Thanks, Adrian. accounts that have not placed orders) and vice versa. In order to create the waffle chart I am blending it with another datasource using the calculated field defined as [Week 5 (Week5Bond)]. Tableau Desktop; Resolution Use one of the following workarounds:. That tells Tableau to do the operation on a column-by-column basis. Thanks . 2. 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. I also want Bob to have access to all sales data for states NY, PA, CT, MA, ME, and NJ. 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. In this case you partition by Movie and address by days. But it works the same way on different date fields in the same data source. The source field is the field you're filtering with. I have two separate data sources within my project, and I am blending the data. When I try to graph the distinct count of project ids vs the VendorClass, however, I see every project getting the. I knew there is a way as below link, but that way I have re-do all calculated fields which is really time consuming. . For example, select Analysis > Create Calculated Field, and in the Formula text box, type the following formula: How to compare blended data sources to classify matching and non-matching records. Unfortunately, this isn't something I can modify. Just saw your reply back. In general, data blending should incorporate secondary data sources which are at the same LOD or more coarse-grained than the primary data source. Here are the 7 major steps for putting this together: Set up your primary (main) and secondary (parameter) data sources. I selected "Specific Dimensions", then checked on all the dimensions, and finally selected to restart every month. Combining dimension values to create an additional dimension value. Name the new calculated field to your preference. Calculated Field based on two data sources. The target field on any given worksheet is a field from another data source that is. Open a new dashboard and place. To calculate: 1. In the following example, the Market Share calculated field is not listed in the Field drop-down list. Absolutely - if you just take out Location from the view, this will work. In the last two articles of this parameters Deep Dive, we’ve learned how to use parameters with filters and within calculated fields. If you create a quick filter on a field from data source 1 and apply this quick filter. This task assigns the states in the Population data source (primary) in the "null" region into a region. Step 2: Click on “Add metric”. Select the arrow icon and click on the "create a calculated field" option, as shown below. In the Calculation Editor that opens, do the following: Enter a name for the calculated field. [Target]) 3. The solution to this was to blend this data on top of my primary to get all 400 chargers. Click the link mark right to data field Sub-Category of the secondary data source Sheet1 (target) 2. Performing calculations with fields from more than one data. I have a field called "group" in one of the sources for each product. Step 2: Create the Calculated Field. Because that very same entity does not have any value in the primary data source. For example, the view shows the difference in average regional sales between quarters. Enter the following formula:June 2, 2016. IF SIZE. 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. As a result, I cannot set them equal to each other without them resulting in null. Data Grid. In a worksheet in Tableau, select Analysis > Create Calculated Field. ex. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Create an extract of the blended data source, and publish that extract to the server. I need to count distinct the number of IDs using the COUNTD() function, but every time I drag the ID field (from the secondary data source) it changes it to an ATTR() and I cannot count distinct an aggregated function. Set the value to true in your data source filters. 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. This is the filter that you will use in the Filter pane. The Example. When you apply a filter to multiple data sources, you create a source field and one or more target fields. In this case, Tableau reads MAX (Block) as MAX (ROBO 1, ROBO 11) and chooses ROBO 11. Both source fields and target fields appear on the Filter shelf in their respective worksheets. ; Drag the Region field to the Color shelf on the Marks card. Row level calculations are by definition within the same data source. {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. Put this new calculated field on the Filters Shelf and choose select All Values. Which can be interpreted as "there is more than one value". CSS ErrorTo do this operation, we require the following steps: Create a new sheet. Then drag Measure Names to Columns. Your new blended data source and chart will be created. And the "show empty rows" selection is automatically greyed out when i blend data. The target field on any given worksheet is a field from another data source that is. Tableau offers several blend methods, including Union, Join, and Data Blending. In the Data pane, select the State data source (secondary). My question is about blending data in Tableau desktop. Typically, the ATTR() aggregation can be used to get row-level values from the blended field. Hello Folks,. The CY dataset contains around 1100 records. 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. An example, perhaps sales progress to a target impacts the bonus. 2 Answers. