I am analyzing some of our customer data stored in a 3rd party SQL database. Each customer has a unique customer id and if there are any job records for that customer, those jobs show up with a parent id matching the base customer id.
What I'm trying to do is show only customer records on the map, then if any jobs with a matching parent ID are present in the table, they are available for use in another worksheet. I plan to place both worksheets in 1 dashboard, so when you select a location on the map, their jobs appear in a formatted table.
How can this be done?
Example:
Customer IDParent IDCustomer Name1-Company A2-Company B1.12Company B - Job 11.22Company B - Job 23-Company C1.33Company C - Job 1
Hopefully, this makes sense.
Thanks!
For the first worksheet, just filter to Parent ID is null.
For the second worksheet, use an action to filter Customer ID from the first worksheet to Parent ID on the second worksheet.
See attached.
Dan
