Hello, I'm struggling to wrap my head around a what I'm sure to be a very simple concept.
I have the following objects:
Account - List of all customer accounts
Sales Invoice - List of all sales invoices and their totals.
Sales Invoice Items - List of all items within each Sales Invoice.
A list of Accounts and specific products that I would like to look into.
I'm wanting to get a view off all sales invoices items that are for a specific account and have a specified product. For example, Account A may have product 1, 2, and three. Account B may have product 1 and 2. I would like to join data where it only gives me a subset of sales invoice items for both account A and B, but only show product 1 for Account A and product 1 and 2 for Account B.
The data is structures as below:
Account links to the sales invoice and list of account I need to look at.
Sales Invoice relates to the account and the sales invoice item object.
Sales invoice item is related to the product I want to look into and the sales invoice object, but not the account.
Is there a way to join this data where it will show me only account that i want to look into with their specified products on their sales invoice items?
I apologize if this is a repost. I wasn't sure how to word the question.
Thanks for ANYTHING.
This sounds possible with Data Blending. If you could post a .twbx of your data it makes it much easier to understand the specifics of your question.
If you have sensitive data, then you can anonymize it via a number of methods as exampled here.