Tableau Data - Displaying Custom Fields (Data Lake)

[sydney_peterson]

Hi Community! 

This is a bit of a long shot but I am testing the tableau - workfront data connection via snowflake and I'm trying to build a few simple visualizations. Perhaps I'm just not familiar enough with tableau yet, but I am not understanding how to add custom fields from my data source if I want more than one field per object (two custom fields that sit on a task form for example) Maybe I just need more time with it and to be fair, I am a system administrator with no SQL experience, so maybe this is too technical for me, but I figured once I made the connection, it would be drag and drop, with a bit of a learning curve to navigate the data and how it's displayed. 

Has anyone had any luck building visualizations in Tableau yet where you have multiple custom fields across a few object types in one report / dashboard? I am lost and there's no documentation available. 

I do have a meeting with someone in my company who has more advanced Tableau experience next week, but I want to make sure I can explain the custom field data when the time comes, and right now I'm struggling to understand how this is supposed to work. 

Thanks in advance for any insight! 

Sydney

[RowvillBh1]

Hi @sydney_peterson  , the way those tables work is you use the Custom current table of the object you are looking for. And then join the two table using a unique ID. For e.g. if you are creating a project report but need task level custom fields then you would need to first pull the PROJECTS_Current table and then join with the TASKS_Custom_Current table using the projectID as key. In your TASKS custom table each task will have multiple rows for each parameter (custom field) and the value entered in that custom field. You basically need to filter it down to the custom fields (parameter IDs) you are looking for.