I'm not sure this is a "basic" question, but I don't know where to ask it. Please forgive me if I posted it in the wrong place.
I'm currently working with Tableau 6 beta, and we are considering a purchase of the full fledged product. However, I need to "sell" it to management first. Tableau 6 allows blending of data from different data sources. My problem is simple (at least to me).
I have a Sales Backlog (the products still in production which have yet to ship) and Purchasing Backlog (Products with the same part numbers and revisions which have yet to be received) data sources.
My first worksheet is titled "Customer Health" and it shows the Sales Order Backlog amount per customer by a calculated field called "Time Period". The periods are Past Due, Next Month, and Future and they are Red, yellow, and green respectively.
Therefore a Project Manager can look at Acme Rockets, see a bunch of red which means their products are overdue.
I want him to be able to click the region and have that reflected on another worksheet (in a dashboard) or worksheets and to show the corresponding Purchase Order Backlog Records by Week/Month or whatever.
The point is if I have a bunch of part number 'Rocket123' that's Past Due for Acme, what do I have coming in for purchase orders that can immediately fulfil that.
The problem is that I cannot include Part Number in the Customer Health Worksheet because if they click in the Red "Past Due" area, they'll only get one part number, not the entire section.
I cannot pass Part Number directly to the second worksheet. When I created the second worksheet by manually creating relationships between the SO Backlog and PO Backlog on Part Number (identically named field) I can get Purchasing Backlog (total) on that chart, but cannot break that out into time periods or listing Purchase Order Numbers to review, etc. I only get the total backlog per Part number.
Now, I've created a linking data set which is a distinct list of part numbers as a separate data set and tied the PO and SO data sets to that, but I still can't accomplish my goal.
If you are still reading, thank you for taking the time to read this.
Can anyone advise me as to how I can accomplish my goal?