I kept working on it & made a slight tweek. I removed "2 first dash" & edited " 4 Name cleansed" to read
left([1 Source Field Cleansed],[3 first comma]+4)
It works perfectly!!
Now, the data matches exactly & the field names are exactly the same. However, Tableau is not picking up on the field relationship when I try to blend the two sources on the new name field. In Excel I would "Copy" & "Paste Special - Values" to force the similarity. Do I need to do something similar with Tableau? This should be the easy part . . . Thank you again for your help.
Nevermind. I created a manual relationship & the blend worked. Whew! Finally. Thank you again.
So you're good?
I love it when posters continue to work their own problems using the ideas they get from the forums. That works so well on so many different levels. Let us know if you need more help on this Renelle; you've been an excellent 'questioner'. Thanks you for that.