8 Replies Latest reply on Oct 18, 2018 8:08 AM by Bart Grabowski

    How to identify unique client names across multiple lists ?

    Bart Grabowski

      Hello everyone,

      I'm fairly new to Tableau so my questions may sound a bit silly so apologies. My scenario is:

      - I have 3 data sources (simple excel files) - 1 list of all company clients, 1 list of all clients that had a meeting within the last 6 months, 1 list of all clients with meetings booked within the next 30 days

       

      The task:

      I need to identify how many clients did NOT have a meeting within the last six months AND do not have a meeting booked within the next 30 days.

       

      I know I can simply amend excel files to do the calculation but was wondering if there is a formula that can do that for me within Tableau ? Hope this makes sense.

       

      Thank you for your help.

       

      Bart