2 Replies Latest reply on Apr 12, 2013 1:38 PM by Calvert Hydes

    How do I assign an ID to Customers?

    Calvert Hydes

      I have a list of customers by first and last name.  I want to assign each of them an ID that I can use in place of their name.  This way when showing information to others I will be able to use the ID for privacy but use the name when working with it myself. 

        • 1. Re: How do I assign an ID to Customers?
          Joshua Milligan

          Calvert,

           

          Without a little more detail, it's hard to say what the best approach is going to be (though I'm almost certain that you'll want to add/get the ID in the source data.) 

           

          What do you mean "showing the information to others"?  Is it just a printout or they are looking over your shoulder?  Or are you distributing the workbook to them? (in which case, an alias or calculated field won't work because they will be able to get to the underlying values).

           

          What version of Tableau are you using?

           

          Regards,

          Joshua

          • 2. Re: How do I assign an ID to Customers?
            Calvert Hydes

            Joshua,

             

            In showing it to others it would be in print form so I have no concern about them seeing the underlying data. 

             

            I had created a formula in the past that worked in version 7.  My first formula "Full Name" combined the two fields that had their first and last names "IFNULL(([Last Name]+","+" "+[First Name]),[Last Name])" I then created a second formula "Supporter ID" that assigned a number to each entry in the "Full Name" field.  This had worked until I upgraded to 8. But since then any new entry does not get an ID. But the originals still have an assigned ID.  When I open the formula it actually shows the same formula for the "Full Name"  even though it is functioning the way it was created. So I cannot see how it was originally written.