Data Visualization Lab (BAIL504) 2024-25
Program-2
TABLEAU JOINS
Dataset used: Tableau Joins File: Contains 3 sheets : Demographics ,
Salary, JobTitle .
1. Connecting to Excel Files in Tableau:
Open Tableau and click on Connect in the left pane.
Under To a File, choose Microsoft Excel.
Browse and select your Excel file (Tableau Joins File.xlsx).
Tableau will display the sheets from the Excel file in the Data Source tab.
Drag the relevant sheets to the workspace.
2. Tableau Joins File.xlsx Dataset: has three Excel sheets
Demographics:
EmployeeID
NameofEmployee
EmployeeAge
EmployeeGender
Salary:
EmployeeID
EmployeeSalary
Job Title:
EmployeeID
EmployeeName
JobTitle
These sheets have a relationship based on the EmployeeID, and you can jointhem using this
field. Drag and drop Demographics table- Right click-select open- that allows you to do
following types of joins. Now Drag and drop Salary table - That allows you to do join of your
choice.
3. Types of Joins in Tableau:
Once both tables are in the Data Source tab, Tableau automatically suggests an inner join, but
you can modify the type of join depending on the scenario.
a. Inner Join:
Description: Returns only records where there is a match in both tables.When you
use an inner join to combine tables, the result is a table that contains values that have
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Data Visualization Lab (BAIL504) 2024-25
matches in both tables. When a value doesn't match across both tables, it is dropped
entirely.
How to Create in Tableau:
Drag Demographics and Salary sheets into the canvas.
Tableau automatically detects the common field (EmployeeID). If not, manually
select
it.
Choose Inner Join in the Join Type options.
Result: You will see only employees whose employee id matches in
bothDemographics and Salary table.
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b. Left Join:
Description: Returns all records from the left table (Demographics), and
matched records from the right table (salary).If there’s no match, NULL values
are returned for fields from the right table.
How to Create in Tableau:
In the join settings, select Left Join.
Result: All employees will be returned, even if data missing in Salary. Salary
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Data Visualization Lab (BAIL504) 2024-25
c. Right Join:
Description: Returns all records from the right table (Salary), and matched
records from the left table(Demographics). If there’s no match, NULL values are
returned for fields from the left table.
How to Create in Tableau:
Select Right Join.
Result: You will see all salary, even if they don't
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Data Visualization Lab (BAIL504) 2024-25
d. Full Outer Join:
Description: Returns all records when there is a match in either theleft
(Demographics) or right (JobTitle) table. If there’s no match,NULL values are
returned for the missing side.
How to Create in Tableau:
Select Full Outer Join.
Result: You will see all employees and all salary, even if they don’t have a match in
the othertable. NULL values will appear where there’s no corresponding .
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Data Visualization Lab (BAIL504) 2024-25
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