What I could observe that data was blended on both Rekening and Periode.
However as Periode did not match so you observed null for secondary. I removed the linking on Periode.
Just retained it for rekening I could see numbers for both measures. ofcouse as Kamili suggested they dont belong to same period
Yes that is true, however when you now change the max date parameter back to 1-3-2018 then you can see that the value 37.320 remains for Rekening 0210, while it should change to 18.160 as you can see in sheet 2.
As we have blended only Rekening. For date filter to correctly work across both. I would suggest creating calculated fields in both data sources.
if datefilter then measure from data source 1 end - create in 1st data source
if datefilter then measure from data source 2 end - create in 2nd data source
i.e just push datefilter condition at calculation level.
Yes I know that the periods an dates differ, but I want the results to show the up to and including values, which means that in 2013 there was an amount of 18.000 on the curr_balance of Query and in 2018 march there was 18.160 on the curr_balance of Holding. And in April there was also 18.160 on the curr_balance of Holding. So when I change the max parameter to March, the curr_balance of Query should remain 18.000 and I should see 18.160 on the curr_balance of Holding and when I change the max parameter to April, I should see 19.160 on the curr_balance of Holding. There should be some way to make this possible in Tableau right?
Thanks for your quick responses!
Found a solution. I made a dimension 'CurrentPeriod' in Holding (this takes te current period from the parameter):
And created a new measure in Query, named HoldingSaldi_test with the following code:
Now I get the correct results. For March:
and when I change the maxdate parameter to April:
Thank you all for your quick support!