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Blending will "blend" them together into a single element. As you have probably guessed, blending messes up the aggregated calculation for the total cost of each order, and consequently of each day. 1) Tableau queries the data source and returns record-level and regular aggregate results (which are sparse). Unknown file type Blend-test2. created a parameter and added values to parameter from the primary data source and created calculated field like Parameter = column_name from secondary data source. Resources Toggle sub-navigation. On the Columns shelf, right-click Measure Names, select Filter, select the check. [tier] == 0 then "Low vendors" elseif max [Secondary]. [Amount])=0,'Ghost','Actual' ) Why does this show up as a. The easiest way to make a crosstab table is to drag measure values onto the Text mark. Option 1: Join the data sources with a cross-database join instead of blending. Advertising cookies track activity across websites in order to understand a viewer’s interests. The PY Dataset contains a subset of those records (700 records which ALL exist in the CY dataset). Think of a relationship as a contract between two tables. This says to take all the values within a month across the Category dimension. b) Use an R script. 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. Step 5 – Drop the Total Sales measure onto the data area. Drag Measure Names to Color on the Marks card. If all the field are in the original data set already would be like this. A datetime field in the primary data source, for example, will not blend with a date field in the secondary data source. In a calculated field, try writing a measure that combines the data you want to sort. Then change the calculation type to discrete. I have a scenario in which I need to blend the data. At its core, the function is performing the following test:. 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 . In the formula field, create a calculated field similar to the following: SUM([Profit])You can also solve this using data blending. I attended a 'Tableau Doctor' session at the Tableau Conference, and the expert confirmed this functionality is not possible on a blend due to the order of operations, with blending happening last on Tableau's processing logic/order of operations. Create a calculation field Diff. When finished, click OK. In short, this will act like a filter to the 'Data to Map to' sheet, and give only P07 data, as it the maximum value in the 'Sales Cycle' column. In the Formula text box, create a calculated field that aggregates the measure you would like to sort on. 2 We will open up Tableau 10. In the last two articles of this parameters Deep Dive, we’ve learned how to use parameters with filters and within calculated fields. Tableau data blending with calculated field There are rare situations where the requirement is to blend on a calculation, on a measure. 2) As they mentioned in the solution, it is not production complaint. To calculate: 1. total)/ SUM(sourceb. I would like to plot time series and have user select multiple values from the four columns highlighted. It is imperative that this is done as a DATA BLEND and not a JOIN. If this aggregation is ATTR() then the grand totals may be blank. Data blending. Option 2: Join tables that are in the same data source, instead of blending them. For * and Null values, the issue may lie in the data granularities and fields used in the report. Prep will retain the calculated fields. Your visualization updates to a text table. I am new Tableau user, I need your help. When I created a calculated field to. 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. Hi All, I'm having problems with a calculated field using blended data. Blend as normal - you'll only return 1 value per name from the. Now we need to create a calculated field that contains all the values in the set. if actual run time falls in between expected start and end time, file is processed otherwise failed. ; In the Data window, click the Superstore Sales data set. When you apply a filter to multiple data sources, you create a source field and one or more target fields. So in this case Tableau will write out calculated fields into the data source (extract). I have a field called account and for each account, some KPIs are calculated. Drag a dimension to Columns. Provide a name to the calculated field: Shipping Delay. Advertising cookies track activity across websites in order to understand a viewer. Join combines the data horizontally, merging the data based on a specific field, such as a shared key or identifier. All calculated fields have equal signs (=) next to them in the Data pane. then right click on the parameter and show it. (This will not work on calculated field's that have been created in Tableau). In each account, create a calculated field named [GA Account] hard-coded to the name you had in the. By default Tableau does TABLE(across), which gives me the max in each dimension going across the chart. I then create a calculated field to use as a bridge to the second data source to filter only the child associated with the. That calculated field is graphed on a bar chart which has a field from the main data source on the color shelf. Any time data blending is in action tableau will be querying multiple datasets. Advertising cookies track activity across websites in order to understand a viewer’s interests, and. In my primary, I define another calculated field to do the aggregation for each project by tier: VendorClass: if max [Secondary]. I'm trying to add a calculated column with a simple IF statement on a blended data set. CSS ErrorThe data set considered here has information regarding order date and ship date for four different regions. I have two data sources with a common field Product and have blended the same. The target field on any given worksheet is a field from another data source that is. [Sales Cycle])} THEN [PY Sales] ELSE 0 END That article mentioned this method works when "2 Data Sources with Identical Data Structures" which is not the case here. On the Marks card, change the. In the Open dialog box, find your Excel workbook, click the Open drop-down menu, and then select Open with Legacy Connection. Tableau has an answer: Data Blending. Tableau provides Date Functions to deal with temporal data, like DAY, MONTH, and YEAR. For a SUM() measure this looks the same as a Sum of Sums, but for an AVG() measure the Grand Total is an Avg computed across every row. These will all be secondary data sources. number of policies, total premium etc. Right-click the axis > Add Reference Line with the same settings of step 4. In the Data pane, right-click the Top N Customers by Sales set, and then click Create Calculated Field. a)) x MAX (secondary. 