I work with a long list of customer accounts, but only report details on a small subset - the ones i don't care about are grouped together into "Other Accounts". For simple calculations this solution works well. For example i can get the Sum of revenue for all Other Accounts. Great.
But when i try to combine with a 2nd data source it stops working. In the attached example i have two data sources. 1) Accounts and Revenue 2) Accounts and Projects. In the example, the project info by phase is reported as null for the Other Accounts Group (see pic). I have tried different methods, including LOD, but am stumped. Any help greatly appreciated.
This is a known limitation of Data Blending.
Corey, thanks for the insights and the link! I will check it out.
Your solution is perfect for a small number of accounts. However my "Other Accounts" group has 500+ accounts grouped together.
I'd try to find another field or combination of fields to identify better identify the group rather than just the account name.
Another idea, is to drop the "Other Accounts" in a set. Right click "Account Name" -> Create Set -> Paste your accounts to be grouped (you may need to click custom value list and paste in the "Enter Text to Add").
Corey - thanks so much. That worked. I created the calculated field with other combinations to to identify the group.