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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

Setting performance options for relationships

In the previous two sections, we looked at relationships and how they differ from joins. As relationships are dynamic, they can sometimes create queries that could be better optimized by telling Tableau more about our data.

Performance Options is available in the user interface under the field mappings, as seen in Figure 8.35:

Figure 8.35 – Performance options

Figure 8.35 – Performance options

In most cases, the best practice is to leave the default options as-is unless we are 100% sure of our data. Let’s look at these two settings and why the default is best:

  • Cardinality: You can effectively use this to tell Tableau when a field is a unique key/index field. Using our example of product sales and the product catalog where product sales are on the left, we would want to leave Many on the left-hand side because a Product ID could be sold many times. If we were 100% sure we had no duplicates in our data – exactly...
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