Can the datasources be combined into one, then use a single value global filter on a calculated field to swap?
Hello everyone, I need to create a report (graph) from 2 data sources one is Netezza data source and the other is a excel based (lookup). I want to aggregate my report at the look up table level (in this case some custom grouping). When I include the field from the look up and then include data (sum) from the database, I dont get results. I get results when I add a given field from the database I get the data, however is aggregated at that level, which is not the level that I want. has anybody run into this problem?
Tableau 6 will have the features you are looking for, namely Data Intergration that allows you to join data on the fly on the worksheet from different data sources, eg Netezza and Excel.
I am not sure what you mean when you say it is not at the level you want, can you provide an example?
If what you are connecting Tableau to looks like:
ID, Value, Total Value 1, 5, 100 2, 20, 100 3, 25, 100 4, 50, 100
and you want to deal with the total value in a calculated field, you may want to use
If your situation is different, can you please provide an example like this?
On the netezza side I have very granular data which I want to aggregate using a lookup (in this case the excel file).When creating the report I use one of the fields (columns of the excel file) in the report and then I add the metric (from netezza) that I want to aggregate, but the report does not show any data. Only when I add another dimension from the netezza source to the report the data comes out, however the data is now aggregated at the level of the dimension that I added from netezza, which is not what I need. (I am using 6.0Beta)
id catg value
1 A 5
2 B 6
3 C 7
new_catg value (sum)
blank if the above fields are add
Tableau output (when adding netezza dimension)(obviously)
catg new_catg value
1 X 5
2 X 6
3 Y 7
In this case you may want to try using your Excel data source as your Primary.
A better way to do what you want is to create an Ad-hoc Group in your Netezza data source; since your Excel data source defines this grouping, you can actually use that information to instantiate the grouping as an Ad-hoc Group in your Netezza data source. Start with a blank worksheet, and drag your Primary join field and your Secondary grouping field into the view. Then right-click on the Secondary and choose "Create Primary Group...".
Does this help?
Thanks Robert.. This works great!