2 Replies Latest reply on Nov 15, 2017 5:56 AM by chris.calmeijermeijburg

    Display status of nested items inline

    chris.calmeijermeijburg

      Hi Tableau friends,

       

      I need your help wrapping my head around a conceptual question that I have. In short it's about the following:

       

      I have two data sources, one containing Clients and Assignments (one client can have multiple assignments):

      1.PNG

      The other source contains an overview of all the Work Orders (one assignment can have multiple work orders). Per assignment you can have a maximum of 3 different work orders (type A, B or C):

      2.PNG

       

      Using these sources am able to create a very simple table that displays the assignments and work orders per client:

      3.PNG

       

      I'm now trying to create an additional viz, where I can show per assignment whether WO type A, B and C are present or not for that assignment. It should show as a single line per assignment, indicating a simple Y/N (or checkmark):

       

      Client A | Assignment 1 | WO A check (Y/N) | WO B check (Y/N) | WO C check (Y/N)

      Client A | Assignment 2 | WO A check (Y/N) | WO B check (Y/N) | WO C check (Y/N)

      Client B | Assignment 1 | WO A check (Y/N) | WO B check (Y/N) | WO C check (Y/N)

      Client C | Assignment 1 | WO A check (Y/N) | WO B check (Y/N) | WO C check (Y/N)

       

      I'm struggling on the best approach to do this. Should I create calculated fields (WO A/B/C check) to check the presence of WO A/B/C? Or is there another route to follow? I've attached a packaged workbook for reference.