1 Reply Latest reply on Sep 5, 2018 9:33 PM by Zhouyi Zhang

    How to group dates from different tables

    Jorge Gutierrez

      Hello everyone,

       

      I am somewhat new to Tableau and I am having a bit of trouble figuring out if the FIXED function is what I need to solve my issue.

       

      I have two tables, one that contains information for quotes and another for purchases on orders, a simplified version would look somewhat like this:

       

      Quote NumberQuote DateNumber of Products
      16/Aug/20185
      213/Aug/20186
      320/Aug/ 20183
      427/Aug/20188

       

      And the Purchase orders table, which can be linked via the quote number, looks somewhat like this:

       

      Purchase NumberPurchase DateNumber of Products
      214/Aug/20186
      123/Aug/20185
      330/Aug/20183

       

       

       

      What I would like to do is obtain the "hit ratio" for the quotes on a per week basis, so if a quote becomes an order then I would like for it to show the amount of products that actually became orders. The problem that I am facing is if I put Quote Date as a column, I think that I am getting the amount of quotes correctly but I am getting the amount of purchases from that time frame, so if quote 1 is on the 6 of Aug that would show as a quote from that date but as a purchase for the next week, is there any way to show that a quote from a specific week also became a purchase?

       

      Hope it makes sense/

       

      Thanks for all of the help.