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Requirement for Joined Data Source


We have a requirement to generate the report between what was planned for an Employee and Account in Sales Planning vs the planned revenue split for each opportunity for the month on month values. Like for Example:

For Jan and feb,2015 we planned that Employee 1 will generate a reveune of 10000 each USD from Customer1.

And for Jan he created one opportunity of 3000 USD for the revenue split as Jan 1500 Feb 1500

Now the report should have the result as follows:

Forecast Jan Forecast Feb Planned Jan Planned Feb

Customer1 Employee1 10000 10000 1500 1500

This report is to check the performance of the sales employees. Can you kindly suggest what kind of join we can create to get this output.

Thanks and Regards,


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1 Answer

  • Best Answer
    May 21, 2015 at 11:50 AM

    Hello Anupam,

    The joins works the same way as they usually work in other programming language, specifically the Inner & Left outer Joins. You need to first understand the concept of Joins as to how does each one work and then create them accordingly.

    For example, if you want unique records corresponding to a key field which exists in two different places, then you should pick an Inner Join.

    If you want all the Unique as well as Non-unique field values then a Combined data source should work.



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