4 Replies Latest reply on Apr 30, 2018 3:51 PM by Shinichiro Murakami

    Sales Hierarchy / Org Structure Table

    Adam Howe

      Is it possible to use an Sales Hierarchy table (Excel file) as a primary data source and then connect sales data to that table?


      Example: our sales field is grouped into different Sub-Regions, which are grouped into Regions, Groups and Segments. The goal would be to connect all of the sales data at the Sub-Region level. The reason I would like to use a static Sales Hierarchy excel file as my main data source is so that all of the Sub-Regions show up, even if they have no data.


      Thanks for any insights!