4 Replies Latest reply on Feb 1, 2019 7:58 AM by Pete Willis

    Data Structure - Table calculation + sum from other datasource

    Pete Willis

      Hi There

       

      I'm trying to work out the best way to structure data within Tableau using a combination of Excel, a datasource Tableau prep and Tableau Workbook.

       

      Screenshot 2019-01-30 at 16.08.31.png

       

      The goal is as per the spreadsheet:

       

      1 Using the revenue figure from section 2 and the calculation table in section 1 create the calculation for the rebate
      2 Sum the Revenue and the Total Rebate amount from 1 and add it to section 3 (this would be displayed in a workbook)

       

      I've attached a workbook:

       

      Sheet 1 - table calculation with the rebate
      Sheet 2 - Revenue (per Quarter) that I want to show Rebate + Revenue.


      There are 2 datasources.

      1) The table calculation to work out the rebate (in the example I'm just using a calc for the revenue but want to use the 2nd datasource)

      2) the Revenue Datasource which I want to add the rebate calc

       

      Message was edited by: Pete Willis I've created a workbook with an example (attached)