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Tableau Data Analyst Certificate > Combining Tables > Flashcards

Combining Tables Flashcards

1
Q

Relationship

Description
Tables
Joins
LOD

A

Type:
Dynamic, flexible way to combine data from multiple tables

Table:
~Tables aren’t merged together in the data source. Relationships create independent domains at multiple levels of detail.

Joins:
~Tableau automatically selects join types based on the fields being used in the visualization
~Supports full outer joins, make all row and column data from related tables potentially available in the data source

LOD:
~Maintain each table’s LOD in the data source and during analysis
~Create independent domains at multiple LODs. Tables aren’t merged together in the data source.
~You don’t need to use LOD expressions (i.e. FIXED) to deduplicate data in related tables.

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2
Q

If you could use a Relationship and a Join to combine data, which one should you try first? Why?

A

Relationship bc it makes data preparation and analysis easier & more intuitive

BONUS:
List of advantages:
~ Make your data source easier to define, change, and reuse.
~Make it easier to analyze data across multiple tables at the correct level of detail (LOD).
~Do not require the use of LOD expressions or LOD calculations for analysis at different levels of detail.
~Only query data from tables with fields used in the current viz

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3
Q

Joins

Description
Tables
LOD

A

Static way to combine data. Join can’t be changed without impacting all sheets using that data source

Tables are merged into 1 table (sometimes this means umatched meaure values are dropped)

1 Table also means that sometimes (when fields are at diff LOD) -> joined data may duplicate aggregated values

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4
Q

Joins, Unions, Relationships, or Blending?

Requirements:
~fields that define relationship must have same data type
~No defining based on geographic fields
~Doesn’t support circular relationships
~No defining between published data sources

A

Relationships

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5
Q

How do you combine Published Tableau data sources?

A

Bending

Bonus:
Can also edit the original data sources to natively contain the join

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6
Q

Join Clause

+ Requirement

A

Tells Tableau which fields are shared between the tables and how to match the corresponding rows

2 matching fields must have same data type

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7
Q

Join Types

A

Full, Inner, Outer, Left, Right, LeftOnly, RightOnly

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8
Q

Joins vs Unions

Table Requirements:
Appends:
Data:

A

Tables Require:
a common fields VS similar structure

Appends:
Columns (fields) VS rows

Widens VS lengthens data

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9
Q

Creates a new data source
Joins, Unions, Relationships, or Blending?

A

Joins & Unions

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10
Q

Only combines data using Left Joins & doesn’t create a new data source

Joins, Unions, Relationships, or Blending?

A

Blending

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11
Q

Combines using Full Outer joins

Joins, Unions, Relationships, or Blending?

A

Relationships

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12
Q

Combines data and then aggregates data

Joins, Unions, Relationships, or Blending?

A

Joins and Unions

e.g. if the left table has ‘Orange’ with 2 values (Orange, 2 & Orange, 8), those values are combined with the right table and then aggregated. If the second table has Orange with 1 value (Orange, 7), then that value is duplicated (Orange, 2, 7 and Orange, 8, 7). With this duplication, the value from the right table will sum to 14 when there is actually just one Orange, 7 in the original right table.

See this for reminder: https://www.youtube.com/watch?v=z2lAmjexQCc

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13
Q

Aggregates data then combines data

Joins, Unions, Relationships, or Blending?

Give example

A

Blending & relationships

e.g. if the left table has ‘Orange’ with 2 values (Orange, 2 & Orange, 8), those values are aggregated (Orange, 10) then the Left Table is combine with the Right Table

(No worrying about duplicates)

See this for reminder: https://www.youtube.com/watch?v=z2lAmjexQCc

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14
Q

What should you use if the linked fields need to vary from sheet-to-sheet?

Joins, Unions, Relationships, or Blending?

A

Use Blending

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15
Q

You can’t create _____ between tables from published data sources

Joins, Unions, Relationships, or Blending?

A

relationships or joins or unions

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16
Q

___ combines data directly

Joins, Unions, Relationships, or Blending?

A

Relationships, joins, unions

Think: combines @ the datasource?

