5 Replies Latest reply on May 26, 2016 9:03 AM by Andrew Watson

    Creating relationships using dates

    Danielle Strothers

      Hello,

       

      I'm trying to produce a monthly report showing actual and budget data, both from a separate data source.

       

      My actual data is against a variety of days within the month, however budget is loaded against the last day of every month.

       

      At the moment i have 2 separate filters for each data source. This works perfectly but doesn't look great on my story.

       

      To try and get rid of 1 of these filters, I created a relationship between the 2 date dimensions. However, I think it's trying to link on the actual day, so the only data coming through is that on the last day of the month.

       

      How do I get tableau to create a relationship between months and quarters rather than specific days?

       

      Thanks,

      Danielle