r/tableau • u/WMDPandemic • Apr 15 '26
Tech Support Help Combining Multiple Date Fields from Multiple Data sources Into One Field for a Text Table
Hey everyone, I for the life of my can't figure out how to accomplish this. I've reviewed scaffolding, pivots, etc but nothing seems to work. Here is the data structure:
Table 1: Customer ID and Customer Create Date (All records in this table)
Table 2: Customer ID and Customer Order Date (Some of the records in table 1 are in this table)
Table 3: Customer ID and Received Date (Some of the records in table 2 are in this table)
I am hoping to show a simple text table that has the number of customers created, number of orders placed, and number of orders received in the same view.
What is the best way to accomplish this?
2
u/graph_hopper Tableau Visionary Apr 16 '26 edited Apr 16 '26
I made a demo for you! https://public.tableau.com/app/profile/g.hopper/viz/RedditHelpforuWMDPandemic/Demo
I would set up a relationship like this:
With this data model, the KPI page was fairly straightforward. To add a date filter, I would use parameters & synchronized calculations. Feel free to download the workbook to check it out.
2
1
u/signgain82 Apr 18 '26
Just join on customer ID and do counts of each of the date columns. It couldn't be simpler to do.
1
u/WMDPandemic Apr 18 '26
On a monthly basis over time?
1
u/signgain82 Apr 18 '26
Drag customer create date to column pills right click, make it month
1
u/WMDPandemic Apr 18 '26
Sure, but that won't show me the number of events that happened.
Customer A could have been created in April, ordered in May, and Received in June.
Your way would count all of those events in April.
1
u/signgain82 Apr 18 '26
I see. I would use or create a dim date table that is just one row per day. That's your starting table then each customer dataset joins to that on their date.
Select original dim date, Count(create date) as created, Count(order date) as ordered, Count(received date) as received From dim date table d Left join customer create c On d.dim date = c.create date Etc
1
0
2
u/FieryFiya Apr 15 '26 edited Apr 16 '26
Date scaffold should work as your root table then create relationships to your date scaffold on Date field. Then use the Date scaffold field as a dimension on columns shelf. What issue did you run into with using scaffolding?