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This actually sounds like it might be a better use case for blending. You would use the excel as the primary data source and the mssql bit as the secondary datasource.
A few questions first.
1) Is there every a time when the aggregations are different? One is a daily value and the other a monthly budget?
2) Are there ever times when you have sales but do not have a budget for that month?
You may wish to also look into domain padding in tableau or try this calculation.
LOOKUP(ZN(SUM(Sales)),0) This forces the table to populate as when using a table calculation and an actual table it looks across all potential rows and columns. In our case we are looking up 0 places to the left or right so it looks at that exact cell and will return a 0 there are no values.
Thank you, Carl!
I appreciate your help
I tried the LOOKUP on my calc field however still no zeros.
I have two calculated fields - 1 converting our 'deals done' to GBP using an IF ELSE (as we want it to ignore 'pending deals etc'), the next calc field would be the LOOKUP(ZN(SUM(Sales)),0) field - could the reason this isn't working be because rather than sales coming straight of out SQL, its sales from a calc field?
This is then where I really show my lack of knowledge, how would you know if your data is 'blended' or 'joined'.
Would Tableau assume blended data based on it being retrieved from two different data sources?
I've attached a snipping from my DataSource sheet.
In answer to your questions;
1) No. Aggregation is always monthly. I have calculated fields which solve any daily, weekly billings issues.
2) No. This is at brand level so we would have a budget value for each brand for each month, even if that was zero.
You're joining right now: This is the link to how blending works:
Unable to really help more at this point without a look at your data. I'd
be completely at the dark in telling you why things would be off as I'd
just be guessing and pointing out common data issues. IF you read some of
the posts concerning domain padding you might find your answer or if you
can make a mock up within excel of your two data sources with your calcs
myself or another fabulous person on these forums will happily assist you.
On 31 October 2016 at 17:16, Laura Vecchio <email@example.com>