Relationships

Connecting Data in Tableau

Lis Sulmont

Head of Curriculum Expansion, DataCamp

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1 https://www.tableau.com/about/blog/2020/5/relationships-part-1-meet-new-tableau-data-model
Connecting Data in Tableau

Relationships

A relationship describes how two tables relate to each other, based on common fields, but does not merge the tables together or append fields.

union_join.png

Connecting Data in Tableau

Relationships

A relationship describes how two tables relate to each other, based on common fields, but does not merge the tables together or append fields.

relationship.png

Connecting Data in Tableau

Relationships

A relationship describes how two tables relate to each other, based on common fields, but does not merge the tables together or append fields.

relationship_1.png

Connecting Data in Tableau

Relationships vs joins

Relationships
  • You only need to select matching field(s), no join type
  • Tableau automatically selects the join type based on the context
  • Unmatched rows are kept
  • Relationships reduce upfront data preparation, such as custom SQL code or database views

Relationships are more flexible and more dynamic.

Joins
  • Choose a type of join: left, right, inner, full outer
  • Certain rows may not be returned depending on the join type
  • Changing join type mid-analysis will impact the work you've done
Connecting Data in Tableau

Let's practice!

Connecting Data in Tableau

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