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. The view you are aiming for looks like this: The Discount field contains numeric data, so when you connect to the data source, Tableau assigns it to the Measures area in the Data pane. When you first connect to a data source, Tableau assigns most fields that contain quantitative, For example, the row headers no longer include the sort and filter arrows, and structured references (references that use table names) that were used in formulas turn into regular cell references. Tableau does not aggregate dimensions. 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. The only thing left to do is to drag Sales to Label and then format the labels for readability. For more information, see Filter dates (Link opens in a new window). Click and drag the field from a measures Tableau aggregates Discount as AVG, and Sales as SUM. For more information about how to show missing values, see Show or Hide Missing Values or Empty Rows and Columns. The number of potential values is, if not infinite, then certainly immense. You can use dimensions to categorize, segment, and reveal the details in your data. The figure illustrates a conversion table created using nothing but Excel’s CONVERT function. For more on filtering various types of fields, see Drag dimensions, measures, and date fields to the Filters shelf (Link opens in a new window). Continuous field values are treated as an infinite range. I’ve previously covered how to dynamically change the prefix and suffix of selected measures, how to automatically change number units (i.e. Three values in Segment multiplied by four values in Region is 12. How to Create a Conversion Table in Excel, Highlight Excel Cells Based on the Value of Another Cell, How to Switch Colors with Replace Color in Photoshop CS6, How to Soften Edges with Feathering in Adobe Photoshop CS6. Now the view will contain a continuous axis instead of column or row headers, and the field's background will become green: Date dimensions can be discrete or continuous. Discrete values are treated as finite. There was an error submitting your feedback. The number of marks in the view is not guaranteed to correspond to the number you would get by multiplying the number of dimension values in each of the dimensions that make up the level of detail. When you connect to a new data source, Tableau assigns each field in the data source as dimension or measure in the Data pane, depending on the type of data the field contains. 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. 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 Continuous and discrete are mathematical terms. Right-click (control-click on a Mac) the measure in the Data pane and select Convert to Dimension . If you place a field that you converted When you drop a discrete field on Color in the Marks card, Tableau displays a categorical palette and assigns a color to each value of the field. For more information about color palettes, see Color Palettes and Effects. Generally, continuous fields add axes to the view. All rights reserved. Generally, discrete fields add headers to the view. Continuous means "forming an unbroken whole, without interruption"; discrete means "individually separate and distinct.". The total is now 57 marks (three segments by four regions by five years is 60, but there are three combinations of the dimensions in the view for which there is no data in the data source). The resulting chart is somewhat useful because there are only 12 unique values for Discount in the data source. Tableau represents data differently in the view depending on whether the field is discrete (blue), or continuous (green). the options for changing data roles are limited. There was an error submitting your feedback. Tableau must be able to show a range of actual and potential values, because in addition to the initial values in the data source, it is always possible that new values will emerge as you work with a continuous field in the view. Right-click the table, then in the shortcut menu, click Table > Convert to Range. If it was on the Columns shelf, it would create a horizontal axis. But the values for Discount are still continuous, so Tableau still shows continuous axes for both fields: To complete the process, click the drop-down arrow on the Discount again and select Discrete from the context menu. You can drag a measure field from the Data pane but then use it as a dimension in the view. For example, suppose you want to know the aggregated sales totals for each possible discount rate. When you drag a field from the Data pane to Columns or Rows, the values are continuous by default and Tableau creates an axis. But this is not the same as changing the view's level of detail. In the example on the left (below), because the Quantity field is set to Continuous, it creates a horizontal axis along the bottom of the view. Rulers and analog thermometers are examples of physical objects that display axes. But if you then also dropped Profit on Rows, the number of marks would increase to 114. Postal codes are a classic example—they often consist entirely of numbers, but the information is categorical and not continuous—you would never want to aggregate postal codes by adding or averaging them. You can see that it takes 48 teaspoons to make a cup, 2.4 cups to make an English pint, and so on. The green background and the axis help you to see that it's a continuous field. 