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Trying to create an analytics report to show the sales transactions for sales rep and their teams

edited Jul 7, 2025 4:58PM in Ask A Guru 6 comments

Hi Everyone,
I was trying to create an analytics report from a linked dataset to show the information of sales transactions of a sales rep and the team which they belong to.
I had 2 data sets. First one showed all the sales transactions and the requirement information and sales rep name. Second data set was of the Sales team (group type data set) that showed the sales rep name and ID and team name. A small snip of the two data sets are shown below.

DataSet 1 : Transaction - Invoice

Data set 2 : Sales team and members

The requirement is to create a pivot table where I can see the list of all the transactions of a sales rep and show which team that sales rep belong to like shown below. However, as you can see Sales team is always showing No Sales team.

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