2 of 2 people found this helpful
I was able to figure out this one. If I moved the step that created Temp Customer Name (last green slug) to before the split for aggregate I have no problem viewing the data output in the summary panes. I also am able to Preview in Tableau Desktop without any issues.
New workflow: Temp Cust Name created prior to path splitting (only one path has calculations, the other is direct to the join)
Output after join: summary output shows as normal and balances to totals before the split (not working previously)
In case anyone runs into a similar issue, just changing my order of operations solved the problem.
Thanks for sharing the steps that you used to resolve the issue. I have provided this information to the Tableau Prep team as well.