Tableau 2020.2.0 - Relationships & Data Model
In Tableau, relationships and data modeling are crucial aspects that help users connect, blend, and analyze data from multiple tables or sources. Here's an overview of relationships and data modeling in Tableau:
Data Connections and Sources:
Data Sources:
Tableau can connect to various data sources, including databases, Excel files, cloud services, and more.
Multiple data sources can be combined in a single Tableau workbook.
Data Connection:
When connecting to a data source, users specify how the data will be used (live connection or extract) and configure the connection details.
Data Model in Tableau:
Data Pane:
The Data Pane in Tableau displays the tables and fields available in the connected data source(s).
Tables are represented as entities, and fields are the attributes within each entity.
Drag-and-Drop Interface:
Tableau has a drag-and-drop interface that allows users to easily build the data model by dragging fields onto the canvas.
Automatic Relationships:
Tableau automatically detects and creates relationships between tables based on common field names. These relationships help in blending data seamlessly.
Relationships:
Primary and Foreign Keys:
Tableau uses primary and foreign keys to establish relationships between tables. Primary keys uniquely identify records in a table, while foreign keys link to primary keys in another table.
Creating Relationships:
Users can manually create relationships by defining how fields in different tables relate to each other. This is done through the "Edit Relationships" option.
Cardinality
Relationships have a defined cardinality, indicating how many records in one table relate to records in another. Options include one-to-one, one-to-many, and many-to-many.
Cross-Database Joins:
Tableau supports cross-database joins, allowing users to blend data from different databases and platforms.
Data Blending:
Data Blending:
Data blending is a technique used when combining data from different data sources. Tableau uses relationships to blend data at the visualization level.
Blend Fields:
Users can blend fields from the primary and secondary data sources in Tableau worksheets by dragging and dropping.
Hierarchies and Groups:
Hierarchies:
Users can create hierarchies by combining fields to represent a logical structure, such as year quarter month.
Groups:
Grouping allows users to combine members in a field into higher-level categories.
Calculated Fields and Expressions:
Calculated Fields:
Users can create calculated fields to derive new values or perform computations based on existing fields.
Table Calculations:
Table calculations are used to compute values based on the data displayed in the view. They operate on aggregated and filtered data.
Dashboard Design:
Dashboard Design:
Effective data modeling and relationships contribute to designing insightful dashboards where multiple visualizations interact seamlessly.
Filter Actions:
Filter actions allow users to interactively filter data across different sheets or dashboards based on user selections.
Understanding relationships and effective data modeling in Tableau is crucial for creating accurate and meaningful visualizations. It empowers users to combine and analyze diverse datasets, providing a comprehensive view of the underlying data.
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