Tableau: Customize data source| Fundamentals

Please download the dataset:

click for dataset

Now, You have a data source file with hurricane data. You want to customize and save the data source so you can reuse the customized version to build additional workbooks in Tableau.

Open the starter file in Tableau.


Rename the Lat (deg) and Long (deg) fields to Latitude and Longitude, respectively. 

  1. In the Data pane, right-click the Lat (deg) field and select Rename.

  2. Type Latitude and press Enter.

  3. In the Data pane, right-click the Long (deg) field and select Rename.

  4. Type Longitude and press Enter.

Convert the Category field to a dimension and change the default sort order to Descending.

  1. Drag the Category field from the Measures area to the Dimensions area.

  2. Right-click Category, point to Default Properties, and then select Sort.

  3. In the Sort dialog box, select Descending.

  4. Close the dialog box.

Set the geographic role for the Longitude field to Longitude.

  1. In the Data pane, right click Longitude.

  2. Point to Geographic Role and select Longitude.

Save the customized data source and close Tableau.

  1. Open the Data menu and point to the data connection you want to save, Hurricane Data (Hurricane Data), which will have a check mark next to it.

  2. Select Add to Saved Data Sources.

  3. In the Add to Saved Data Sources dialog box, set the file type to Tableau Data Source (*.tds).

  4. Make sure with the saved location and click Save.

  5. Close Tableau Desktop 

Reopen Tableau and then open the data source to confirm the changes were saved.

  1. Reopen Tableau.

  2. On the Start page, under Saved Data Sources, click Hurricane to open it.

  3. Verify that the customizations you saved to the .tds file are present, including the renamed fields and the updated geographic role.

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