Hi Mark, Joining provides more flexibility than blending, so if you can, I'd always recommend a join over a blend. And since your tables are in the same Access DB, you can use a join. There's some additional info here.
As to how to join, it's harder to answer that without knowing more about what your tables look like, but it sounds like you'll want to join on both date and employee number. If you expect to have some records where a salesperson has information in the time tracking table, but didn't make any sales that day and therefore has no records in the sales table, then you'll want to make the time tracking table the primary, and use a left join. That way you'll keep all your time records, and then add any sales records that match.
For background on the different types of joins and what they mean, check out this video: Join Types with Union | Tableau Software
Thanks Adam. I have tried to join in a previous version, but using the detailed results tab as the primary gave me wrong results. When I looked at the data below the join, it looked like it was putting a summary work time value on every detail result record.
Because there is not an exact match on either file, I think I need to use left joins.
For each record in the detail results file, there is NOT a corresponding record in the summary time file; and for every record in the summary time file, there is NOT a corresponding record in the detail results file.
One person told me that since the files are at different aggregation levels, I should use a blend instead.
I fear that I will need to replicate the data and join od different fields based on the view
FYI, the first link did not work, and I could not find anything useful in the 2nd link. I have watched all of the "connecting to data" videos.
I am trying to attach the workbook and both data sources this time. I used blends and have created 4 worksheet to show the different results I get based on which file I pick as primary and based on a join using employee ID and Pay period.
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Oops, looks like I had a typo in the first link. I've edited it so it should work now.
I looked at your workbook, and I took a crack at building a sales / day calculation. I might not be counting sales correctly, but this should give you the idea. I actually did it two ways since it doesn't matter which data source you make primary in this case. They're both using a data blend.
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