I didn't get your exact requirement, you want to blend the data and you don't know how to blend the data in to Tableau?
If yes then please access the below link to do the blending in Tableau:
Otherwise, let me know the use case in detail and kindly share your workbook or some screenshot for appropriate answer.
Not quite, although I can look at the link you sent.
Essentially I want to know how best to use the queries I have, so in the first instance what is the best way to link those queries in Tableau to allow me to start looking at some analysis?
Let's think of a basic analysis.
I'd like to show open vs closed cases for a certain date range on one chart, the volume data comes from the Opened and Closed queries for each metric.
So I have closed cases, let's say 10 in May, 20 in June, 30 in July. I would be able to see that from closed date field in the closed data.
I then have opened cases, let's say 15 in May, 25 in June, 40 in July. I would be able to see that from the opened date field in the opened data.
What I want to do is choose a range of dates say, 1st May to 31st July and show the number of closed vs opened in that time frame. I don't want what is contained in the data to determine what I can choose but I don't see how that is possible?
To summarise again I'd like to see dates from 1st May down to 31st July and then Tableau to tell me how many opened and how many closed?
Take one day for an example. Tableau will tell me how many closed, let's say 100, it will also give me a number for opened. Problem is, the number for opened will be wrong because it won't be the true number it will only be the opened on the same day as the closed.
I believe what you're trying to do will involve 'Date/Data Scaffolding'. The technique is listed here: FAQ: Open & Close Dates Example here: Identification of Active Customers in a Given Period Best, Don
Hi Don, thanks for the reply.
The problem is I have one file for opened cases and another for closed cases, this seems to only want one file with both of those dates on.
My simplistic view is that under the measure areas you'd have a "number of records" measure for each file and could drop them into the chart etc.
Tableau does seem to like to make things difficult!
Glad to help if I can...any chance you can supply some mock data that would be coming from the two files? Hopefully, there's a common key field upon which both files can be joined. We can then get a better idea of how data is structured and go forward from there... Best, Don
Both data sets contain exactly the same fields but just to be clear, they are not the same records. There will be opened cases not on the closed and closed not on the open.
I have mocked the data up and also added the fiscal calendar excel file in as well.
Hope you can help!
I should also add, that for this mock up I have used excel files as my source, I will be using Access due to record limits.
Not sure about your expected outcome, but please see if attached helps/points you in the right direction? I pulled off your data each as .csv, joined both on Case Number and then did an outer join to pick up the null values where there isn't a case number in the Closed sheet. Not sure that a date scaffold is needed here yet. Really depends on what you're looking to do for an end result. You'll know your data better than me ! I think there's actually 4 things occurring and I've only captured 3 of them; (1) Opened (2) Closed (3) Closed without an Open Case (4) Opened without a Closed Case.
So far this is done without any calculations, but I'm thinking to grab number four in addition to the previous three it'll require a different view or methodology. I'll get back to this when I can though.