Customizing a Data Source


1. Organize fields into folders

Step 1. [Data] Pane Menu --> [Group by Folder] (폴더별 그룹화)

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Step 2. Right-click the blank area --> select [Create Folder] (폴더 만들기) --> Name the folder

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Step 3. Drag fields into the folder

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2. Methods to change the data field’s ROLE (measures or dimensions)

Method 1. Click and drag the field to the desirable area (Measures area or Dimensions area)

Method 2. Right-click the field --> [Convert to Dimension ( / Discrete) ] [차원(/측정값)으로 변환]

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3. Edit Fields’ Default Properties

Right-click the field --> [Default Properties] --> Can change [Number Format] or [default color] or [default Aggregation]

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4. Save data as a Tableau Data Source (.tds)

Menu bar --> [Data] --> click the Data source we want to save --> [Add to Saved Data Source]

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  • If saving the data source to the default [Datasources] (데이터 원본) folder under the [My Tableau Repository]:

    It will be available on the data connection page under [Saved Data Source]

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