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Akahn
Advocate IV
Advocate IV

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?

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Greg_Deckler
Community Champion
Community Champion

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



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