When creating a calculated field using fields from blended data sources, the field must be aggregated. Move each field into below position and change the type to "Line". Your new blended data source and chart will be created. Create a new calculated field named date calculation. On Color, right-click Measure Names , select Filter, select the check boxes for the measures to display, and then click OK. I'm going insane searching for an answer online for this and have read all the guides I could find on the forum etc, but days later, still no luck! This is how the data is showingI am running into an issue where i am creating a calculated field that uses several fields from my primary data source and 2 fields from a blended data source. For more tips, see Tips for Working with Calculated Fields in Tableau. In the following example, the Market Share calculated field is not listed in the Field drop-down list. Tableau Calculated fields with data blending. For Allowable Values, select List. Step 2: Create the LOD expression. Drag the New Custom SQL table from the left pane to the join area. 1, your parameter values and list of values will automatically update to the most current values every time the workbook is opened. Tbh, this can even turn more complex if you have a use case wherein the date is based on non calendar. Drag the "new union" pill into your data source pane and select the tables that you want to bring together, in this case DS 1 and DS 2. Some examples include: cookies used for remarketing, or interest-based advertising. Then add that new calculated field to your filters and show only true. The dashboard has dozens of calculated fields, sheets, etc. Usually complex and aggregated calculations may be too complex to be used in the Sorting and those which use table calculations or other restricted ones are excluded. Some examples include: cookies used for remarketing, or interest-based advertising. You may need to use it when creating calculated fields across blended data sources, for example. But my main concern was, what if I have to use the same date field in the calculated fields in both data sources. A join will show rows for every match. In the Formula text box, create a calculated field that aggregates the measure you would like to sort on. I'm running into an issue where my grand totals are not summing properly on a workbook utilizing two blended data sources. [tier] == 2 'Top Vendors' else 'Mid Vendors'. These will all be secondary data sources. I've tried using a combination of parameters and calculated fields to try and create a global filter such as explained on this VizWiz blog entry VizWiz: Create a global filter in Tableau across multiple data sources in eight simple steps - Data Visualization Done R…, however I was not successful on applying this method to a date filter. Both source fields and target fields appear on the Filter shelf in their respective worksheets. I've built a view with loan number from primary data source, and amount from the second data source. Rather than trying to match across a blend, I'm using a parameter hooked in using a Change Parameter action. {FIXED [Machine Nr] : COUNT ( [Machine Nr] )} / {FIXED [Machine Nr] : COUNT ( [Machine Nr] )} This works fine when there is no secondary data source but when I blend with a secondary data source it grays. You can set the default aggregation for any measure that isn’t a calculated field that itself contains an aggregation, such as AVG([Discount]). The target field on any given worksheet is a field from another data source that is. Tableau Data Management. IF "Retailer Group" == "Date_start" THEN DATE ("1/1/2012") I tried to achieve this by blending both the data source and creating calculated file, got some issue. I create calculated field "Number of period" in many steps. Tableau data blending with calculated field There are rare situations where the requirement is to blend on a calculation, on a measure. A datetime field in the primary data source, for example, will not blend with a date field in the secondary data source. (TABLE(across) tells tableau to do it on a row-by-row basis. The COUNTD Alternative example workbook uses Distinct Customers. " manually every time. ×Sorry to interrupt. For Data Type, select String. ×Sorry to interrupt. according to a representative at tableau, there is no solution to this problem at present, though they are looking to solve. Oh, we're using Tableau 9. In the following example, the Market Share calculated field is not listed in the Field drop-down list. For that you should have at least tableau desktop v10 or above. Option 2: Create a calculation for a more dynamic sort. . Hope this helps. Environment. It. If it changes into the ‘fx’ icon then it means it is a chart specific calculated field: Step-5: Click on the ‘fx’ icon. You could add "date rows" with a union statement in your database connection and then convert this to a date in tableau using a calculated field: Date =. Select Analysis > Create Calculated Field. When I created a calculated field to. Select Analysis > Create Calculated Field. ; Drag Number of Records to Label on the Marks card. Data Blending - Calculated Field. Question 1: Here I am Calculating Percentages for Multiple Data cuts i. 2. The other to get the Max month as and when the data source is updated. This means that date ranges, filters, and calculated fields in a table are applied to the query that generates the table before any joins are performed. Loading. This is the "self-left join" worksheet in the attached. Loading. Create the new field by adding Impressions + Total Views. We will also need a calculated