Hi Everyone, quite new to tableau but my more experienced colleagues are struggling with this too. We need to match non unique values with unique values. I'll try to explain as good as I can but please ask anything if it doesn't make sense.

I have an excel file that comes from our sales system and it's what we work around. Invoice number can have multiple qty of a specific sku. Protrak number is some sort of barcode and we generally have one per sku, but not always, see below ~

Then I have the sql database that is the datasource for tableau. The serial number is unique and it has assigned a protrak number and an invoice number. see below

The result I am looking for is the image at the top. The issues we are having are the fact that the protrak number is not unique in the sales system and also that even if we match the invoice/protrak and pull the first serial number, second match will not skip to the next serial number.

As I read this back, it makes no sense but hopefully the images will help.