Tableau Certification Exam

Actions that Tableau offers

highlight filter URL Go to Sheet Change Set Values

You can set all types of dashboard actions to run in 3 ways

hover, select, menu

Reference lines

mark specific values or regions on an axis based on constant or computed values

Most commonly used Calculated Fields in Tableau

math operations logic statements aggregating data manipulating strings date formulas

Calculation - Operators

must be typed manually <>, AND, OR, NOT

Options to label reference line

none, value, computation, custom

Measures

numeric data values Fields that contain numbers, which can be aggregated. A measure typically creates a numerical axis in the view

how to extend worksheet filters

on filter drop down menu, select Apply to Worksheets

Which character do you use to concatenate strings

+

What is the Tableau Data Source File called

.tds

Add a Date filter

1. Drag date field to Filters shelf 2. In the Filter Field, select the type of date filter you want

Sharing Data Source

1. Select data sources to share and choose Publish to Server. 2. Name source 3. Close existing files. 4. Open a new workbook and connect to Shared Data Connection 5. Save file locally or create local copy for editing from a file that is shared on Tableau Server, or publish to Tableau Server

Create Visual Grouping

1. Select fields on graph 2. Right click and click "Group"

Manual sorts - drag and drop

1. Select the headers or labels for the items you want to sort 2. Drag the headers or labels

2 ways to create calculated fields

1. Type them directly on Columns, Rows, or Marks card (ad-hoc) 2. Use the Calculated Field editor

How to create a simple map?

1. Under Dimensions, select a field with a globe icon and drag it to Detail 2. Under Measures, select the value you want to show on the map and drag it to the generated map 3. Use the Marks card to change the marks on the map

How to create a map using a spatial file

1. Under Measures, select the Geometry field and drag it to Detail 2. Click the Analysis and select Aggregate Measures or add more fields to the Detail

Create Geographic Groups on a Map

1. Use any of the map selection tools and click the Group icon 2. Select level of detail for the grouped locations

How to distribute tiled components

1. select layout container by clicking a sheet or object within the container to select it, and click Select Layout Container 2. click Distribute Evenly

Custom Split

Allows you to split a column into multiple columns and to specify the separator used for the splits On the Data Source tab, click the drop-down arrow of the column to be split and select Custom Split Enter a separator and set the options for splitting of the columns. First or Last, specify the number of columns to split.

Using the Marks card, you can:

Add color Make marks smaller or larger Add and modify labels Add a field to detail Add a field to a tooltip

Customer - Analytics Pane

Add custom lines, bands, and box plots

Model - Analytics Pane

Adds modeling information to your view, such as trend lines, forecasting, and average distribution band

Where are dates and times automatically placed?

Dimensions

Custom dates

Calculated data parts you can save in Data pane, and can be discrete or continuous Similar to DATETRUNC() 1. Right click data field you want and point to Create and select Custom Date 2. Give the custom date field a meaningful name and choose which type in Detail drop down list

Calculations - Bold Text

Calculation is computed locally within Tableau

Create a default sort

Can be computed or manual 1. Right click dimension to sort on in Data pane. 2. On context menu, select Default Properties and choose Sort 3. In Sort dialog box, choose the Sort By and Sort Order options

What to choose if you have two measures with the same units and we want the scales to be the same

Choose Synchronize Axis

Change total or subtotal formatting

Click Borders on Format menu. Select the Rows tab and then add Pane and Header divider lines in the Total and Grand Total sections. Use Level slider in the Row Divider section

Table Calculations

Computed locally using only the data in the view. Some are also Quick Table Calculations

Expected Value Summary

Describes whether the value is unexpected

Parameters

Dynamic variables that can replace constant values, and which allow view consumers to control the view in some way

reference line scope

Entire Table, Per Pane, or Per Cell

What should I do with outliers?