field that will eventually draw the top of the highlight; the formula is: IF ATTR([Ship Mode]) = [Ship Mode Parameter] THEN RUNNING_SUM(SUM([Sales])) END. X. In the Formula text box, type the following formula to create dynamic labels for the customers in the set:1) Created a view with Project ID & Date field on Rows. Select the arrow icon and click on the "create a calculated field" option, as shown below. In a calculated field, try writing a measure that combines the data you want to sort. There are accounts present in the account inquiries data source that are not in the sales order data source (i. In my primary, I define another calculated field to do the aggregation for each project by tier: VendorClass: if max [Secondary]. Typically, the ATTR() aggregation can be used to get row-level values from the blended field. Products Toggle sub-navigation. Think of a relationship as a contract between two tables. Click the link mark right to data field Sub-Category of the secondary data source Sheet1 (target) 2. a) If the data source is a data table, you can do a self-left join on Column 1 from Column 2. Filter Data Across Multiple Data. Data blending is particularly useful when the blend relationship. For example, Bob Smith should have access to his own sales data per the calculated field username = local_identifier. Create a FIXED calc in the secondary data source to only return the latest value per name: LatestMonthPerName: [Month] = {FIXED [Name]:MAX ( [Month])} Use this new field as a data source filter on your secondary source. We need to do step "Under List of values, click Add from Field, and then select Coffee Chain Extract > State. In the Open dialog box, find your Excel workbook, click the Open drop-down menu, and then select Open with Legacy Connection. When you apply a filter to multiple data sources, you create a source field and one or more target fields. By default Tableau Desktop wraps fields from a secondary data source in an aggregation in calculated fields. Expert instructors. For example, it might be the SUM function. Then transfer the created measure to the Rows or Columns shelves. g. For each data source, something like: DATETRUNC('year',[row_date]) Can be used to create a field from the Year. This is called "DB1" for "Data Blending 1" by Tableau. I created an additional calculated field called Weighted Average new with the formula: SUM ([ Average TOW Completion Age ]*[ Number of Cases ])/ TOTAL ( SUM ([ Number of Cases ])) computed using Table (Down), this means that its value are calculated respect the Grand Total of Number of cases. I believe this will resolve your issue. Using Sheet 4 of your Excel data set, in Tableau's data source tab, highlight your measure 1,2,4,5, & 6. If you're concerned about proprietary data, anonymize your data as demonstrated in the video linked here:Can someone help me understand why a calculated field is a measure? I've blended 2 data sources based on loan number. Drag Measure Names to Color on the Marks card. So the question here is the user comes to the Parent_child worksheet which uses first data source and clicks the parent, I populate Child set with all child associated with that parent selected using Worksheet Actions. [Amount])=0,'Ghost','Actual' ) Why does this show up as a. I have two separate data sources within my project, and I am blending the data. 3. 0” in. If you've multiple different data sources then you can use cross-database join option. i. The DS1 field is supposed be under Description A1 and the DS2 field will be under Description B2, although Description B2 also has data in DS1 (DS1 data for description B2 will not be used in this viz). This task assigns the states in the Population data source (primary) in the "null" region into a region. It's the data on sheet 2 that I'm having trouble with in dividing the middle column (% count of sales. "In the Secondary data source create a calculated field with definition as below-STR(ATTR([Primary. To solve, use a left join. The other option is to add a min and max date to your primary data source. You may need to use it when creating calculated fields across blended data sources, for example. Row level calculations are by definition within the same data source. Depends on how your data is set up, and what field you're blending on. We are ready to implement the sort into the highlight table and test it out. Get row counts for each table in the Data pane using Table(Count) fields. I have a field called account and for each account, some KPIs are calculated. I then create a calculated field as follows: IIF(SUM([history_]. However, rather than creating a physical join of your data set, a data blend is a view of an aggregated. For example, let’s say you need to need to produce a global sales figure across your organization, but each region’s autonomy in its data management practices means that the data is stored. A new window will appear on your. I have a workbook which contains a blended relationship between three data sources. There are some potential work arounds, but they are limited and clunky. I hope that somebody can help. Step 1: Go to edit the Blended Data Source you just created. In this case, Tableau reads MAX (Block) as MAX (ROBO 1, ROBO 11) and chooses ROBO 11. In the secondary data source, create a calculated field. In Tableau, the data looks like this: But if you drag in Book Id, (which is a more granular field), the calculation updates based on that new granularity since aggregate calculations are performed at the visualization level of. However, I do want to see for each date in that range, how many device could have been active (whose first active timestamp <= that date and last active timestamp >= that date), so that I can apply it to the date range and see how potential number of. 2 We will open up Tableau 10. 