In addition to the formula, each measure has properties defined by the measure data type, such as Name, Table Detail, Format, and Decimal Places. The resulting chart is somewhat useful because there are only 12 unique values for Discount in the data source. The exception is for fields where the name suggests the data type, such as Year or Month (which Tableau would identify as Date dimensions) or fields containing words like âIDâ and âKey,â which Tableau would categorize as dimensions, even when they are numeric. For instance, to convert 100 miles into kilometers, you can enter this formula to get the answer 160.93: You can use the following formula to convert 100 gallons into liters. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default). To convert a measure to a dimension in the Data pane, do either of the following. Measures can be aggregated. Please try again. The green background and the axis help you to see that it's a continuous field. You can drag a measure field from the Data pane but then use it as a dimension in the view. A visual cue that helps you know when a field is a measure is that the field is aggregated with a function, which is indicated with an abbreviation for the aggregation in the field name, such as: . Â© 2003-2020 Tableau Software LLC. When you drop a Date field on Filters, the result can be a discrete filter or a continuous filter. You can change some measures from The blue background and the horizontal headers help you to see that it's discrete. Three values in Segment multiplied by four values in Region is 12. Tableau shows you a scatter plotâthis is the default chart type when you put one measure on Rows and another on Columns. instead of an axis. When you drag a continuous field from the Data pane to Rows or Columns, Tableau creates a continuous axis for that field. There are many needs for conditionally formatting numbers in Tableau. Dragging a dimension to a location on the Marks card such as Color or Size will also increase the number of marks, though it will not increase the number of headings in the view. The green background and aggregation function (in this case, SUM) help to indicate that it's a measure. Please try again. To increase the number of marks in this view from 57 to 60 in the view above, right-click (Control-click on a Mac) on one of the Date headers in the view and the date or bin When you drop a continuous dimension on Filters (other than a Date), Tableau prompts you to specify how to filter the continuous range of values. The figure illustrates a conversion table created using nothing but Excel’s CONVERT function. Tableau If Statement Example In cases where Tableau has misclassified a field as a dimension or a measure, possibly because of the data type, you can convert it and change its role. With this table, you can get a quick view of the conversions from one unit of measure to another. Right-click (control-click on a Mac) the measure in the Data pane and select Convert Some formats require additional settings.For example, if you select Scientific, you must also specifythe number of decimal places. For more information about color palettes, see Color Palettes and Effects. Tableau shows headers at the bottom of the view, instead of a continuous axis. People sometimes call these fields "pills", but we refer to them as "fields" in Tableau help documentation. In many cases, fields from the Dimension area will initially be discrete when you add them to a view, with a blue background. Green measures and dimensions are continuous. At this point, you can simply copy your formula across the entire matrix. The CONVERT function requires three arguments: a number value, the unit you’re converting from, and the unit you’re converting to. Dimensions affect the level of detail in the view. For details on the many ways you can customize the fields in the Data pane, see Organize and Customize Fields in the Data Pane, Edit Default Settings for Fields, and Work with Data Fields in the Data Pane. are made from the columns in your data source. from a measure to a dimension on a shelf, it now produces headers instead of an axis. Tableau continues to aggregate values for the field, because even though the field is now discrete, it is still a measure, and Tableau aggregates measures by default. When you drag a discrete dimension field to Rows or Columns, Tableau creates column or row headers. These codes are very specific and must be entered in exactly the way Excel expects to see them. In some cases you may want to add or average ages, but you might also want Right-click (control-click on a Mac) the measure in the Data pane and select Convert to Dimension . Tableau aggregates Discount as AVG, and Sales as SUM. And if you then applied a filter that eliminated two of the initial values, the average would change as well, so that would be yet another value. You should always check the aggregation and change it if necessary. You may work at a company where you need to know how many cubic yards can be covered by a gallon of material, or how many cups are needed to fill an Imperial Gallon. As you add dimensions to Rows or Columns, the number of marks in the view increases. When you drop a discrete dimension field on the Filters shelf, Tableau prompts you to choose which "members" of the discrete field to include in the view. Tableau continues to aggregate values for the field, because even though the field is now discrete, it is still a measure, and Tableau aggregates measures by default. You now see the bar chart as in the initial image at the beginning of this topic. Right-click the table, then in the shortcut menu, click Table > Convert to Range. All rights reserved. If a field has values that are numbers that can be added, averaged, or otherwise aggregated, it is added as a measure field in the Data pane when you first connect to a data source. While there are value labels on a continuous axis (0, 0.5, ... 3.0 in the following image), actual marks don't have to align with these labels as they would with column headers. the options for changing data roles are limited. This gives you the result 378.54: Notice the conversion codes for each unit of measure. headers and choose Show Missing Values. Select a number format. Now there are 12 marks. Click and drag the field from a measures The only thing left to do is to drag Sales to Label and then format the labels for readability. You can see that it takes 48 teaspoons to make a cup, 2.4 cups to make an English pint, and so on. In Tableau queries, dimensions in the view are expressed in SQLÂ as "Group By" clauses. List of Predefined Aggregations in Tableau, Organize and Customize Fields in the Data Pane, Convert Fields between Discrete and Continuous, Show or Hide Missing Values or Empty Rows and Columns, Drag dimensions, measures, and date fields to the Filters shelf. When you drag a field from the Data pane to Columns or Rows, the values are discrete by default and Tableau creates column or row headers. Generally, discrete fields add headers to the view. The absence of an aggregation function in the Quantity field name help to indicate that it's a dimension. For more information, see Filter dates (Link opens in a new window). To treat Discount as a dimension, click the drop-down arrow on the field (on the Columns shelf) and select Dimension from the context menu. If you are using a multidimensional data source, fields are aggregated in the data source and measures fields in the view do not show that aggregation. Adding a dimension to any of the following locations in Tableau affects the level of detail: The view now contains 57 separate instances of Abcâthe view is all structure and no content. When you first connect to a data source, Tableau assigns most fields that contain quantitative, Discrete values are treated as finite. But if you drop Ratings on Rows, Tableau automatically aggregates that value as SUM (which you would then immediately change to AVG, because it's more logical to average grades than to add them), and that would then create a sixth value (3.02) that didn't exist until you added the field to the view. The type of aggregation will vary depending on the type of view. Watch a Video:Â To see related concepts demonstrated in Tableau, watch Understanding Pill Types(Link opens in a new window), a 5-minute free training video. The level of detail in a view refers to how granular the data is given the dimension and measure data in the view.