Join data in workbooks

Joins combine data from multiple sources based on matching columns.

This article covers how to create joins in workbooks.

To understand joins in datasets, see Join data in datasets.

Join data sources

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.

  1. Open the workbook's ADD NEW panel.
  2. Under DATA ELEMENTS, click to select your desired element type: TABLE, VIZ, or PIVOT TABLE. Screen_Shot_2022-04-28_at_9.55.49_AM.png
  3. It's time to select a data source.
    Open the NEW tab.
  4. Select JOIN.
    This opens the Select Source modal.
  5. Select a source from the left panel.
    The prompts that follow depend on your selected source type.
  6. Once your source's preview has loaded, click Select.
    This opens the Create join page.
  7. Joins require two or more sources.
    To begin adding your second source, click the plus (+) button next to SOURCES in the left panel.Β 
  8. Repeat steps 5 & 6.
  9. Select a Join type. What are join types?
  10. Select your Join keys.Β 
    Note: In some cases, you'll want to define multiple pairs of join keys.Β 
    On the right side of the page, you'll see match rates for your proposed join.
  11. [optional] To join an another source, repeat steps 7 – 10.
  12. When ready, click Preview output.
  13. Review your join's preview, and make any wanted changes to included columns.Β 
  14. Click Done.
    Your new element appear in the workbook.