1 Reply Latest reply on Mar 22, 2016 5:58 PM by Esther Aller

    Data blending with multiple data source layers

    Koen van Boxtel



      I am new with Tableau and have a question about data blending. I have the following question:


      We have the following three Salesforce data sources:

      • Partners
      • Opportunities (Partner ID)
      • Policies (Opportunity ID)


      For example:

      We have partner he calls to our company for his client, his client will be administrated as an opportunity when we close and win this opportunity it will become a policy.


      Each policy brings their own variable profit. We would like to know which partners create the greatest profit.


      Therefore I thought I should create a connection between partners and opportunities and between opportunities and policies. But when I try that I receive an error.


      Is there a solution for my problem?