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Learning Tableau by Joshua N. Milligan

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Metadata and sharing data source connections

Metadata refers to information about the data itself. Nearly every database contains some metadata. This includes lists of the tables and fields for a data source and what type of data (for example, numeric, string, or date) a field contains. Tableau provides an additional layer of metadata that makes it very easy to customize a data connection to add or change attributes of the data.

Customizing a data source

Right-clicking on a field in the Data window reveals a menu of metadata options. Some of these options will be demonstrated in the following exercise, and others will be explained in later chapters. These are some of the options available via right-click:

  • Rename the field
  • Redefine the field as a ...

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