Data sources with fields in common can often be connected. In this video, learn how to join data sources with inconsistent field names in Tableau 2020.1 and 2020.2.
- [Instructor] In the previous movie, I showed you how to create joins or relationships between tables that have a common field. In that example, the common field have the same name in each table. In this movie, I will show you how to create joins or relationships between tables, where the common field has different names in each table, or at least different enough that Tableau can't identify them as being the same. The process changed a little bit from version 2020.1 to 2020.2. So I will demonstrate how it works in both versions. I'm currently in Tableau 2020.1, and I want to create a connection to an Excel file. So in the connect panel, I will click Microsoft Excel and then in the chapter two folder of the exercise files collection, I will double click different names. That's the only workbook we'll be using. Different names appears as a connection, and there are two sheets, customers and orders. I'll go ahead and drag customers from the sheets area to the drag sheets here area and you can see it's been added next I'll drag orders over to the same area. And Tableau asks if I want to create a join between the two of them and I do. In this case, I want to join the customer ID field from customers which is listed on the left side as my data source. So I'll click customer ID and then the equal sign pops up and I'll go over to orders. And below the name of the table, I will click the down arrow and the list box, and I will select Cust ID, C-U-S-T ID which is here at the top. And when I do Tableau creates the join, I can click the close button here to get rid of the joint dialog box and I have all of my data. If I click sheet one, then I see that I have the dimensions at the top from customers and from orders and then below that I have the measures. So let's say that I want to list customer state. I'll drop that on the rows shelf and then I will drag the quantity. That's the number of items ordered, and it doesn't matter which product it is into the data area and you can see all those values there. So that's how it works in 2020.1. I'll now switch over to 2020.2 and show you how it's changed. Okay, I am now in Tableau 2020.2, and I can create my connection to the same file. So I'll go over to the connect panel and under To a File, I click Microsoft Excel, back to the same exercise files folders before and as before I will double click different names. And you can see that we have a slightly different interface here with drag tables here although in this case it's not all that different. So I'll drag the customer sheet to the drag tables here area, and I do want to add more data. So I will drag orders from the sheets area over to the relationships pane. And when I do, if I drag the edit relationship dialogue box away, you can see that Tableau indicates is unable to create a relationship automatically. And by opening the edit relationship dialog box then invites you to fill in the details. And in this case, we just need to select the fields that match up between the two tables. The first under customers, which is here on the left is customer ID. So I'll select that. And then over on the right, the field is Cust ID, C-U-S-T ID. So click there. And when I do you see the Tableau fills in the data in the background and I'll click the close button here to get rid of the edit relationship dialog box and we can see very similar data as before. When I go to sheet one, I see that I have data from customers and orders and then also quantity down below. So if I want to, once again take customer state and drag it to the rows area and then quantity and drag it to the data area then I get my data table filled in with the values as before. So as you can see, the process of joining tables that have inconsistently or differently named common fields is a little bit different in 2020.2 than it was in 2020.1 but the processes are very similar.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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