Hello there, I have a quaterly report that I would like to automate in tableau. All of the examples/questions I saw online for similar requests contain data with numbers and mine only has names and emails.
This is a report that is currently being prepared in Excel. We are trying to compare 2 lists using emails. The data always has duplicates so we need to remove them first, then I need tableau tell me the names/emails that have been added or removed from the list.
So far, when I upload the data into tablau, the duplicates automatically get removed . It shows the exact same data from both files which I linked through an inner joint but that cannot be so. I guess there is something in tableau that does that automatically because I’m able to see the new additions this quarter when using excel.
Can anyone please help?
If you have two data files with the same columns in, that suggests to me that you should be UNIONing them rather than JOINing them. If you do that, Tableau gives you the source it came from as a column, and then I can just have emails down the side, and source along the top, a count of the values in each source (telling me if it was duplicated in either) and allowing me to test whether something was new or not (the New column is just the name of my "incoming" data, rather than an indication that the email is 'new'), if the visual isn't enough. So, from my sample data, there are 4 people in the old data, one duplicated. The incoming new data contains 3 people, 2 of which we already know and one of whom is in the data for the first time. Two people have disappeared from the incoming data.
