To define a relationship between your two data sources: You can modify an existing relationship that was created automatically by Tableau, or create a new relationship between two fields in different data sources, by following the procedure below. If the fields happen to have the same name, Tableau might recognize them as related automatically. The fields do not need to be named the same in each data source, but they should have some data in common.Īfter you've identified the common fields, you must create relationships between them, or map the fields to one another. Define relationships between your data sourcesīefore you can create relationships between data sources, you must ensure that there is a common field between the data sources you're mapping. Note: To ensure the data strings with mixed capitalization are treated as case-insensitive in the filter, create a calculated field using the UPPER() string function, and then create the filter relationship using that calculated field.įor more FAQs about cross data-source filters, see the Cross data-source filtering FAQs (Link opens in a new window) forum post in the Tableau Community. Note: This might not always be feasible given the level of detail you want in the final view. Make the primary data source the secondary data source, and the secondary data source the primary. For more information, see Join Your Data (Link opens in a new window). For more information, see Join Your Data (Link opens in a new window).Ĭreate a cross-database join if your tables are in different data sources. Join tables that are in the same data source, instead of blending them. If you want to filter data across secondary data sources, consider the following alternatives:
Filtering data across a worksheet's secondary data source is not currently supported in Tableau Desktop. You cannot filter data across secondary data sources. Starting with version 10.0, you can filter data across multiple primary data sources. Before you start, you might want to know the following:
#Tableau prep union multiple data sources how to
To do so, you can filter all three data sources on the Customer Name field.įollow the steps below to learn how to filter data across multiple data sources. For example, maybe you want to see the average sales, profit, and number of orders you’ve received from one of your customers, Aaron Riggs.
#Tableau prep union multiple data sources update
This is an interesting dashboard with a lot of great information, but you might want to update all of the views in the dashboard at the same time by the customer you’re analyzing. There is also a filter card in the view for Customer Name. Each of the views uses a different data source as its primary data source, and those data sources all have a field in common: Customer Name. To do so, you can apply a filter across multiple primary data sources.įor example, the following dashboard shows the order quantity, average sales, and average profit for customers. While working with multiple data sources in a workbook, you might want to compare the data between them using a field they have in common.
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