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. i. For example, you can blend data from different BigQuery tables—say customer information and order details—and visualize that information in a single Looker Studio table. Tableau utilizes data blending to merge information. From the Measures pane, drag Measure Values to Rows. In Tableau 2020. If you select a sheet in the dashboard, Explain Data analyzes the. 85-95% of target may equal Bronze, 95-105% may be Silver, etc. A calculated field is a formula that performs some action on one or more other fields in your data source. Right now I need to update each calculated field to find variation from previous data file. 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. Tableau Data Management. Note: The primary data source is indicated with a blue check mark, any secondary data sources and fields from secondary data sources have an orange check mark. With this action, the null values will be removed from your view, ensuring a more accurate representation of your data. Download the data source to Tableau Desktop, create the calculations, then republish the data source. d)="y" then "Filter Me"I have a calculated field that computes a ratio using two data sources that are blended (SUM(souceA. Step 1: Create the calculated field. We have two data sources, Coffeechain and Superstore. 1. Blending from a polygon-based map to an existing data source which uses 1-to-many joins. 1 or later you can avoid the need for the custom calculation and use the two pass. For Allowable Values, select List. If I have filter 'Category' and choose 'Furniture', the 'Sub-category' filter items on the dashboard are not reduced to show values relevant to only 'Furniture' category. If you have two very similar data sources each with dozens or hundreds of fields and for one you already created a huge amount of calculated fields, set and parameters, it would be great if you simply could copy and paste them to the other data source. Just change your calculated field like shown below. Also you might need to create a duplicate calculation and the % and convert it to Discrete and in that case it would be visible. The concept of "row" is meaningless across two unrelated data sources. I solved this. 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. You are now ready. I'm using this as a filter, and I want the blank sheet to cover the parameter if it's 0, and the parameter to be visible if it's 1. 2 data sources blended: 1 published: where I have at reference level information of the flows that help me calculate the min and maxi inventory. Counting a row in a. Work across blended data sources. Below is an example of using Attribute in a table calculation. Now, let’s go step by step and see how to use rank function in tableau. When you apply a filter to multiple data sources, you create a source field and one or more target fields. I need to find the difference in days between "Open Time" and "Go Live" for calculated column I want to use as a filter. Thanks, Shin. Otherwise how Tableau will know what to filter. Unsupported aggregations in data blending Hello, I have a distributor dataset with product ships and returns (one report covering six months), and a retailer dataset with product retail sales and stock (covering the same six months but composed of. Please find a sample of the data below - it's on my Tableau public profile. According to the year, quarter, month, week, and day, you need a new calculated field to display the sales. In this example, the field is called, Discount Ratio. In the custom SQL field or dialog box, copy and paste the UNION ALL query. Create a Calculated Field to Link Account. Format the date show that is shows the full date. With the extract, your workbook will point to the data extract and everything should remain the same. This says to take all the values within a month across the Category dimension. 1 excel extract where I have the daily stock data of 1 one year. Right-Click on the selected charts to drop down the select menu and select “Blend Data”. The Assigned Block calculated field goes through the logic and gets to the "IF. 2) As they mentioned in the solution, it is not production complaint. Drag the calculated field to the Color shelf on the Marks card to create a view that shows which fields match and which fields are different between the two data sources. 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”. The name of this calculated filed is 'MedEarnAndTotals'. When you are building a viz with fields from these tables, Tableau brings in data from these tables using that contract to build a query with the appropriate joins. Go to the arrow icon option in the top left corner. If you don't want to display the PayerId, right click and deselect "Show header. Create the new field by adding Impressions + Total Views. But my main concern was, what if I have to use the same date field in the calculated fields in both data sources. 2) ATTR([date]) is computed and only returns results where there are dates in the data. (TestData) have condition Y and X. You can build out the basic ATTR function by adding conditions for when the ATTR function. Drag Measure Names to Color on the Marks card. 2. Environment. Although those field values can be re-aliased. b) Expected subtotal method = SUM (SUM (primary. 