Table of Contents
1. Introductions 0:00
2. Introduction to Plaid 1:58
3. Agenda 3:22
4. Joins 3:48
5. What is a relationship? 8:13
6. Relationships vs Joins/Blends 12:29
7. New relationship data model ideas 15:14
8. Tableau examples 20:38
9. Summary 35:16
10. Next Webinar 37:25

Relationship advice - Canadian Higher Education Tableau User Group

Relationships are a dynamic, flexible way to combine data from multiple tables for analysis. Of course, the joins and unions you've come to love from Tableau are still available too. There are some huge advantages to this new model - flexibility, automatic selection of how to join data, being aware of which fields from which tables are used, and many others.

In this session we will cover:

  • What are relationships?
  • When and why should you use relationships instead of joins or blends?
  • Practical examples of how to use relationships.

As the base webinar got a bit pressed for time, we'll be adding these examples to our YouTube channel individually.

Example 1: Actuals vs Targets using Tableau's relationship data model

Webinar Details



  • Andrew Drinkwater, Plaid Consulting
  • Patrick Lougheed, Plaid Consulting

Tableau workbook - Example 1: Actuals Versus Targets


There are tons of resources available to help you learn Tableau's relationship model. Here's the ones we used to help build this presentation. Know of others that should be added? Send us a note to info [at] and we'll add them.

Canadian Higher Education Tableau User Group

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