When saving a twbx to share with the community, you need to extract the data first then save as a twbx.
If you can do that an reattach the file i'll be happy to have a look.
Thanks Steve, I am attaching screenshots of the problem and the desired output. I am also attaching my data files. Please take a look. Also, can we work with two different worksheets from the same excel without placing a join between them? How about two different excels? Thanks for helping.
You've to pivot on your Sheet1 so that you can get the same format as Sheet2. Either you can do this in excel or in tableau. I'm showing you the steps how to pivot in tableau. Once you connect your file then goto data source of Sheet1. Select all the months fields then right click and pivot. You'll get this view
After pivoting you'll get this
Rename the pivot fiels make It Month and Sales and delete the null columns encircled with red. You can rename like this
And delete the null columns like this
Now you've to blend both sources. Go to data menu>edit relationships>
Then drag the Customer(row shelf) and Month (column shelf) from Sheet1 and Sales(row shelf) from Sheet2.
This is what you wanted?
I've attached the workbook (verson 9.2). Let me know If this help.
tableau - modified.twbx 16.1 KB
Thanks mahfooj! So much to learn. The pivot is exactly what I wanted to do in tableau. But data menu>edit relationships> is disabled for me. Moreover, I see only sheet2 in the datasource page of your workbook. Mine has both sheet1 and sheet2. I am missing something. Please help.
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I got your point. You've to connet you file twice. First time you have to drag only Sheet1 and Second time Sheet2.
At a time you can see only one data source. To view other data sources you have to select that from drop down.
See the attached screen shot
It should be visible.