You are building a sales dashboard that must combine an Orders table (one row per order line) with a Targets table (one row per salesperson per month). To prevent duplicated target values during analysis, which connection method should you choose?
Create a relationship between Orders and Targets on Salesperson ID and Month
Vertically union the two tables into a single extract
Perform a left join on Salesperson ID and Month at the physical layer
Blend Orders as primary and Targets as secondary on Salesperson ID and Month
Because the tables have different levels of detail, a relationship keeps them separate until query time. Tableau aggregates each table to the appropriate granularity before combining results, so monthly target values are not repeated for every order line. A physical join would merge the tables first and multiply each target record by every matching order line, inflating the numbers. A union stacks rows rather than aligning related records, and a data blend would require separate data sources and can limit functionality, making it unnecessary when the tables are in the same source.
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Tableau Desktop Foundations
Connecting to and Preparing Data
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