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Hello, 

Could you please assist me in building a POC where: 

The dataset A contains multiple date columns such as 

Case Created Date 

Opp Created Date 

App Created Date 

I have Created Calendar dataset(Dataset B) by uploading CSV file which has only date field for a month. 

 

The final goal is to use the Calendar date field(Dataset B)  as a date filter that returns all events from Dataset A (Cases, Opps, Apps) that occurred on the selected date. 

 

In detail: 

Once the two datasets are joined in a Lens, I want to use the date from the Calendar dataset(Dataset B) as a filter. 

When the user selects a specific date from the Calendar dataset(Dataset B), It should return: 

all Cases created on that date 

all Opps created on that date 

all Apps created on that date 

In short: 

Measures come from the Dataset A, but the filter should come from the Dataset B— and the results should only show cases,opps,apps that happened on the selected date. 

 

@* CRM Analytics (fka Tableau CRM) * 

2 Antworten
  1. 25. März, 21:02

    Don't join the two datasets in the Lens at all. Instead, do it in a Dashboard with bindings (this gives you full control):

    1. Create your Lens (or multiple steps) only on Dataset A.
    2. Add a Date Widget (or List Selector) connected to your Calendar Dataset B — this will be your single date picker.
    3. In the SAQL query of your main step(s) on Dataset A, use a binding to apply the selected calendar date to each of your date fields using OR logic.

    This way the filter comes from Dataset B, but all measures/counts stay from Dataset A.

    If you prefer a pure Lens approach (no dashboard), you can do a full outer blend on a dummy common field and then use similar bindings, but the dashboard method is much cleaner and more performant.

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