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I have two tables, one for quotes and one for orders. Now the only relatable data I can think of is the Branch but just wondering if there is a way to get these two numbers possibly toghether, maybe in a new table if that is needed so I can get percentages of Quotes to Orders. Thank you for any advice or help on this.
Solved! Go to Solution.
Hi @MP-iCONN ,
You can try the below steps :
1) Create a common Lookup table for Branch with all the existing branches
2) Create a relationship of this Branch Lookup table with both Quotes and Orders table based on the Branch column/ Branch ID column if it exists as shown below :
3) Then you can pull the Branch column from the Branch lookup into the Matrix grid and Quotes and orders column from their respective tables and can also build a measure for calculation percentage with these 2 columns
Hope this helps!
Please accept the solution if this answers your query.
Thanks,
Avantika Thakur
Hi @MP-iCONN ,
You can try the below steps :
1) Create a common Lookup table for Branch with all the existing branches
2) Create a relationship of this Branch Lookup table with both Quotes and Orders table based on the Branch column/ Branch ID column if it exists as shown below :
3) Then you can pull the Branch column from the Branch lookup into the Matrix grid and Quotes and orders column from their respective tables and can also build a measure for calculation percentage with these 2 columns
Hope this helps!
Please accept the solution if this answers your query.
Thanks,
Avantika Thakur
Thank you. This worked perfect!
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