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Getting Started with Tableau 2018.x

You're reading from  Getting Started with Tableau 2018.x

Product type Book
Published in Sep 2018
Publisher Packt
ISBN-13 9781788838689
Pages 396 pages
Edition 1st Edition
Languages
Author (1):
Tristan Guillevin Tristan Guillevin
Profile icon Tristan Guillevin

Table of Contents (21) Chapters

Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
1. Catching Up with Tableau 2018 2. The Tableau Core 3. A First Dashboard and Exploration 4. Connect to Data and Simple Transformations 5. Build an Efficient Data Source 6. Design Insightful Visualizations - Part 1 7. Design Insightful Visualizations - Part 2 8. Create Powerful Dashboards and Stories 9. Publish and Interact in Tableau Server 10. An Introduction to Calculations 11. Analytics and Parameters 12. Advanced Data Connections 13. Deal with Security 14. How to Keep Growing Your Skills 1. Other Books You May Enjoy Index

Field customization and default properties


Customizing the Data Source is the best way to make it easier to use and share. Let's see the different options you have to transform a raw Data Source into a better one. 

You can reproduce all the examples with the Sample-Superstore dataset. 

First, let's do a tour of the different field options, and then focus on the default properties.

Field customization and options

All the field options are available with a right-click on any field. Here's the list of all the options:

There are some straightforward options, so let's see a short description for those that aren't trivial:

  • Show filter: Only appears if you have something in the Worksheet. We'll see this optionin Chapter 7, Design Insightful Visualizations - Part 2.
  • Hide: Hides the field but doesn't suppress it. It's a great way to clean your Data Source if there are many fields that you won't use. The option is only available if the field is never used. You can show the hidden field by clicking on the...
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