Working with Data & Fields in Tableau Desktop

Tableau Desktop    |    Intermediate
  • 11 videos | 52m 49s
  • Includes Assessment
  • Earns a Badge
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Data are essential to what you want to build in Tableau Desktop, so this 11-video course will help you get the most out of it by using the Data pane and everything that it offers. Begin by finding and managing fields, and then sorting and grouping fields in the Data pane. This leads learners into learning how to work with dimensions and measures, and discrete and continuous data; how to use marks and controlling how dimensions and measures are used in a view; and how to set up default aggregation for a measure and default number format for data and number fields. Examine how to create, edit, and remove dynamic and fixed sets; configure, manipulate; and combine sets in a view, and create and use bins, all in Tableau Desktop. Delve into creating hierarchies from fields to enable quick drill-down between levels, and assigning geographic roles to fields in order to use the roles to create a map view. To conclude the course, discover how to create fields and use them in Tableau view.


  • find and manage fields in Data pane
    sort and group fields in the Data pane
    describe dimensions and measures, and discrete and continuous data
    use marks and control how dimensions and measures are used in a view
    set up default aggregation for a measure and default number format for date and number fields
    create, edit, and remove dynamic and fixed sets in Tableau Desktop
  • configure, manipulate, and combine sets in a view in Tableau Desktop
    create and use bins in Tableau Desktop
    create hierarchies from fields to enable quick drill down between levels
    assign geographic roles to fields in order to use the roles to create a map view
    create calculated fields and use them in a Tableau view


  • 3m 42s
    The Data pane is where you will find the fields that have been brought into the Tableau Data Engine, organized into dimensions and measures. See how to browse the fields in your Data pane, use the search and rename tools to find them more easily, and how to show and hide fields. FREE ACCESS
  • 3m 16s
    The fields in your Data pane can be organized in a variety of different ways. You can sort and group fields based on the underlying data source structure, or create custom folders to change how they are organized. All of these tools can help you find and use your fields more easily. FREE ACCESS
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    3.  Working with dimensions & measures
    5m 41s
    In Tableau Desktop, fields are automatically assigned the measure or dimensions category depending on the type of data they contain. The category applied to a field will affect how the data appears and is used in your Tableau view. You will also notice that as well as measures and dimensions, you also have color codes, which will show you what sort of data you are working with: green for continuous, and blue for discrete. Understanding these concepts is essential if you want to get the most out of Tableau. FREE ACCESS
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    4.  Controlling measures & dimensions
    5m 39s
    Marks are used in Tableau Desktop to add data to your view. With the Marks card, you can adjust mark properties and type, allowing you to control the appearance, detail, and context of the data in your view. FREE ACCESS
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    5.  Managing field default settings
    3m 47s
    The default field settings in Tableau Desktop control how dimensions and measures are used and how they appear when they are first brought into a view. These initial behaviors can be customized: see how to define default aggregation methods on measures, set default number and date formats, add comments, and control default mark properties in this video. FREE ACCESS
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    6.  Creating sets
    5m 34s
    A set is a custom field built using a subset of data. It is configured using existing dimensions, and can be configured to apply and use conditions in the data. Sets are very useful for pulling out and comparing data subsets in Tableau Desktop, and in this way are similar to filters. However, once created, sets can also be used across the entire Tableau workbook. FREE ACCESS
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    7.  Working with sets
    6m 12s
    Once you have created fixed and dynamic sets in Tableau Desktop, you can start using them to control the data in your views. You can customize how data from a set is displayed in your viz, create sets from filters, and combine sets to explore the relationships between different data subsets. You'll also see how to create set actions to control the data in your visualizations. FREE ACCESS
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    8.  Creating bins
    3m 36s
    There may be times in your analysis where you’ll want to categorize numeric data into set ranges. These ranges are known as bins and are frequently used in histograms. With Tableau, you can create bins from numeric measures, and then use those bins to create a histogram. FREE ACCESS
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    9.  Creating data hierarchies
    4m 59s
    Hierarchies are useful for structuring data into levels within your workbook, and then drilling down through layers of detail. Some fields, such as dates, are automatically structured into hierarchies, giving you greater control over the data you see in your viz, but you can also create your own hierarchies using the different fields in your dataset. FREE ACCESS
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    10.  Working with geographic roles
    4m 52s
    Geographic roles are used in Tableau Desktop to plot data to a map area. Tableau supports a large number of geographic data types, ranging from general (including countries, states, and cities) to more specialized, including airports and US congressional districts. See how to set geographic roles, troubleshoot location-related issues, and move around a map viz once data has been plotted. FREE ACCESS
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    11.  Creating & using calculated fields
    5m 32s
    Calculated fields can be used to create new data using existing fields in your workbook. This calculated field can then be brought into your viz, as well as being added to your data source. FREE ACCESS


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