Click the name of the currently applied data role, and choose View Data Role.Click the name of the currently applied data role, and choose either Apply a Different Data Role or Remove Data Role.Įdit field name or value synonyms for a data role.Hover over a data source field at left, and click the Edit Field Details icon.
Note: You cannot change built-in data roles for geographic fields like country, state, province, or city. In this example, “Area” comes from a data role, while “Vertical” is specific to the current data source. Grayed-out synonyms must be edited on the data role page. Synonyms from the role appear grayed out, but you can edit them on the central page for the data role. Then select a role from the list, and click Apply. Enter search terms to narrow the list of roles.From the Data Role menu, choose Apply Data Role.Hover over a data field at left, and click the Edit Field Details icon (the pencil).Note: When applying existing data roles, you can select only roles you have permission to access. Enter a name for the role, and then click Publish.Īpply synonyms from an existing data role.From the Data Role menu, choose Publish Data Role.Follow the steps for adding field name and value synonyms for a specific data source.From Ask Data, you can publish new data roles and apply existing ones created in Ask Data or Tableau Prep (Link opens in a new window). Using data roles for synonyms saves you a lot of time, because you can manage them centrally in Tableau Online or Tableau Server. For example, data roles are a great choice if every subsidiary uses the same names for business departments, or if product lines have a consistent set of sub-products. When a field or value has similar usage throughout your organization, use data roles to apply the same synonyms across multiple data sources. Tip: To help Ask Data better interpret users' questions, make synonyms for field values unique and short. Then use the search box to find specific values, and enter synonyms for them at right. To enter synonyms for field values, click the arrow in the lower left corner.To enter synonyms for the field name, use the Synonyms text box.Hover over a data source field at left, and click the Edit Field Details icon (the pencil).Go to the Ask Data tab for a data source or individual lens.Add field and value synonyms for a specific data source or lens Likewise, you can't create synonyms for these special types of data: sets, bins, clusters, hierarchies, combined fields, table calculations, or latitude and longitude. Note: You can't use synonyms that reflect standard analytical terms like “by” or “max”. Synonyms you enter are available throughout your organization, making data analysis quicker and easier for everyone. People may not use the same terminology found in your data source, so data source owners and Tableau administrators can add synonyms for specific data field names and values.
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