Designing Multi-Fact Reports

Multi-fact reports include data from multiple data sources.​ They can contain a maximum of 3 data facts. When you create a multi-fact report, the main fact you select determines your choice of a second fact. Your choices for a third fact are then limited by your choices for the main and second facts.

Multi-fact reporting uses a set of pre-defined relationships to join data between facts along specific join fields. If two data values do not contain a join field, they cannot be used together in a multi-fact report.​ Including a join field in a report allows you to group and filter data more effectively. It also ensures that your report uses the lowest level of data.

For example, you can create a multi-fact report with the Purchase Order and Invoice facts. Both facts contain the field PO ID. The Join Fields Between Facts Example image shows how PO ID can act as a join field between the two facts to create a multi-fact report that shows PO Spend and Invoice Spend broken down by PO ID.

To build a multi-fact report example using the Purchase Order and Invoice facts, follow these steps:

1. On the dashboard, choose Create → Analytical Report.
2. On the Source Data page, enter a title and optional description for the report.
3. Select a Report Currency.
4. ​Select the Purchase Order and Invoice facts as the data sources. Select the boxes in the Data Options area.
5. ​Add the PO Spend, Amount Accepted, and Amount Invoiced​ measure fields into the Data area of the pivot table.
6. Choose Next.
7. On the Pivot Layout page, move Cost Center and Requester from Detail Fields area to Row Fields area of the pivot table.
8. Update the Detail Fields area to only include PO Id, PO Ordered Date, Invoice ID, Invoice Date, andInvoice Status.
9. ​Select Show detail fields in report.
10. Choose Next.
11. Specify a short Relative date range, such as one month.
12. Choose Run Report.

​The resulting report is displayed in the Multi-Fact Report Example image.