How to Join different tables and column name in Tableau

Tableau

Tableau is a data visualization tool used for data analysis and business intelligence to solve real time business problems. Tableau empowers individuals and organizations to transform raw data into interactive and sharable dashboards, providing insights that drive informed decision making for business.

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One of the best features in tableau is to join the tables with different column names. Here we are going to see how we can connect the tables and with the different column names with different tables.

Why we need to join two tables

All kind of organizations uses their database to improve their business. The purpose of the database is to help the business stay organized and keep information easily accessible. With the joins they can generate reports and valuable insights visually through the Tableau. One of advantage using joins is to execute and retrieve the data faster. By using this joins, it can minimize the calculation burden on the database compare to using multiple queries or subqueries.

Connecting dataset with same column names

First, we are going to use (JoinData) dataset through Excel sheet for join multiple tables through Tableau with the same column names. Below picture shows how to select from the Tableau by selecting the Microsoft Excel option under Connect

 It will display the option from the system to choose the file that you want to use for joins.

Select the JoinData excel sheet from the folder and click Open. This will connect the dataset like below.

Then by selecting Customers table under sheets in to right side in tableau it will enable the data like this below.

Select Orders table under the sheets to connect and it will create relationship with both tables.

Like this we can drag and drop the same columns names with different tables for visualizing the reports through our dashboards.

Connecting dataset with Different column names

But with the different column names here we can fix the tables like this below. Here we are connecting another dataset from the Excel sheet through Add a Connector option in Tableau.

It will open the folder from our system then we can select DifferentNames Excel sheet like below picture to connect the dataset in to Tableau.

This will add the new dataset (DifferentNames) excel sheet under Connections in Tableau. Now we have two datasets under Connections. But we are going see only with different column names dataset. For this we are going to remove the previous (JoinData) dataset by right click the remove option under Connections.

Now we can see only the DifferentNames dataset under connections and the three sheets. First, we are dragging the Customers table under sheets on the right side. Then drag and drop the second table Orders under the sheets. During this time, it gives connection error like below

The above picture shows that the line could not establish the relationship with both tables. And searching for the similar column names in both sheets.so we can check the relevant column name in both tables and have to select those column name like below.

After the error we have to select the relevant column names under each table. Here we have Customer ID column in the Customer table.

Next, have to select the Cust ID under the Orders table like below.

As soon as we select the relevant column names in both tables, we can able to join both tables like below.

Similarly we can connect Products table with Orders table under sheets and it will give you all the data.

Finally we can use multiple tables in the sheets view then we can use for visualizing the reports.

Like this we can easily join the tables in Tableau and visualize as per the requirements like below.

Thank you !!!