I have categories each line item in Xero ‘ie Salaries’ into the different business unites ie marketing, sales, engineering.
I would like to be able to show Past salary data in Causal by my Xero categories?
How do I do this
Hey @Josh_Cesman, where is your past salary data coming from? A different data source than Xero and therefore it has different dimensionality?
If so best practice is to map the different data source to its own Department and then within Causal you can link this category to the Xero Department Category - see docs.
Once this is done you can group the salary data by the Xero Department since you have mapped them within Causal - see docs.