1 Reply Latest reply on Jul 2, 2018 6:59 AM by Alexandre DAVID

    How to share the same color coding across different data sources that share a common field?

    Alexandre DAVID

      Hello,

       

      After browsing the tool and the forums a while, I could not find a solution to this answer.

       

      The situation is as follows:

      - I have a dashboard with many datasources connected to it

      - In each of these datasources, I have the same field (let's call it "product")

      - Some products exist in all datasources but some don't.

       

      Current result:

      Tableau seems to use the automatic color coding based on alphabetical sorting.

      This creates a mismatch in the color coding depending on the data source each workbook is connected to (and the product it contains).

       

      Ex, if datasource 1 contains products A,B and C while datasource 2 contains products A,C and D

      The following thing will occur:

      Color of product A in datasource 1 will match product A in datasource 2 (good match)

      Color of product B in datasource 1 will match product C in datasource 2 (mismatch)

      Color of product C in datasource 1 will match product D in datasource 2 (mismatch)

       

      While I would expect the following

      Color of product A in datasource 1 will match product A in datasource 2

      Color of product B in datasource 1 will have no match in datasource 2

      Color of product C in datasource 1 will match product C in datasource 2

      Color of product D in datasource 2 will have no match in datasource 1

       

      I thought about several options to solve this.

      - Assign colors manually for each datasource. Problem: I regularly have new products and it will be painful to reassign colors whenever a new one shows up.

      - Create dummy records for the missing products in the corresponding database. Problem: this creates irrelevant data and can create further issues later if filters are not taken care of carefully.

       

      Is there an easy way to solve this?

       

      Thanks

      Alexandre