17
Q

____ never combines data directly.

Instead, it ___ query data source independently, aggregate the results to the appropriate level, then present the results together visually in the view.

i.e. ____ never truly combine the data but queries each data source independently.

A

Blends

Bonus: This is unlike relationships, joins, and unions

18
Q

___ is performed on a sheet-by-sheet basis

19
Q

For blending, what is the color of the primary and secondary data sources

A

blue & orange

20
Q

After blending, what is used to indicate multiple dimension values in a single mark, because data blending takes aggregated results and combines them in the view?

(Think of this as a one-to-many issue)

How would you solve this issue?

A

Asterisks (*)

Solution: Create a Join or increase the LOD by adding relevant fields.

See this if you forgot:
https://www.youtube.com/watch?v=cC-hZtiZlHg

21
Q

Relationships VS Blends

Defined in the ___:
Can be Published?:
Semantics:
Join Type:
Related (Joined/linked) fields are ___:

A

Scope: Data source VS
Worksheet b/t primary & secondary data source
[think about how you create a relationship (in the Data Source pane) VS a Blend(in worksheet) ]

Can be Published?: Can VS Cannot

Semantics: all tables are = semantically VS
Depend on selection of primary and secondary data sources, and how those data sources are structured

Join Type: Supports full outer join (everything) VS
Left only

Related fields: fixed VS
vary sheet-by-sheet

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

22
Q

We cannot use ____ on published data sources, so our only option for such cases is ___.

A

Relationships, Joins, or (Unions?)

Blend

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

23
Q

Relationships VS Joins

Defined:
Join1:
Join2:
Tables:
LOD(is at the ___):
Combines -> Aggregates?:
Duplicated Rows Possible?:
Unmatched records:
Running Queries:

A

Defined: b/t logical tables in the Relationship canvas (logical layer) VS
b/t physical tables in the Join/Union canvas (physical layer)

Join: Don’t require defining join type VS
Require Join planning & join type

Join: Dynamic VS Static

Tables: Act like containers for tables that are joined/unioned VS
Are merged into their logical table

LOD: at the aggregate for the viz VS
at the row lvl for the single table

Combines -> Aggregates?: No VS Yes

Duplicated Rows Possible?: No VS Yes

Unmatched records: included in aggregation, unless explicitly excluded VS
omitted from the merged data

Running Queries: Only data relevant to the viz is queried VS
Run as part of every query
(Therefore, relationships generate shorter queries)

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

24
Q

1.Use when combining data from different levels of detail.

  1. Use when you want to add more rows of data with the same column structure.
  2. Use when you want to add more columns of data across the same row structure.
  3. Use when combining data from different levels of detail.
A
  1. Blend
  2. Union
  3. Join
    4.Relate

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

25
Q

Can be used to combine published data sources, but can’t be published.

Join, Union, Relate, or Blend?

A

Blend

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

26
Q

Joined physical tables are merged into a single logical table with a fixed combination of data.

Join, Union, Relate, or Blend?

A

Join

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

27
Q

May cause data loss if fields or values aren’t present in all tables

Join, Union, Relate, or Blend?

A

Join - (dependent on join types used)

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

28
Q

Requires matching fields between two logical tables. Multiple matching field pairs can define the ___.

Join, Union, Relate, or Blend?

A

Relate
Relationship

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

29
Q

Automatically uses correct aggregations and contextual joins based on how fields are related and used in the viz.

Join, Union, Relate, or Blend?

A

Relate

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

30
Q

Supports many-to-many and outer joins.

Join, Union, Relate, or Blend?

A

Relate

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

31
Q

Can be published, but you can’t combine published data sources by using ____.

A

Relationships

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

32
Q

Using data source filters limits join culling benefits of ____.

A

Relationships

Relate Your Data:
https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm?_gl=1mnxgvl_gaMTI1NDAzNjQ4My4xNzI2ODg2OTE5_ga_8YLN0SNXVS*MTc0MDEwMzg3Ni42MC4xLjE3NDAxMDcyMTUuMC4wLjA.

33
Q

True or False?

Tables in a Relationship are merged at the data source.

34
Q

T/F

Relationships can be defined based on geographic fields

A

False

They CANNOT

Tableau Data Analyst Certificate (10 decks)

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