Tableau Metadata

Metadata is data, that provides information about other data. In other words, it is data about data. Tableau facilitates in capturing the information details of the sources like columns and their information sorts. Information is employed to form dimensions, measures, and also the fields square measure calculated.

Metadata is used to create the dimensions, measures, and calculated fields used in views. You can browse the metadata and change some of its properties for some specific requirements.

We can perform the following operations with Tableau Metadata :

  • Hide and Unhide the Metadata in Tableau
  • Rename Metadata fields in Tableau
  • Create a hierarchy of fields in Tableau
  • Create a folder in Tableau
  • Create Calculated fields in the Tableau

Introduction to Tableau

Hide and Unhide the Metadata in Tableau

You can hide and unhide the fields of either dimension or measure variables.

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore.xls excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • Hovering on any of the fields in the dimension and you can see the dropdown symbol.
  • Right-click on the dropdown and select the Hide option.
    select-field-and-click-hide-tableau
  • Now, the hidden field has been grayed out as shown below.
    grayed-out-hidden-field-tableau
  • When we select the Hide, Tableau should hide the selected field, but here, it is not hidden completely this is because we have selected the options to Show Hidden Fields.
    show-hidden-fields-tableau
  • If we unselect the Show Hidden Fields option, then the hidden will completely disappear as below.
    completely-hidden-field-tableau
  • If you select the option as Show Hidden Fields, then you can able to see all the hidden fields as below.
    showing-all-the-hidden-fields-tableau
  • In the same way, if you want to unhide the fields, click on the hidden fields and select the Unhide option from the dropdown.
    unhide-the-hidden-field-tableau

Tableau Data Relationship

Rename Metadata fields in Tableau

We can rename the fields in the given metadata as below.

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore.xls excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • Right-click on the field name and select the rename option from the dropdown.
    select-rename-option-tableau
  • I have changed the field name Country to My Country as below.
    rename-from-coutry-to-my-country-tableau

Calculations in Tableau

Creating a Hierarchy of fields in the Metadata

In the case of Data sets, hierarchies are a logical arrangement of relevant unique attributes in a data set. Hierarchies arrange data fields in a level, for instance, a Geography hierarchy would have a region, country, state, city, area levels. Or, a Time hierarchy has a year, month, week, day as its levels.

By creating hierarchies in Tableau, you can set our data on different levels of detail and organize it accordingly. Tableau can automatically create hierarchies by detecting relevant fields or you can create custom hierarchies.

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore.xls excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • To create a hierarchy in your data set, select a field from the list of dimensions and measures.
  • Select and hold the field and drag it on to or on top of another field, this will open a Create Hierarchy dialog box, if you want you can rename it and then click Ok.
    creating-hierarchy-tableau
  • I have created a Hierarchy by combining Customer Id and Customer Name and renamed it as Customer Details.
    creating-customer-details-hierarchy-tableau
  • Now, the hierarchy has been created by the name called Customer Details and the two selected fields have been added to its sub-level as below.
    customer-details-hierarchy-tableau
  • In the same way, you can add more fields to the hierarchy by doing drag-drop.
  • Now, you can use this hierarchy in visualization by putting it on the Rows or Columns shelf. Here I have dragged the new hierarchy to the row-column, you can see the Customer Name at a higher level.
  • To drill down in a hierarchy, click on the plus + sign given right next to a field name.
  • When we click on the + sign near the field name, the field on a lower level in the hierarchy will be shown.
    displaying-hierarchy-tableau
  • If you want to remove a hierarchy, just click on the hierarchy name and select Remove Hierarchy, then the hierarchy will be removed.
    remove-hierarchy-tableau

Charts in Tableau

Create a folder in Tableau

Creating a folder helps you to organize the dimension and measure values. You can also create a folder by selecting the related fields.

For example, if we create a folder named Location and include the fields such as Country, State, and City, while creating a view, if we just drag the location field to the row or column shelf you will get all the three field details.

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • To create Folders in Tableau, select the field and right-click on the Dimension name for which you want to create a Folder.
  • Next, select the Folders option from the drop-down menu, and then select Create Folder.
    select-field-name-select-create-folder-tableau
  • The Create folder pop-up window will open, enter the name of the folder, and then click on Ok.
    create-folder-location-tableau
  • The new folder called Location has been created as shown below.
    new-folder-location-created-tableau
  • Now, drag and drop the related fields to the folder.
    folder-with-related-fileds-tableau
  • You can remove the members of the folder, click on the members inside the folder and select the Remove From Folder option as below.
    remove-folder-members-tableau
  • In the same way, you can remove the folder, by clicking on the folder name and select the Remove Folder option.
    remove-folder-tableau

Line Chart in Tableau

Create a Calculated Field in Tableau

Calculated fields allow you to create new data from data that already exists in your data source. When you create a calculated field, you are essentially creating a new field (or column) in your data source, the values or members of which are determined by a calculation that you control.

  • Open Tableau and click on Connect to Data.
    connect-to-data-tableau
  • Then the Connect page will open, click on Microsoft Excel.
    click-on-connect-to-data-excel-file-tableau
  • Navigate to the downloaded files, select Sample Superstore excel file, which is a saved excel file, and click on Open.
    connect-sample-superstore-to-tableau
  • You can download a Sample Superstore.xls file from the link: https://chercher.tech/files/
  • Once the data source has been connected, open a new worksheet by clicking on sheet1.
    naviagte-to-sheet1-tableau
  • To create a calculated field, click on the blank space under the fields, and select Create Calculated Fields.
    click-empty-space-and-select-create-calculated-fields-tableau
  • The Create Calculated Field window will open as shown below, enter the name of the field and enter the formula to create a new field.
  • Here, I am going to create a field that contains the total Profit and total of Sales, and I am giving the field name as Total.
    create-total-calculated-field-tableau
  • Once you click on OK, the new Total field has been created under measure as below.
    create-total-field-tableau
  • If you drag the Total, Profit, and Sales field to the row shelf, you will find the details of the Sum, Profit, and Total in the workspace as below.
    compairing-total-ssales-profit-tableau
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