I have a following requirement.I am new to Tableau and i am not sure on how to go ahead with this requirement.
>Set of LOBS to be fetched for different months---Submit
On submission the following should be displayed with the results computed
LOB,Total Premium,Posted Policies,Total Posted Premium,Outstanding Premium,Manual Premium
Each one stated above has a SQL query which gets executed and the results are displayed for that particular field.Please find the screen shot attached.
Manual Premium --this is the query to be executed
WHERE Batch_ID = 1234
AND Feed_ID = '10003'
AND CONVERT(datetime2,Policy_Effective_Date) <= CASE WHEN SUBSTRING(Writing_Company,0,4) = 'Got' THEN CONVERT(datetime2,'2014-6-1')
ELSE CONVERT(datetime2,'2013-8-1') END
The above mentioned requirement is already developed in ssrs.I need to develop the same in Tabeau.
So now you to have data formatted in such a way how you want to show it in tableau. create a table which consists of all those fields and then connect to tableau. you can achieve ti.