2. The easiest way to make a crosstab table is to drag measure values onto the Text mark. Rolled Over from - Contains the AccID if the account is rolled over from an older account. No. Data blending has been around for a long time – it was there before the Google Analytics connection. Once the. The Example. Step-2: How to create Table Calculation. This task assigns the states in the Population data source (primary) in the "null" region into a region. The M:1 and 1:M boxes on the upper left and lower right represent groups in the primary and secondary source, respectively. Hi, I have two tables like below. Give this a sensible name and select one. In this case, Tableau reads MAX (Block) as MAX (ROBO 1, ROBO 11) and chooses ROBO 11. You will see the Total Sales field appear in the Measure Values shelf. Assignment Actual Work is a field from secondary data source. The target field on any given worksheet is a field from another data source that is. Because multiple, related tables have independent domains and retain their native level of detail, when you drag fields into the view: Data is queried at its natural level of detail. Now, let’s go step by step and see how to use rank function in tableau. In addition, some data sources have complexity limits. If you look at the Blocks tab (which is sorted by day and start time), a procedure starting at 1:11pm would fall in the ROBO 1 block, which started at 12:30pm. Replace the calculated field that references a field in secondary data source with calculated field created in step 2. My question is about blending data in Tableau desktop. CSS ErrorScaling this product across a big company is highly expensive. These will all be secondary data sources. Create a calculation field Diff. Step 2: To start, drag dimension City into the Tableau conditional formatting Rows section as shown below. twb files. Additional Information While replacing ATTR() with MIN() will cause "Automatic" grand totals to show, the grand totals might not be the expected values. In Tableau Desktop, connect to Superstore sample data. Showing Grand Totals with Blended Data | Tableau SoftwareData blending is a method for combining data from multiple sources. For the calculated field, I'm setting it to 1 or 0 based on the condition. Step-2: Select the chart whose calculated field data type you want to change: Step-3: Find your calculated field in the properties panel: Step-4: Hover your mouse over the ‘AUT’ symbol. Doubleclick on one of those fields, and it will be added to your calc window. I have a field called account and for each account, some KPIs are calculated. You are now ready. Right-click the replacement calculation on the shelf, and select Edit Table Calculation. " manually every time. Hello! I have 2 datasets with one connecting field. Join combines the data horizontally, merging the data based on a specific field, such as a shared key or identifier. I'm in a catch 22. Hi All, I'm having problems with a calculated field using blended data. To edit a table calculation: Right-click the measure in the view with the table calculation applied to it and select Edit Table Calculation. Oftentimes KPI dashboards require blending to a variety of secondary data sources, and then a calculation in the primary data source showing the “Percent of Goal”. Loading. ExcelR offers an in-depth understanding of Tableau Desktop Associate Certification training for Tableau developers and complete Tableau Server training for Tableau administrators. You can either use a cross database join to make a new data source drawn from the original two sources, or use data blending to combine aggregate results. What I am trying to do, obtain the number of records for the product when the group is "Automotive" say for example: Please see the detailed explanation below: Two data sources: 1. Inactive Time % - This is where I make use of the blended data sources. On Color, right-click Measure Names , select Filter, select the check boxes for the measures to display, and then click OK. 2. (TestData) have condition Y and X. I am working on developing a calculated field that computes the turnover rate. Mark just true values; Now you are good to go :-) Best, - Hil This is what I did to create v1 of the attached. Now if you are asking to total across rows, well that's a different story and will take the type of new calculated fields like above - so would be a pain ** Robin, The ZN function will not work because of the data blending. Step 5 – Drop the Total Sales measure onto the data area. The view is setup like this: The Grandtotals for the View are not correct. It is necessary to know which dimension in the data source is unique for each row value, or the combination of dimensions. It appears that Window calculations are the answer. The total revenue appears. In the custom SQL field or dialog box, copy and paste the UNION ALL query. The primary data source has: Google Play, iOS, Steam, XBOX. From the “Apply to worksheets” menu, select “All using related data sources. Stacked bar chart with blended data. How to compare blended data sources to classify matching and non-matching records. When two data sets are blended together there is an increase in time to. Place the linking field in all worksheets that the action filter affects. b) Expected subtotal method = SUM (SUM (primary. 