Data Meets Design: Create Stunning Visualizations with Tableau Custom Views
In Tableau, a custom data view is a way to create a customized version of your data that is separate from the original data source. Custom data views can be useful when you want to make changes to your data without modifying the original data source or when you want to create a data set that is a combination of data from multiple sources.
To create a custom data view in Tableau, you can follow these steps:
- Connect to your data source in Tableau.
- Click on the “Data” pane on the left side of the screen.
- Click on the “New Custom SQL” button.
- Enter your custom SQL query in the dialog box that appears.
- Click “OK” to create the custom data view.
You can then use the custom data view like any other data source in Tableau. For example, you can drag and drop fields from the custom data view onto the canvas to create charts and graphs, or you can use the custom data view as a data source for a dashboard or report.
Note that custom data views are not saved with the workbook, so if you want to use the custom data view in the future, you will need to recreate it.
Creating a custom data view in Tableau involves the following steps:
- In the data pane, right-click on a data source and select Create New Custom SQL.
- In the Custom SQL dialog box, enter a SELECT statement that defines the subset of data you want to create a view of.
- Click OK to create the custom data view.
- Drag the custom data view to the canvas and use it in the same way as a regular data source.
It’s important to note that Custom Data View is only available for relational databases and Tableau data extract. Also, when creating custom data view, the SQL statement should be written with the best practices to avoid slow performance or other issues.
Overall, Tableau Custom Data View is a powerful tool that allows users to create a customized view of the data in a data source, which can be useful for creating a more focused view of the data and also for improving the performance of Tableau workbooks and dashboards. This feature is especially useful when working with large datasets or multiple data sources.