Video | Tableau | Data visualisation | Data prep | Analytics

Master the Tableau Data Model & Relationships featuring Kirk Munroe

Kirk Munroe and I take you through the Tableau data model end to end, from your first relationship to multi-fact analysis.

  • Relationships form a logical model you can build without writing SQL, while joins and unions sit at the physical layer inside a logical table and combine before any question is asked.
  • Only convert a relationship to a physical join when both tables share the same number of rows at the same grain, so Tableau doesn't needlessly join at runtime.
  • Leave the relationship performance options at default unless you hit performance issues, as overriding Tableau's heuristics restricts the questions you can answer.
  • Layout is just a visual representation, but with more than one fact table you should make each fact table a base table to use multi-fact relationships and compare unrelated data through shared dimensions.
  • Use COUNT of rows from a table rather than COUNTD on a dimension to confirm uniqueness and get the same answer with a far lighter calculation.

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The data set: https://help.tableau.com/current/pro/desktop/en-us/bookshop_data.htm

Join me in this special episode of Data Model Masterclass alongside Kirk Munroe, as we dive deep into the intricacies of Tableau’s data modelling. In this session, we guide you through everything from the basics to advanced tips, ensuring by the end, you’ll confidently use the data model. We’ll cover the connection window, logical vs physical data models, performance options, and even explore Tableau’s unique approach to intuitive data structuring. If you find this video useful, please subscribe and share with your colleagues. Let’s get stuck in!

00:00 Introduction and Special Guest Announcement
00:26 Overview of the Data Model Masterclass
01:07 Getting Started with Tableau and Bookshop Data
02:45 Building the Data Model: Relationships and Connections
04:21 Advanced Data Modeling Techniques
06:04 Exploring Data and Creating Joins
12:22 Union and Physical vs Logical Tables
14:47 Physical and logical models
17:20 Finalizing the Data Model
37:20 Navigating Tableau’s Interface and Extracts
45:25 Optimizing Tableau Calculations
46:06 Understanding Data Models in Tableau
47:41 Multifact analysis
47:41 Building and Comparing Data Models
49:00 Advanced Data Relationships
50:36 Practical Applications and Examples
53:34 Exploring Tableau’s Heuristics
56:19 Real-World Use Cases and Best Practices
01:10:02 Kind on your Database
01:12:08 Final Thoughts and Future Directions

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