At a high-level, there are a couple of different solutions:
1) Perform Some Data Prep - Ideally, you'd perform some upfront data prep before joining in Tableau. If you have existing tools for this, great. Otherwise, check out Tableau Prep. Ultimately, you just want to structure the data in a way that makes it easier to bring everything together.
2) Use Join Calculations - If, for some reason, the above is not an option, then you could create join calculations to allow you to perform the logical operations before performing the join.
If you could provide a sample of your data, we could provide a more detailed answer.
Hi Sami N ,
You need to add filter at time of joining data source .It can be done easily .
Click on add filters next to connection ,you will get a pop-up then click on add & you will get the names of attributes on which you want to apply filter. you can have multiple filters as per your requirement .
Please mark it right and helpful if this serves your purpose so that others can also get benefited & also to close the thread.
I think the question is not clearly understood.
To make it clearer, have an attachment of made up data
I have two columns
inspecting agent and
I need to show the sales by region for inspecting sales and servicing sales
for a start i connect the tables as follows
agent sales .inspecting agent= agent details.agent name
Cool i get the inspecting sales by region
But when it comes to servicing sales by region the join has to be on
agent sales .servicing agent = agent details.agent name
so that i get the region of the servicing agent
like for e.g
Inspecting agent servicing agent Visitid date value sales unit
hellman larkins 796809 01/10/2018 883 24
details of agent details
hellman - office = bristol - region = gloucester
larkins - office = Edinburgh - Region = ayr
the row of data above will show the region as gloucester for the servicing agent without the right join.
any ideas on doing a condition based join ??
Agent join.xlsx 149.2 KB
For that one sample record, what is the end result you're looking for?
i would like to show the sales value by inspecting agent region and sales value by servicing agent region
i would like to say region Gloucester to have 883 sales value for inspecting and 883 value for Ayr for servicing.
Got it. So I think you just need to add your agent table twice and join one on inspecting agent and one on servicing agent.
Start by adding the sales table and agent table and joining them based on the inspecting agent.
Then add the agent table again. This time, join based on the servicing agent.
You'll now have two separate sets of agent information, one for inspecting and one for servicing:
To reduce confusion, I'd rename these fields as follows:
Then you can build your inspecting view:
and your servicing view:
See attached workbook.
If this solves your problem, please be so kind as to mark this as the "correct answer." This will allow us to close this thread and will also make it easier for people to find the answer if they have similar questions in the future. Thanks!
Agents.twbx 152.1 KB
Hi, just following up on this one. Let us know if we can be of any further assistance.