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Automatic_and_Custom_Split

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22 views18 pages

Automatic_and_Custom_Split

Uploaded by

shailenderojha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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AUTOMATIC AND CUSTOM SPLIT

We might have some string fields in the data source that contain multiple units of
information.
For example, we might have a full Customer Name.
It might be easier to analyze the data if we split the values in that field into separate
fields i.e. First Name and Last Name.
We can use split or custom split options in Tableau to separate the values based on a
separator or a repeated pattern of values present in each row of the field.

The new fields created by the split or custom split are added to the data source as
calculated fields.
Splits and custom splits are based on the SPLIT string function.
AUTOMATIC AND CUSTOM SPLIT

Split fields automatically:

A string field can be split automatically based on a common separator that Tableau
detects in the field.

Depending on the connection type, a split can automatically separate a field’s values
in up to ten new fields.
The data type of the new fields generated by the split can vary depending on the
pattern combination that Tableau detects in the separator that is used to split the
original field.
AUTOMATIC AND CUSTOM SPLIT

Custom split:

The custom split option can be used to specify a common separator for the split.
Like the split option, a custom split can separate a field’s values in up to ten new
fields.
In addition, we can choose to split the values at the first n occurrences of the
separator, the last n occurrences of the separator, or at all occurrences of the
separator.
The data type of the new fields generated by the custom split always results in a string
data type.
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 1: Go to the worksheet and select the field i.e., Customer Name to be split
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 2: Right-click the field i.e., Customer Name, Transform > Split
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 3: The new fields created by the split will now be visible in Data Pane as
Calculated Fields
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 3: The new fields created by the split will now be visible in Data Pane as
Calculated Fields
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 4: If required the new fields can be renamed. Right-click the field, Rename
STEPS TO CREATE AN AUTOMATIC SPLIT
Step 5: To confirm if split was done correctly drag and drop the Customer Name,
First Name and Last Name to the Rows shelf
STEPS TO CREATE A CUSTOM SPLIT
Step 1: Go to the worksheet and select the field i.e., Order ID to be split
STEPS TO CREATE A CUSTOM SPLIT
Step 2: Right-click the field i.e., Order ID, Transform > Custom Split
STEPS TO CREATE A CUSTOM SPLIT
Step 3: The Custom Split dialog box will appear
STEPS TO CREATE A CUSTOM SPLIT
Step 4: Enter the separator as “-” in the Use the separator
STEPS TO CREATE A CUSTOM SPLIT
Step 5: Select the Last from the drop-down for Split off
STEPS TO CREATE A CUSTOM SPLIT
Step 6: Click OK
STEPS TO CREATE A CUSTOM SPLIT
Step 7: The new field created by the custom split will
now be visible in Data Pane as Calculated Field
STEPS TO CREATE A CUSTOM SPLIT
Step 8: If required the new field can be renamed.
Right-click the field, Rename
STEPS TO CREATE A CUSTOM SPLIT
Step 9: To confirm if split was done correctly drag and drop
the Order ID & New Order ID to the Rows shelf

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