Trying to show approval task information with requestor/customer information.
We are unable to show approval task information and requestor information in the same result. It appears that there is no join between requestor/customer and approval data. Is there any way for us to create this join.
This should not be a problem with the Custom Reports Data Model. For instance, one could build a simple informational report displaying Requisition Number, Service Name, Customer Name, Approval Task Name and Approver Name as follows:
ServiceRequestFact - RequisitionID (fact) Service - ServiceName (dimension) Customer - Customer Full Name (dimension) Authorization Tasks - Task Name (fact) Performer - Performer Full Name (dimension)
As an FYI -- In the event that you do need to build a report containing data on 2 query subjects that do not have an explicit relationship (not the case here), you can do so by building a Master Detail Report in Report Designer.
Thank you Ed. I ran the report and prompted for one requisition found that as long as I do not add the Customer field to the report the results that are returned are correct. Once I add the customer field to the report, it returns every approval task for the customer regardless of requisition. It seems to be that the joins might be incorrect.
I just want to double-check something. Did you replace the RequisitionID from the Authorization Tasks fact table with the RequisitionID from the ServiceRequestFact table? Asking because, when I do that, the repeating requisition numbers problem is fixed.