Data Viz Done Right

June 13, 2017

Tableau Tip Tuesday: How to Replace References When Your Field Names Change

2 comments
Have you ever had a field name change in your data source? It can be a real pain to update each sheet in a workbook one by one. Conveniently, Tableau has an option called "Replace References" that allows you to swap one field out for another all in one shot.

In this example, I demonstrate what happens when the data source changes. You could also apply this method when you simply want to swap out all existences of one field for another. For example, you want to change all used of Order Date to Ship Date. Easy peasy!

You can also watch this directly on YouTube here if it doesn't render below.

2 comments :

  1. Hello Andy,

    this is nice. thank you.
    We have a case where our customers are developing workbooks using a published data source.
    If we change a field name in the database and republish the data source, is there easy way to replace references for all those workbooks that our customers created in the server ?

    Thanks
    Raj

    ReplyDelete
    Replies
    1. Hi Raj. It's one workbook at a time.

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