4 Replies Latest reply on Apr 24, 2018 3:28 AM by Shiva Pillai

    Is it possible to use VLOOKUP function or How to link 3 tabs from the same data source?

    Shiva Pillai

      Hello users,

       

      I am sure this has been asked before but I am not able to find an appropriate answer. I have a question relating to VLOOKUP function. My data is maintained in Excel. It contains the list of all issues in the business. Each business has an ID and a name. The problem is that there are many IDs and the business names are not always the same (e.g. FIC, Fixed Income, FICC, Fixed Income & Currencies). There are also sub-businesses like GCT, GFX etc that roll into the parent business (say FIC). So I have created a Mapping tab in Excel where I do all the mapping based on ID & business names. I do something similar for Region.  Again, I apologize for not including a workbook here due to company policy. Upload functionality is restricted. However, I have tried to replicate the table as best as I could below.

       

      My specific question is how can I get the FINAL BUSINESS (from Mapping BL tab) and FINAL REGION (from Mapping Region tab) into the Issues tab in Tableau? In the excel, I use the VLOOKUP function to bring those 2 columns into the Issues tab and use String (i.e. combination of Business ID & Business Name) as a Lookup value for Business and Region as a lookup value for Region.

       

       

      Excel worksheet name: Issues

            

      Issue IDOwnerTarget DateBusiness IDBusiness NameRegionCountry
      as3325Mark01/06/20191132Fixed IncomeEMEAUK
      as3326Thomas02/03/20181132FICCEuropeGermany
      as3327James03/09/20181132FI and CurrenciesAsia PacificIndia
      as3328Amy06/07/20171132GCTLatin AmericaPeru
      as3329Rachel03/02/20208733EquitiesLATAMChile
      as3330Pedro04/06/20183993GFXNorth AmericaUSA
      as3331Augustine01/06/20191325Equity TradingAmericasArgentina
      as3332Divya02/03/20181632Equity SalesAmericaUSA
      as3333Thomas B03/09/20181632Prime FinanceAPAC ex JapanChina
      as3334Clare06/07/20171632GPFJapanJapan
      as3335Jacob03/02/20205663Equity MgmtAPACSingapore
      as3336Steven04/06/20181359FICAustralia/NZAustralia
      as3337Stephen01/06/20191168ResearchPacificAustralia
      as3338Sarah02/03/20181168Equity ResearchEuropePoland
      as3339Rebecca03/09/20181168Macro ResearchEMEADenmark
      as3340Joyce06/07/20178869StructuringMEAUAE
      as3341Jamie03/02/20209936CentralMiddle EastSaudi Arabia
      as3342Kate04/06/20189963Central MgmtAfricaZimbabwe
      as3343Richard06/06/20189939Business MgmtAPACChina

       

       

       

       

      Excel worksheet name: Mapping Business Line

       

      StringFINAL BUSINESS
      1132Fixed IncomeFIC
      1132FICCFIC
      1132FI and CurrenciesFIC
      1132GCTFIC
      8733EquitiesEquities
      3993GFXFIC
      1325Equity TradingEquities
      1632Equity SalesEquities
      1632Prime FinanceEquities
      1632GPFEquities
      5663Equity MgmtEquities
      1359FICFIC
      1168ResearchResearch
      1168Equity ResearchResearch
      1168Macro ResearchResearch
      8869StructuringStructuring
      9936CentralCentral
      9963Central MgmtCentral
      9939Business MgmtCentral

       

       

      Excel Worksheet Name: Mapping Region

        

      RegionCountryFINAL REGION
      EMEAUKEMEA
      EuropeGermanyEMEA
      Asia PacificIndiaAPAC
      Latin AmericaPeruAmericas
      LATAMChileAmericas
      North AmericaUSAAmericas
      AmericasArgentinaAmericas
      AmericaUSAAmericas
      APAC ex JapanChinaAPAC
      JapanJapanAPAC
      APACSingaporeAPAC
      Australia/NZAustraliaAPAC
      PacificAustraliaAPAC
      EuropePolandEMEA
      EMEADenmarkEMEA
      MEAUAEEMEA
      Middle EastSaudi ArabiaEMEA
      AfricaZimbabweEMEA
      APACChinaAPAC