Planning for Efficient Imports
Take time to determine the most efficient way of pulling your data in. With multiple views, it is common to think about each view separately, but when it comes to importing data, a holistic view is key. For instance, if you would like to see a current roll-up of sellers to teams and a historical view (i.e. – which seller reported to which team at a point in time), this can come from one file that has each historical relationship; the current view will have a filter to only show the most recent month.