Create Views and Dashboards

Density map building blocks

-Columns shelf: Longitude (continuous dimension, longitude geographic role assigned) -Rows shelf: Latitude (continuous dimension, latitude geographic role assigned) -Detail: One or more fields with many underlying data points -Mark type: Density

Symbol map building blocks

-Columns shelf: Longitude (continuous measure, longitude geographic role assigned) -Rows shelf: Latitude (continuous measure, latitude geographic role assigned) -Detail: One or more dimensions -Size: Measure (aggregated) -Mark type: Automatic

Filled map building blocks

-Columns shelf: Longitude (continuous measure, longitude geographic role assigned) -Rows shelf: Latitude (continuous measure, latitude geographic role assigned) -Detail: One or more geographic units (dimensions with geographic roles assigned) -Color: Measure or dimension -Mark type: Automatic or Map

How to Exclude an outlier from a view

-Press Ctrl and select the outlier. -On the tooltip that appears, click Exclude.

Filled map data source requirements

-Quantitative or qualitative values -Geographic locations recognized by Tableau or custom polygons

Symbol map data source requirements

-Quantitative values -Latitude and longitude coordinates or geographic locations recognized by Tableau

How to add an annotation to an outlier

-Right-click the outlier. -Point to Annotate. -Click Mark. -Use the Edit Annotation dialog box to create your annotation. -Click OK.

Density source data source requirements

-The data source for a density map must be made up of latitude and longitude coordinates or location names recognized by Tableau. - most effective when the location data is very precise, such as location coordinates in a limited space. - work best where the specific locations change continuously and smoothly across space, rather than values constrained to discrete locations such as district, borough, or neighborhood.

The basic building blocks for a pie chart

-the Pie mark type -a dimension on Color -a measure on the Angle option on the Marks card

How to adjust the intensity on a density map:

1.) Click Color on the Marks card. 2.) Drag the Intensity slider to increase or decrease the vividness of the map.

How to adjust the colors on a density map:

1.) Click Color on the Marks card. 2.) From the Color menu, select one of the Density color palettes or any of the other existing color palettes.

How to adjust the size on a density map:

1.) Click Size on the Marks card. 2.) Drag the slider to increase or decrease the size of the marks on the density map.

How to edit the unknown location data:

1.) Click the special values indicator. 2.) In the Special Values for [Country] dialog box, click Edit Locations. 3.) In the Edit Locations dialog box, click one of the Unrecognized cells to match a known location to your unknown data. A search box appears. 4.) As you begin typing in the search box, Tableau generates a list of possible locations. Select a location from the list. 5.) Repeat steps 3 and 4 until you've resolved all unknown locations.

How to edit the county location data:

1.) Click the special values indicator. (You can also open the Map menu and click Edit Locations.) 2.) In the Special Values for [County] dialog box, click Edit Locations. 3.) In this case, there are several county names that could be in multiple states, making their location Ambiguous. 4.) By specifying the State/Province, we will remove the ambiguity.

How to create a Density map:

1.) Connect to a data source with latitude and longitude coordinates (or location names recognized by Tableau). 2.) Switch to a new worksheet. 3.) In the Data pane, double-click the Latitude and Longitude fields to bring them to the view. Double-clicking ensures that Tableau places the Latitude and Longitude fields in the correct locations: with Latitude on Rows and Longitude on Columns. 4.) Add distinct marks to the view by adding a dimension to Detail on the Marks card. This should be an informative dimension associated with the coordinates to tell a meaningful story. For example, use a dimension that will produce noticeable data concentrations in the areas referenced. 5.) If the data set has more than 10,000 items, you might see the warning below. Click Add all members. 6.) On the Marks card, change the mark type to Density.

How to create a symbol map:

1.) Connect to a data source. 2.) Switch to a new worksheet. 3.) Drag a geocoded dimension (a dimension with a geographic role assignment), such as State, to the view. Tableau creates a map. 4.) Set the Marks card to Circle, if Tableau hasn't already selected it. 5.) Drag the first measure to Size on the Marks card. 6.) Drag the second measure to Color on the Marks card. 7.) As necessary, fine-tune the appearance of the marks, including their size, color and opacity.

