Book Image

Learning Tableau 2022 - Fifth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2022 - Fifth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau’s latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You’ll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau’s Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder’s ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data.
Table of Contents (20 chapters)
18
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19
Index

Managing data source metadata

Data sources in Tableau store information about the connection(s). In addition to the connection itself (for example, database server name, database, and/or filenames), the data source also contains information about all the fields available (such as field name, data type, default format, comments, and aliases). Often, this data about the data is referred to as metadata.

Right-clicking a field in the data pane reveals a menu of metadata options. Some of these options will be demonstrated in a later exercise; others will be explained throughout the book. These are some of the options available via right-clicking:

  • Renaming the field
  • Hiding the field
  • Changing aliases for values of a non-date dimension
  • Creating calculated fields, groups, sets, bins, or parameters
  • Splitting the field
  • Changing the default use of a date or numeric field to either discrete or continuous
  • Redefining the field as a dimension or...