2 Replies Latest reply on Oct 5, 2013 11:46 AM by Jonathan Drummey

    Connect two datasources by date

    Michelle Baumann

      We are working on a workbook to combine data from two systems based on date and then perform calculations on data between the data sources.

      For instance, we are pulling total number of employees per month from one data source, and sales from another.  We want to join by date to come up with a sales per headcount number.

      When we try to link the data sources by date, the date in the secondary datasource is no longer recognized as a date.  And how do you perform a calculation using two fields from different data sources?

       

      Thanks!

        • 1. Re: Connect two datasources by date
          Japneesh Singh

          Hi Michelle!!

           

          As an alternative, what you can do is create a parameter of type Date , create calculated field for both of your data sources with regards to the created parameter , and then filtering the results by selecting only the "True" cases. 

          The only downside to this approach is parameters are not dynamic so wont be changing according to your data.

           

          Hope this helps!!

          • 2. Re: Connect two datasources by date
            Jonathan Drummey

            Michelle, you wrote: "When we try to link the data sources by date, the date in the secondary datasource is no longer recognized as a date."


            Can you describe that in more detail, and/or provide a packaged workbook? As one possibility, I'm guessing that the date in one data source could be a string data type and the other one a date datatype.


            You also asked, "And how do you perform a calculation using two fields from different data sources?"


            Create a calculated field in one of the data sources. In the calculated field dialog, in the drop-down under Fields you can choose the data source to pull fields from:


            Screen Shot 2013-10-05 at 2.43.44 PM.PNG.png


            One thing to note is that when working with calculated fields and blending, all fields must be aggregate.