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Joining Data in Tableau 29

This document discusses different types of joins that can be performed in Tableau to combine related data from multiple tables. It explains that an inner join returns only records that match between the left and right tables, while a left join returns all records from the left table plus matching records from the right table. A right join prioritizes the right table and returns matching records from the left table. The document provides examples of each join type using order and return data from a sample superstore dataset, and explains how to define and interpret the results of joins in Tableau.

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Giri Raj
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48 views

Joining Data in Tableau 29

This document discusses different types of joins that can be performed in Tableau to combine related data from multiple tables. It explains that an inner join returns only records that match between the left and right tables, while a left join returns all records from the left table plus matching records from the right table. A right join prioritizes the right table and returns matching records from the left table. The document provides examples of each join type using order and return data from a sample superstore dataset, and explains how to define and interpret the results of joins in Tableau.

Uploaded by

Giri Raj
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Joining Data in Tableau – Inner

Join
1. Objective
In this tutorial for Tableau, we are going to learn about joining data in
Tableau Software, how to create tables, inner join, and Left & right join data in
a tableau. So, first of all let us start today’s journey with Joining Data in
Tableau.

Joining Data in Tableau – Inner Join

2. Introduction – Joining Data in Tableau


Most Tableau users aren’t database experts. This section introduces a
fundamental database concept—joining data in a tableau. Seldom will your
data source include every bit of information you need in a single table. Even if
you normally connect to excel it may be advantageous to use related data from
more than one tab.
For whatever length of time that the information lives in a solitary spreadsheet
or database and each table incorporates one of a kind identifiers that tie the
tables or tabs together, you can perform joins of these tables inside Tableau.
These identifiers are called Key Records. Database joins can be perplexing, yet
the fundamental rule is to unite related data in your view. In Tableau, you can
characterize joins when you make your underlying information association or
include them later. This illustration will utilize the orders and return tabs
(tables) from the superstore test dataset.

Let’s revise Tableau Design flow & Tableau Data Types

3. How to Create Table in Tableau


Begin by interfacing with the spreadsheet as you would on the off chance that
you would associate with one table. In the Connection Menu under Step 2,
select Multiple Tables and tap the Add Table catch to uncover the Add Table
menu. At that point select the Returns table.

Joining Data in Tableau – How to create table

 
Joining Data in Tableau – How to create table

While in the Add Table menu guarantee that the Returns table is featured and
tap the Join catch. This will uncover the menu in which you characterize the
join compose as you find in a figure.
In the illustration, you see that the left external join compose has been chosen.
On the off chance that you review the outcomes you will see that the join will
bring about 9,426. Following these means brings about a left external join
between the Orders and Returns tables.
Remember that you can likewise join extra tables later just by pointing at
the data source on your information rack, right-clicking, and choosing the Edit
Tables choice. Utilizing diverse join composes can bring about various record
checks so it is imported.
Follow this link to know about Tableau Data Extract & Tableau Show Me Menu
Joining Data in Tableau – How to create table

4. Joining Data in Tableau – Inner Join


Utilizing an inward join returns just records that match in both the left and
right tables. In the superstore illustration, this join writes returns just ninety-
eight records. It is a decent practice when you join tables to know what
number of records there are on each table. In case you’re working with a
spreadsheet you can take a gander at every tab and note the aggregate column
tallies in each. Make sure to deduct the header from your line aggregates.
Then again, as you are doing the join, use the see catches to check the line
tallies.
This is very much clarified through Venn outline.
Joining Data in Tableau – Inner Join

When you complete the join you can also drag the record count field into the
view to see how many total records are available. You can have more than one
join condition to guarantee that the right outcomes are returned. If you’re a
database expert this won’t present any challenge. If you are like many Tableau
users you are probably not accustomed to creating joins.

5. Left And Right Join Type in Tableau


The scene gives two other join writes through point and snap alternatives in
the Join menu. These join composes offer need to either the left table or the
privilege in the set returned. Pick the essential table first. In the past case, the
essential table is the Orders table so it is viewed as the left table. The new table
included the join is the Returns table on the right. Choosing left offers to need
to the first table.
Choosing right offers need to the new table.
Joining Data in Tableau – Left & Right Join

In the example, the left join returns every record in the orders table plus the
matching records in the returns table. Earlier you saw that join generated over
nine thousand records being returned. The right join gives priority to the right
returns table.

Joining Data in Tableau – Left & Right Join


Since there are fewer columns in the profits table, the number of records will
drop essentially and just incorporate points of interest from coordinating
records in orders. In the event that you see comes about when utilizing left
and right goes along with you may see a considerable measure of invalid fields
in yellow. Or then again, in the event that you check the record tallies and
place the key record that you use in the join on your line rack, you will see the
word invalid show up at whatever point a record exists in the essential table
that is absent in the joined table.
In Superstore, a correct join would bring about 1,673 records being returned,
however, just 98 of those records will be coordinated to the requests table. The
staying 1,573 records will return invalid. These are the request records in the
request table that have no coordinating record in the profits table.

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