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Post Prodigy
Post Prodigy

Managing Relationships

So I have two datasets I'm attempting to merge. Both from different sources but both contain the same Company ID's highlighted in each table:

1.PNG

I'm unable to connect the two because my CService dataset contains duplicate co values because a company can have more than one service:

1.PNG

I've already tried creating a calculated table to get the distinct values, but it does not give me everything I need. I need to build some formulas but I do not know how to get around this without establishing a direct connection between these two datasets. I have retention formulas already established in my CService dataset based on the start and end dates, and I just need the account manager field from my EMS Survey dataset to add the retention formulas to see what the retention is by account manager based on the company ID my datasets in common. Any ideas??

16 REPLIES 16
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Continued Contributor
Continued Contributor

Re: Managing Relationships

Hi @mrainey,

 

Have you tried to create a dimension to those fields which both tables have in common ?

 

Ricardo

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Post Prodigy
Post Prodigy

Re: Managing Relationships

@ricardocamargos I have not. I'm not exactly sure what that is. Would like to find out!

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Super User IV
Super User IV

Re: Managing Relationships

@mrainey as you already create a calculated table with distinct value, I assume at that point you are able to connect both the tables with this new calculated table? Are you having trouble setting relationship? What problem we are solving here?






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Super User IV
Super User IV

Re: Managing Relationships

Hi,

 

Share your soure datasets and also show your expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
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Post Prodigy
Post Prodigy

Re: Managing Relationships

@parry2k yes, that is my exact issue. Even though I've created a table of distinct co values from 'CService', I still cannot create a table or any other visualization that has fields from 'CService' and fields from 'EMS Survey'. It only understands the relationship between 'Cservice'<->'Distinct Co' and 'EMS Survey'<->'Distinct Co' and I'm trying to get to a point where I have 'CService'<->'EMS Survey' so I can use the necessary fields from each. I thought my calcuated table of the distinct co values would bridge the gap between these two datatsets.

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Super User IV
Super User IV

Re: Managing Relationships

Can you share the sample dataset? I don't see any challenge once relationship are created. My assumption is at this point your both tables are connected to this distinct table you created, make sure your relatonship cross filter direction is set to both, which you can check on relationship dialog box.

 

If you take a simple table visual, drop fields from both these two fields, I expect you will get correct result. 

 

 






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Feel free to email me with any of your BI needs.





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Post Prodigy
Post Prodigy

Re: Managing Relationships

@parry2k Yes I can share a sample dataset. I've been asked to do this before, but I've never done so yet. How do I share with you?

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Super User IV
Super User IV

Re: Managing Relationships

Please share the file using google drive or onedrive, there is no way to share thru post.

 

 






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Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





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Post Prodigy
Post Prodigy

Re: Managing Relationships

@Ashish_Mathur Here are my dataset samples:

1.PNG

As you can see in Table 1, a company ID can be duplicated due to multiple services and start and end dates, so I cannot create a relationship based on that column. This is the result I'm looking to get, which I've just created manually:

1.PNG

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