2) ATTR([date]) is computed and only returns results where there are dates in the data. Go to the arrow icon option in the top left corner. I then used this method for Blended Grand Totals. For example, let’s say you need to need to produce a global sales figure across your organization, but each region’s autonomy in its data management practices means that the data is stored. If the 2. A calculated field is a formula that performs some action on one or more other fields in your data source. This says to take all the values within a month across the Category dimension. Data source 1 (Region to Sales) - This has sales as per region, in region column we have "KAC" and "IMP" which is business defined Region. Insert the formula for Index(). Key Performance Indicator (KPI) Dashboards. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. It wouldn't turn the two date fields into one. I would like to plot time series and have user select multiple values from the four columns highlighted. Percent-of-total sales over time (Secondary Calculation) It's common to. Data Blending - Calculated Field Hi, I have a workbook which contains a blended relationship between three data sources. With nested table calculations, you can set Compute Using configurations for individual calculations independently. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. In the Calculation Editor that opens, do the following: Enter a name for the calculated field. From the dashboard, add a State filter to the Coffeechain data set. Option 1: Join the data sources with a cross-database join instead of blending. Comparing Matching and Non-Matching Records Across Blended Data Sources Following the calculated field way described in Knowledge base works fine if the individual columns are added to the sheet . It also can be used to test a value to determine if there is more than one response returned. Total aggregations cannot be applied to table calculations or fields from a secondary data source. At the line level it's fine, but what I require is the sum based on supplier like a pivot. Tableau Data Management. For example, if the measures on Table A have a unique row identifier based on Date/Time, use that dimension to remove duplicate values. create new columns in) the extract. When I am blending data in Tableau the data based on day is correct but not if I drill up to month. At that point the calculations only exist in that workbook and aren't available in the data source. With your workbook open and displaying superstore (and the Superstore data source), in the Data window, right click State, Create > Set ; Create a Set State Set, select California and Colorado; Create a calculated field by selecting Analysis > Create Calculated Field. So it will always be pulled into the calculated field as aggregated field and for that your 1st field needs to be an aggregate too because you can't the mix the two. See Troubleshoot Data Blending to learn more about the asterisk. Only data that is relevant to a viz is queried. The easiest way to implement this feature would be to do this like it's done with "Replace. Data blending is a way to combine data in Tableau. This article describes how to create and use calculated fields in Tableau using an example. ×Sorry to interrupt. Then drag Measure Names to Columns. But I am unable to create an aggregate calculation that determines the percent of sales that were above cost, because I can't aggregate a blended measure, as blended measures must already. A row-level calculation is something that is computed for each record in the data. Option 2: Join tables that are in the same data source, instead of blending them. See Troubleshoot Data Blending. Unfortunately, this isn't something I can modify. I'm going to enter this as a proposed solution rather than a comment. When you apply a filter to multiple data sources, you create a source field and one or more target fields. but Primary Data Source is a Tableau Server Data Source (I do not have direct access to the database), and Secondary Data Source is an excel flat file. Advanced topics. In Tableau, select Analysis > Create Calculated Field. Build whatever calculated fields from the secondary that need to be used in in the primary. total)/ SUM(sourceb. When you are in your calc field editor, you have a list of all your fields. Drag a dimension to the Color shelf. Option 2: Use a separate bar for each measure. Hi there! I am using two data sources that must be blended and I want to create a calculation on the maximum date of the primary source. I toggled the calculated field to the filter pill. For * and Null values, the issue may lie in the data granularities and fields used in the report. d)="y" then "Filter Me"I have a calculated field that computes a ratio using two data sources that are blended (SUM(souceA. You can build out the basic ATTR function by adding conditions for when the ATTR function. Right-click the axis > Add Reference Line with the following settings. I have two data sources, one with costs, the other with sales. Under List of Values, select Add from Field > Sample - Coffee Chain > State. I am new Tableau user, I need your help. "All fields in a level of details expression must come from the same data. For example, you could manually map a user named “Alice” to the value “East” so that she only sees rows in the data source where the “Region” column is. if actual run time falls in between expected start and end time, file is processed otherwise failed. 