Shulou(Shulou.com)06/03 Report--

Tableau worksheet 1. Edit metadata Detection metadata

After connecting to the data source, Tableau captures the metadata information for the data source, which is used to create the latitude, measurement, and calculated fields used by the view.

The red box represents the data type of the latitude field, where "abc" represents the string type, "#" represents the numeric type, similar to the "whiteboard" chart indicates the date type.

Modify data type

Field data types can be modified as needed. The specific operations are as follows:

Select Field-> right Click-> change data Type

Renaming and hiding of fields

Tableau supports column (field) process renaming and hiding operations to facilitate data analysis.

Field alias

Tableau supports field aliases to handle field names, which is convenient for data processing.

two。 Field operation field combination

Combine the two fields into a new field. For example, combine the region and city fields as follows

Select the region and city fields, right-click, and select merge Fields in the create drop-down box.

The field combination uses "," to split the field by default, and you can customize the separator. The specific operations are as follows

Select the merge field, right-click, and select "Edit merged field"

Then check the data display.

Field layering

In some cases, you need to create a hierarchical structure for several variables to drill down for data. For example, a product category can be divided into "Category-subcategory-Product name", as follows:

Select Category, subcategory, Product name, right-click, and select the hierarchical structure drop-down box create hierarchical structure.

The results are shown as follows

Field grouping

In the case of a large number of fields, you can put several related fields together as a group. For example, ship date, order ID, order date, and mailing method are used as order information

Create the order Information folder; drag the ship date, order ID, order date, and mailing method fields into the order Information folder

Split field

Split a field into multiple fields. For example, split the order ID into "order country", "order year" and "order number"

Calculated field

The calculated field calculates the target data based on the existing data. For example, create a profit margin calculation field, as follows

Select "create calculated Field" in the Analysis drop-down box in the menu bar

Check the regional profit margin

Set

A set is a custom field that defines a subset of data according to certain conditions, and a set can be established based on calculation conditions.

For example, calculate the proportion of customers whose purchase amount is more than 10000 yuan, as shown in the following

A. Select the "customer name" field; right-click the "create" drop-down box and select "set"

B. Drag loyal customers to the row, sales to the column

Inside: it means that the condition is met; outside: it means that the condition is not met. Here, change "inside" to "loyal user" and "outside" to "non-loyal user".

C. Sales are summed by default. Here, change sales to "Total percentage"

D. Change the title to "loyal user proportion Analysis"

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