I am trying to envision your data and think that you could be able to do this in Tableau prep -
you could join the sales hierarchy and opportunity data then join the resulting file with the date ladder (you sequential date file)
Thanks Jim. How would you go about joining the sales hierarchy and opportunity data?
Hard to say without see your data and knowing the objectives -
the sales hierarchy usually is region - state - customer name type structure
Since you are working with opportunities the are not yet customer but they are located somewhere a region or a state -
so I would look for a field that was common between the 2 files