1. Right-click the axis > Add Reference Line with the same settings of step 4. I have a parameter date that I use to be able to filter across both sources and to show last year's information and this year's information in the same view. ”. Doubleclick on one of those fields, and it will be added to your calc window. In v8, you can use that DB1 blending or the new "DB2" blending where A) the linking fields don't have to be in the view, instead you just click on the linking dimensions in the secondary in the Data Window, and B) you can control those linking dimensions on a per-worksheet basis. 4. Course Description. 2 and work through the steps. ThanksThe ATTR function evaluates all the members within the field and returns a value if 1) there is only a single value (MIN = MAX) or 2) all members are identical (MIN = MAX) else it returns "*". a) x MAX (secondary. ) with the column on the right (% population). You can refer Troubleshoot Data Blending and troubleshoot issue (usually * happens if the view has different granularities) 3. For example, you could manually map a user named “Alice” to the value “East” so that she only sees rows in the data source where the “Region” column is. CSS ErrorTo do this operation, we require the following steps: Create a new sheet. Hi All, I have expected file results and actual file results tables in two different databases, (linking is not allowed), and I am blending these two data sources to get the data from these 2 tables. Advertising cookies track activity across websites in order to understand a viewer’s interests, and. The CY dataset contains around 1100 records. I have a scenario in which I need to blend the data. Applies to: Tableau Cloud, Tableau Desktop, Tableau Public, Tableau Server. If you are looking at data from two disparate data sources, then you either need to join the data into one data source, or define the relationship within Tableau in order to use data blending. THEN MAX (Block)". I am using a calculated field to determine whether a STATE is X or Y: IF ATTR([Sheet1 (TableauTest2)]. For more information, see Showing Grand Totals with Blended Data (Link opens in a new window) and Grand Totals and Subtotals Do Not Show Expected Numbers With Table Calculations (Link opens in a new window) in the Tableau Knowledge Base. 3. In this example, the field is called, Discount Ratio. As seen in attached sample workbook, we. Option 2: Create a calculation using WINDOW_SUM () Drag the linking field (s) from the secondary data source to Details on the Marks card. It displays the measure accurately within each color segment. Create a Calculated Field to Link Account. Blending from a polygon-based map to an existing data source which uses 1-to-many joins. Right-click the replacement calculation on the shelf, and select Edit Table Calculation. In the calculated dialog box, complete the following steps: In the name box, enter State Filter. Standard aggregations include summation, average, and several others. Ali. For example, I export a data dump of employees at the end of each month, and I stack that on top of the previous month end data dump report. 1) Tableau queries the data source and returns record-level and regular aggregate results (which are sparse). With data blending, the linking field from the primary data source must be in the view before you can use a level of detail expression from the secondary data source. See Set the Default Aggregation for a Measure. I created calculated field 'SO Placed?' in the account inquiry data source using the following: IF [Data (Sales Orders)]. If all the field are in the original data set already would be like this. For example, select Analysis > Create Calculated Field, and in the Formula text box, type the following formula: This will be ugly because one set of fields will all be NULL, but I think we can use some calculated fields to make this work. 2 Answers. The automatic grand total is incorrect: it shows. This can be a single value selection or multiple value selection by using the CTRL-key. Issue. Create a new field called “Total Google Reach ” . It's hard to follow all the descriptions and keep all the details straight without an actual workbook. You should be able to create a new local data extract that combines the multiple data sources in your current workbook, along with calculated fields. Please check the attached workbook for details. Download the data source to Tableau Desktop, create the calculations, then republish the data source. In my other data source I have a field called sum_total_request_count (How many total requests were made). When creating a calculated field and then having platform as columns I get the following result: Steam and XBOX does not have revenue appearing even though the primary data source has data for those values. A blend merges the data from two sources into a single view. In this example, the calculated field is named "Ex 1: % of total sales per segment within region" Drag the green SUM(Sales). IF calculation with aggregate functions. All of the work is done in Tableau. CSS Error1. I then create a calculated field to use as a bridge to the second data source to filter only the child associated with the. Union combines the data vertically, concatenating the rows from multiple sources. The option to change the aggregation type of the grand total to something other than Automatic is grayed out. In order to create the waffle chart I am blending it with another datasource using the calculated field defined as [Week 5 (Week5Bond)]. When you are in your calc field editor, you have a list of all your fields. In the Data pane, select the State data source (secondary). As calculated fields are specific to each workbook as they are created inside workbooks. So it will always be pulled into the calculated field as aggregated field and for that your 1st field needs to be an aggregate too because you can't the mix the two. Then