Data Blending: Tableau Tutorial

ExcelR Solutions
A free video tutorial from ExcelR Solutions
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Lecture description

Learn about how to work with multiple data sources at one go. Also learn about how to use different fields from the various data sources to accomplish a visualisation to solve business problems. 

Learn more from the full course

Tableau 10 and Tableau 9.3 Desktop, Server & Data Science

Learn the science & art behind creating powerful reports, dashboards to solve amazing & difficult business problems

46:23:44 of on-demand video • Updated September 2018

  • Learn about data visualisation principles & importance of Tableau in present world
  • Learn about Tableau Architecture & the top charts used in Tableau
  • Learn about the statistical concepts pivotal for success in Tableau profession
  • Learn about building prediction models & forecasting models in Tableau
  • Learn about Tableau calculated fields & advanced reporting concepts
  • Learn in-depth concepts of K-Means clustering & Text Mining & how to accomplish the same in Tableau
  • Learn about various Tableau Server concepts including security settings, automatic reporting, etc.
English [Auto] One can connect to 20 plus data sources using Tablo desktop professional for Mac and 40 plus data sources using Tablo desktop professional for Windows. In addition to these various data sources we can also connect to standard data files including Excel text including comma separated values access statistical files including SJS SPSS and R.. We can connect to multiple data sources and use the dimensions and measures of all these data sources in a single visualization. This pattern feature of tableaux is called data blending. This is a must know concept for all levels starting from beginner to expert Tablo developers. So let us kickstart the session on data blending or let us now discuss about data blending options within tabel. You might have already discussed about are better off joining multiple tables from the same database creating several worksheet using weight as data sources and then combining all of those into different worksheets into a single dashboard. You went to a discussion about all of these Haviv or when data needs to be combined from different databases. Complications arise. Now we have different databases from different windows. How do we combine all of those together. And most often than not the different windows would not permit or would not make it easy to connect to databases of other windows. Hence we have those amazing option in blue to overcome this predicament which is called as data blending. Now the key to this data blending is identifying a common dimensioning both data sources that can be aggregated to. Let me explain you all in detail on what does this data Blanding mean. All we had to do was connect to a data source. So let me connect to an invalid data source which is sample superstore. There you go. We have the dimensions and measures pertaining to sambil superstore. Now we have connected to one data source. Let me drag auditee out and drop it on the columns there. And let me drag seals and drop it on the ruse. So here I'm viewing it the sales fall off. For example suppose store data store across a radius is what I wanted to compare this with the sales of another database. So let me connect to the second data base which is sample coffee chain. All right. There you go. Sample coffee chain the TBS of the data source which I've just now connected to here. You should notice that there is an orange line here with SEs that these die Minchin's and these measures are from the seconder data source which is a sample coffee chain and sambil superstore happens to be the primary data store or that either Beej if you want to compare the sales of sample space to her coffee chain database sales. Then we need to establish a relationship between these two databases Ardita sources. How do we do that in order to do those. We need to have at least one dimension which is common in both coffee chain and sample supplies to let us select the secondary data source which is coffee chain. Now let me go to the other and click on edit relationships here it seems that hey automatically the primary data source and the secondary data source are connected using a dimension called state. If you feel that his state is not the right option I need some other field or dimension to establish a relationship. Then you can always remove this but let me show you one more option here that there is a link but this link is a disconnected link there. There's no connection. If you want to establish the connection between sample superstore and sample coffee chain data source using those state dimension then you need to click on that. Now if you have a closed link if you want to remove that just click on that. So either click on that to establish the connection or click on it once again do stop using state as a linking feet. And let me now go back to the previous pop up message by going to dieta a relationship here instead of automatic I'm going to select custom select state and here you have a cross cross-bar. If you click on the cross mark or click on rimu it is going to remove the state as the linking field. Once you remove it you'll need to choose a different field or dimension to establish the connection between sample superstore and sample coffee chain. I click on an and here we have the add edit field mapping dialog box. Let me try to map the your order date and let me expand it here and select it. And click on OK. Now this has established this has ensured that the connection has been established between primary and secondary data search using your auditing. Now if we want to establish another connection field or we can also do that let me select Cuadrado date here and let me expand and select what the click Noki. There you go. So I've either and quarta. These are the two details are fields using which we are trying to establish the connection between the primary data source and the second data source allegorically Kentucky there regrew here you see that there is a link which is established between Date of superstore data source and sampled golf and it is huge. Also you note is that there is a blue checkmark beside the database icon here which says that this is the primary data source. Now that we select a coffee change it source let me now grags seals and drop it here just beside the rules. Some of the seals of superstrong these rules. Notice here that we have a database icon along with a blue checkmark ours rather orange checkmark this orange checkmarks sees that this is a measure from the secondary data source. Also you see an orange checkmark beside this database icon here. Not to drill down and look at the data up putting to cooperate you just need to press on the plus sign there. Now let me drag the order Dete and drop it on the filters there. Let me select is are I expected this. Well let me go to samples of store data source is dragged out of date and put it on the filters. And now let me select is there and let me choose only two thousand eleven. With Rita going up and see whether the changes are reflecting or not they're reflecting now what is Kleek anarchy. So here we have the sales of sample supply store data shows. Here we have sales for coffee. We need to search but it's not clear. And what is pertaining to sales of which you do research. So let me do a drop down here and say I want to do a Lexus now. The moment we do that now what should be clear orange color orange color check mark blue color line blue color checkmark. This in itself tells you on what is a primary data source and what is the secondary data source. Now let me EDID that atheist mean in less see that this is from the superstore data source and with me added that aliens and Selick this as coffee change to suit. All right. So now you see the comparison between the sales of the superstore and the coffee chain stores sales Alcaraz a quarter of 2011. Now we can also synchronize the data for on this access and click on synchronize access there regu. Now the values which you see here and here are synchronized here also as I want $80000. You're also wanting $80000. You can also edit DOCSIS here. Are far motet right and you can choose a value of your choice. You can use a standard currency automatic currency or you can change a custom currency raid you can use Rypien that fashion or you can use English us right. Let me also for my site. There you go. Let me do a dropdown. Let me select the currency standa and let me choose. United States. There you go. And this way we can ensure that the values which appear on the axis are of same units same representation in order to go back to the previous data pane. We just need to close this. There we do. We have successfully done the deed of blending and establish the relationship between these two data sources. In that way you can establish the relationship between any data sources and start reaping the benefits by pulling in the dimensions of these data sources and come up with the visualization of your choice.