From the course: Complete Guide to Tableau for Data Scientists

Unlock this course with a free trial

Join today to access over 25,300 courses taught by industry experts.

Setting up the default properties of your data source

Setting up the default properties of your data source - Tableau Tutorial

From the course: Complete Guide to Tableau for Data Scientists

Start my 1-month free trial Buy for my team

Setting up the default properties of your data source

“

- [Instructor] Once we've successfully connected to our source of data, no matter where it is, we are able to change the default values of any of our fields so that we don't have to do it every single time we use it in our visualization. Let's see an example of that. So if I had say, sales out of my column and region on my rows, I'm now looking at summer sales broken down by region. But on the label and the axis, it's just saying numbers. It's not indicating this is actually a currency. So I could go ahead and right click on summer sales. I can go to format and then I can change the number format from being an automatic number to being a custom currency because these are pretty large numbers. I'm going to change it to zero decimal places. So now my sales axis is labeled as a currency. So that's easy and straightforward to do and I could go and do that with my other values that I have on display. The problem is if I then go to a new sheet, and this time I want to look at the sales by…

Contents