3 Replies Latest reply on Aug 17, 2018 2:06 AM by Mavis Liu

    relationship

    Claudia Martinez

      Hi.

       

      Question: How can i do a relationshio in Tableau.

      I want to relationship the filter Created MM/YY with the table name RFS From Dec 2017 (2).

       

      Thanks for all.

       

        • 1. Re: relationship
          Mavis Liu

          Hi Claudia,

           

          You need to update the relationship between your data sources.

          First, I can see that in your JOIN dataset you have the Created MMYY field. You'll need to make the same field in the same format in your data source sc_req_item (as your RFS from Dec 2017 uses this data source). Right click on the data field from sc_req_item  and create a month/year custom date field.

           

          Now, in a worksheet, edit the relationship between the data sources Join and sc_req_item :

           

          2018-08-16_22h35_58.png

           

          Add in a new relationship:

           

          2018-08-16_22h41_30.png

           

           

           

          Select the two MM YY fields and click ok.

           

          2018-08-16_22h38_55.png

          Now go back to your dashboard, and you should be able to check on the worksheet

          2018-08-16_22h39_16.png

           

          Thanks,

           

          Mavis

          • 2. Re: relationship
            Claudia Martinez

            Thanks Malvi for you Support.

             

            Could you help me with this is the same case but i have a problem when try to do with quarters.

             

            I dont Know what happened.

             

            Thanks

             

            • 3. Re: relationship
              Mavis Liu

              Hi Claudia,

               

              This is the same process as above but with quarters.

               

              You need to find your date field from sc_req_item data source and create a custom date based on date value quarters.

               

              Then using edit relationships, add your quarters to the relationship.

               

              2018-08-17_09h57_16.png

               

              Thanks,

               

              Mavis