Tableau Joins vs Relationships (Webinar)
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- Опубліковано 21 лип 2024
- Looking for a full list of related resources? Check out this blog post.
onenumber.biz/blog-1/2021/12/...
Looking to download a copy of the workbook used in the video? Grab it here:
public.tableau.com/views/Tabl...
Background:
Tableau's default method for relating tables of data on shared columns is now Relationships. The previous default was joins. Despite looking outwardly similar, these approaches have some key differences.
Most resources only talk about one or two components of relationships without diving into much detail. Check out the video below to learn in-depth how these two data preparation approaches differ and which scenarios call for which approach.
If you're using Relationships now instead of Joins, we'll show you a few "gotchas". to look out for. If you're avoiding Relationships and sticking with Joins, we'll show you some scenarios where Relationships are preferable. Either way, we expect you'll learn something!
Video Chapters:
0:00 Webinar & Personal Intro
4:22 Why Tableau Relationships Webinar?
6:12 Joins Background
8:32 Joins Pros and Cons
11:00 Fact and Measure Table Definitions
12:10 Join Pro: Type Selection (Left, Right, Inner, Outer)
15:03 Join Pro: Multiple Fact and Multiple Dimension Tables
18:39 Join Con: Data Duplication (When Joining Fact Tables)
23:37 Join Con: Performance Issues from Unused Columns
25:14 Row-Level Security Data Duplication & Performance Lag
30:00 Relationships Background
34:30 Example Dataset Background
36:50 When Relationships Resemble an Inner Join
37:25 When Relationships Resemble an Outer Join
38:05 When Relationships Resemble a Left/Right Join
39:38 Relationship Pro: Performance Improvement (Cardinality & Integrity)
42:36 Relationship Pro: Less Planning Needed for Relating Fact Tables
45:00 Relationship Pro: Less LODs & Performance Improvement
45:23 Relationship Pro: Only Use Needed Fields/Sources for Each Sheet
47:12 Relationship Pro: Can still Reshape (Pivot) Table Before Relating
50:26 Relationship Con: Easy to Overlook Unclean Data
53:25 Relationship Con: Handling Nulls in Calculated Fields
59:24 Relationship Limitations
1:02:12 Relationship Differences: Count Fields
1:03:05 Relationship Differences: View Data
1:03:33 Relationship Differences: Calculation Storage
1:04:51 Join & Relationship Similarities
1:05:58 Tableau Relationships vs. Joins Conclusions
1:07:28 Recommended Resources / Questions Intro
1:09:15 Quick Question Responses
1:10:35 Joins & Relationships in a Single Data Source
1:13:25 Filters Across Multiple Worksheets with Relationships
1:14:05 Relationships as Single Data Model with Multiple Structures
1:14:55 How to Show Unmatched Data from a Relationship
1:16:35 Other Questions
1:18:00 What direction is Tableau going with Relationships?
1:20:30 Final Outro
Need help with your join or relationship? Schedule an hour with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909
Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163
Eric, thanks so much for this and the other excellent videos/blog posts you produce - such a help!
Absolutely. Thanks so much for the feedback Emma. I'm glad it helps!
Great video. Easy to understand. Like the level of detail on the fundamental things. Thank you.
Absolutely, thanks for the feedback Jenny! I'm so glad this helped you!
Cool and helpful as always. Thank you for sharing.
You got it, thanks so much!
Thanks Eric🙏, really helpful, more examples will give better understanding
I'm glad to hear you found it helpful. Thanks Vamsi!
Great session thanks a lot
So glad to hear it was helpful! You're welcome.
Great content, focused on fundamental things 👍
Thanks so much, glad you found it of interest!
Thanks Eric, It is wonderful video on the joins and relationships as it is the initial challenging task of preparation of data as most of the effort needed on this level. I request you can you please share the datasets files which are used in this video so that i help to replicate the video for better understanding on the concepts of joins and relationships. Thank you !!
Thank you! There are a ton of data sources so no easy way to share that many at once. Does downloading and practicing the Tableau Public workbook work? public.tableau.com/app/profile/eric.parker/viz/TableauRelationshipsvs_Joins-WebinarAccompanyingWorkbook/TitleSlide
Thank you, Eric, for this useful video, the most useful one on UA-cam for this topic. I have watched multiple videos, only you explain in what case are used the different joins in a relationship (that if we don't have a measure, it is an inner, if we have measures from one tables is left/right, or if we have measures from all tables, it is full join). Is this described somewhere in the Tableau documentation or this is something you have found out with experience?
I would be very happy to see similar webinars in future as well, you explain really well your observations or finding, you show different scenarios and use multiple tables/joins, as it is in real life jobs. I subscribe for your channel, thank you for the knowledge, stay healthy!
Thank you so much! I did a lot of research and read some great blogs and watched some videos, but a lot of my learnings came through experimentation and personal observation. I link to a bunch of the resources I studied here: onenumber.biz/blog-1/2021/12/8/tableau-relationships-vs-joins-webinar-recording . Thank you so much for the encouragement!