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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

Adding new columns by joining data

In this section, we are going to create a join to add additional fields (or columns) of data to add the width of the data model. Adding new columns opens the opportunity for richer analysis. In our case, from the previous section, we only have Product ID in our data. If we want to analyze our sales by product category, product sub-category, and even product name, we need to join those fields to our data model.

We will be using the following file in this section:

  • Product Database.xlsx

We will now start the process of creating our first union in Tableau:

  1. Picking up from where we left off in our flow, click on the + symbol in the connection pane, select Microsoft Excel from the To a File section and, from the location where you saved the files from GitHub, find and select the file called Product Database.xlsx and click on OK.
  2. Hold down the left mouse key on the + symbol to the right of the Product DB box in the flow. Then...
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