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I have a table that has an ID field for a Cobra account manager and a an ID field for Flex account manager. Both lookup fields. I have another table that is a User table that has both of these ID's in one column:
Delta Account Table
User Table
So what I've done is merged these two tables twice. I linked on Cobra ID->ID then again on Flex ID->ID to get the names populated for each. This works, but my issue is rather than having one slicer to toggle between an active and non-active employee, I have to to implement 2 slicers. One for Cobra and one for Flex:
This works but I'm sure will confuse end users. The tricky part is if I only connect the tables using just one of the ID's (Flex or Cobra) the other field remains as an ID you cannot see the name of the person. Is there a way to join the tables differently or create a universal slicer that operates for both Flex/Cobra? Both columns in table 1 share the same column in table 2.
Hi @Anonymous,
I noticed that the Id numbers for Cobra account manager and Flex account manager are exactly the same, is that right? If so, please follow below steps applied in Query Editor.
Duplicate the User Table. Add a custom column to the original User table and the duplicated table.
Then, append above two tables.
Apply all changes. Then, you can use a Hierarchy slicer to host fields.
If I have something misunderstood, please correct me.
Best regards,
Yuliana Gu
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