Tableau Data Source Joins, Blends and Relationships Planning
Choose how to combine data without double counting.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan how to combine data in Tableau. Tables or files and their keys: [TABLES_AND_KEYS]. The grain of each table: [GRAIN]. The questions to answer: [QUESTIONS]. Known issues such as duplicates or missing keys: [ISSUES]. If I did not provide the grain, ask before recommending a method. Present a table with Combination, Method (relationship, join, union or blend), Why, Risk and Test. Describe the risk of duplication when joining tables of different grain, with a test comparing row counts and totals before and after: an orders table of 3 rows joined to an order lines table of 7 rows gives 7 rows and inflates order totals unless handled; show the sums. Key checks: nulls in keys, mismatched data types, trailing spaces. Steps to validate the data source, and notes on performance. Mark feature names [VERIFY]. Keep the table to the combinations I actually need, with the riskiest first. Say which test to run before building any view, and what result would mean the combination is wrong.
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