Afternoon all!
The current project is working with contract information and I am trying to connect the period of performance to the financial data.
Table 1 has contract information with period of performance.
Table 2 has contract financial information
Table 3 has company hierarchy organizational information
Each tables contain a lot of information. There is not a distinct "one to many" relationship. Performance wise I know that a join is better and faster. I have tried a couple different configurations of joins and have not been able to come up with a good solution.
I did a some research on this and found out that indeed a join is faster, but when running into large datasets, blends are better.
So I tried a blend. It's great!
The issue is when I try to filter the data in the dashboard. It seems that the filter only works on the source that it came from, not across data sources (primary to secondary and vice versa). I thought about creating parameter but that leaves me without the ability to show relevant data only.
I did a search before writing this post but it seems that most questions have gone unanswered or the responder recommends a join.
I can't include a workbook as I have proprietary information and I am working in 10.5
Any help would greatly be appreciated.
Thank you,
Scott
Ahh! Now i got what you are trying to ask.
I just created one more sheet ( sheet2 , previous one let say was sheet1) by reversing the primary and secondary source in my previous example and now when i put both sheets on a dashboard , filter on 1 sheet not affecting data of other sheet.
But what is interesting is dashboard actions are working. So if you use 1 sheet as filter and you click on a data point , it will filter data for other sheet as well.
To further investigate it I created one more sheet (sheet3) same as sheet1. Now when i went to a filter of sheet1 on Dashboard and chose selected worksheet option:
the pop up comes as:
so for sheet 2 it says relationship "None"(and checkbox is disabled). So i guess when the primary and secondary sources are swapped in two sheets , Tableau can not make any relationship between them. And so it does not filter data.
That's all I could make out.
