Hi all,
I'm trying to create a condition where my data tables join if either condition is met and I'm not sure how to go about it. I searched around the forums and came up blank... could someone point me in the right direction?
I have two large data sets (Customer A and Customer B) and there are matching Customer IDs as well as Customer Names. Some may match both conditions, and others only one of the conditions.
Is there a way I can create a join that says to bring in the data if the Customer ID matches OR the Customer Name matches?
Thanks!
2 answers
Hi Daoning,
This requires a workaround. Some options:
- Use custom SQL instead of dragging in tables.
- Prepare the data outside of Tableau by populating Customer ID in all records.
- Prepare the data outside of Tableau by creating a view or table.
Some work-around ideas posted by others:
