[4]Tableau[Join|Blend|Dual Axis Charts]
1) Types of joins
Inner Join / Left Outer Join / Right outer Join / Full Outer Join
2) Join with duplicate values
3) Joining on multiple fields
4) Joining data vs Blending data in tableau
Go to this website: Superdatascience.com/pages/tableau
Using this dataset: P1-AmazingMartEU2
Table(A+B) + Table(b) : how to join in this case?
We don’t have to consider how to join these three tables! We have “blend”
First, join with “order and breakdown” two tables, and then open the same data but designated “sales” table. This is blending.
If the data source is different and you can’t join the table properly, you can use “blend” function
1) different level of granularity 2) the data type is just different data sources
5) Data blending in Tableau
Go to this website: Superdatascience.com/pages/tableau
Using this data set: Airline2 (P1-Airline-Comparison)
Blue is the primary table. Blend function is the same function of a left join
You can designate the primary table as well. Just change the drop sequence
6) Blend chart shows separately and we can control together or separately: this chart like left join on the Region
7) Label each Airline Revenue
Alert!! Marks are separately by each airline table. Thus, when you change the Revenue (FY2015) / (FY2016), you should change the Marks tab first!
When you see the right side of the chart, you can check the data is duplicated. Why?? Because tableau doesn’t know how to deal with empty data. So let’s fix this problem
8) Fix the duplicate problem: There are two ways
First, go to edit blend, Second, change the dimensions name
Data > Edit Blend Relationships > add > period > year
Then you can check the dimensions, Both Year & Region are blended
Another way to fix
Dimension > year > Period > tableau automatically changes the format
9) Dual-axis chart
Blend default: month + year: because we checked “the month of order column” included month/year
10) Build Dual axis
Right click on target > Dual axis > synchronize axis
Alert!! After clicking the dual-axis, You should do synchronize axis: range adjusts
You can get the insights from each department. If you change the orders of Rows, and the Dual-axis visual change as well. For example, when you change the spot sum(Target), sum(Sales) the sequence of the chart is also changed
11) Creating Calculated Fields in a blend
Actual sale vs Target Sale > Calculate the Excess of Target > SUM(Sales) * SUM(target> drag and drop the column)
We can check the time series or how many times revenue was under average
11) Section Recap
· Blending data
· A blend is like a smart join ‘on the fly’
· It is a left join
· Common fields with the same name are picked up automatically as the blend clause
· Blending occurs at the granularity of your view
· Aggregation happens before the blend
· Blends are unique to each worksheet
13) Joining vs Blending
Use Joins when
· combining data at the row-level
Use Blends when:
· Datasources have different levels of granularity
· Datasources come from a different system (SQL or excel)
14) Dual Axis Charts
· Remember to Synchronize the Axes
· Move charts backward and forwards as required
· Calculated fields in a Blend
· Values are aggregated due to the nature of Blends