Exclude the outliers from your view (CTRL+click and hover over the marks to select Exclude on Tooltip menu) Call out the outliers using an annotation (right click, select Annotate, click Mark, use the Edit Annotation)

3 options of Data Connections

File Server Saved Data Source

Stacked Marks

For measures that add up to a whole, modify the combined axis chart to show stacked marks instead of side by side marks

Sort using one click

Hover over an axis and click the sorting icon

Analyze using the Tooltip

If tooltip selection is turned on for your worksheet, then any discrete dimension or measure that is included in the tooltip becomes an active link

Sort Table Column in crosstab

If your table contains a single value per pane for all rows, you can choose Nested or Field sort for that column. You can also sort columns that have discrete measures 1. Drag dimension to Columns shelf 2. Drag dimension to Rows shelf 3. Choose Add All Members 4. Drag measure to Text 5. Right click dimension and choose Sort

Change a Measure to dimension and vice versa

In Data pane, drag dim to measure or measure to dim

How to select ISO-8601 Calendar

In data pane, right-click date source and point to Date Properties and select ISO-8601 in the default

Calculation - Fields

Includes both data source fields and calculated fields

Summarize - Analytics Pane

Includes options to add pre-defined components such as constant and average lines, medians with quartiles, box plots, and totals

Explanations List

List possible explanations for the value in the selected mark

Impact of Data Connection Type

Live - changes to data are reflected when you open viz Extract - changes are not reflected until refresh

Does the .tds file contain data from underlying source?

No, data about modification and connection info added

Calculations - [Purple Text]

Parameters

What is the default selection field for mapping?

Rectangular

Update field reference to correct invalid field due to data

Right click invalid field in Data pane and select Replace References

Create Nested Geographic Groups

Right click on previously created group in Data pane and choose Create and then Group

Add filter to view

Right click the field on filter shelf and choose Show Filter

Create Geographic Groups from Data Pane

Right click the geographic groups from the Data pane, and click on the geographic field and choose Create and then Group

Create a crosstab from an existing view

Right click the tab for the worksheet you want to duplicate and choose Duplicate as Crosstab

A ________ icon indicates a sorted field

SORT

Filter on Measure

Show only values that meet filter criteria Select method of aggregation Options - range of values, at least, at most, special

Select most recent date for filter

Select the Filter to latest date value when workbook is opened

What to do if desired dimension is not already in view, what should we show?

Show Highlighter

2 ways to build a viz

Show Me menu or build your own

Sets

Subsets of data you define

Analytics Pane includes:

Summarize Model Custom

Table calculations scope

Table, Pane, and Cell

Filter on a Dimension

These filters are cumulative - use AND logic Options - general, wildcard, condition, top

Why Use a Scatter Plot?

To answer questions about relationship between variables To see data that deviates from primary trend

Creating Dual Axis Charts

Useful for showing how two different measures compare to each other Used to show: two measures with different measurement units, different scales, same units and scale, different mark types Right click measure and choose Dual Axis

Show totals and subtotals using the Analytics Pane

Using Analytics pane to drag Totals to view. Choose Subtotals, Row Grand Totals, and Column Grand Totals

Marks

When a dimension or measure is dragged into a view it is displayed here Bars, circles, pies, text, and lines are examples of this

Table calculations

computations that are applied to the values for a measure in the view allow for a second pass aggregation

Split

You can automatically split regularly separated (delimited) strings in a column to create new columns In the Data Source window, click the drop down of the column you want to split, and select Split. OR Under Dimensions in the Data pane of a worksheet, right click the field you want to split, select Transform, and then click Split

How to replace null values with 0

ZN function

Interactive elements that you can add to a dashboard for users include ______. (Select all that apply.) a. URL actions b. edit tooltip options c. filter actions d. hide and unhide all sheet options

a. URL actions & c. filter actions.

Quick table calculation

accessible from the measure in the view, which will modify the measure and default scope and direction use default scope and direction (Table - across)

Table calculation direction

across (default) or down

Formatting components available for dashboard

add a border around component add background color to component set both inner and outer padding for each side of component

DATEPARSE function

allows you to change a string into a recognized date field DATEPARSE("MMMM, dd, yy", "September,4,12") = 9/4/2012

Tiled components

arranged in a grid consisting of layout containers select tiled instead of floating

Highlight table

color-encoded crosstab call attention to a very high or low data values and are useful for showing detailed valued in text, while emphasizing outliers and patterns in color

custom table calculation

available by saving table calculation

edit table calculation

available from the measure in the view once a table calculation has been applied, and allows the changes in direction and scope

2. You created a group by selecting field labels in a view. How can you remove members from the group? a. In the view, right-click the group members you want to remove and select Exclude. b. In the Data pane, right-click the group and select Edit Group. c. In the view, right-click the group members you want to remove and select Format. d. On a color legend, right-click a member you want to remove and select Format legends.

b. In the Data pane, right-click the group and select Edit Group.

