I have a dashboard containing two worksheets, each using a different data source. Both data sources contain a field called "Team". Whilst the list of teams in each data source may be slightly different, there will be much crossover, with many team names the same, and where this is the case I'd like to synchronise the colour allocation between the data sources / sheets.
I could do this manually but the list of possible team names are long and this would be very time consuming. Does anybody know if there is an easier way please?
Thank you!
Hi @Nigel Smith
I don't think this is super straightforward - though I'm keen to see what others suggest.
Some ideas that spring to mind.
If you can create a combined list of Teams, then you could use that as your main table, and relate from it onto the two other aspects. You should then have a common dimension. And having both aspects in the same related data source doesn't mean that the two are always joined. If you have:
/-- S1
Teams --{
\-- S2
And you only ever use fields from Teams and S1 on one view, and Teams and S2 on the other, then Tableau won't ever try to do a combined query using S1 and S2.
If your existing data source setups for S1 and S2 are quite complex already then you may not like the above approach. Possibly the often maligned option of blending could help. Again I'd suggest creating the superset of Teams. Then you have this as your secondary data source in a blend, with Team being the field blended on. You should then be able to assign a Colour based on the superset of Teams and have that apply in each situation...
E.g. here I have "Sheet1 (some-states)" with a view, and colour assigned to state:
And in a view using the other data source, with a blend relationship setup I can use the same state field on colour and it picks up the colours I assigned:
Ref: https://help.tableau.com/current/pro/desktop/en-us/multiple_connections.htm
There are constraints with blending which is why I suggest a really simple data set with the full Team list as the secondary that you blend on to.
Let me know if this helps.
Ta, Steve
