Tableau | Joining Keys datasets

So you've set up your Keys datasets 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 dataset 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 dataset you're using and drag to the pane. 



Locate the 'v_keys_subcampaign_flight' dataset and drag to the right of 'v_oneview_paid_media' to JOIN the datasets. 


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 dataset. The JOIN on this dataset is a Left JOIN on the Key fields. 


All set to begin reporting using Keys flights!

Keys without Flights

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


*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' dataset, simply use a Left JOIN, joining on the Key fields.


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