Sales Objective

Sales Objective

Hi guys,

Hope you're doing well!

I have one question about how to join two tables or I dont know if there is a better idea. I'm a little lost with this kind of requirement.

I have to tables:

  1. Sales detail (item, amount $, salesman, category, date,etc)  (direct from SQL)
  2. Sales Objective (item, objective $, salesman, category, specific date)  (upload from excel file)
I want to create one table that basically creates the total sales vs objective for category or week or month or salesman.

How can I show in a pivot table or graph something like this:

Item objective(from table 2)      Item sales(sum from table 1 specific date)      Delta (difference)
$3000                                            $2800                                                                    $200

or 

Category objective(from table 2)      Category sales(sum from table 1 specific date)   delta (difference)
$3930                                                      $1000                                                                  $2930

or Salesman or any field in common in both tables?

Thank you so much for your help.




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