How to create a filled map:

1.) Connect to a data source. 2.) Switch to a new worksheet. 3.) Drag a geocoded dimension, such as State, to the view. Tableau creates a map. 4.) Drag additional geocoded dimensions, as necessary, to Detail on the Marks card. 5.) Set the Marks card to Map, if Tableau hasn't already selected it. 6.) Drag a measure to Color on the Marks card. 7.) As necessary, fine-tune the appearance of the polygons, including their color palette and opacity. 8.) Add any other map details you wish to include. For example, add the state names to the map by dragging State to Label on the Marks card.

Creating a good Dashboards

1.) Determine Purpose and audience. 2.) Plan the dashboards design. 3.) Build using design best practices. 4.) Test is for usability and performance

Symbol maps can show up to two quantitative values per location. Which of the following is a good way to represent those two values? A.) Encode both values in shades of the same color. B.) Encode the first value with size and the second value with color. C.) Convert the values to geocodes and drag them to the Marks card. D.) Convert the values to latitude and longitude and drag them to the Marks card.

2.) Encode the first value with size and the second value with color.

Polygons

A filled map shows ratio or aggregated data in in these shapes

What is a set in Tableau? A.) A custom field that defines a subset of data based on specific conditions. B.) A calculated field that answers questions about your data. C.) A combination of data that is imported from more than one data source. D.) A custom field based on a measure.

A.) A custom field that defines a subset of data based on specific conditions.

A set can be used as a: A.) Dimension B.) Measure C.) Bin D.) Hierarchy

A.) Dimension

Which of the following is a reason to build a dashboard? A.) Explore relationships in data. B.) Publish your views to the web. C.) Reduce questions asked of the data. D.) Reduce the effort in maintaining separate sheets in a workbook.

A.) Explore relationships in data.

From this image of a Filter dialog, what can you tell about the field being used as the filter? A.) It is a discrete date part. B.) The field's lowest level of detail is Year. C.) It is a continuous date value. D.) It is a calculated field.

A.) It is a discrete date part.

What is the Measure Values field? A.) It is a measure containing the values for the measures. B.) It contains the measures with a default aggregation of SUM. C.) It is a dimension containing the names of the measures. D.) A filter for the measures in the view.

A.) It is a measure containing the values for the measures.

To create a filled map, which mark type should you select on the Marks card? A.) Map B.) Line C.) Circle D.) Shape

A.) Map

In the following view, you want to show sales data for customers whose names start with "Joe". Which of the following filter types would be best suited for this scenario? (Click on the image to enlarge it.) A.) Multiple Values (custom) B.) Single Value (list) C.) Multiple Values (dropdown) D.) Single Value (dropdown)

A.) Multiple Values (custom)

Based on the results from image, what's the comparison of the profits generated by top selling items compared to the rest? A.) Top selling items generate more than 2 times the profits generated by the remaining items. B.) Top selling items generate more than 3 times the profits generated by the remaining items. C.) Top selling items generate more than 4 times the profits generated by the remaining items. D.) Top selling items generate more than 5 times the profits generated by the remaining items.

A.) Top selling items generate more than 2 times the profits generated by the remaining items.

What do you need to create a dual axis chart? A.) Two measures and one or more dimensions. B.) One measure and two dimensions. C.) Either two measures and one dimension or one measure and two dimensions. D.) Two measures with the same number formatting and one dimension.

A.) Two measures and one or more dimensions.

In the view below, prior to adding the Segment filter to context, why did the view of the Corporate segment show only one top customer when the view was filtered to show top 10 customers by segment? A.) Without the context filter, the view was showing the top 10 customers for the entire database. B.) The Corporate segment had only one customer in the data source. C.) The Corporate segment was not filtered out by the context filter. D.) The Corporate segment was not included in the top 10 filter.

A.) Without the context filter, the view was showing the top 10 customers for the entire database.

In which of the following scenarios would a bar-in-bar chart be the best choice? A.) You want to show two measures against one another simultaneously B.) You want to display the shape of a distribution C.) You want to connect individual data points in a view D.) You want to visualize relationships between numerical variables

A.) You want to show two measures against one another simultaneously

Adjusting LOD in a filled map:

Aggregate up to a higher level of detail or to a lower level of detail

A density map is effective for:

Anyone working with dense, overlapping data to easily make sense of the data's concentration. This makes it easier to recognize spatial patterns in geographic data.

