Tableau data sources often contain metadata, which is data about data. In this video, learn how to display source metadata.
- [Instructor] When you work with a Tableau visualization, you will often create a data connection and start your analysis. If you need information about a specific workbook's data source or sources, you can view the workbook's metadata to see where each field comes from. I'll demonstrate how to view a workbook's metadata in this movie. My sample file is 02_09 Metadata and you can find it in the Chapter Two folder of your Exercise Files collection. I have a visualization on a worksheet in this workbook, but what I really want to do is look at the data source. So at the bottom left corner of the program window I will click Data Source. I can view this data source's metadata by going just to the left of the Sort Fields text and clicking the Manage Metadata button. So I'll click there and I can see that I have my field names and then also the field name as displayed within my visualization. So I have all these values here. In this case, I only have data from one table and that's US Sales by Region, but if I had multiple data sources, perhaps joined together, then I would see the names of the separate tables next to the field names. If I want I can copy the metadata and paste it into another document, such as an Excel workbook. So I will click the row header for the first field, in this case Order Num, and then using my mouse we'll scroll down and then hold down the Shift key and click the row header next to Order Total. So everything's selected. I'll press Control + C and then I happen to have a blank Excel workbook already open. So I'll tab over to that, press Control + V, and there I see my data. So I will select the columns and double click the edge of the first column and what that does in Excel is automatically resize the columns so that I can see all of the data within each one. And in this workbook I now have the metadata of the field name table and remote field name for the visualization that I was working with.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.