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Tableau Chart 3 unmatched transaction ID

Tableau Chart 3 unmatched transaction ID


Hi, i made my chart following your instruction. I had the same chart as below


but when i look up in excel. Count of transaction ID in each month is different. why?


1 Answer

365 Team

You can look at lection 282 and try to fix your problem. 🙂
Or you can try the following:

(I recommend creating a new blank file on Tableau to make sure you do everything correctly from the first time, add the sales and reviews without creating a join between them, a.k.a. add the first one and then on the Sheet 1 add the second one using the small database icon as shown in one of the last videos)
1. Click on the Audiobook Sales database. Make the “Date of Purchase” be considered by Tableau as a date, rather than a number.
2. Go on Data (between File and Worksheet in the top menu) -> Edit Blend Relationships. Select Sales as your primary source and then click on “Custom”, then “Add”.
3. Match TransactionID with Transaction ID, Audiobook Name with Audiobook Name and Date of Purchase (Month) with Review Date (Month). You can do the latter by clicking “Add”, then “>” on the left side of Date of Purchase/Review Date and then “MONTH”.
When you’re done with this blend, create all of the calculated fields as they show it in the video and it should work fine.