TABLEAU FOR BUSINESS USERS: A hands-on approach by ARUL Shankar

Author:ARUL, Shankar [ARUL, Shankar]
Language: eng
Format: epub, pdf
Publisher: JUPYTERDATA.
Published: 2021-02-05T16:00:00+00:00

Figure 53: The discrepancy comes from Canada not making a sale.

Blends are equivalent to left joins

The one key take away from this lengthy exercise on cardinality is to keep in mind that blends are equivalent to left joins. You start with the rows on your primary data source and based on how you activate the blending relationship, you might bring in or exclude rows from the secondary data source.

5.6 Data Modeling

Now that you’ve got a firm grasp on data blending in Tableau and the nitty-gritty details of the order of joins, you might be wondering "Couldn’t this be easier in Tableau ?" and you definitely are not alone as Tableau seems to have taken notice. Since the version 2020.2, Tableau has introduced the concept of Data Modeling and relationships similar to what you might have seen in competing tools such as Power BI. The Data Model enables you to define relationships between various data sources and Tableau does the heavy lifting behind the screens to pull in the right data at the right level of cardinality. Let’s walk through the previous example of target vs actuals comparisons that we achieved through blending but this time with the aid of Data Modeling and Relationships.

Let’s go to the Data Source tab and drag in both orders and daily Profit target tables. As soon as you drag in the targets table (highlighted in 1), you’ll notice the orange line (called informally as the noodle) and the popup window which shows you the relationship (highlighted in 2). In our case, let’s select market and order date/order daily on either side respectively and close the relationship panel.

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