Many thanks in advance for your help and support!
I have a daily report where I have built an extensive workbook that I use to publish several dashboards. In it I have to 'group' several dimensions, and then rename them to make sense to my broader audience. I'm trying to find a way where I can migrate the 'groupings' so that I don't have to redo them every time I connect to a new days data source, to update the dashboards. As this report grows, there will be several thousand of these dimensions..............
Here are the steps that I take now that I would like to be able to transfer every time I update the data source in my workbook:
Then, the next day, I replace the previous days data source with the current days' data. At this point, I find that my groupings don't apply or are not carried over. Any suggestions? Here's a simplistic example:
|Grouped Dimensions and renamed||Result|
|I would like this to carry over once I replace the data source with an updated version|
Thoughts? Any alternative methods you might recommend?
Many thanks again,
Are you using Extracts? If so, you could utilize Tableau to add data to the extract each day rather than utilizing a new data source each time?
Let us know if this works for you.