1 of 1 people found this helpful
You can create a new Dimension (New Category) where you can assign values based on the Associated Category in the Customer Order File. For example, if "Pencil1" = "Writing" and "Crayon1" = "Creating", you could use the CASE function
WHEN 'Pencil1' THEN 'Writing'
WHEN 'Crayon1' THEN 'Creating'
You will need to link each entry in the Category with the corresponding entry in the New Category list.
Hope this helps.
I appreciate the introduction to the CASE function. This will help with less prep work on a file prior to bringing it into Tableau since it works on an individual record/row; I work a lot with spreadsheets. My need is to somehow evaluate all records/rows in an order and then determine which New Category to assign to it.
Today this involves a 2-step process where I create a pivot table to consolidate the records/rows into a single record/row. I then create some new columns and use a combination of IF statements and a VLOOKUP to come up with a New Category. This is time consuming and increases the file size. I would rather bring the raw data into Tableau than to have to continue data manipulation in Excel.