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Data Modeling with Tableau

You're reading from   Data Modeling with Tableau A practical guide to building data models using Tableau Prep and Tableau Desktop

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Product type Paperback
Published in Dec 2022
Publisher Packt
ISBN-13 9781803248028
Length 356 pages
Edition 1st Edition
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Author (1):
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Kirk Munroe Kirk Munroe
Author Profile Icon Kirk Munroe
Kirk Munroe
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Table of Contents (22) Chapters Close

Preface 1. Part 1: Data Modeling on the Tableau Platform
2. Chapter 1: Introducing Data Modeling in Tableau FREE CHAPTER 3. Chapter 2: Licensing Considerations and Types of Data Models 4. Part 2: Tableau Prep Builder for Data Modeling
5. Chapter 3: Data Preparation with Tableau Prep Builder 6. Chapter 4: Data Modeling Functions with Tableau Prep Builder 7. Chapter 5: Advanced Modeling Functions in Tableau Prep Builder 8. Chapter 6: Data Output from Tableau Prep Builder 9. Part 3: Tableau Desktop for Data Modeling
10. Chapter 7: Connecting to Data in Tableau Desktop 11. Chapter 8: Building Data Models Using Relationships 12. Chapter 9: Building Data Models at the Physical Level 13. Chapter 10: Sharing and Extending Tableau Data Models 14. Part 4: Data Modeling with Tableau Server and Online
15. Chapter 11: Securing Data 16. Chapter 12: Data Modeling Considerations for Ask Data and Explain Data 17. Chapter 13: Data Management with Tableau Prep Conductor 18. Chapter 14: Scheduling Extract Refreshes 19. Chapter 15: Data Modeling Strategies by Audience and Use Case 20. Index 21. Other Books You May Enjoy

Opening relationships to join at the physical layer through database joins

Before Tableau released the relationships feature, the only way to expand your analysis to use additional fields from a secondary table in Tableau was to create a join at the physical layer of the data.

Although relationships are the preferred method of combining tables to get additional fields, joins still have their use cases.

Cases where you might use joins are as follows:

  • When you know you are only supporting one use case in the Tableau workbook(s) that uses the model
  • When you want to filter data through your join
  • When you need to use an entity table for row-level security
  • When you are making a geospatial join

Let’s start by exploring the first two use cases, supporting a single use case and using the join for data filtering.

Single use case and using the join for a filter

When exploring joins in Chapter 8, we looked back to Chapter 4, when we joined the sales...

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