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. Similarly, a You should always check the aggregation and change it if necessary. Sales values are no longer aggregated according to discount rate, resulting in a line chart instead of a scatter plot. instead of an axis. Measures can be aggregated. For example, if you have a field named Ratings and the initial values are 1, 3, 3.5, 3.6, and 4, that's five distinct values. When you drop a Date field on Filters, the result can be a discrete filter or a continuous filter. In addition to the formula, each measure has properties defined by the measure data type, such as Name, Table Detail, Format, and Decimal Places. For this Tableau If statement demonstration, we are going to use the data present in the Global Super Store Excel Worksheet so, Please refer Connecting to Excel Files in Tableau article to understand the connection settings. Adding a dimension to any of the following locations in Tableau affects the level of detail: The view now contains 57 separate instances of Abc—the view is all structure and no content. In both examples, the Sales field is set to Continuous. Continuous means "forming an unbroken whole, without interruption"; discrete means "individually separate and distinct.". Date dimensions and numeric dimensions can be discrete or continuous, and all measures can be discrete or continuous. When measures have been defined in a model, users can then add them to a report or PivotTable. Measures contain numeric, quantitative values that you can measure. At this point, you can simply copy your formula across the entire matrix. The absence of an aggregation function in the Quantity field name help to indicate that it's a dimension. The individual values for a discrete field become the row or column headings. Because these types of values are never aggregated, no new field values are created as you work with your view, so there is no need for an axis. Tableau creates headers when you drag a discrete field to Columns or Rows. To learn more about aggregation, see List of Predefined Aggregations in Tableau and Aggregate Functions in Tableau. If Tableau assigns such a field as a measure to the Data pane, you should drag it to a dimensions area to change it to a dimension field. Watch a Video: To see related concepts demonstrated in Tableau, watch Understanding Pill Types(Link opens in a new window), a 5-minute free training video. 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. Dimensions containing strings or Boolean values cannot be continuous. The view can now be considered complete: In some cases, adding a measure to the view can increase the number of marks in the view. 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. Tableau is assuming that the values are continuous. When you have the codes you are interested in, you can enter them in a matrix-style table like the one you see in Figure 12-14. headers and choose Show Missing Values. If a field contains values that are names, dates, or geographical locations—anything other than numbers—it is added as a dimension field in the Data pane when you first connect to a data source. In cases where Tableau has misclassified a field as a dimension or a measure, possibly because of the data type, you can convert … to look at each individual age as a bin or category, in which case you want Tableau to create headers for this field rather than an axis. Entering a CONVERT formula using “gallon” or “GAL” instead of the expected “gal” returns an error. Click and drag the field from a measures area in the Data pane and drop it into a dimensions area. It creates a vertical axis because it continuous and it's been added to the Rows shelf. 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. With this table, you can get a quick view of the conversions from one unit of measure to another. Depending on perspectives and roles, measures appear in the Field List with their associated table, and are available t… 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. To understand why adding dimensions increases the number of marks in the view, do the following: The status bar at the bottom of the Tableau window shows you that there are now three marks in the view: Those marks just contain placeholder text, Abc, because you are only building the view's structure at this point. These codes are very specific and must be entered in exactly the way Excel expects to see them. Some formats require additional settings.For example, if you select Scientific, you must also specifythe number of decimal places. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default). The CONVERT function requires three arguments: a number value, the unit you’re converting from, and the unit you’re converting to. Across the bottom, you now see column headers (0%, 10%, 20%, etc.) You can see that it takes 48 teaspoons to make a cup, 2.4 cups to … The number of potential values for continuous fields is impossible to anticipate. Please try again. from a measure to a dimension on a shelf, it now produces headers instead of an axis. You can change some measures from 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. If the entire view is disaggregated, then by definition no field in the view is aggregated. Be sure to include the absolute references necessary to lock the references to the conversion codes. to Dimension. In many cases, fields from the Dimension area will initially be discrete when you add them to a view, with a blue background. 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. The fact that a field contains numbers does not automatically indicate that those values are continuous. As you add dimensions to Rows or Columns, the number of marks in the view increases. that some of these fields that Tableau has categorized as measures should actually be dimensions. An axis is a measuring line that shows values between a minimum and a maximum. To convert a measure to a dimension in the Data pane, do either of the following. Had there been a unique value for each row, which would not have been unusual for a numeric field, the number of individual bars in the resulting view would have been equal to the number of rows in the data source, which would probably not result in a useful visualization. For related details, see Convert a Measure to a Dimension. © 2003-2020 Tableau Software LLC. The fields are both continuous, so along the bottom and left side of the view Tableau displays axes (and not column or row headers). area in the Data pane and drop it into a dimensions area. When you drop a continuous measure on Filters, Tableau first prompts you to choose an aggregation for the filter, and then prompts you to specify how to filter the continuous range of values. For more information on dimensions and measures, see Dimensions and Measures, Blue and Green(Link opens in a new window). And then if you changed the aggregation, ... You get the idea. 