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

    Data blending with multiple data source layers

    Koen van Boxtel

      Hi,

       

      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?