5. Select Analysis > Create Calculated Field; In the Calculated Field dialog box that opens, do the following, and then click OK: Name the calculated field. Percent-of-total sales over time (Secondary Calculation) It's common to. Option 2 Join the data using cross-database joins rather than blending. Using a data source that has multiple, related tables affects how analysis works in Tableau. Select one, and you'll see the fields for that tadasource. By extension, Bob's colleague Tom Brown requires access to his own sales data, and also all sales data for NY, PA, and FL. This requires a data structure that can link entitlements to the Tableau username; The data is filtered by the entitlements for that user. The secondary data source only has: Google Play, iOS. Since we are not sure of what the source is, you may want to start from the non-calculated fields first and keep adding to. As calculated fields are specific to each workbook as they are created inside workbooks. A calculated field that itself has a table calculation and includes at least one calculated field with a table calculation. Under List of Values, select Add from Field > Sample - Coffee Chain > State. Then just drag fields from data field list for the secondary source into the calc editor. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Create a calculated field by selecting Analysis > Create Calculated Field. Blending from a polygon-based map to an existing data source which uses 1-to-many joins. a) If the data source is a data table, you can do a self-left join on Column 1 from Column 2. I hid the existing dimensions and used the calculated field instead for. I wonder if that is the reason it does not work for me. How to compare blended data sources to classify matching and non-matching records. Doubleclick on one of those fields, and it will be added to your calc window. When finished, click OK. So, now the third field could mean displaying the table across values in the pane for the individual values, and the table down value for the total/grand-total value. To create a new calculated field, from the primary data source (here: Sample Superstore), select Analysis > Create Calculated Field. to another account. I have a filter for Resource Manager-The totals were correct for the. Step-1: View of the Data. The key is telling tableau which way to walk along the grid, and LOOKUP will dutifully go there. 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. Tableau(Calculated Field) 0. Training includes 30 hours of hands-on exposure to ensure that you are left will a feeling of being an expert at the Tableau tool usage. 3) To keep only the last row create a second calculated field Whether Last or not using the Last() function and selecting the default table calculation (blue font) with the same selections as Running total above i. Rolled Over from - Contains the AccID if the account is rolled over from an older account. The other option is to add a min and max date to your primary data source. From the Measures pane, drag Measure Values to Rows. 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. Enter the concatenation formula, for example, [FirstName] + [LastName]. Step 6 – Right-click on the Total Sales measure in the Measure Values shelf and choose Edit Table Calculation. Filtering Across Multiple Data Sources Using a Parameter; Cause A sheet cannot be filtered by a field from a secondary data source. I blended data for category (Kategoria Produktowa Poziom 4). 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. Tableau will not disable calculations for these databases, but query errors are a. Exclude the NULL values. However, this. Open a new workbook and on the Connect page that opens click Excel. Data blending has been around for a long time – it was there before the Google Analytics connection. So you wouldn't be able to compare the dates from rows of Something and the dates of rows from Dim_Date. A datetime field may be converted to a date field using a. " It seems like conceptually, one would want to have calculated fields that are independent of any data source (because they are independent of data) and. Where [Date] is the field you want to filter and [Parameter Date] is your new parameter. Join combines the data horizontally, merging the data based on a specific field, such as a shared key or identifier. I would like to see a ratio of the two, so I created the following calculated field: The above method is called data blending. Enter the formula: DATEDIFF (‘day’, [Order Date. Calculated fields are always saved in the workbook and you can see them in the . 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. Drag a dimension to the Color shelf. 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. )I'm currently struggling with a particular issue for data blending. This removes the need for tedious workbook maintenance and. Hello everyone, I am working on the accounts data of a certain financial institution. Any chance you can upload a sample workbook. For the calculated field, I'm setting it to 1 or 0 based on the condition. 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. Use a calculated field in the view2. 2) In the primary data source, created a Top 1 Set called "Is Latest Date" on the Date field dimension using MAX(Date). At that point the calculations only exist in that workbook and aren't available in the data source. Tableau provides a set of predefined aggregations that are shown in the table. The View Data window displays row level data at the correct level of detail, without replication, to make validation easier. The inner IIF() is a row-level calculation that evaluates the In/Out of the Set, then that gets wrapped in MIN() because we’re working across the blend – Tableau requires us to aggregate all measures and dimensions used in calculated fields from other data sources. How to use a field from Blended data source in FIXED LOD calculation? Why Tableau Toggle sub-navigation. Then add that new calculated field to your filters and show only true. 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. I am blending these two data sources considering Datasource A as primary. 