Replace Data into the Reference List

Aug 6th, 2022
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How to Replace Data into the Reference List

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you hi guys this is Mark Davis at optimum technology transfer welcome to you all in this video Im gonna take it look at using the replace function in Excel you may be aware if youve seen various other videos of mine here on YouTube you may well be aware you may have gathered that one of my favorite categories of function in the function library are the texts or string functions wonderful functions for cleaning or tidying up your data and Ive created quite a few other YouTube videos to illustrate exactly how these texts or string functions do work but its the turn of the replace function today now Ive got a series of order IDs now the order ID for each of these rows or records that Ive downloaded from saw the system are made up of two numbers followed by four characters followed by three other numbers thats the string that kind of makes up the order ID now what Id like to do is Id like to standardize so what I want to do is to replace the differing four characters kind of somew

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That said, Replace Data Source will be disabled until there are at least TWO data sources in the workbook - one must have a new data source to replace the old one with, after all.
The REPLACE function in tableau replaces all instances of a substring with a string specified in the calculated field. If the substring is not found, the string does not change as specified.
For this Tableau Top Tip, I can show you how you can update a field without having to go and change everything in your view/calculated fields which are reliant on a field. Firstly, right click on the field that you want to update. Select the option of Replace references.
Conveniently, Tableau has an option called Replace References that allows you to swap one field out for another all in one shot. In this example, I demonstrate what happens when the data source changes. You could also apply this method when you simply want to swap out all existences of one field for another.
How to edit the data source. On the Data menu, select a data source, and then select Edit Data Source. On the data source page, make the changes to the data source.
To replace field references Right-click (control-click on a Mac) the invalid field in the Data pane and then select Replace References. In the Replace References dialog box, select a field from the new data source that corresponds to the invalid field.
Go to the sheet tab and select Data Replace Data Source. Note: You must have at least one field in the view to make the Replace Data Source option available. In the Replace Data Source dialog box, select the Current data source and the Replacement data source. When finished, click OK.
Replace text or numbers with the Find Replace Press Ctrl+H or go to Home Find Select Replace. In Find what, type the text or numbers you want to find. You can further define your search: Within: To search for data in a worksheet or in an entire workbook, select Sheet or Workbook.

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