4 Replies Latest reply on Feb 1, 2019 7:58 AM by Pete Willis

# Data Structure - Table calculation + sum from other datasource

Hi There

I'm trying to work out the best way to structure data within Tableau using a combination of Excel, a datasource Tableau prep and Tableau Workbook. The goal is as per the spreadsheet:

1 Using the revenue figure from section 2 and the calculation table in section 1 create the calculation for the rebate
2 Sum the Revenue and the Total Rebate amount from 1 and add it to section 3 (this would be displayed in a workbook)

I've attached a workbook:

Sheet 1 - table calculation with the rebate
Sheet 2 - Revenue (per Quarter) that I want to show Rebate + Revenue.

There are 2 datasources.

1) The table calculation to work out the rebate (in the example I'm just using a calc for the revenue but want to use the 2nd datasource)

2) the Revenue Datasource which I want to add the rebate calc

Message was edited by: Pete Willis I've created a workbook with an example (attached)

• ###### 1. Re: Data Structure - Use formula table for a calculation in a workbook

A Long Description without some workbook leads to Delay in providing Help

• ###### 2. Re: Data Structure - Use formula table for a calculation in a workbook

Thanks, I fully understand your point, sorry for not having this. I am though asking for help in how to structure the data and an approach than a specific workbook challenge.

• ###### 3. Re: Data Structure - Table calculation + sum from other datasource

Do sections one and three have the Quarter in them as it is in section two?  I ask because whether we join them or blend them, we have to have something that ties them together.

• ###### 4. Re: Data Structure - Table calculation + sum from other datasource

Hi Tim,

The rebate table doesn't have this level of detail as its more a datasource to create the calculation.

I can though shape the structure of this and add if necessary, if I do this at the row level then I would need to repeat the rebate rows for every quarter.