Tableau worksheet
1. Edit Metadata
Metadata Detection
After connecting to a data source, the data source the Tableau captured metadata information used to create the view using the latitude, metrics and calculated fields.
The red rectangle indicates the data type field of latitude, where "abc" represents the type of string, "#" represents the numeric type, such as "white" graph represents the date type.
Modify the data type
Field data type may be needed to repair the data type is issued. To do the following:
Select the field -> right click -> Change data type
Renaming and hidden fields
Tableau support columns (fields) processes rename operation and hiding operation, facilitate data analysis.
Field aliases
Tableau support field processing field name aliases, to facilitate data processing.
2. Field Operations
Combination of fields
The two fields are combined into a new field. For example, regions and cities will be a combination of fields, as follows,
select the region and city fields, click the right mouse button and select "Create" drop-down box "merge fields."
Combination of fields used by default "," split field delimiter can be customized. To do the following
selected merge fields, click the right mouse button and select "edit merged field"
and then view the data show
Fields stratified
We need to create a hierarchy of several variables in some cases, to achieve drill down into the data. For example, the product category can be divided into "category - subcategory - name products", as follows:
select "category", "sub-category", "product name"; right-click and select "hierarchy" drop-down box " create a hierarchy. "
The results are shown below
Field Grouping
A case where larger number of fields, several related fields can be put together as a group. For example, the delivery date, order ID, order date, and mail order information as
to create "order information" folder; the "ship date", "Order ID", "Order Date" and "mail" dragged into the field. " Order information "folder
Split field
Split into a plurality of fields field. For example, Order ID split into "national order", "order date", "Order Number"
Calculated Field
Calculating a target data field is calculated according to the existing data. For example, create a calculated field margins, as follows
"analysis" drop-down box, select "Create a calculated field" in the menu bar
profitability situation View All
Collection
It is based upon certain conditions, a custom field definition data subset, may be established based on the calculated set of conditions.
For example, to calculate the proportion of customers purchasing goods amount is greater than $ 10,000, such as the title follows
a select "Customer Name" field; Right select "Create" drop-down box, select "Set"
b loyal customers will drag line, sales drag. to the column
the: represents a number satisfying the condition; F: represents a condition is not satisfied, there will be "inside" with "user loyalty", "outer" to "non-loyal customers"
C default is the sum of sales, sales changed here. as "total percentage"
d. modify titled "loyal users accounting for analysis."
