When should a Tableau associate use a relationship instead of a join for two data sets?
A relationship is particularly appropriate when the tables being combined contain data at different levels of detail, making D correct. Tableau relationships operate in the logical layer of the data model and preserve each logical table's native granularity. Tableau determines the necessary joins dynamically during analysis according to the fields used in the visualization. This behavior is materially different from a physical join. A join merges records into a single physical table before analysis. If tables have different granularities, a physical join can duplicate measure values or remove records depending on the join structure and matching keys. Relationships reduce that risk because Tableau aggregates relevant information according to each table's natural level of detail before combining results as required by the visualization. Official Tableau guidance explicitly recommends relationships for combining data from different levels of detail. Relationships also preserve independent logical tables rather than flattening them into a single physical table. Option B merely describes where tables reside and does not determine whether a relationship or join is preferable. Options A and C likewise do not identify the principal modeling scenario addressed by relationships. Relevant Tableau Desktop concepts include logical tables, physical tables, relationships, joins, aggregation behavior, and preservation of level of detail.
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