Explore Data Visually | Metadata Management in Tableau

#salesforce #trailhead #salestraining #salesforcetrailhead Metadata Management in Tableau From the ChallengeBakes table, drag Season Episode to the Rows shelf. From the Episodes table, drag Showstopper to the Rows shelf to the right of Season Episode. The Showstopper field is a description of what the bakers were asked to bake. Search for Baker in the search bar (or open the Bakers.csv table). From the Bakers.csv table, drop Baker onto the Text shelf under Marks (it's next to Color and Size). Marks card with Color, Size, and Text Then clear your search. You should have seen that action just replaced those Abcs with the baker's names! Those names are text marks. Marks can also be dots, bars, lines, and other visual elements you might be more used to seeing in a chart or graph. On the Marks card, click the T icon in front of the Baker pill. Change it to Color. Now you have a colored square mark per baker and a color legend with their names. With this viz, you’ve verified that the two Showstopper fields contain different information at different levels of detail. Showstopper from the Episodes table is the description of the assignment, with one per episode. Showstopper from the ChallengeBakes table is the description of a baker’s recipe, with one per baker per episode. It’s a good idea to rename the fields in the ChallengeBakes table so it’s clear that they’re the individual bakes for each baker in each challenge, not the episode-level descriptions for each challenge. Update Fields Rename the fields so the data is more clear. In the Data pane, right-click Showstopper (ChallengeBakes.csv) and rename it Individual Showstopper. Repeat to rename the field Signature Bake as Individual Signature. Rename the Sheet for Clarity Finally, rename the sheet to ensure you and your stakeholders know what the viz is. Double click the words Sheet 1 at the bottom of the screen. Rename the sheet Validation. Then click anywhere off the sheet tab. 00:00 Introduction 00:18 Narrow the Viz to Find the Data You Want 02:10 Update Marks 02:48 Update Fields 03:28 Rename the Sheet for Clarity