I did this successfully but am wondering if there is an easier way to do it for ongoing tracking? I am measuring the results of an auto promotion. I have a table of all auto sales (for a period) which is my primary table. The other table is a loan table of autos financed by us. These tables are not related but they do have a ‘VIN’ field that will match and help identify those of our customers that purchased (and financed) a car.
With that setup, I used the ‘Merge’ function (on VIN) with an inner join and created a 3rd table that effectively are just my customers that purchased and financed with us (the results of the promotion). I created several measures and a small dashboard to show the results (from these 3 unrelated tables).
This worked fine. I’m now trying to do this the second month and wondering if there is an easier way that might make it possible to ‘refresh’ and get the results. I’m not aware of a way to automate the Merge function and that is making the process more manual than I’d like. Is there another way to do this that I’m not considering?
Thanks for any thoughts.