Hello Tableau Community,
I am quite new to tableau and I'm facing an issue of blending data in tableau. The issue looks very simple but Tableau will not let me make any calculations using both data bases.
I currently have two tables:
Table 1. Table containing all users in a platform - [User ID], [Points Spent], [User Information], [Company] ...
Table 2. Table containing all Transactions - [Transaction ID], [User ID], [Company], [Transaction Date], [Transaction Description], [Transaction Total]
I need to merge these two tables in order to create a new report which sees if an user is active or not.
The tables can merge through the [User ID] and [Company] attribute.
I want to make a calculation which classifies the users from table 1. This is a bit of the sudo code that I want the calculation to have:
IF the user has made 0 transactions (is not found in Table 2) THEN ‘Registered’
ELSEIF the user has made one or more than one transaction in the past year THEN ‘Active’
ELSEIF the user has made one or more transaction (ever) THEN 'Inactive’
END
I have tried calculations that follow this thought but it does not work for tableau since it results in an aggregate function as I am using data from another table.
Can anyone help me with this calculation? I have been trying this for a few days now and have gotten nowhere. Unfortunately I cannot upload a document since the data I am using is private.
Thanks for any help!
Rafael Braga
you could upload a representative workbook using fake data that would show us what you have done-
but data coming from a secondary blended source will always be aggregated at the level of thee link - that is just the way it works - see if yo can use a relationship model and not a blend
