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1 Tableau - Managing Meta Data

This document discusses managing metadata in Tableau. It notes that changes made in Tableau are not written back to the original dataset, and changes to metadata are changes to the data connection rather than the data source. It also covers hiding and unhiding fields, renaming fields, creating hierarchies, creating folders, changing data types, assigning default colors, changing defaults on measures, and creating calculated fields.

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Vishnu Boddeboina
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© © All Rights Reserved
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46 views

1 Tableau - Managing Meta Data

This document discusses managing metadata in Tableau. It notes that changes made in Tableau are not written back to the original dataset, and changes to metadata are changes to the data connection rather than the data source. It also covers hiding and unhiding fields, renaming fields, creating hierarchies, creating folders, changing data types, assigning default colors, changing defaults on measures, and creating calculated fields.

Uploaded by

Vishnu Boddeboina
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Data Visualization

DSCI 5360

Managing Meta Data in Tableau

Dr. Vess L. Johnson


BLB 357C
(940) 369-7213
[email protected]
Managing Meta Data

 We have done some of this, but … –


 It is important to note that changes that we make in Tableau are not
written back to the original dataset
 Changes to the meta data are changes to the data connection – not
to the data source
 If you load data from a Tableau file, you may not be able to remove
hierarchies, aliases, or calculations.
 But, you can extend the meta data

 We will continue working with the Superstore dataset


Hiding Fields

 Select the field that you


want to hide
 Use the pull down
 Select hide
Showing hidden fields

 Click on the down


arrow to the right of
Dimensions
 Or, down arrow to
right of the search
keyin field
 Select Show Hidden
Fields
Un-hiding

 Notice how “Country”


is faded out
 To unhide the field
 Select the pull down
 Select unhide
Renaming Fields

 Click twice slowly


on a field name
 Type in the new
name that you want
to use
Creating Hierarchy

 Drag Subordinate
fields on top of fields
 Then add other fields
in the position that is
appropriate
 This enables drill-
down
Creating Folders

 Right click
 Select Group By
 Folder

 Notice that our


grouping by sheets has
gone away
 Now we can right click
again on any field and
select Folder -> Create
Folders
Search Function

 You can always use the


search function – if you
have collapsed measures or
dimensions into folders
Changing Data Type

 Click on the Data Type


icon in front of the name
and change it to another
type
 I changed the Row ID
from a number to a String
Assign Default Colors

 Drag a Field Such as Segment to


Colors
 Click on Color
 Edit Colors
 Select the new colors you want to
use
 Now, these colors will be used
whenever you use Segment
Changing Defaults on Measures

 Right Click on a Measure


 Select Default Properties
 You can add a comment – hovering over that
measure will display the comment
 You can change the default color scheme,
number format (e.g., percentage), aggregation
(e.g., from SUM to AVG), total using (e.g.,
SUM, MIN, MAX, etc.)
Creating a Calculated Field

 Click on “down arrow” at top of the


Data Pane
 Select Create Calculated Field
 Name your field and insert the
calculation
 You can drag fields into the calculation
pane to make this easier.
 If you start typing a name, the tool will
autocomplete to help you select the right
name
QUESTIONS?

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