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Welcome to Tableau and welcome to our forums! In our product help we have many of the options available to you for preparing your data:
However, the more specific a question you ask, the better an answer you'll get. Give our unions and joins a try, and if you hit any snags, let us know and we can try to help you move past it.
Thanks for posting,
thanks for your reply. My task would be the following:
Sales ID Customer Month Product 1 Company A 1 Product XY
Company B 1 Product YZ
Sales ID Customer Month Product 3 Company C 2 Product XY
Company A 2 Product YZ
Sales ID Product Price 1 Product XY $100
Product YZ $200 3 Product XY $150 4 Product YZ $300
My database is Table 1, 2 and 3. Table 1 and 2 need to be unioned since they consider different months. Then, Table 3 needs to be joined to this unioned table. But since the same products are sold with different prices, it has to be joined on a concatenated key consisting of "Sales ID" and "Product", e.g. "1_Product XY" for the sale of Product XY to company A in month 1. The final table would be:
Sales ID Customer Month Product Sales ID_Product Price 1 Company A 1 Product XY Company A_Product XY $100
Company B 1 Product YZ Company B_Product YZ $200 3 Company C 2 Product XY Company C_Product XY $150 4 Company A 2 Product YZ Company A_Product YZ $300
Please note that this a very simplified example and in reality there are 3 further tables, which need to be joined on individual (concatenated or modified) keys. In addition, usually more than one product is assigned to a Sales ID. As already mentioned, all tables come from different excel files.
I'm generally familiar with joins, unions and so on but I'm unsure where to solve this problem in tableau.
Thanks in advance!
I had the same exact enquiry, did you get an answer on this, its very strange that Diego didnt reply despite that the question is very simple.
You can do this using Tableau Prep, which is used for preparing , cleansing and making your data ready for use in tableau. We can create flows which can be saved and refreshed whenever we have changes to data. Hope this helps.