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Hi

 

In tableau, how could I join two fact table with a common dimensional table at different granularity to create a view.

 

I have two fact tables:

1) daily sales:  sale # at daily level

2) Monthly target: target # for each month.

 

I have one dimensional table, dDate, which is linked to the two fact tables at different granularity.

dDate has one date per row in the table, the fields in dDate:

DayDate, WeekDate, Month, Year ....

 

The daily sales is mapped to DayDate field, and monthly target is mapped to Month field.

 

When I join the 3 tables together in Tableau to create a view, comparing monthly sale and monthly target, The aggregation of target # is counted at daily level instead of monthly level. That completely screwed up the number.

 

What do I miss here?

 

How to create a view to compare the aggregated daily sales to month level with monthly target?

 

Thank you

6 answers
  1. Oct 17, 2012, 8:29 PM

    Hey Ken -

     

    Another approach you could take is to simply NOT join all three tables together. Instead:

     

    • Join your date dimension and daily sales fact table together in one data source
    • Bring in your monthly goal fact table in as a second, distinct data source
    • Use Data Blending to marry the two together.

     

    I've attached a sample, including the 3 tables (in an Excel worksheet) that I created to drive the sample....

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