study guide

Question 13 Exercise 9: Create a treemap that show the total # of Patient Visits. The colors should represent the four Department Types and the boxes within each should represent the Department. Each box should display the name of the Department and the total patient visits for that Department. Question: Which Specialty department had the fewest patient visits?

Neurology / color: department type, size: sum(number of patient visits), label: department, department: sum(number of patient visits)

Question 3 Take a look at the textbook's Figure 7.3 below. What area of the visualization is #5 referring to?

Pane

According to your textbook, Tableau can connect to all of the following file-based data sources EXCEPT:

Quickbooks files

___ allows Tableau to translate your actions, as you drag and drop fields of data in a visual environment, into a query language that defines how the data encodes those visual elements.

VizQL

Question 2 Where is the option to Clear all Sorts in current worksheet?

Worksheet menu

Question 4 According to the author, which of the following options will clear all of the formatting changes that you made in one specific worksheet?

Worksheet menu...Clear...Formatting

Find the generated field that represents the count of all the records in your dataset. Drag it to Rows. Now drag Order Date to columns. Leave it as a year. Question: Which of the following chart types is NOT available (grayed out) in the Show Me area?

scatter plot Column: Blue-YEAR(Order Date) Rows: CNT(Chapter 01-Superstore)

Question 3 A (n) ___ is often used to help the reader understand the relationship / correlation between two measures.

scatterplot

The tabs along the bottom of the Tableau interface are referred to as:

sheets

Various ___ such as Pages, Columns, Rows, and Filters serve as areas to drag and drop items from the data pane.

shelves

Create a horizontal bar chart to answer the following question: Which product category has generated the most profit for this company?

telephones and communication/ Columns: SUM(Profit) Rows: Category

The ___ is the area where Tableau draws the data visualization. You can also drop items from the Data pane here.

canvas

Question 4 Exercise: Duplicate the sheet for the previous exercise. Create a new calculated field that calculates the number of days between the Start Date and End Date you created earlier. Name this field "Nights Rented." Add this new field to the last position in the Rows shelf (after End Date) and convert it to a Discrete field. Question: Which of the following rooms is rented for the FEWEST number of days?

112-Asbury Atoll starting on 12/9/2020 / rows: rental property, start, end, start date, end date, sum(nights rented)

Question 11 Exercise 7: Create a Pie Chart that shows the Revenue by Department Type. Make sure that each slice shows the name of the department and the % of the total revenue it makes up. Then, using the main toolbar, sort Ascending by Revenue. Question: What percentage of the revenue is made by the Intensive Care department type? Tip: Use the "Entire View" setting to avoid having a tiny pie chart

14.35% / color: department, angle:sum(revenue), size: sum(revenue), label: department, label: sum(revenue)-percent of total

Question 7 Exercise: Create a calculated field using aggregate functions that will show the Discount % for each Rental Property. The canvas should have a table with the three rental properties as rows and the Rent, Discount, and Discount % as columns. Use the measure names + measure values method taught in class. Finally, format the new DIscount % field to show percentages with two decimal places. Question: What is the overall discount % for the 155-Beach Breeze property?

15.19% / columns: measure names, rows: rental property. Filters: measure names-sum(rent), sum(discount), agg(discount%), label: measure values

Question 3 Exercise: Create two calculated fields named Start Date and End Date. Each is calculated by concatenating the Start or End field with ", 2020" and then using the DATE function on the result to convert the text/string into an actual date field. Once you have those two new fields, add all of the following fields to the Rows shelf to create a table: Rental Property, Start, End, Start Date, End Date. Configure the settings on Start Date and End Date to be "Exact Date" and "Discrete." This should demonstrate that your concatenation worked by seeing it side-by-side with the original dates. Question: Which of the following rooms is NOT rented on 12/10/2020?

155-Beach Breeze / rows: rental property, start, end, start date, end date

Question 15 Exercise 11: Create a histogram showing the number of minutes that each patient waited before they received service. Change the bin size to 2 minutes. Question: Which is the most typical waiting time for patients at this hospital?

18-20 minutes / columns: minutes to service(bin), rows: cnt(minutes to service)

Question 15 Exercise: In Sheet 4, Create a column (vertical bar) chart that shows the total sales for the month of December for each year. Rename the sheet to: December Sales. Question: In which year did the company have the most sales in December? Hint 1: While your chart should show the four years for the Order Date field, you should filter by Month (same field) to only use the December data. Hint 2: Tableau will likely default to a line chart. Use the Marks area to change the marks to bars.

