Combining 2 datasets together

Options
zuchu
zuchu Member
in Beast Mode

Hello,


I'm comparing quotes against sales data. They are both powered by separate dataset. Each quote has a unique ID that is later being copied into sales dataset names as quote #, if that quote turned into sale. I appended both datasets together and now I'm trying to write a formula that would show me which quotes turned into sales. What I have in my head is to add constant, then create a formula that would populate YES into the constant when the quote # appears in sales dataset. Any ideas how to handle that?

Answers

  • MichelleH
    MichelleH Coach

    @zuchu I suggest joining your datasets by Quote # rather than appending so that the corresponding quote and sale are on the same row. Then you can create a simple formula like the one below to check whether that quote generated a sale:

    case when `Sales.Quote#` is null then 'No' else 'Yes' end

Categories