Hi, this is a strange issue to describe but here goes...
When I'm blending data in a view from multiple sources, and I add a dimension to the Filters shelf for a field that exists on all three sources, e.g., company division #, then the filter only seems to "take" on data coming in from the Primary Data Source for certain records. Data from Secondary Sources is not being excluded by the filter in a very specific way, i.e., when certain data records have a field value in common with non-filtered records (a field they're not being filtered for) then the filter isn't applied to the secondary data. For example, I have lists of Purchase Order records that are tagged with (1) a division and (2) the name of the vendor. A vendor may be used by a single division, or multiple divisions. If I filter to exclude POs for one division, then POs in that division for a vendor that's shared by the other divisions (not filtered out) will still be included in the view when that data is coming in from a Secondary Data Source.
In my sample files, the Primary Data Source is "SAMPLE COST DATA," secondary files are SAMPLE SHIPPING DATA and SAMPLE CLAIMS DATA. The filter for the field, DIVISION, was pulled onto the filter shelf from the Primary Data Source. Data from purchase orders for vendors used only by the excluded division(s) are filtered out from both Primary and Secondary Data Sources. But data from vendors AWESOME APPAREL and US COMPANY (which are shared across three divisions), are not filtered out from the Secondary Data Sources.
See sample Tableau file tab "FILTERED OUT DIVISION 150" and tab "FILTERED OUT ALL BUT DIVISION 10." The columns for LY UNITS, TY UNITS, LY COST, TY COST are accurate since they come in from the Primary Data Source. But columns LY SHIPPED UNITS, TY SHIPPED UNITS, LY CLAIMS UNITS, TY CLAIMS UNITS (from secondary sources) are inflated by data for AWESOME APPAREL and US COMPANY because they include data from the division(s) that should filtered out. The pivot tables on each Excel file show the values that should "really" be in the Tableau view.
If this isn't totally confusing, can anyone suggest how I can make the filter apply to *all* the data from the secondary sources?
Thanks for any assistance, this is driving me crazy!
SAMPLE DATA.zip 171.8 KB