Merging Actual vs Planned data from 2 different data sources

Hello together,

I am currently facing an issue when merging 2 data sources which includes different columns.

I want to have a view with planned and actual data.

The planned data is already summing up the planned values grouped by marketplace and date.

The actual data is showing unique values with unique rows. So when I want to look at the actuals, I need to create a Pivot Table which then sums the required fields

I tried to join those 2 sources with a left join to the actual data set based on actual and planned date and actual and planned Marketplace.

The Required output would be:
selected Date: 11.29.2023
MP | Actual | Planned |
MP1| 53 | 58 |
MP2| 53 | 58 |

current output when merging based on the date:
MP | Actual | Planned |
MP1| 53 | 247892|
MP2| 38 | 47287|

Those numbers are totally invented. But it seems like the planned values get somehow summed up based on the rows. I would need to have the planned file not summed up and show up unique values to have it all grouped in one pivot table.

Both data sources are S3.

Is there any walkaround?

Hi @beroksuz1

do i got it right you plan data is already sum and you actual data arent?

Can you show us the base tables you are joining?

BR

Hey Erik, yes exactly:

Sharing invented table:

Table1: Planned

Country Week Date Planned
US 48 11/26/2023 56
US 48 11/27/2023 190
US 48 11/28/2023 158
US 48 11/29/2023 183
US 48 11/30/2023 187
US 48 12/1/2023 183
US 48 12/2/2023 225

Table2: Actual (calculation of actual based on unique order id)

Country Week Date ID
US 48 11/26/2023 1
US 48 11/26/2023 2
US 48 11/26/2023 3
US 48 11/26/2023 4
US 48 11/26/2023 5
US 48 11/26/2023 6
US 48 11/26/2023 7
US 48 11/26/2023 8
US 48 11/26/2023 9
US 48 11/26/2023 10
US 48 11/26/2023 11
US 48 11/26/2023 12
UK 48 11/27/2023 13
UK 48 11/27/2023 14
UK 48 11/27/2023 15
UK 48 11/27/2023 16
UK 48 11/27/2023 17
UK 48 11/27/2023 18
UK 48 11/27/2023 19

In case of table 2, the output would be

Country Date Count of ID
UK 11/27/2023 7
US 11/26/2023 12

QuickSight Output:

Country Week Date Planned Actual
US 48 11/27/2023 190 7

And you join is on country and date?

But if you joining grouped and no grouped tables you will get for each row of the no grouped the grouped value.

Yes, in the planned file there is no unique field and is already summed up.

Is there a walk-around for this particular case?

You can try to set aggregation of the planned value in the visual to avg.

@beroksuz1 ,

i think question is similar to what you want need : Budget vs actual (different time grains) - #6 by Koushik_Muthanna

That is exactly what I searched for. Thank you!!