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. 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. It creates horizontal headers instead of an axis. the field to a dimension. in Tableau because it contains numeric data. Green measures and dimensions are continuous. Tableau If Statement Example In the example on the right, the Quantity field has been set to Discrete. numerical information (that is, fields where the values are numbers) as measure fields in the Data pane. If this is how you want to use age in your view, you can convert To convert a measure to a dimension in the Data pane, do either of the following. Tableau shows headers at the bottom of the view, instead of a continuous axis. The green background and aggregation function (in this case, SUM) help to indicate that it's a measure. Here are the steps to create the view shown above: Drag Sales to Rows and Discount to Columns. You can use Excel’s CONVERT function to produce a conversion table containing every possible type of conversion that you need for a set of measures. When you drag a continuous field from the Data pane to Rows or Columns, Tableau creates a continuous axis for that field. For details, see How to Disaggregate Data. 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 “ID” and “Key,” which Tableau would categorize as dimensions, even when they are numeric. 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: . Continuous and discrete are mathematical terms. Tableau shows you a scatter plot—this is the default chart type when you put one measure on Rows and another on Columns. Each field is automatically When you drop a continuous field on Color, Tableau displays a quantitative legend with a continuous range of colors. People sometimes call these fields "pills", but we refer to them as "fields" in Tableau help documentation. 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. In some cases you may want to add or average ages, but you might also want All rights reserved. In the top-leftmost cell in your matrix, enter a formula that points to the appropriate conversion code for the matrix row and matrix column. If you click the field and change it to Discrete, the values become column headers. Dimensions affect the level of detail in the view. In the Sample - Superstore data source, which is included with Tableau Desktop, the values for Discount range from 0% to 80%. Rectify this by dragging Sales to Text. Tableau displays an axis when you drag a continuous field to Rows or Columns. Please try again. Tableau treats the values as discrete. For the codes located in the matrix row, lock the column reference. You can convert a field from a measure to a dimension in the current view. Now there are 12 marks. For details, see "Change the default aggregation" in Edit Default Settings for Fields. The level of detail in a view refers to how granular the data is given the dimension and measure data in the view. There are many needs for conditionally formatting numbers in Tableau. are made from the columns in your data source. The figure illustrates a conversion table created using nothing but Excel’s CONVERT function. In Tableau, fields can be either continuous or discrete. For example, in the following image, the blue bar actually extends to a value of 6.940 on the horizontal axis, not 7.0 exactly. Note: Table features are no longer available after you convert the table back to a range. Data fields With this table, you can get a quick view of the conversions from one unit of measure to another. You can refer to Excel’s Help files on the CONVERT function to get a list of valid unit-of-measure conversion codes. Note: With a cube (multidimensional) data source, The type of aggregation will vary depending on the type of view. You use these fields to build views of your data. You now see the bar chart as in the initial image at the beginning of this topic. We could continue adding dimensions to Rows and Columns and observe as the number of total marks continues to increase. Dimensions contain qualitative values (such as names, dates, or geographical data). Note: You can set the default aggregation and other properties and settings for fields. The process of adding dimensions to the view to increase the number of marks is known as setting the level of detail. For the codes located in the matrix column, lock the row reference. The transformation of Discount is now complete. However, you might decide Select a number format. There are multiple reasons why the number of marks could be lower. For details on converting fields between continuous and discrete, see Convert Fields between Discrete and Continuous. © 2003-2020 Tableau Software LLC. This table shows examples of what the different fields look like in the view. In Tableau Desktop, cubes are supported only on Windows.) Or, if you want the change to affect all future uses of the field in the workbook, you can convert a field in the Data pane from a measure to a dimension. After you drag a dimension to Rows or Columns, you can change the field to a measure just by clicking the field and choosing Measure. assigned a data type (such as integer, string, date), and a role: Discrete Dimension or Continuous Measure (more common), or Continuous Dimension or Discrete Measure (less common). K, M, B), and how to display varying decimal places dependent on value size.. You can use Excel’s CONVERT function to produce a conversion table containing every possible type of conversion that you need for a set of measures. The blue background and the horizontal headers help you to see that it's discrete. For example, if you dropped Sales on Rows in the view above, the number of marks would be 57. 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. For related details, see Cube Data Sources. 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. Tableau no longer aggregates the values for Discount, so what you see now is a line.
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