While designing the logical layer of a Tableau data source, you need to combine a daily Sales table with a monthly Targets table on Customer ID and Month without duplicating rows or changing either table's level of detail. What should you do?
Union the two tables and use a calculated field to identify each record's source table.
Define a relationship between the Sales and Targets tables on Customer ID and Month in the logical layer.
Create an inner join on Customer ID and Month in the physical layer of the data source.
Add the Targets table as a secondary data source and blend it to the primary Sales data by Customer ID.
A relationship keeps each table at its native level of detail, only querying each table as needed, so it will not multiply rows when granularity differs. An inner join merges the tables physically and can duplicate rows if one table has more records for the same key. A union stacks rows vertically and is appropriate only when both tables share identical column structures. A data blend links separate data sources after a sheet is built and is unnecessary when both tables reside in the same data source and can be related directly.
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Tableau Desktop Foundations
Connecting to and Preparing Data
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