it will not blend. When you want to add fields from your secondary source, while still in the calc editor, click on your secondary data source in the data source shelf. I selected "Specific Dimensions", then checked on all the dimensions, and finally selected to restart every month. Absolutely - if you just take out Location from the view, this will work. Is there something in the original data source that fills in that field (like a space)? edited: I think I figured out part of the problem - both the STL and Tulsa P10 2015 data sets don't even have t. Also you might need to create a duplicate calculation and the % and convert it to Discrete and in that case it would be visible. Go to Analysis > Create Calculated Field. I'm using a multiple axis crosstab as I need to be able to color individual columns separately, but I can't sort the data on "percent to budget", it doesn't show up in the "Sort by Field" list. Then, blend on those fields instead of the row_date fields. The PY Dataset contains a subset of those records (700 records which ALL exist in the CY dataset). With the extract, your workbook will point to the data extract and everything should remain the same. Row-level calculations. If you open a dashboard, Explain Data will analyze it for outliers. Answer. 2) As they mentioned in the solution, it is not production complaint. In the Data pane, fields and calculated fields are automatically organized by their native level of detail. I hid the existing dimensions and used the calculated field instead for. Blending data lets you create charts, tables, and controls based on multiple data sources. Data Source page changes. One is Insurance Policy data e. I tried having both the calculated fields in the same data sources and using the filter values applied to the data set within the same source but it is no use. What I want is to calculate via a calculated field the number of times when the stock is out of boundaries. There are some potential work arounds, but they are limited and clunky. Step 6 – Right-click on the Total Sales measure in the Measure Values shelf and choose Edit Table Calculation. e. My workbook is connecting to two data sources. Where [Date] is the field you want to filter and [Parameter Date] is your new parameter. Above that list is a pulldown of all your other datasources. Let me. The new metric will be added to the blended chart. items) as a string in a parameter and pass that to a second workbook. The percentages are calculated with the Sales measure aggregated as a summation, and are based on the entire table. e. In this example, Data Studio’s “filter controls” let the viewer select the partner account and date range. Then drag Quarterend date to Rows, since we want financial data by date. You've ruled out data blending as an option, that could work as well. )I'm currently struggling with a particular issue for data blending. Process for Creating the Dynamic “Parameter”. Performing calculations with fields from more than one data source can be slightly different than an ordinary calculation. We recommend using relationships as. To calculate: 1. I would really appreciate some help with operations on a calculated field with multiple sources. CSS ErrorThe blended data helped the client’s sales team suggest products to cross-sell to key accounts. Also, if your calculated field is a regular aggregate (i. b) Use an R script. Data blending has been around for a long time – it was there before the Google Analytics connection. SUM ( [Sales])-SUM ( [Sheet1 (target)]. Blending and dividing 2 data sources?? Hello! I am trying to take 2 Excel spreadsheets as data sources in Tableau and create a calculated field. Key Performance Indicator (KPI) Dashboards. Change the default sort order of the field using the various options, and then click OK. Considering how Tableau blending works--basically as an aggregated subquery rolled up to the level of your related fields--you are stuck with needing all fields to be aggregated before being leveraged in a blended-data-source calculated field. Option 1: Use a separate bar for each dimension. With this action, the null values will be removed from your view, ensuring a more accurate representation of your data. I selected "Specific Dimensions", then checked on all the dimensions, and finally selected to restart every month. I have sales orders in one data source (columns highlighted blue) and account inquiry data in another (columns highlighted orange). Tableau Calculated field (can't mix aggregate - non aggregate functions)Applies to: Tableau Cloud, Tableau Desktop, Tableau Server. Select Analysis > Create Calculated Field; In the Calculated Field dialog box that opens, do the following, and then click OK: Name the calculated field. Cause Tableau Desktop cannot identify what information to use for the action filter if the field used for blending is not included in the views that are affected by the action filter. In the view toolbar, select Data Guide to open the Data Guide pane. 2. If you want to hide this column from your report, just remove the tick mark on "Show header". Drag the New Custom SQL table from the left pane to the join area. Right-click the 2017 header in the view and select Exclude. This article will guide you through the process of concatenating. While blending a secondary source, you are blending the second source thats post-aggregated and the results will be grouped based on dimension that is being joined. From the Data pane, under Measures, drag Sales to Text on the Marks card. The reason I told [Diagonal] not to execute if [index across]=1 is because Tableau will walk back 5 from there.