Hi Tableau Community! I am looking to create a License Matrix for my org. We are currently going through a merger and acquisition, and we want to do an inventory of both environments.
I have data prepped through Tableau Prep. Attached Excel file is the dummy data of the Output.
I have also attached the Tableau .twbx of a WIP file.
Below is the License Matrix we want to create (numbers are not accurate. This is just a mock of what we want to recreate).
Much appreciate the help! Any tips would be great. Please note I can use Tableau Prep to massage the data if required.
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Hi @David Wong. You can create two Level of Detail expressions that check the east and west access for each user. The access count field in your data seems redundant with the access level.
East Privileges
{ FIXED [User]: MAX(IF [Environment]="East" THEN [Environment] + " " + [Access] END) }West Privileges
{ FIXED [User]: MAX (IF [Environment]="West" THEN [Environment] + " " + [Access] END) }Then you can create the matrix, first showing the user names for debugging, then counting them for your final output. TWBX attached.
debugging
final output
