Nissan4700Debbie
Toyota5100Tyler
Chevy3300Gina
Nissan4500Debbie
Toyota5200Tyler
GMC6250Dave
Honda1100Sam
Honda150Sam
Honda2350Sam
Honda1400Sam
Ford5500Bob
Ford2250Bob
Ford2300Bob

 

 

Correct output:

CustomerSales CodeSales $Rep Name off Sales Code
Honda1500Sam
Ford2600Bob
Chevy3700Gina
Nissan4100Debbie
Toyota5200Tyler
GMC6300Dave
Chevy3600Gina
Nissan4700Debbie
Toyota5100Tyler
Chevy3300Gina
Nissan4500Debbie
Toyota5200Tyler
GMC6250Dave
Honda1100Sam
Honda150Sam
Honda2350Bob
Honda1400Sam
Ford5500Tyler
Ford2250Bob
Ford2300Bob

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