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Anonymous
Not applicable

Relation between tables

Hi,

 

I'm working on a report with three different tables (Accounts, Users and Opportunities) pulled from SalesForce. I've created relationships between these tables with Cardinality as "Many to Many" and "Many to One".

 

I've created two tables with these datasets:

  1. Stage of the Opportunity and #Opportunities from Opportunity Table
  2. Details of the Opportunity i.e. Account Name, User Name, Opportunity details from all the three tables.

 

When I pull the data into  "Table 1", I can see the data being listed, however, When I try to select a stage of the opportunity from the data with "#Opportunities" in Table 2 I'm not able to see the data being filtered.

 

Any help on this would be appreciated.

5 REPLIES 5
v-eachen-msft
Community Support
Community Support

Hi @Anonymous ,

 

Could you please share your sample data and excepted result to me if you don't have any confidential information. Please upload your files to One Drive and share the link here.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.
Anonymous
Not applicable

@v-eachen-msft The dataset I'm currently working on is confidential data.

Why does your Accounts to Opportunities relationship come out many-to-many? Are there really single opportunities tied to multiple accounts? Aren't accounts unique? Could you remove duplicates in your accounts list? Obviously I would expect an account to potentially have multiple opportunities. Could you mock up some data?


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Greg_Deckler
Super User
Super User

Can you post an image of your model? Need to see directions of relationships, etc.


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Instead of a Kudo, please vote for this idea
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Anonymous
Not applicable

@Greg_Deckler This is the model of my dataset.

 

Capture.PNG

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