Tips for working with Warehouse data in Tableau
- Add fact tables first. By default, Tableau will try to connect subsequent tables to this table.
- To speed up queries and layouts, consider using custom SQL to limit which columns and what data Tableau pulls in.
- Example: To connect Balances with Time_Month where all you need is Fiscal Year, don't bring in the Time Month table. Instead, choose Use Custom SQL and enter SELECT DISTINCT FISCAL_YEAR FROM TIME_MONTH.