Getting this error when I open your workbook. Error opening archive file. Invalid twb or twbx file.
Can you try saving it as a twbx again and reattach?
I have reloaded it
is it working now?
You might want to consider only joining your tables on the Consultant. I don't really understand why you would have a Departure date in the Target table - that table just appears to have the personal information for the consultant.
the data is only few lines of the actual data. I need to join but departure as target is based on a particular departure year and in the data there are many departure I am not interested to show.
I have also to join (not shown in this example) by booking date but same issue.
Is it something not possible?
I don't fully understand, but based on my current understanding, I would say you should still try joining just on the Consultant; and then, in your viz, you can place the departure date on the filter shelf, and filter to just the departure dates you want to include in that viz.
thanks again for answering
it is not that straight forward.
The data I have attached it is only an example (not the original)
I have dozen of targets to monitor based on:
- Departure date
- booking date
The above is coming from excel completed by each team, the sales from the main databased saved in the company server.
I want to be able to select for example December target and automatically system shows me based on the criteria of November target i.e.
Booking made November only
than if I select December system must show me sales based on that target (from the excel sheet) , December will have to show for example
- Departure 2021
- Booking date December
and so on
So, here's the data you provided in your example:
Is the column labeled "Month" in the Target table supposed to be the Booking Date?
All of the sales, in the Sales Table, have a departure date of July 1, 2020; and all of the Departure Dates in the Target table are November 1, 2020 - how are those related? It seems there aren't any matching records between the two tables. If I join the two tables together on the consultant name and the year of departure I get the following:
And with this joined table, if I waned to determine how many bookings each consultant had for every combination of booking year and departure year, I could do something like this:
Is that what you are trying to achieve? If not, could you describe what your output should look like if you are using the sample data you provided?
Forum (1)_v10.5.twbx 127.8 KB
When you look in the .twbx file that I attached to my previous post, you will notice that I am not "blending" the two data sources, but, rather, I am actually joining them. (Blend Your Data - Tableau ) You can see this from the icons in the Data section. For example, if you build a viz that uses blended data sources, you will see the following:
The fact that one of your data sources has an orange check mark, lets you know that is considered a secondary data source, and therefore you are blending those data sources. On the other hand if you build a viz from a data source that was joined, then in the data section, it simply looks like a single data source - with just the blue check mark:
however, in the "Dimensions" section you will see that there are actually two different tables there - in this case, sales and Target.
On the Data Source tab, a single data source looks like this:
But, if I join the two tables into a single data source, then the Data Source section will look like this:
These two approaches behave differently in Tableau. If you look at the combines results of these in a viz, you see the following - first is the Joined result, and below that is the Blended result:
The biggest difference you will notice between the two tables are the "*" that appear in the Booking Reference and Item Type columns. The reason for this is that there are multiple values for each of those columns that match the consultant and year of departure. And with blended data sources, you can not bring over the individual values from the secondary data source, unless it's a one-to-one relationship. If it's one-to-many, like these are, then you can only bring over some aggregated information - like the total count of the Booking Refernce numbers and Item Types (notice that distinct count does not work):
Bottom line is that you should always try to join your tables together, and only use blending as a last resort.
Does that answer your question?
chau2_v10.5.twbx 164.3 KB
your post will help me tremendously!!
It is a new approach I never ever consider while building reports and it will help me to get rid of all the issues I had in the past (like "*", incorrect total etc).
I have the final question before I go pls:
Can you join 2 datas sources if one is excel and one is SQL or Data stored in Tableau server?
thanks again you have been very very helpfull
I have figured out a way to my question :-)
Thanks again Kaz
you have been very helpfull !!
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I'm glad you were able to figure out the the answers to your questions. Yes, you can join different types of data sources (but it does depend on which version of Tableau you are working with). Also, you should look into what you can do in Excel using the Power Query or Get And Transform functionality there - sometimes it makes more sense to combine your data sources before you get to Tableau - but that's really situation dependent, but it's worth getting familiar with those capabilities in Excel as well.