When working on Tableau reports, I wanted to change the field names and table names that are not appropriate for report columns. For example, columns were named like Cust_ID or Prod_Qty. These names were meaningful to the database but hard to understand for end users.
In Tableau, we can easily rename these fields and tables to customize report headers according to the requirement.
In this Tableau tutorial, I will explain the methods through which we can rename the Columns in Tableau. Along with this, I will also explain how we can reset the edited names to the default names.
Rename Columns in Tableau
In Tableau, there are two ways in which we can rename the table field columns:
- Rename Columns in Tableau from Data Source Page
- Rename Columns in Tableau from Worksheet Page
- Rename Columns Locally in Tableau
- Reset Column Names in Tableau
Rename Columns in Tableau From Data Source Page
In Tableau, when we rename the field columns directly from the data source, it will reflect across all worksheets.
In this example, we will use the Tableau Superstore dataset. Now, connect the Tableau with the Superstore data set and follow the method below to rename columns.
In the Tableau, navigate to the Data Source tab, and in the table, click on the dropdown of the field column and select Rename.
Here, enter the new name for the table column and press “Enter“.
Another way to rename the field column in the Tableau data source page is to edit the header name by clicking.
For this, double-click on the column header name, and then we can enter a new name for the column header. After this, press “Enter” or click anywhere on the table.
This way, we can rename the field column names in Tableau from the data source using the above two methods.
Rename Columns in Tableau From Worksheet Page
In this approach, we will rename the field column names in Tableau from the worksheets.
Now, open the Tableau worksheet and in the Data pane, double-click on the field column you need to rename. Now, we can enter the new name for the field column.
It will reflect the changes to the field names on the table and chart on the worksheet.
Another way to rename the fields is to click on the field dropdown in the Data pane and select Rename from the