Book Image

Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

Overview of this book

Table of Contents (18 chapters)
Learning Tableau
About the Author
About the Reviewers
Adding Value to Analysis – Trends, Distributions, and Forecasting

Metadata and sharing data source connections

Metadata refers to information about the data itself. Nearly every database contains some metadata. This includes lists of the tables and fields for a data source and what type of data (for example, numeric, string, or date) a field contains. Tableau provides an additional layer of metadata that makes it very easy to customize a data connection to add or change attributes of the data.

Customizing a data source

Right-clicking on a field in the Data window reveals a menu of metadata options. Some of these options will be demonstrated in the following exercise, and others will be explained in later chapters. These are some of the options available via right-click:

  • Rename the field

  • Redefine the field as a dimension or a measure

  • Change the default use of a field to either discrete or continuous (this can only be done for date and numeric fields)

  • Add or remove the field from a hierarchy

  • Change the data type of the field

  • Change the geographic role of a field...