2016 / column: blue-YEAR(Order Date) rows: sum(sales) filters: blue-MONTH(Order Date)

Create a line chart to answer the following question: In which quarter was profit at its lowest? Hint: Convert Year to Quarter (Q2 2015)

2017 Q1, Columns: Green-QUARTER(Order Date) Rows: SUM(Profit)

Question 16 Exercise 12: Create a dual-axis line chart that compares the hospital's Revenue to the number of Patient Visits. The lines should compare these measures for each quarter of every year using the Date of Admit. Question: In which quarter was the Revenue higher than it was in 2018-Q1, yet the Number of Patients was lower than in 2018-Q1? Tips: - Use the date value, not the date part - Do NOT synchronize the right axis - This is almost exactly like the example in your book, except that he used sales and profits. Otherwise, same configuration.

2019-Q4 columns :green-quarter(date of admit), rows: sum(revenue), sum(number of patients), color: measure names

Question 7 Exercise: Create a text table that shows all Order Dates (Years only) in the columns, the Categories in the rows, and the Order Quantity (as text) in each of the cells. Use the Totals feature in the Analytics pane to display grand totals at the bottom of each column. Question: In which year were the most items ordered?

2020, columns: blue-year(order date), rows: blue-category, label: sum(order quantity)

Question 5 Exercise: Create a new blank sheet. Create a calulated field named "Revenue". First, substract the Discount field from the Rent field. Then add the result of multiplying the Tax Per Night field to the Nights Rented field. If you get lost, the formula is in your book. Once done, create a basic bar chart showing the total Revenue per Rental Property. Question: Which Rental Property generated a revenue over $3500?

207-Beach Breeze / columns: sum(revenue) rows: rental property

Question 3 Exercise: Create a bar chart that shows the Sales per Quarter per Year (Order Date) for all years. You should have the year part first, then the quarter. Add a quick table calculation to show the year over year growth for Sales. Turn on mark labels so that you see the % above/below each bar. Question: How much did sales increase in Q4 of 2019 compared to the same quarter in the prior year?

24.7% / columns: blue-year(order date), blue-quarter(order date), rows: sum(sales)-year over year growth

Question 9 Exercise: Create a bar chart showing the total Rent for each Rental Property. Next, apply an Average Line to the table. Question: What is average amount of Rent earned for this company so far?

3,333.33 / columns: sum(rent), rows: rental property

Question 4 Exercise: Create a text table that shows all Order Dates (Years only) in the columns, the Departments in the rows, and the Sales (as text) in each of the cells. Use the Quick Table Calculation feature to answer the question below. Question: What percentage of the 2020 sales came from the Furniture department

31.54% / columns: blue-year(order date), rows: department, label: sum(Sales)-percent of total

Question 6 Note: The SPLIT function was not taught during class. It is explained in the early part of the chapter. Read it before trying this. Exercise: Create a new calculated field named "Building" that will extract only the building name (such as "Asbury Atoll") from the Rental Property Field. Next, create a basic bar chart showing the total Nights Rented for each of the two buildings. Question: What is the total number of rented days by guests who reserved in the "Beach Breeze" building?

35 / columns: sum(nights rented), rows: building

Question 14 Exercise 10: Create a stacked bar chart showing the relative number of high-risk and low-risk patients per department. Each main bar should represent the 13 Departments. The stacked bars within each main bar should show the % of patients that are low and high risk. The % are based on the Patient Risk Profile and total number of Patient Visits. Make sure that the high-risk patients show up first (on the left side) of each bar. Question: What % of neonatal patient visits are considered high risk? Tip: Remember to change the view to "Entire View" so that it is easier to read. New trick: After creating the chart. click the Label button below the Marks area and select "Show Mark Labels."

41.54% / columns: sum(number of patient visits)-percent of total, rows: department, color: patient risk profile

Question 2 Exercise: Create a line chart that shows the Sales per Quarter (Order Date) for all years. Make sure you use the "Quarter" date value, not the date part. Add a quick table calculation to show the running total for Sales. Question: What was the company's accumulated sales as of Q4 2019?

6,099,632 / columns-green:quarter(order date), rows: sums(Sales)-running total, label: sum(sales)-running total

Question 6 Exercise: Create a text table that shows all Years in the columns, the Months in the rows, and the Profit (as text) in each of the cells. Use the Quick Table Calculation feature to answer the question below. Question: Which of the following months showed the largest (positive) difference in the profit amount from 2019 to 2020?

August columns:blue-year(order date), blue-month(order date), label: sum(profit)-difference

Question 2 Read your book's intro to Aggregate Calculations (everything before the exercise in that section) to answer this question: Tableau treats every aggregate calculation as a measure and these fields cannot be dimensions. Why is that?

