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I pulled data from Salesforce. Multiple tables, but to keep it simple, let's focus on the "Opportunity" table and the "User" table.
There is a many:1 relationship (Opportunity (OwnerId) * --> 1 User (Id)). Cross filter = Single, not other options selected.
For each Opportunity record I am expecting to see alignment with the with the following columns in the visualation table below:
"Opportunity.Name", "Opportunity.OwnerId", "User.Id", "User.Name"
CustomerABC, 00001, 00001, John Smith
I expect the two Ids, above, to be the same giving me the correct "Name". But what I am getting is..
CustomerABC, 00001, 00013, Jane Doe
It feels like the relationship isn't working.
Any thoughts where to look further into this?
Solved! Go to Solution.
I was able to expand the "Owner" column in the "Opportunity" table and select the fields I wanted to display on the Opportunity table. Finding that, I haven't bothered to try to figure out why the relationship was working the way it was.
I was able to expand the "Owner" column in the "Opportunity" table and select the fields I wanted to display on the Opportunity table. Finding that, I haven't bothered to try to figure out why the relationship was working the way it was.
Make sure you select the Don't summarize option or set cross filter direction to 'Both' in the Edit relationship dialog.
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