Hi There
I'm trying to create some relationships between some sales pipeline data and plan data from excel but I'm getting the following error:
"You can't create a relationship between these two columns because one of the columns must have unique values"
The SFDC Data table is a report from SFDC so I can't amend any of the fields
| Opportunity Name | Account Name | Opportunity Record Type | Region | Fiscal Period | Close Month | Amount |
| Random Name A | Customer A | Y | EMEA 1 | Q4-2016 | 9/1/2016 | 200 |
| Random Name B | Customer A | Y | EMEA 2 | Q1-2017 | 12/1/2016 | 500 |
| Random Name C | Customer B | Z | NA 2 | Q1-2017 | 11/1/2016 | 700 |
| Random Name D | Customer C | Z | NA 1 | Q1-2017 | 10/1/2016 | 1000 |
The plan data is manually updated in excel so I can amend this in anyway necessary.
| Month | Opportunity Record Type | Region Group | Period | Plan Amount |
| 9/1/2016 | Y | NA | 2016-Q4 | 800 |
| 10/1/2016 | Y | NA | 2017-Q1 | 900 |
| 11/1/2016 | Y | NA | 2017-Q1 | 1000 |
| 12/1/2016 | Y | NA | 2017-Q1 | 1100 |
| 9/1/2016 | Y | EMEA | 2016-Q4 | 800 |
| 10/1/2016 | Y | EMEA | 2017-Q1 | 900 |
| 11/1/2016 | Y | EMEA | 2017-Q1 | 1000 |
| 12/1/2016 | Y | EMEA | 2017-Q1 | 1100 |
| 9/1/2016 | Z | NA | 2016-Q4 | 1000 |
| 10/1/2016 | Z | NA | 2017-Q1 | 1000 |
| 11/1/2016 | Z | NA | 2017-Q1 | 800 |
| 12/1/2016 | Z | NA | 2017-Q1 | 900 |
| 9/1/2016 | Z | EMEA | 2016-Q4 | 1000 |
| 10/1/2016 | Z | EMEA | 2017-Q1 | 1100 |
| 11/1/2016 | Z | EMEA | 2017-Q1 | 800 |
| 12/1/2016 | Z | EMEA | 2017-Q1 | 800 |
I also have two mapping tables
This mapping table groups the Region in to the Region Group that I want to display
| Region | Region Group |
| EMEA 1 | EMEA |
| EMEA 2 | EMEA |
| NA 1 | NA |
| NA 2 | NA |
This mapping rearranges the Fiscal Period so that it shows in chronological order in charts
(also note that the quarters we have use September as the start of Q1)
| Fiscal Period | Period |
| Q4-2016 | 2016-Q4 |
| Q1-2017 | 2017-Q1 |
I have successfully linked the mapping tables to the SFDC file and built a report sucessfully. However, when I try to link the SFDC and Plan tables I get the error message.
I want to be able to slice the data by Opportunity Record Type, Region, Month and Fiscal Period so that both Plan and SFDC numbers update.
Any help would be greatly appreciated and if there is any way to improve what I've already done then that would also be great.
Thanks
Paul