Because an aggregate calculation depends on dimensions to define the level of detail at which the calculation is performed

Question 14 Exercise: In Sheet 3, Create a bar chart that shows the total sales for each Item, but only for those items whose Unit Price is at least $1000. Rename the sheet to: High-end Device Sales Question: Which $1000+ item ranks HIGHEST in total sales? Hint: You don't need an aggregate function when filtering Unit Price. Just use the first option (All Values).

Canon ImageCLASS 2200 / column: sum(sales) rows: item filters: unit price

Question 12 Exercise 8: Create a Scatterplot that shows the correlation between Revenue and Number of Patient Visits for each Department. Question: Which of the following departments has a surprisingly high revenue given the relatively low number of patient visits?

Cardiology / columns:sum(revenue, rows: sum(number of patient visits), label: department

Question 10 NOTE: We didn't do an exercise exactly like this one during class, but the "Free Night" example near the end of the chapter will guide you if necessary. This is a really cool exercise that uses a parameter. Exercise: 1a) Create a new calculated field named "Start Date" using this formula: DATE([Start] + ", 2020") 1b) Repeat, but using "End Date" and this formula: DATE([End] + ", 2020") 2) Create another calculated field named "Nights Rented" using this formula: DATEDIFF("day", [Start Date], [End Date]) 3) Drag "Start Date" to the Columns shelf. Edit it to show the Exact Date instead of the year. 4) Drag "Rental Property" to Rows. 5) Drag "Nights Rented" to the Size shelf and "Last" to both the Color and Label shelves. You should now have a Gannt-style chart, which looks similar to a stacked bar but with units of time in the x-axis. 6) Right click and Format the Last field that is in the Label shelf. Click

Carmichael / columns: start date rows: rental property, color:last, size:sum(nights rented), label: last, parameter:free night

Question 12 Exercise: Go to the Data Source area and apply a filter that will only show you data from 2010 - 2012. Now go to Sheet1 and rename it to Honey Prices by State. Create a map-based visualization that shows the average honey price per state (Price Per Lb). Question: Which of the following areas of the US have a large number of states with high prices? Note: The answers are meant to be visual areas of the map and have nothing to do with Regions field.

Center-East / Column:long Row:latitude, color: avg(price per Lb) detail: St

Question 13 Exercise: Download the Assignment 08 - Superstore.xlsx file from this Google Drive folder: https://drive.google.com/drive/folders/1suQ7N_8rW2HbvaXeuI2EivpRacWOLICo Links to an external site. Go to Sheet 2 and add a new data source for your existing Tableau workbook. Connect to this Excel file, but only to the Orders worksheet.Create a bar chart that shows the total sales for each region, but only for these two categories: Computer Peripherals, Office Machines. Rename the sheet to: Device Sales by Region. Question: Which region ranks LOWEST in sales for these two categories?

Central / column: sum(sales) rows: region filters: category

Question 11 Question: Begin the process of extracting the data from the Google Sheet. Which of the following is NOT part of the process? Please do not complete the extract process. I just want to make sure you know how to do it if necessary.

Choose whether the data is to be compressed or not

Question 10 Exercise: Create a new Tableau workbook. Connect to a Google Sheet at the following address: https://docs.google.com/spreadsheets/d/1-zZrDuIg4So-YAQJg-q5uaFbvxyoUg9iYG6yILh70VQ/edit?usp=sharing Links to an external site. Save your work as a (.twbx) file with the following name: assignment-08.twbx Question: Adjust the "st" field to actually be recognized as a state in the US. Which of the following steps make this change possible?

Click the "Type" area to the left of the "st" field. Then change to the State geographic role.

Question 7 Exercise 3: Create a simple bar chart that shows the number of Patient Visits by Department. Sort the departments from highest to lowest number of patient visits. Then use the feature that allows you to "highlight" only the ICU and Neonatal departments. If done correctly, these two bars will be featured in a blue color while the other bars turn gray. Question: Which of the choices below contains the steps make this work? Tips: - Remember to click outside the chart area when done to make sure the feature is activated - Mac users: For any step that mentions the CTRL key, it will likely be the Command key on a Mac

Click the ICU bar...Hold Ctrl key...Click Neonatal bar. Select "Group Members" from the floating toolbar that appears. Columns: sum(number of patient visits), rows: department, color:department(group)

Question 9 Exercise: Open Tableau and observe the available "Servers" that Tableau can connect to. Which of the following companies is NOT on that list?

