Tableau Notes

Use filter option
To select values satisfying particular criteria – eg. only those orders where priorities are high and critical

Changing metadata and saving it for future use
Tableau doesn’t write back to original data source. Changes made will be changes in data connection , no the data source.
Metadata – changing names of fields, creating hierarchy, changing data type, adding comment to a field so when you hover you can see the comment [shown below]
Eg. adding a comment – right click on item, default properties, comment.

Metadata changes can be saved for future reference : Right click on top of data column data sources it will save in .tds format just the information about the connection

Changing aggregation type [sum, average, etc.]

add to saved

Right click on measures, default properties, aggregation

Show data labels

Using and refreshing extracts - .tde
If you are connected live to a data source but later decide to extract the data that can be done as follows –
Right click on data column

Extract data

File will be saved as .tde file.
But to actually witch to Extract, you have to check ‘Use Extract’

Extract must be refreshed to update the workbook. Right click

Extract

refresh

Join Types

Data Blending
- Combining data from two different sources – eg. one from access db and one from excel file
- Use join if you are using two different tables from same database or data warehouse
- it does not blend two ‘data sources’ together, but it just shows belnded data result on a sheet. So data blending is specific to sheets
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