Can you share an example/screenshots, or somehow show us a bit of what you're experiencing here?
Are you inheriting workbooks that use a Custom SQL connection? I am trying to understand why you are using Custom SQL in the first place, as it is generally a slower connection option versus connecting live to a data source: Connecting Through Custom SQL Causes Slow Performance | Tableau Software
If I can better understand your needs, I will be happy to help. Any details you can provide about what you are attempting to accomplish will be helpful -- thanks!
Here is an example of what I mean. I used the same commands yet received an error.
My goal is to create more visually pleasing charts and graphs as my boss doesn't want to see a lot of simple bar and line graphs in our next report. I began trying to find new ways to show the data and found some radial charts from Bora Boren. When I tried to input my own data in to his charts it didn't work so I found a video that walked you through the steps, unfortunately when I tried to use his SQL commands it still didn't work. Luckily he had also loaded the workbook that he used to recreate Bora Boren's graphs and I was able to manipulate it and create this:
(I know the colors aren't the best but it's what I was told to use.)
Everything that I found involved people using Custom SQL in addition to calculations to create more complex graphs. This is what I need to be able to do. If there is a simpler way to do this I am open to that as well.
Its hard to tell just from screenshots and not being able to see the actual data, But I think you just have some naming issues
it looks like your table is named [Orders] not [Orders$] (unless your data source requires "$" at the end of table names for some reason) and [Product Category] should be [Category]
I don't know what all the steps are for the radial bar chart (can you post the link to the directions you followed and maybe a packaged workbook?), But a custom SQL statement can be added to the "Join" area by it self, otherwise you will need to join it to the [orders] table you already have out there (this may be intended)
hope this makes sense