According to Tableau's order of operations, when are Year filters are applied?

At the Dimensions level

What is the maximum number of categories a pie chart can show effectively? A.) 2 B.) 5 C.) 10 D.) 15

B.) 5

Dynamic sets are preferable to fixed sets when you want to: A.) Analyze data that is based on multiple dimensions. B.) Analyze data that changes frequently. C.) Compare a specific set of products to the rest of the products. D.) Combine two or more sets to create a new set.

B.) Analyze data that changes frequently.

Which three areas of the Marks card do you use to build a highlight table? A.) Color, Text and Detail B.) Color, Text and Mark type C.) Color, Mark type and Size D.) Size, Detail and Text

B.) Color, Text and Mark type

Which of the following is true for context filters? A.) Context filters can slow down performance if you have a large data source. B.) Context filters are computed independently. C.) Context filters are applied before any other filter in Tableau's order of operations. D.) Only one context filter can be created per worksheet.

B.) Context filters are computed independently.

You want to view the daily profits over a continuous range of time. What option on the date field menu will show you this? A.) More > Weekday B.) Day (May 8, 2015) C.) Day (8) D.) Continuous

B.) Day (May 8, 2015)

What types of custom date fields do you need to create custom date hierarchies? A.) Year and Month B.) Discrete date parts C.) Custom date values D.) Custom dates

B.) Discrete date parts

How many measures can you have in a text table? A.) Sixteen on Rows and fifty on Columns. B.) Fifty on Rows and sixteen on Columns. C.) Unlimited, but they all must have the same default aggregation. D.) Unlimited, but they all need to use the same units of measurement.

B.) Fifty on Rows and sixteen on Columns.

If you want to keep the map's currently displayed data from changing, which button on the View toolbar would you click? A.) Pan B.) Fix Map C.) Rectangle Selection D.) Zoom Area

B.) Fix Map Click the pin icon (Fix Map) to keep the map's currently displayed data from changing.

Which of the terms below best completes the following sentence? By adjusting the combination of Color, ____, and Size, you can make the trends in a density map much more apparent. A.) Halo B.) Intensity C.) Detail D.) Border

B.) Intensity

What is the correlation between Measure A and Measure B in this example? A.) Positive correlation B.) Negative correlation C.) Nonlinear correlation D.) No correlation

B.) Negative correlation

Select the best answer for the following question. On Columns or Rows, when expanding a date field that is a continuous date value, how many levels of detail for the field can you include in the view? A.) Four: Year, Quarter, Month, and Day B.) One, a date value C.) As many levels of detail the date field has in the data source D.) Five: Year, Quarter, Month, Day and Time.

B.) One, a date value

You can resolve ambiguous geocoded location data by: A.) Removing the geocoding from the data. B.) Specifying the Country/Region and/or State/Province for your data. C.) Reapplying the geocoding to the data. D.) Deleting all items marked as ambiguous.

B.) Specifying the Country/Region and/or State/Province for your data.

In the view shown below, in what order does Tableau apply the two filters? A.) The Year(Order Date) filter is applied before the Top 10 Customers set filter. B.) The Top 10 Customers set filter is applied before the Year(Order Date) filter. C.) Both filters are applied simultaneously. D.) Neither filter is applied because they are not set to the context.

B.) The Top 10 Customers set filter is applied before the Year(Order Date) filter.

What do you need to do so two or more measures share an axis? A.) Connect a data source to a workbook. B.) Add Measure Values to Rows or Columns and display at least two values. C.) Add Measure Names to Rows or Columns and display at least two measures. D.) Filter on Measure Names

C.) Add Measure Names to Rows or Columns and display at least two measures.

If you change the default calendar for a data source to ISO-8601 Week-Based, what will it apply to? A.) All views using the data source that are created after the change is made. B.) Dimensions C.) All worksheets using the data source. D.) Continuous date values

C.) All worksheets using the data source.

Select the best answer for the following question. On Columns or Rows, when expanding a date field that is a discrete date part, how many levels of detail for the field can you include in the view? A.) One, a discrete date part B.) Four: Year, Quarter, Month, and Day. C.) As many levels of detail as there are for the date field in the data source D.) Five: Year, Quarter, Month, Day, and Time.

