Unable to Link Matching Values from Different Dimensions

Published: 01 Dec 2016
Last Modified Date: 20 Jun 2017


You are unable to link matching values from different dimensions.

For example, the underlying data may contain the fields [Origin], [Destination], [Origin Amount], and [Destination Amount]. The goal would be to show list of all places with their associated values of [Origin Amount] and [Destination Amount]. The issue is that [Destination Amount] is not associated with a place but with a specific value of [Origin] and the value of [Destination] on the same row.


Tableau Desktop


Option 1: Pivot the data

Using the above example, the underlying data should have the fields: [Place Name], [Origin or Destination], and [Amount]. 

For some data sources it may be possible to pivot the data in Tableau Desktop. See the following entry in Tableau Help for more details: Pivot Data from Columns to Rows

Option 2: Blend in a duplicate of the data source

  1. Navigate to Data > Sheet1 (Sample) > Duplicate
  2. Navigate to Data > Edit Relationships…
  3. In the Relationships dialog, do the following and click OK:
    1. Select Custom
    2. Remove all existing relationships
    3. Add a relationship for Origin =Destination
  4. Use fields with values relating to the origin, such as [Origin Amount] from the primary data source, and fields relating to the destination from the secondary data source.
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