Joining Keys data sets in Tableau

So you've set up your Keys data sets and now you're ready to start building visualizations in Tableau, awesome! Here's a guide on how to join data sets in Tableau. 

The first thing to note is that no matter which data sets you're joining, the OneView data set always needs to be the left-most data set.

Are you using flights? If so, follow this guide. If not, skip down to the Keys without Flights section. 

Keys with Flights

Open Tableau and connect to Amazon Redshift using your credentials. Select the schema (client) you're creating the viz for. Locate the OneView data set you're using and drag to the pane. 

 

OneView_3.PNG

Locate the 'v_keys_subcampaign_flight' data set and drag to the right of 'v_oneview_paid_media' to JOIN the data sets. 

Flights_First_Join.PNG

You'll want to JOIN on the Key fields, as well as the Report Date as shown above to ensure the data you're reporting on falls within the flight dates. 

Next, drag the 'v_keys_subcampaign' to the pane, placing it to the right of the flight data set. The JOIN on this data set is a Left JOIN on the Key fields. 

Flights_Subcampaign_Join_Details.PNG

All set to begin reporting using Keys flights!

Keys without Flights

If you're connecting the 'v_keys_source' data set, use a Left JOIN and be sure to JOIN on the Key and Source fields as shown. 

Source_data_set.PNG

*NOTE: Remember when adding sources in the Keys section of ChannelMix Control Center, be sure to match them exactly to the data source name in the OneView -- spelling, casing and spacing -- they must match to use as a join clause. 

If you're connecting the 'v_keys_subcampaign' data set, simply use a Left JOIN, joining on the Key fields.

Subcampaign_Left_Join.PNG

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