C.) As many levels of detail as there are for the date field in the data source

You are analyzing sales of children's toys. The toy list is very long and has three spellings of Plush: Plushie Plush plush Which of the following can you do to correct this? A.) Open each and rename entries that are misspelled. B.) Exclude all except Plush. C.) Create a group from the Data pane. D.) Nothing, it can't be corrected directly within Tableau.

C.) Create a group from the Data pane.

How can you display the top 5 and bottom 5 sales in the same view? A.) Create the view using a dynamic set that includes the top 5 items. Items out of the set can be considered as bottom items. B.) Create the view using a dynamic set that includes the bottom 5 items. Items out of the set can be considered as top items. C.) Create the view using a combined set to include all members from the top 5 and bottom 5 sets. D.) Use a filter because views do not allow you to show items from multiple sets.

C.) Create the view using a combined set to include all members from the top 5 and bottom 5 sets.

In a bullet graph, what's one way to increase the visibility of the distribution band? A.) Increase the number of distributions B.) Add a reference line C.) Decrease the size of the bars D.) Increase the size of the bars

C.) Decrease the size of the bars

To build this view, with Quarter on an axis and Weekday on panes, how would these two date fields be arranged on the Columns shelf? A.) Discrete date part Quarter before continuous date value Weekday B.) Continuous date value Weekday before discrete date part Quarter C.) Discrete date part Weekday before continuous date value Quarter D.) Continuous date value Weekday before continuous date value Quarter

C.) Discrete date part Weekday before continuous date value Quarter

Which of the following should you consider when planning a dashboard? A.) How to fit in as many views as you can. B.) How to always include a map. C.) If the dashboard will be viewed on a mobile device. D.) If lots of colors can be used to make the dashboard vibrant.

C.) If the dashboard will be viewed on a mobile device.

What is the Measure Names field? A.) It is a measure containing the values of the measures. B.) It contains measures with default aggregations other than CNT. C.) It is a dimension that contains the names of the measures. D.) It is a filter for the measures in the view.

C.) It is a dimension that contains the names of the measures.

Why might you choose to create a text table of your data? A.) It's the only available view in Tableau that can be created with one measure and one dimension. B.) It's the only type of view that can be used as a filter in a dashboard. C.) It's a good view type to use as a reference tool. D.) It's the appropriate view to use when the data source contains only text-based dimensions.

C.) It's a good view type to use as a reference tool.

What is an effective use of a pie chart? A.) Showing part-to-whole comparisons with a dimension that has many categories B.) Showing comparisons between measures that have a small number of values C.) Showing part-to-whole comparisons with a dimension that has a small number of categories D.) Showing the comparisons between a dimension and a measure

C.) Showing part-to-whole comparisons with a dimension that has a small number of categories

What region has the highest average subtotal for Technology? A.) East B.) West C.) South D.) Central

C.) South

Based on the scatter plot, what is the relationship between average Marketing expenses and average Sales? A.) If we increase average Marketing by $50, average Sales will increase by $300. B.) There is a negative correlation between average Marketing expenses and average Sales. C.) There is a positive correlation between average Marketing expenses and average Sales. D.) There is no relationship between average Marketing expenses and average Sales.

C.) There is a positive correlation between average Marketing expenses and average Sales.

Date value

Continuous

Are green

Continuous date parts

Have axes

Continuous date parts

Which of the following is true for a computed sort? A) Computed sort organizes the data by applying rules. B) Computed sort allows users to specify the sort order. C) Computed sort is dynamic. D.) A and C E.) A and B

D.) A and C

Which Marks card option is only used to create pie charts? A.) Color B.) Label C.) Size D.) Angle

D.) Angle

How do you add grand totals to a text table? A.) Click the Analysis menu, point to Show Grand Totals, and click Show Row Totals or Show Column Totals. B.) Click the Format menu and click Show Grand Totals. C.) Click the Worksheet menu, point to Totals, and click Show Row Grand Totals or Show Column Grand Totals. D.) Click the Analysis menu, point to Totals, and click Show Row Grand Totals or Show Column Grand Totals.

D.) Click the Analysis menu, point to Totals, and click Show Row Grand Totals or Show Column Grand Totals.

