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#Tableau prep pivot aliases how to
#Tableau prep pivot aliases plus

Select Fields ( Tableau Prep Builder version 2019.4.2 and later and on the web)

#Tableau prep pivot aliases plus

If using this option, skip to step 7.Īll versions: Click the plus icon, and select Add Pivot from the context menu.

Tableau Prep Builder Version 2019.4.2 and later and on the web: In the Profile pane, select the fields that you want to pivot, then right-click or Ctrl-click (MacOS) and select Pivot Columns to Rows from the menu.

Select the fields that you want to work with and pivot the data from columns to rows.ĭrag the table that you want to pivot to the Flow pane. Pivot from columns to rows on one or more groups of fields.

Use this pivot option to go from wide data to tall data. You can also use Tableau Prep's smart default naming feature to automatically rename your pivoted fields and values. No matter how you pivot your fields, you can interact directly with the results and perform any additional cleaning operations to get your data looking just the way you want it. Pivot rows to columns (Tableau Prep Builder version 2019.1.1 and later and on the web).Use wildcard search to instantly pivot fields based on a pattern match (Tableau Prep Builder version 2019.1.1 and later and on the web). Use one of the following options when pivoting your data: In this type of scenario, to analyze this data as separate measures you would need to pivot that row data to columns.īut what about pivoting larger data sets or data that changes frequently over time? You can use a wildcard pattern match to search for fields that match the pattern and automatically pivot the data. For example a sales department that tracks advertising spend in two columns, one called Advertising that contains rows for radio, television and print and one column for total spent. However you may also have scenarios where your data tables are tall and narrow and are too normalized to properly analyze. Tableau prefers data to be "tall" instead of "wide", which means that you often have to pivot your data from columns to rows so that Tableau can evaluate it properly. Sometimes analyzing data from a spreadsheet or crosstab format can be difficult in Tableau. For more information about authoring flows on the web, see Tableau Prep on the Web in the Tableau Server (Link opens in a new window) and Tableau Cloud (Link opens in a new window) help. The content in this topic applies to all platforms, unless specifically noted. Use your (Link opens in a new window) account to sign in.Note: Starting in version 2020.4.1, you can now create and edit flows in Tableau Server and Tableau Cloud.

#Tableau prep pivot aliases how to

Watch a Video: To see how to bulk re-alias all members of a field, watch Cleaning Data by Bulk Re-aliasing (Link opens in a new window), a 3-minute free training video. If you didn’t publish the data source, you can duplicate the field (right click > Duplicate) and edit aliases for the duplicate field without restriction. You can only change aliases on fields that you create in your workbook. When using a published data source, you cannot create or edit aliases.

Convert Fields between Discrete and ContinuousĪlternatively, the Alias option may be missing for a discrete dimension because you are connected to a published data source.

Dimensions and Measures, Blue and Green.

For more information about discrete vs continuous and dimensions vs measures, see: You can convert it to a discrete dimension and then re-alias the values. If you have a field in your data that contains values such as 0 and 1 but actually encodes information such as no and yes, Tableau will interpret this as a continuous measure. Tableau does not permit re-aliasing measures as this would involve modifying data values themselves. When the Alias option is not available Measures can't be re-aliased When you add the field to the view, the alias names appear as labels in the view.

On Tableau Server or Tableau Cloud, click the X icon in the top-right corner of the dialog box.

To their original names, click Clear Aliases. In the Edit Aliases dialog box, under Value (Alias), select a member and enter a new name. Tip: If Aliases does not appear in the dialog, verify that you are not connected to a published data source and the field you are trying to alias is a discrete dimension. In the Data pane, right-click a dimension and select Aliases.

They cannot be created for continuous dimensions, dates, or measures. You can create aliases (alternate names) for members in a dimension so that their labels appear differently in the view.Īliases can be created for the members of discrete dimensions only.