I have two sheets in excel. One has CBG (neighborhood) IDs as shown below.
The second sheet has state and county names and IDs as shown below.
Now the first 5 digits in the CBG ID are just the corresponding state and county IDs for that CBG.
I need to to join this data together in Tableau so that I would have the state and county on the CBG sheet for each CBG.
Basically I tried to blend the data and it didn't work. I also tried to perform a join calculation using the 5-digit code in the second sheet and the LEFT function to extract the 5-digits in the CBG code but it didn't seem to work either.
To fix it, just needed to fix the Join calculation on both sides of the join.
Also, it seems that both variables to be joined need to be the same data type.
The data that you analyze in Tableau is often made up of a collection of tables that are related by specific fields (that is, columns). Joining is a method for combining the related data on those common fields. The result of combining data using a join is a virtual table that is typically extended horizontally by adding columns of data.
When joining tables, the fields that you join on must have the same data type. If you change the data type after you join the tables, the join will break.
Please go through the below steps for joining tables:
In Tableau Desktop: on the start page, under Connect, click a connector to connect to your data. This step creates the first connection in the Tableau data source.
In web authoring: Select New Workbook and connect to your data. This step creates the first connection in the Tableau data source.
Select the file, database, or schema, and then double-click or drag a table to the canvas.
Double-click or drag another table to the canvas, and then click the join relationship to add join clauses and select your join type.
Add one or more join clauses by selecting a field from one of the available tables used in the data source, a join operator, and a field from the added table. Inspect the join clause to make sure it reflects how you want to connect the tables.
When you are finished, close the Join dialog.
Thank you.
Related
I’m experiancing a problem when trying to link to tables in the database expert. The two fields that link the tables have exactly the same information except one table always has an additional space. For example;
Table 1 = Multivitamin/Tablets
Table 2 = Multivitamin//Tablets
‘/‘ are representing spaces
Formulas won’t help (e.g. extractstring etc) as it’s the tables themselves I need to link together
This is preventing me from retrieving the information I need. Any advice on how I can get around this?
There are some ways to come across this:
Consider using a command as datasource instead of tables. When writing the query of the command you can define the join condition yourself.
If you have access to the data source, you could add a calculated field to the tables to contain the normalized field values and then use these for linking in CR.
Alternatively, one could create views in the database, either adding normalized "linking fields" or providing the joined tables results.
If it's only a few rows in CR, you could consider using SQL fields or subreports to retrieve data from Table 2.
Lookup table (State)
In this table I have 4 Columns (Region_id,RegionName,State_id,State_name)
2.Fact table
In this I have couple of Columns like(customer,product,date,Region_id,State_id,Revenue, Profit)
In lookup table there are more number of states whereas in fact we have data only for few states.
My requirement is to display all the sates in report even though there is no corresponding data available in fact.i have set the state table as lookup for state attribute.
If I pull the state attribute and a metric from fact and set vldb properties preserve lookup table then I'm getting all the sates and it's metric values and null for the one which don't have metric value.
Now If I add some attribute like customer or product along with it I'm not getting all the sates..I'm getting only the states which have data in fact since on adding some attribute the mstr is not hitting state table at all it's bringing data from fact itself.
What could be done so tat I can get all the sates and null even for the customer and product..?
You could try forcing your metrics to outer-join on the dataset itself while preserving final pass elements to make a left join.
Within developer, navigate to your dataset/cube and open it up in editable mode.
Select "Data" within the top bar of the cube/dataset editor >> Report Data Options >> Metric Join Type.
Here you will see your Metrics. Change the join type from inner to outer. Rerun the report and it should bring back all the data you need.
Let me know how it goes.
In Tableau Public, the data source sheet will not accept two joins. When I drag the second join it wont accept
No you can still perform joins.
double click on the first table, a table will open with the first data
Now again join your second data with the first data inside that table then automatically joins will happen
Now you can close that table, a join icon will be shown in your first data
Hope you got the answer :)
I am attempting to union join 2 tables in my Microsoft NAV data source within Tableau. However, I have two field named "No." that do not contain the same data.
When I apply a union join, Tableau automatically merges these fields and I cannot un-merge them.
Is there a way to un-merge these fields?
Or is there a way of doing a manual union join?
I have tried renaming the field before dragging the second table into the worksheet however I can see that the "Remote Field Name" still remains the same.
Thanks
One approach is to let Tableau merge the fields and then use the generated fields to distinguish between them.
When you perform a Union in Tableau, it adds a few fields to your data source so you can tell which data rows came from which tables. The most useful in your case is called [Table Name]. So when you build your visualizations, you can use the [Table Name] field to know how to interpret the [No.] field.
If that is awkward, you can create 2 calculated fields to represent only those [No.] values that have the same role. For example, define [No. Type 1] as if [Table Name] = “Table 1” then [No.] end. And define, [No. Type 2] similarly. Then you can hide the original [No.] field.
These new fields will only have values for the appropriate data rows, and will be null otherwise. Aggregate functions like SUM(), AVG() etc ignore nulls, so you can use those fields as measures easily.
If you want to use a calculation in a JOIN clause, say after making a UNION, then first specify the tables (or unions of tables) to join, then when you click on the Venn diagram to specify the join keys, and then select either the left or right list of fields --> look at the bottom of the list in small print to either create or edit your Join Calculation.
I'm having Dashboard-1 with the data source from SQL Server Table-A having columns
Col1,Col2,Col3
Now, i'm creating a new dashboard-2 with data source as Table-B having columns Col1,Col4,Col5.
But Col1 which is common in both these tables doesn't have common data.
Eg. Col1 from Table-A is having records till 100 and Table-B is having records from 101.Also, the data is not static, its keeps on increasing in Table-B , Table-A is no longer populating but we need the data from it.
Problem1-- How to merge two column as single column for filter in Tableau
Problem2-- in the dashboard i need to show single filter as a union of Col1 from both tables, if user select value <100 then Dashboard-1 will open otherwise Dashboard-2.
Can someone provide me a correct approach.
1) Instead of merging after you have brought the data in, try merging the data using SQL UNION.
2) If that's not possible, do the same after importing both the datasets into Tableau. For an example, try from this official link
3) Try different Joins to see which one works for merging your table columns:
4) If all the above fails, try setting up an Action Filter explained in this link. Essentially you have to use Tiled Containers instead of Floating Containers and set up a action filter using a custom Parameter. This custom Parameter will help display Dashboard 1 when user selects <100 in the filter(for example) and Dashboard 2 when user selects >100(again example)