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How to aggregate data in one data source to join with aggregated data in another?

moritz_bechtold
Explorer
0 Kudos

Dear all,

We are using Cloud Data sources to upload (1) revenue data and (2) revenue targets into C4C.

(1) Revenue Data is broken down onto account and revenue date --> one row per account and revenue date with one key figure "Revenue"

(2) Revenue Targets are on account level only with multiple key figures --> one row per account with multiple key figures

I am unable to aggregate (1) revenue data onto account level in order to compare the achieved revenue vs. (2) revenue targets. The report multiplies the (2) revenue targets by the number of revenue dates from the (1) revenue data source.

How can I aggregate (1) revenue data so that I can compare vs. (2) revenue targets on account level with a calculated key figure?

I'm using a joined data source with left-outer join from the (1) revenue data source into the (2) revenue target data source.

I'd be grateful for any help. Please let me know if more information is needed.

Thanks so much.

Best Regards Moritz

Accepted Solutions (1)

Accepted Solutions (1)

Olivier_R
Explorer

Hello,

have you tried to combine the 2 data sources ? On the lines from Revenue data, you will have values in Revenue and no value on the key figures from Revenue target. And the reverse on lines from Revenue Targets. In your report by Account, the key figures will be aggregated and show the correct values.

Best regards,

Olivier

moritz_bechtold
Explorer
0 Kudos

Hello Olivier,

Thanks so much. That worked.

Best Regards

Moritz

Answers (0)