A _____ field on a shelf indicates a discrete field

blue

Which of the following is the best reason to use an extract instead of a live connection? a. Your data source only supports a live connection via ODBC. b. You need the freshest possible data at all times. c. You need to apply an aggregation that takes too long when using a live connection. d. You need to join tables that are in the data source.

c. You need to apply an aggregation that takes too long when using a live connection.

Spatial Files

contain geographic data which identifies the physical location and boundaries. These are useful for geographic data that is not in the Tableau mapping engine encodes features as geometrical shapes automatically creates a new field called Geometry

Date values

continuous chronological progression of time; product continuous timeline/axis green fields

Where are grand totals most commonly used?

crosstabs

what is a calculated field

custom column derived from existing data in data source

A_____ icon indicates that a field has a table calculation applied to it

delta

Computed sorts

organizes the data in the view by applying rules, such as sorting alphabetically or sorting quantities in descending order. These are dynamic.

Analyze Using the Highlighter

perform ad-hoc analysis of the data in scatterplots Allows you to quickly find and compare specific values within the context of the data set Field must be discrete field and included in the view

Devices available to show

phone tablet desktop

The ____ and ___ controls appear when the field is part of a hierarchy in which you can drill up or drill down

plus and minus

Analyze using Explain Data

provide potential explanation for an outlier lightbulb icon will build statistical models and propose potential explanations for selected mark

How to see where the worksheet is being used within the workbook

right click the worksheet tab and selecting Used In

where does Tableau place totals and subtotals by default?

right or bottom of the view

Selected Mark

shows which mark is being analyzed by displaying its dimension values

Save a local data source

to save the file locally for personal use, on the Data menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources

Where are the fields for latitude and longitude displayed?

under Measures

How many columns can you split

up to 10

Why use calculated fields?

use when underlying data does not contain all of the values you need for analysis

Outliers

values that appear to diverge from the trend. very good to see outliers

Connection between dashboards and worksheets

views in a dashboard are connected to the worksheets they represent when changes are made to the view or dashboard, changes with reflect in both places

publish dashboard online

with organization - Tableau Online or Tableau Server account everyone - Tableau Public

Date parts to use in date functions

year, month, day, hour, minute, second

Calculations - Plain Text

calculation computed at database level

Highlight actions

call attention to marks of interest by coloring relevant marks and dimming all others

Floating components

can be layered on tope of other items

Calculation - Functions

can use to create formula

Map Options

choose to allow pan and zoom, map search, view toolbar, map scale, and units

Add a quick table calculation

click drop down measure for field in measure

Fitting a View to its Container

click small white drop down arrow on view's toolbar and select Fit and choose desired fit

Dashboard

collection of worksheets and supporting information shown in a single view, so you can compare and monitor a variety of data simultaneously

Calculations - //Gray text

comments

Which of the following can you use to create a calculated field that returns data independent of the data granularity in a view? a. An INCLUDE LOD calculation b. A table calculation c. A basic calculation d. A FIXED LOD calculation

d. A FIXED LOD calculation.

A field that shows average home values for the United States in 2016 is most likely: a. A discrete date part dimension b. A continuous date value dimension c. A geographical dimension d. An aggregated measure

d. An aggregated measure.

Date parts

discrete specific units of time contained in data produce discrete headers/labels for each date part blue

Dimensions

discrete categories of data Fields that contain qualitative, categorical information such as text or dates. A dimension field typically sets the level of aggregation for numeric data, and creates labels in a view

Measure in Use

displays multiple measures as different tabs. Click the tab to select the measures to use in explanations

Explanation Description Pane

displays the selected explanation with a combination of text and viza

Calculations - [Orange Text]

field names

Calculations - Blue Text()

functions

Measure values and measure names

generated fields that serve as containers for more than one measure. Names are at the bottom of the list of Dimensions and Values are at the bottom of the list of Measures

Tree map

good option for showing part to whole relationships, especially data sets with long tails, because tree maps show all of data at once

Scatter plot

graph of plotted points used to compare two measures and show patterns across data sets

