KNOWLEDGE BASE

Linking Tables Using One-to-Many Relationships


Published: 04 Apr 2014
Last Modified Date: 29 Jul 2016

Question

How to create one-to-many relationships in Tableau Desktop.

Environment

Tableau Desktop

Answer

The following instructions can be reviewed in the workbook attached below.

Option 1: Aggregate Extracts

  1. In the Data pane, right-click (Product Name) and select Hide to hide the duplicating field.
  2. Right-click Sales and select Field Properties > Aggregation > MIN.
  3. Right-click data connection and select Extract.
  4. Check the box Aggregate data for visible dimensions.
  5. Click Extract.

Option 2: Data Blending

  1. Connect to each table separately.
  2. Establish a relationship at the level needed to blend and not at the duplicating field level: Data > Edit Relationships.
  3. Build visualization while omitting the lowest level of detail that is causing the duplication.

Option 3: Custom SQL

  1. Write a sub query that contains measure to sum and the field that is one step higher than the duplicating field.
  2. GROUP BY that field.
  3. Insert that new measure into the select statement.
  4. Build visualization with the new measure instead of the old one.

 

Additional Information

Joining tables causes duplication of data. When joining multiple large tables, the data duplication can slow performance and increase the difficulty of manipulating the data.
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