Most TABLEAU users aren’t database experts. This post introduces a fundamental database concept joining tables. 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. As long as the data resides in a single spreadsheet or database and each table includes unique identifiers that tie the tables or tabs together, you can perform joins of these tables within Tableau. These identifiers are called Key Records.
Database joins can be complex, but the basic principle is to bring together related information in your view. In TABLEAU , you can define joins when you make your initial data connection or add them later. This example will use the Orders and Return tabs (tables) from the Superstore sample data set. Figure 2– 8 shows portions of both tables. The Orders table includes billing information. The
Returns tab includes the smaller returned order table. Start by connecting to the spreadsheet as you would if you were going to connect to one table. In the Connection Menu under Step 2, select Multiple Tables and click the Add Table button to expose the Add Table menu. Then select the Returns table as see in figure Super store orders and return tables
Database joins can be complex, but the basic principle is to bring together related information in your view. In TABLEAU , you can define joins when you make your initial data connection or add them later. This example will use the Orders and Return tabs (tables) from the Superstore sample data set. Figure 2– 8 shows portions of both tables. The Orders table includes billing information. The
Returns tab includes the smaller returned order table. Start by connecting to the spreadsheet as you would if you were going to connect to one table. In the Connection Menu under Step 2, select Multiple Tables and click the Add Table button to expose the Add Table menu. Then select the Returns table as see in figure Super store orders and return tables
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