Data sources with fields in common can often be connected. In this video, learn how to join data sources with common fields in Tableau 2020.1 and 2020.2.
- [Instructor] One of the fundamental principles of good data design is spreading your data out. So individual tables store information about a particular business entity. For example, you might have one table that stores information about your customers. That could be their customer ID, the name of the company, the city they're from, and so on. And another table might contain information about individual orders. To track which customer placed a particular order, you place that customer's customer number in each order record. In this movie, I will show you how to bring data from related tables into Tableau and connect them using fields they have in common. The process changed from Version 2020.1 to 2020.2, so I'll demonstrate both. I'm currently in Tableau 2020.1, and I want to connect to two external files. So I'll go to the connect pane and click Microsoft Excel. And then in the chapter two folder of the exercise files collection, I will double-click customers and that creates a connection to the customers table or worksheet inside of my workbook. And you can see it indicated here, customers and the name of the workbook is also customers. Those can be duplicates because they're at different levels within the Excel file. I want to add another connection to another data source. So I'll go over to the connections panel and click add. Under add a connection, I'll click Microsoft Excel. And again, in the chapter two folder, I will double-click orders and you see that I have my connection. I have customers on the left side and it has been related to orders on the right side. Now I can go to sheet one and now I can go over to the left side of the screen in the data pane and I see the fields from customers that are dimensions. So I have customers and orders, and then under measures, I have quantity, number of records and measure values. If I want, I can create a quick visualization. For example, by dragging customer type from the customer's table to the rows area, and then dragging quantity, which is the quantity of items ordered to the data area. And I can see that I have many more business orders than individual orders. So that's how you do this in Tableau 2020.1. Now let's switch over to 2020.2 and to show you what it looks like there. Now I'm in Tableau 2020.2 and let's say that I want to go through the same procedure. Once again, go over to the connect panel, click Microsoft Excel, double-click customers. That appears. And you can see already that the interface looks a little bit different. So I'll click add Microsoft Excel, double-click orders. And you can see that orders was not automatically added to the data pane. So I will drag the orders sheet from the orders workbook. So I'll drag that here and you can see that a relationship has already been created. And I have a relationship that has been identified. We have customer ID in the customers table and customer ID in the orders table. So as you can see, it looks a little bit different in Tableau 2020.2. But if you want to learn more about how relationships differ from joins, you can click the learn more link here. You can also go down and click customers, and this will allow you to identify fields in your relationship. In this case, we do have customer ID and customer ID on both sides. So everything is correct. I'll go ahead and close that. And as before, I could go to my worksheet and I have the fields available to work with over in the data panel.
- 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
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.