Skip to main content

The displayed total on the dashboard shows a lower total than what is being exported to Excel. Also, looking for an explanation of how these totals are correct, but that Volume gets dropped on the export of the Customer Detail table.

@Roman Michalik @Prabhat Mishra@* CRM Analytics (fka Tableau CRM) *

Data inconsistency in CRM Analytics Dashboards

 

MicrosoftTeams-image (3).png

답변 9개
  1. 2023년 8월 10일 오후 3:02

    It looks like volume is increasing when you export. The most likely scenario is nulls getting dropped on filtering. I would focus on one month. Create the query by using "focus" on a particular cell, and remove all groups and sorts in Explorer. Once you have the number you can view details to see the granular rows and see if they add up. There's a good chance that a null in customer category is causing the issue. If so, enabling null groups in setup could fix it, or adding a default value to the records in prep or in Salesforce.

0/9000