After connecting with the data source, Tableau captures the metadata details of the source, such as the columns and their data types. This is used to create the measures, dimensions, and calculated fields used in views. You can browse the metadata and change their properties for some specific requirements.

Checking the Metadata

After connecting with a data source all possible tables and columns will be displayed in the data source.
Example: The source ‘Sample Coffee Chain‘ for checking the metadata.
• Click the Data menu and select to connect with a data source. Browse for the MS access file named as ‘Sample Coffee chain.’
• Drag the table which is named Product, to the data canvas.
• After choosing the file, you will get the below-given screen that shows the column names, and their data types. In Tableau, the string data types are shown as “Abc,” and Numeric data types are shown as “#.”

Changing the Data Type

You can change the data type for some of the fields (if required). Depending on the nature of the source data, sometimes Tableau may fail in recognizing the data type from the data source. In this structure, you can manually edit the data type. The below screenshot shows the options.

Renaming and Hiding

You can change the column names by using the renaming option. You can also hide a column, after that it will not appear in the data view. All these options are available after clicking on the data type icon in the metadata grid, you can see in the below screenshot.

Column Alias

Each column of the data source is assigned as aliases, which helps in better understanding the nature of the column.

Choose the aliases option from the above figure, and a screen comes up, which is used to Edit or Create the aliases.

Click on the OK button, and after that, you can see the changes in the column of the data sources.

So, this brings us to the end of blog. This Tecklearn ‘Editing Metadata in Tableau’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

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Understanding Tableau
• Why Tableau
• Tableau Product Platforms
• Tableau Architecture
• Tableau Interface
Data Connection with Tableau Desktop
• Features of Tableau Desktop
• Connect to data from File and Database
• Types of Connections
• Data Blending
• Joins and Unions
• Tableau Desktop User Interface
• Basic project: Create a workbook and publish it on Tableau Online
Basic Visual Analytics
• Visual Analytics
• Basic Charts: Bar Chart, Line Chart, and Pie Chart
• Hierarchies
• Data Granularity
• Highlighting
• Sorting
• Filtering
• Grouping
• Sets
Advanced Visual Analytics
• Parameters
• Tool tips
• Trend lines
• Reference lines
• Forecasting
• Clustering
Calculations in Tableau
• Calculated Fields
• Numeric, String, Data, Logical, Addressing and Partitioning
• Table Calculations
Level of Detail (LOD’s) Calculations
Advanced Charts in Tableau
• Box and Whisker’s Plot
• Bullet Chart
• Bar in Bar Chart
• Gantt Chart
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• Pareto Chart
• Control Chart
• Funnel Chart
• Bump Chart
Parameters
• What If Scenarios
• Parameter in CF (KPI control)
• Parameter in Filter (Top N)
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Dashboards and Stories
• Introduction to Dashboards
• The Dashboard Interface
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• Building a Dashboard
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Data Security in Tableau
Optimizations tips and tricks
Interacting with Tableau Server
Working with Tableau JavaScript API

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