This is doing my head in and would love some help.
We are using Tableau desktop to with connection to salesforce. I have two objects -Payables and Billings that consist of parent and child relationships (line items). On the parents are Issue Date (Payable) and Due Date (Billing) fields.
What we are trying to achieve is to merge these date fields into a single date 'axis' and present the values of the child level $ values.
I have made two calculated fields that sum the lines associated with the parents (rollup fields don't import into Tableau from SF, so this just recreates existing values) and this works all fine to give me totals at the parent level, so next step is display these on a VIS with a common Date "axis". In excel this is the easiest thing in the world... in Tableau OMG is this complex to me.
I have found various articles, none of which seem to work.
Things to note
- Separate objects in SF appear in Tableau as separate tables.
You can only have one data source link to SF active, Union tables do not appear to be an option with SF connections at the data source level.- see image of the data connection to understand how the data is pulled from SF, The common link between the two objects is the transaction.
An guidance appreciated on this.
thanks
Thanks Joe
As far as i can tell there is no ability to pivot the table inside Desktop, as you say it can be done in Prep, issue there is that is another level of work and COST, as this would be a live connection used daily, so i believe we would need extra modules to run prep live flows.... Seems Tableau understands SF business model already ;-)
I have referred to this article and pivot does not exist with my dataset
https://kb.tableau.com/articles/howto/combining-start-and-end-dates-into-a-single-axis
the other methods in this article either don't work or are not relevant. I think because the article refers to date fields that exist in the same table, not different tables as my data does.
