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Hi Jamie - Welcome to the forums!
The problem you're running into is that blending in Tableau isn't the same as 'joining or unioning' as you might do in SQL Server say. With blending you have a primary data source (indicated by the blue icon on your data source) and secondary data sources (indicated by the orange icon). Your view will only ever contain rows that exist in your primary source. So to get your plan when you have no actuals, you need to make sure your plan is the primary source. BUT of course if for some reason you have actuals that haven't been planned, these will then not be visible. We get round this by providing hygiene reports to alert people when there are discrepancies, so the data can be fixed (usually adding a line in to the plan with 0 value for the 'entity' that has actual in it).
There are other options, but it depends on what your data source is. If both your actuals & plan are in the SQL data base you may be able to union them. If you're plan is in excel for example, and you've got v10 you can join SQL & Excel. For us our actuals are in a server published data source which you can't yet use for joining, so blending is our only option.
I strongly recommend you put some time aside to watch this video on Blending which will hopefully give you a much better understanding, including other caveats you may come across (for example why does * appear when I blend....)
Hope that helps.
Thank you very much! I ended up switching my secondary data source to the data pulled from the SQL server and made the spreadsheet data the primary source since it contained values for all fields.
After that I had a few issues with creating a relationship with the date fields, but it was just formating and a simple adjustment to the blended spreadsheet fixed that.
Thanks for your help.