Cloudflare

Create a two-level horizontal bar chart to answer the following question: Which customer segment in which region has generated the most profit for this company?

Corporate customers in the East region. Columns: SUM(Profit) Rows: Region, Customer Segment

Which of the Date Types in Tableau represents a truncated date for the selected level? It is a continuous field by default.

Date Value

___, which tend to be qualitative, generally perform slicing or create groups.

Dimensions

Question 6 Exercise 2: Create a horizontal bar chart that compares the Number of Patients with Revenue for each Doctor at a specific Hospital Branch. If done correctly, it will display the following data from left to right: - Hospital Branch

Doctor; Number of Patients (as bars); Revenue (as bars) Sort the chart by the Number of Patients in descending order. Question: Focusing on the Central branch, which of the following doctors saw a very high number of patients, yet had very low revenue when compared to their peers? ; Marie Curie columns: green-sum(number of patient visits), sum(revenue), rows: hospital branch, doctor

Create a horizontal bar chart that shows the total profit for each department. Question: What would you need to do to subdivide each of those bars into colored segments for each region? (stacked bar)

Drag Region to the color shelf. Columns: SUM(Profit), Rows: Department, Color: Region

Question 5 Exercise 1: Create a basic horizontal bar chart that shows the total Number of Patients seen by each of the three Hospital Branches in 2018. Question: How can you sort the chart so that the regions appear in this exact order from top to bottom: East, Central, South. Tips: - The 2018 year is a filter for the Date of Admit field. - If necessary, widen the area to the left of the bars so that the "Hospital Branch" heading is fully visible

Drag the East label up so that it is above Central / columns: green-Sum(Number of patient visits), rows: hospital branch, filters: blue-Year(date of admin)

Question 2 Take a look at the textbook's Figure 7.3 below. What part of the visualization is #1 ("Department") referring to?

Field labels for rows

Create a filled map chart that shows the total profit made from each state. Question: Which of the states below clearly generates a negative profit?

Mississippi. Color: SUM(Profit) Detail: State

Question 6 Exercise: Create a text table as follows: Region and Department to Rows, Measure Values to Text shelf (filter to only show Sales and Profit), Measure Names and Order Date (Year) to Columns. Add all three types of Totals. Question: What is the correct approach to add a light orange shading only to the totals (values) in the two columns at the right? Note: Assume all steps below end with "choose the correct color from the drop-down menu"

Format menu...Shading...Columns tab...Total...Pane / columns: measure name, blue-year(order date) rows: region, department. Filter:measure names, label: measure values- sum(sales), sum(profit)

Question 5 Exercise: Create a simple horizontal bar chart showing the total profit per region. Question: How would you change the font for both this visualization and all future ones so that all text in the bar chart becomes size 10 and the darkest black? Tip: Try creating another quick bar chart in sheet two to make sure this worked. If it did, you should see the text in the x and y axis become a bit bigger and darker. Delete this sheet before proceeding.

Format...Workbook...Worksheets...make your selection from the drop-down menu / columns: green-sum(profit), rows: region

Question 8 Exercise 4: Create a Bar-in-Bar chart that compares the Number of Patient Visits for each Department Type for the two years in the Date of Admit. The wider bar should represent 2018, while the thinner bar represents 2019. Question: Which is the only department type with a LOWER number of patients in 2019 than in 2018? Tips: - Remember to turn "Stack Marks" off - You may have to change the date type to "Year" after adding the Date of Admit to the visualization

General / columns: sum(number of patient visits), rows: department type, color: blue-YEAR(Date of admit), size: blue-Year(date of admit)

Create a vertical bar (column) chart to answer the following question: Which order priority level is associated with the highest profit?

High, Columns: Order Priority, Rows: SUM(Profit)

Question 8 Exercise: Using the Discount % field from the previous exercise, create a bar chart showing the First and Last names of each person and the discount % they've earned. Question: Which individual earned the LOWEST Discount %?

John Walvoord / columns: agg(discount %), rows: first, last

Question 9 Exercise 5: Create a Year-Over-Year line chart that shows the Revenue per Date of Admit. The x-axis should show the month part (Jan - Dec), while the two lines should represent the year parts (2018, 2019). Question: In which month did the hospital earn MORE in 2018 than in 2019?

