Forum Discussion

Akahn's avatar
Akahn
Advocate IV
11 years ago

Robust Sales Goals

I have a sales table with multiple breakdowns (market, channel, territory, product, date) and a goals table with goals that are broken down by those categories as well.

 

So, a sale for market A, Channel A, territory A, product A, Date A would correspond to a specific goal.

 

How do I tie together my sales table with my goals table when there are many different breakdowns? Should I use a helper column?

1 Reply

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    11 years ago

    You could use slicers. Put both tables on your view and then a slicer will filter both tables simultaneously.