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. Process for Creating the Dynamic “Parameter”. Expand Post. When I put category on either the row or column shelf I am getting the erro r "Cannot blend the secondary data source because one or more field use an unsupported aggregation". CSS ErrorScaling this product across a big company is highly expensive. Prep will retain the calculated fields. You can turn on subtotals and totals too. Initially it seemed to work. IF "Retailer Group" == "Date_start" THEN DATE ("1/1/2012")Data Blending - Calculated field. Standard aggregations include summation, average, and several others. It wouldn't turn the two date fields into one. 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. achieving the above mentioned fraction with the condition of selecting data only for the last month available using a *calculated field* and blending the two data sources with the available fields for dates in both data sources?. Tableau Calculated field (can't mix aggregate - non aggregate functions)Applies to: Tableau Cloud, Tableau Desktop, Tableau Server. This is one of the most common Tableau errors that users run into, and it’s very simple to solve. Create a new calculated field on the "Sheet1 (faketeamnames)" data source with the calculation [Team Name Parameter]=[Team Name]. In the calculation dialog box, do the following: In the name text box, enter Sales for Store - South. My workbook is connecting to two data sources. 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. Work across blended data sources. Additional Information While replacing ATTR() with MIN() will cause "Automatic" grand totals to show, the grand totals might not be the expected values. 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). The view is setup like this: The Grandtotals for the View are not correct. This is hack-y, but it works: Create a calculated field based on the measure that would return the right alphanumeric sort, such as -SUM([Sales]) for a descending sum of Sales, then put that as a Discrete (blue) pill to the left of the dimension you want to sort, and finally turn off Show Headers for the -SUM([Sales]) header. Then the calculation is in the data source and available to other users of that data source. From the Data pane, under Measures, drag Sales to Text on the Marks card. Here are the 7 major steps for putting this together: Set up your primary (main) and secondary (parameter) data sources. When using a single data set everything on the view is represented by a single VizQl query. Select Analysis > Create Calculated Field. 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. A datetime field may be converted to a date field using a calculation to remove the time portion. Sales Order Placed? ZN comes from the sales order data source. 2. Loading. Your visualization updates to a text table. Tableau has an answer: Data Blending. In the Calculated Field dialog box that opens, complete the following steps: In the Name text box, type Subset Labels. Calculated fields with an IF statement not working after replacing data source Hi everybody, I have a workbook using an Hyper extract. Data blending is particularly useful when the blend relationship. Use a blend when: You want to combine measures or dimensions with the same meaning but different names in each table. ×Sorry to interrupt. You will see the Total Sales field appear in the Measure Values shelf. For example, Bob Smith should have access to his own sales data per the calculated field username = local_identifier. A new window will appear on your. A calculation editor pops up on the screen. Row level calculations are by definition within the same data source. create new columns in) the extract. Drag the New Custom SQL table from the left pane to the join area. [Target]) 3. This was the method used before Version 10. The COUNTD Alternative example workbook uses Distinct Customers. Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific. This can affect the data included in the blend tables and change the output of the blend. Data blending is a method for combining data from multiple sources. I then create a calculated field to use as a bridge to the second data source to filter only the child associated with the. The percentages are calculated with the Sales measure aggregated as a summation, and are based on the entire table. Course Description. Here, you would still see 'Null'. If I blend my data, create a dashboard with data visualized from both the blended sources, I expect to be able to set a global filter on the linked field(s) of the blended data. When I searched "Door ID" in data source 1, I was able to find some of the values. shin - while your solution solves the problem for the blended data, it introduces a problem for the pivot data (NAICS code, hoovers industry, and company name); i am now getting 'asterisks' in those tag clouds. Understanding constants in a multi-table world. If you want to hide this column from your report, just remove the tick mark on "Show header". Build whatever calculated fields. JagThe set of data entitlements for the user is retrieved from all possible data entitlements. Instead of the sum of all sales per region, perhaps you want to also see the average sales per customer for each region. If a site's purchase date is after the period end date, then I return null; if the purchase date is before the period start date. Create a calculation field Fail or Succeed to check whether the region reached the sales target of a certain Sub-category or not. Normally if i am using the same data source to calculate running sum of a measure ,I would create a calculated field using running sum function and go to the compute using-> advanced-> field and then select the measure and check the descending order button. 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. Loading. Step 2: Create a Set and use it in a calculated field. co as a source. 0. I have sales orders in one data source (columns highlighted blue) and account inquiry data in another (columns highlighted orange). If I blend my data, create a dashboard with data visualized from both the blended sources, I expect to be able to set a global filter on the linked field(s) of the blended data. In the Calculated Field dialog box, do the following and then click OK: Name the calculated field. Ali. Issue.