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  • One of the most important aspects of your work in Tableau is the data source you are

  • using to perform analysis.

  • Quite often the data will be stored in multiple locations, and hence you will have to deal

  • with a number of data sources which live in different environments.

  • Nevertheless, you are going to want to use all of the data available to you and run analysis

  • on everything together.

  • The way we merge multiple data sources is by using joins.

  • For those of you who have already followed our program and especially our SQL videos,

  • you'll be familiar with what follows in this video, so feel free to skip or continue

  • watching as a refresher.

  • For the rest, please follow along.

  • When we want to perform 'cross data table joins' we want to combine two or more data

  • tables to create a unique database.

  • How do we join separate data tables?

  • Well, there are a few ways to do that.

  • We can create an inner, outer, left, or a right join.

  • Let's open an Excel file to demonstrate a bit better what each type of join represents.

  • Here we have two very simple tables.

  • The first one shows us the age of three basketball players, and the second one shows us the salary

  • of basketball players.

  • Please, note that the two tables are different due to their last rows.

  • We have LeBron James in the first one, and Kyrie Irving in the second.

  • Ok.

  • Let's say we would like to run some analysis and use the data available in both tables.

  • Therefore, as described earlier, we have to use joins.

  • But how do we do that?

  • We can easily see that the two tables have one column in common - theBasketball Player

  • column.

  • This column will serve as a key when we put together the information from both tables.

  • A left join would mean that the left column of the first table will lead the way.

  • We will use it to create a table containing age and salary information about the three

  • players we see here.

  • Whenever we find one of these players to the right, we'll add their salary in the new

  • table, as you can see here.

  • If their name is not present to the right, which is the case with LeBron James' salary,

  • we will have a null value in the table.

  • If a player's name is not present in the left column of the first table, we will not

  • include any information about them, as this is a left join and any rows which are not

  • present in the key field of the left table are omitted in the new table.

  • A right join functions in the same way.

  • However, this time the left column of the second table leads the way.

  • Kyrie Irving replaces LeBron James who is not present in the left table.

  • Hence the only missing value would be Kyrie Irving's age (given that the only information

  • we have about him is in the right table).

  • The case when we are interested in the intersection of the two tables only is called an inner

  • join.

  • This is when we create a table that contains rows where we have an exact match between

  • the key fields we are joining the two tables with (in our caseBasketball player”).

  • This time the newly created table contains two rows only.

  • Both tables contain information about these players, hence this is an inner join.

  • An outer join would be the opposite case.

  • We add all rows of the two tables regardless of whether there is match in the key field

  • we are linking with.

  • When there isn't, we would have null values, which is the case with both LeBron James and

  • Kyrie Irving here.

  • These are the main principles you need to understand when deciding whether to create

  • a left, right, inner, or outer join in Tableau.

  • Depending on your needs and on the specific case you are working on, you will be able

  • to apply one of these structures and join your data.

One of the most important aspects of your work in Tableau is the data source you are

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