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.
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?
Unsure to what extent this question has been read or not but here was my way to solve it :
- Create a new table or view that will contain the color field
- Join it to each of the current data sources.
- Use the corresponding field from that new source as a color field for the whole dashboard