In this chart showing the maximum weight of common dog breeds, identify whether each field is continuous or discrete. A.) Both fields are continuous B.) Both fields are discrete C.) Dog Breed is continuous and Weight is discrete D.) Dog Breed is discrete and Weight is continuous

D.) Dog Breed is discrete and Weight is continuous Dog Breed includes categories, and so it is blue and has discrete headers on the axis. Weight is continuous, and so it is green and has a continuous axis.

Based on the results, which product has sales below 100k but is highly profitable? A.) Appliances B.) Furnishings C.) Envelopes D.) Paper

D.) Paper

You're working with a data source with quantitative values (with a wide variation in those values) and latitude and longitude coordinates. Which would be a good map type to use to analyze this data geographically? A.) Filled map B.) Spider map C.) Flow map D.) Symbol map

D.) Symbol map The combination of varying quantitative values and latitude and longitude coordinates make this data source well suited to a symbol map.

What is the best indication that Custom Months is a custom date field? A.) The Date icon B.) The name of the field C.) The icon is green D.) The equal sign before the Date icon

D.) The equal sign before the Date icon

Which of the terms below best completes the following sentence? Density marks work best when the specific locations ____ A.) are constrained to discrete locations like city or zip code. B.) are spread out over a large area. C.) are color coded. D.) change continuously and smoothly across a limited space.

D.) change continuously and smoothly across a limited space.

Which of the terms below best completes the following sentence? When I drag State from the Data pane into the view, Tableau adds latitude and longitude fields to Columns and Rows. This is because Tableau ______ the State field. A.) restructured B.) updated C.) fixed D.) geocoded

D.) geocoded

Groups can be created directly from the view and the ______________? A.) Analytics tab B.) Marks card C.) Data pane D.) Measures shelf

Data pane

Date Part

Discrete

Are blue

Discrete date parts

Have headers

Discrete date parts

Select the option below that describes what happens the first time a group is created from marks in the view. A.) The mark colors are updated in the view. B.) A group called Other is created. C.) A group field is created in the Data pane. D.) A group is created that combines all selected marks. E.) All of the above.

E.) All of the above.

To display a set control for a set, it must be: A) A fixed set B) A dynamic set C) Not be used in a calculation D) Used in the view E) A and C F) B and D

F) B and D

Density marks can only be applied to geographical maps.

False

Both measures need to be the same data type when creating a dual axis chart?

False Whole numbers and Percentages can be in the same dual axis chart

Which of the following statements is true for nested sorting in Tableau?

Nested sorting considers each pane independently and sorts the rows per pane.

Outliers

Outliers are values that appear to diverge from a trend, such as the marks highlighted in this view. A scatter plot is an effective chart type for identifying outliers.

A symbol map is effective for:

Showing quantitative data for individual locations. For example, you can use this type of map to plot earthquakes around the world and size them by magnitude, as in the view below.

Measure Names

The Measure Names field is a dimension that contains the names of the measures. Note that it does not include measures, such as Latitude, which do not aggregate the same way as other measures.

Measure Values

The Measure Values field is a measure that contains the values of the measures.

Without a live connection, the sheets and data sets will only update with the latest data when the refresh occurs.

True

Negative Correlation

When measures have a negative linear correlation, high or low values in the measures show opposing trends. For example, maybe you're comparing a price increase with a sales decrease and see a negative correlation. In this view, Measure A starts at a high value and trends to lower values, while Measure B starts at a low value and trends to higher values. In this example, the marks trend from the top left to the bottom right.

positive correlation

When measures have a positive linear correlation, high or low values in the measures show similar trends. For example, maybe you're comparing a sales increase with a profit increase and see a positive correlation. In this view, Measure A and Measure B both start at low values and trend to higher values. In this example, the marks trend from the bottom left to the top right.

No Correlation

When measures have no correlation, values in the measures show no relationship. For example, maybe you're comparing the size of headphones with the price of headphones and see no correlation. In this view, there is not a correlation between Measure A and Measure B. The marks are spread all around the view.

A filled map is effective for:

When you want to show ratio data. For example, if you wanted to see the percent of total podcast downloads across the United States, you could use a filled map to show trends spatially.

According to Tableau's order of operations, when are set filters are applied?

before dimension and measure filters.