March / columns: blue-month(date of admit), rows: sum(revenue), color: blue-year(date of admit), label: blue-date of admit)

Question 9 Exercise: Create a simple horizontal bar chart showing the total Sales per Customer Segment. Question: How would you change the colors of all bars to purple? Note: Assume all steps in the choices below end with "choose the correct color from the drop-down menu"

Marks area...Click the color shelf / columns:sum(Sales) , rows: customer segment

Question 10 Exercise 6: Create a Heat Map that focuses on the average Minutes to Service for each day of the year. Use the Day part of the Date of Admit in the x-axis and the Month part on the y-axis. If done correctly, you should have some dark areas (higher wait) and light areas (less wait) for each day of each month. Question: On average, for which day of the year can patients expect the longest waits at the hospital? Tips: - Use the "Fit Width" view to avoid scrolling - Remember that this type of viz is called "Highlight Tables" in Tableau

May 5 / columns: blue-day(date of admit), rows: blue-month(date of admit) color: avg(minutes to service)

Question 7 Exercise: Create a simple text table as follows: Category to Rows, Unit Price to Text shelf. Change the aggregation/measure on Unit Price to Avg. Question: What is the correct approach to make sure that this field (and only this field) always shows a $ and two decimal places in this sheet and all future sheets? Note: Assume all steps in the choices below end with "choose Currency (Standard) from the Numbers drop-down menu" Tip: You may want to create another table in the next sheet that uses Unit Price to make sure this worked. Delete this sheet before proceeding.

Right click Unit Price field in the data pane...Default properties...Number format / rows:category, label: avg(unit price)

Question 10 Exercise: Create a simple line chart showing the total Sales per Quarter. Use the Quarter date value (the one that turns green) to make this work. Question: How would you add a custom note right below the low point that occured on 2014 Q1? That note should read, in bold, as follows: Dip below 300k attributed to winter storms

Right click the point on the line...Annotate...Mark / columns: green-quarter(order date), rows: sum(Sales)

Which type of calculation will create a new column in your data source that shows a calculated value for each individual record?

Row-level calculation

___ calculations are performed on the table of aggregate data that has been returned by the data source to Tableau.

Table

Question 5 Exercise: Create a text table that shows all Customer Segments in the columns, the Categories in the rows, and the Profit (as text) in each of the cells. Use the Quick Table Calculation feature to answer the question below. Question: Which product category in which customer segment ranks #1 in profit made for the company?

Telephones and Communication, Corporate / columns: customer segment. Rows: category, label:sum(profit)-rank

Suppose that you are connected to a remote database server and you attempt to create a basic bar chart in a Tableau sheet. After Tableau sends a request to the server, what exactly does the server send back to allow the bar chart to display the proper information?

The relevant aggregate results

According to your author, when you show your visualizations to others, you should consider how adjustments to the formatting can make a major difference to how well the data story is told. Which of the following is NOT one of the things that he believes you should consider?

Time constraints of the presentation

Duplicate and edit the line chart from the previous question to include a colored line for each Region. Question: Is there any region showing a downward trend from Q3 to Q4 in 2020?

Yes, the South region Columns: Green-QUARTER(Order Date) Rows: SUM(Profit) Color: Region

Question 8 Exercise: Create a simple horizontal bar chart showing the total profit per category. Question: Try to change the font size of the x-axis to 9. Does Tableau let you override the previous workbook-level formatting that forces all worksheet text to be size 10?

Yes, the font became smaller / columns: sum(profit), rows: category

Question 16 Exercise: Make sure you are still on the worksheet from the previous exercise (December Sales). In the Data pane, click the small "View Data" button that is to the right of the Search box and Filter by button. Question: Which of the following is TRUE regarding the window that pops up after clicking the View Data button in the Data pane?

You can view and download all of the rows and columns present in the data source

A Tableau workbook may contain one or more data sources and each data source may contain one or more ___. This is often true when multiple tables are joined.

connections

If an item in your Data pane is green it means that it has ___ values, which tend to be numbers or dates.

continuous

A(n) ___ is a snapshot of the data source at the time of the latest refresh. They offer the benefit of being portable and extremely efficient.

extract

The Data pane lists all tables and ___ of the selected data source.

fields

Question 4 A(n) ___ looks similar to a bar chart, but the bars show a count of occurrences (distribution) of a value.

histogram

Which of the following chart types is often chosen when you have time series data?

line

Because it has the ability to use its ___, Tableau will only query a data source when you make changes requiring a new query or a view refresh.

local cache

Data about the data is referred to as:

metadata

Create a density map chart that shows the average profit made from each city. Change the color palette to Density Multi-color Light. Adjust the size of your circles if necessary. Question: Which of the areas below has the most "hot" (red) cities with respect to the average profit made from them?

northeast area. Color: AVG(Profit) Detail: City

A Tableau ___ contains everything that's in a (.twb) file but also includes extracts and external files that are bundled together in a single file.

packaged workbook