A _____ field on a shelf indicates a continuous field

green

Negative correlation

high or low values in the variables show opposing trends

Positive correlation

high or low values in the variables show similar trends

Filter actions

send info between worksheets, typically from a select mark to another sheet showing relevant information

____, ____, and ______ buttons display in the blank space on the Marks card when you select the associated mark from the drop-down menu

shape, angle, and path

reference bands

show data that falls within a certain window value, and display as shared areas between two constant or computed values

What are correlations?

statistical relationship between values When you view a scatter plot, look for three types of correlations

Uses for a pie chart

filtering or highlighting actions on a dashboard showing a high-level breakdown of a measure by dimension with a small number of members

What is added by default to worksheets in dashboard

filters and legends are added by default

add table calculation

for more control in creating the table calculation from an existing measure, accessible from the measure in the view

Sort using the sort dialog

1. Right click on a dimension in the view and choose Sort from the context menu 2. Click the desired Sort By and Sort Order settings

How to change total or subtotal position?

1. Analysis menu 2. Click Totals 3. Check or clear Row Totals to Left or Column Totals to Top

Calculated Field Editor

1. Analysis>>Create Calculated Field; right click empty area in Data pane and choose Create Calculated Field; Right click data field in Data pane, point to Create, choose Calculated Field

Manual Sorts - Sort dialog

1. Click on the drop-down menu of a dimension in the view and choose Sort 2. In the Sort dialog, under Sort By, click Manual sort and drag and reorder values

3 steps of Desktop workflow

1. Connect to data 2. Analyze your data and build views 3. Share insights using a Dashboard or Story

Change between date values and date parts

1. Drag Date field to columns or rows 2. Choose date part or value you desire

Change hierarchical order of date fields

1. Drag a date field into the view to the Rows or Columns shelf 2. Drag a measure field to Rows 3. Click the plus sign in the date field to expend the date hierarchy

Create a Highlight table

1. Drag a least one dimension to the Rows shelf or Columns shelf 2. Drag a measure to Text on Marks card 3. Drag measure to Color or drag Measure Values to Color 4. On Marks card, choose Square

Create a new crosstab

1. Drag dimension to Columns shelf 2. Drag dimension to Rows shelf 3. Drag a measure to Text on Marks card

Build Combined-Axis Chart

1. Drag measure to Rows 2. Drag a second measure on to the vertical axis, dropping it when you see the light green double bar icon 3. Drag a dimension to Columns

Organize Dimensions and Measures in Folders

1. In Data pane, right click white space below fields and make sure the Group by Folder option is selected 2. In Data pane, right click the white space below the fields and choose Create Folder 3. Name folder

Set a relative date filter

1. In the Filter Field, select Relative Date and click Next 2. Choose the time unit 3. Set specific time to target

How to show subtotals?

1. On Analysis menu, select Totals, and choose Add All Subtotals

How to show row and column totals?

1. On Analysis menu, select Totals, and choose Show Row Grand Totals or Show Column Grand Totals

Show totals in highlight table

1. On Analysis, select Totals, and choose Show Column/Row Grand Totals 2. To include total in color coding, click Color and click Edit Colors 3. Under Edit Colors, select Include Totals and Apply

Show/Hide Sort Controls

1. On Worksheet menu, select Show Sort Controls to turn the controls on or off

Rename a field

1. On the Data pane, click and hold the field you want to rename 2. Type new alias

Table Calculations - Levels of Control

1. Quick table calculation 2. Add table calculation 3. Edit table calculation 4. Custom table calculation

How to create group

1. Right click 2. "Create" group 3. Select topics and click "Group"

How to create hierarchy

1. Right click 2. Hierarchy 3. Create hierarchy 4. Drag to add hierarchy

See table calculation in view

1. Right click any measure and choose Add Table Calculation 2. Use the Table Calculation dialog box to set up calculation

Set Default Properties for a Measure and Dimension

1. Right click the Measure/Dimension field to modify and select Default Properties 2. Choose one of the following: comment, color, number format, aggregation, totals

Two ways to save a .tds file

1. Save the file locally for personal use - On the Data, menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources. Changes in the data source are not inherited. 2. Export to Tableau Server - On the Data menu, select the connection you want to share, and choose Publish to Server. Subsequent workbooks can inherit the data source changes

Set a range of dates filter

1. Select Range of Dates in Filter Field box 2. Choose Starting date and Ending date