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GI Setup Question

  • April 30, 2025
  • 1 reply
  • 41 views

Currently working on setting up a GI to use for a dashboard for our sales reps. On the dashboard properties I'm using the “attributeQUOTED” field as my “field to aggregate” and using a sum function. The problem lies when I try to use an “inquiry field” as my alarm level type. I entered the alarm level integer in our GLTran DAC but the data is not behaving as I expected (I’m obviously missing something). 

I can either pull the correct number for the quoted sum amount or correct alarm amount, but never both. I’m assuming this may have to be because of the relationship between the two DACS. I can only get the correct alarm amount to diplay when I group the data by Gltran.AccountID, the project quoted amount wont sum when this group is applied. Same goes for the quoted amount. I can only get the correct amount displayed when I group the data by PMProject.ContractCD, when this grouping is applied the Gltran amount duplicates for each row.

Is there any way I can get both values to be displayed correctly. Thanks for the help in advance!


 

Best answer by lauraj46

Hi ​@ElvinT ,

If I’m understanding correctly, each employee could have multiple GLTran records and also multiple PMProject records.  In general if there are multiple 1 to many relationships in your GI then you will get duplicates in the results.  Better might be to join from the Employee to the PMProject, and then from PMProject to GLTran.

Let me know if that helps.

Laura

1 reply

lauraj46
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  • Captain II
  • Answer
  • May 1, 2025

Hi ​@ElvinT ,

If I’m understanding correctly, each employee could have multiple GLTran records and also multiple PMProject records.  In general if there are multiple 1 to many relationships in your GI then you will get duplicates in the results.  Better might be to join from the Employee to the PMProject, and then from PMProject to GLTran.

Let me know if that helps.

Laura