I need to blend data between two databases and unfortunately the blended field that gets matched does not have consistent cases between the files. In a previous discussion where I was having trouble blending the data this nuance was brought to my attention.
I've spoken with my IT department and it's not something that can be updated and they suggested asking about a case insensitive setting vs. the manual updating in excel to upper case approach I've been taking.
Is there a way to do that in Tableau or is it just the same to continue updating the excel files to all upper case that get uploaded?
I would create a calculated field something like below and then do the data blending using that field.
upper ( column_name)
lower ( column_name)
I hope this gives you some idea.