Hi Melissa ,
As the data is coming from 2 different data sources you will have to blend the sources together, in the screen shot below the 2 data sources will be connected together using Mode.
and bring in the second table to join.
Thanks Soham - but when I hit "Add" it only lets me add to a new data source, not the source that's already IN the workbook. That's what I'm trying to figure out how to do. Ideas? Thanks!
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As Soham said, you'll have to BLEND these 2. Tableau terminology: connecting 2 independent data sources on the Data Source tab = JOIN. Connecting 2 independent data sources in the WORKBOOK (NOT on the Data Source tab) = BLEND.
For a Blend, go to a worksheet. Select the "Data" menu, then Edit relationships. This is where you specify the field(s) to connect the 2 data sources on. This is (more or less) a LEFT join.
Joins apply to the entire workbook: as far as Tableau is concerned, a join is just one big database.
Blends only apply to the specific worksheet you use them on. So you could have a blended data source on your first worksheet, and a completely separate unblended data source on the second worksheet. Blends only become active when you pull a field from the OTHER data source.
If you have the ability to start over with your data sources, in a brand new workbook. bring in the one that needs all the fixing, and THEN add the second one. That will let you do a join in the data source tab, and give you more options (Left, Right, Inner, Outer) for your join. But this is starting from scratch with a blank workbook with no data sources already in it.
Thank you so much! Thats the clarification I needed.... I didn't know the difference between a blend and a join. Now I do! Much appreciated.
Thanks Soham! With your help and Michael's I figured out I need to do a blend rather than a join. I truly appreciate you taking the time to assist.