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saracaballero's avatar
saracaballero
Frequent Visitor
7 years ago

Relation between two columns is not woking

Dear all,   I am currently developing a pipeline for the sales team. I want to analyse number of leads, opportunities and sales orders for a point in time.   Leads and opportunities are in the sa...
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Anonymous's avatar
Anonymous
Not applicable
7 years ago
To know what's going on we have to see the measure(s).

Please confirm that there is a one-to-many relationship defined between crm_lead and sale_orders. To which table is the table of dates related? Because... you do have a proper Date table in the model, right?

Best
Darek
saracaballero's avatar
saracaballero
Frequent Visitor
7 years ago

Hi Anonymous,

 

The relationhip between crm_lead and sale_order is one to many. For now, I am using the dates provided in the same table, that is, create_date, to filter sales orders. Later on, when I make sure that everything works, I will create a Date table. 

 

If you want a sample of the data, please go to:

sale_order: https://drive.google.com/open?id=1_j_OTx3Bmq-0HVIecpwDFWScDBWsKZVK

cm_lead: https://drive.google.com/open?id=1ZROMqLmjw5mQN8Auf_VXPAug30__8XYr

 

Thank you,

Sara. 

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago
    I will have a look but... your thinking is completely wrong. The very first thing to do when building a model is create a proper Date table. This is THE VERY FIRST thing to do, not the last one.

    Best
    Darek
    • saracaballero's avatar
      saracaballero
      Frequent Visitor
      7 years ago

      Hi Anonymous ,

      Ok, thanks!

       

      The thing is I want to create a calendar and connect all the dates that I am interested in filtering. However, for crm_lead, I want to columns of dates to be attached to the same Date table, which I think it is not possible. For this reason, I am waiting to see if this works to take the next step.


      I am a Junior who just graduated, and this is the first time I am working with these types of programs, so I apologise if my procedure is not the correct one, because I am not an expert. Nevertheless, I am very willing to learn. 

       

      Best regards,

      Sara.