Tableau info

text (string)

Boolean cannot be continuous. Text and Boolean are always discrete (textual, qualitative data)

reasons to build a dashboard?

Explore relationships in data, Inform the user about analysis, and monitor the status of data -Dashboards reflect the layout of the view, If you change the view on a worksheet, it will automatically update on the dashboard

Export As PPT, TIFF, BMP, EMF

Macs -> Tagged Image File Format (TIFF) 2. Windows -> Bitmap Format (BMP) a. Worksheet > Export > Image 3. Windows -> Enhanced Metafile (EMF) 4. File > Print PDF > Print PDF to vector base file

Computed sorts

Uses rules and is dynamic. alphabetically and quantity. If data changes then Tableau changes it when you refresh.

Date part

automatically converts to discrete (blue)

A .TDE, or Tableau data extract file

is a snapshot of your data that Tableau saves locally. A .TDE is most helpful when you're connecting to extremely large data sets, of which you only need some fields. By creating a subset locally of only the data needed, Tableau no longer relies on the speed of the original database, optimizing performance as new fields are pulled into the view. This optimization is accomplished by Tableau as it queries its own data engine instead of the original database.

Inner join

keep only matching values

In general, discrete field add "header" and continuous field add "axis"

on exam

a discrete field brings more detail. A continuous field brings an aggregated number

on exam

Manual sort

tell tableau what you want. You can move things around. Maintained even when data changes. Genres will stay in the order you put then in regardless of quantity changing -> not dynamic

Tableau Public

which is free, is a third option for publishing online. It's good for non-sensitive data that you're okay with making public. Viewers can interact with and download your views. If those aren't options for you, you can save your work as a packaged workbook, or .twbx file, that others can open with tableau desktop or tableau reader, a free product for interacting with vizzes.

Context Filter

-Context filter is executed BEFORE the dimension filter -First, create your filter -> then for the other dimension in the Filter section-> right click -> Add to Context

Extract

-Creates extract (static snapshot) belongs to a particular time -Save and Refresh the snapshot -Better performance and portability -Use when numbers are not so important. Ex. Creating reports structure, -Represented with (2) TWO CANS

Live

-Data is live. Changes will be affected immediately. -Slow performance for huge data -Availability of you or server can be problem -Use when numbers must be correct. Ex. Presentation -Represented with (1) ONE CAN

Combined axes chart = shared axes chart

-Drag the measure into the left side of the y-axis -1 axis on the left

Combination chart = dual axis chart

-Drag the measure into the right side of the y-axis -You will have 2 axes -Right click, synchronize axes

table calculations

-Table calculations are calculated based on the data in the view -Unlike calculated fields, which query the database directly, when we apply table calculations, they are performed after the results have been returned from the database, and are processed locally in Tableau. -This local processing means that filters can affect the outcome of the table calculation -Tableau provides a list of useful default calculations called Quick Table Calculations. These can be easily added to any measure in your view and later adjusted -Unlike calculated fields, the table calculation is not automatically added to the Data pane. If we drag the field to the Measures pane, were prompted to add a title to the field, and itll be saved.

Cross database join

-To use union and join, your table must come from the SAME database - use Cross database join if the database is different

FIXED LOD

-aggregate the value ONLY at the dimensions specified in the calculation. Unlike the INCLUDE/EXCLUDE expression, the FIXED expression doesn't take into consideration the dimensions in the view. 1. FIXED calculations are not relative to the dimensions in the view 2. FIXED calculations are higher in the Tableau Order of Operations. A FIXED expression will trump an INCLUDE/EXCLUDE LOD Calc, meaning that if they were both

String data

-any data that is text, rather than numbers, dates, or locations. Strings are often used for names of people or objects. -Concatenate strings means to add them together. Fields have to be the same data types. Had to change postal code to string by double-clicking STR.

Discrete fields

-have fields that can only fall in a bin, not between -turns field blue: ex: pet names, countries, or employee IDs

Continuous fields

-have values that can fall anywhere along an axis. Can contain an infinite number of values -Continuous means green (speed, height, ect.)

Tableau Online

-is a cloud product hosted by Tableau, while Tableau server is hosted by your own organization. Either way, your colleagues may be allowed to View, Interact with, Edit, and Download your views. -Publish to a secure online environment using tableau Online or tableau Server -If your company uses Tableau Server or Tableau Online you can publish to one of these platforms to share views or workbooks. The process Is similar for publishing to either product. -Before publishing to Tableau Online, you'll need to be invited to your company's site by the site administrator and create a username and password. When you publish a data source separately, the workbooks local connection is replaced by a connection to the published data source.

Joins

combine data into new columns -(left, right, inner, outer [full])

Outer join [full]

I. no primary table. Get all rows from all tables II. leaves unmatched rows empty-> null

Crosstab = text table = pivot table

TRUE

Export a view as an image file

To create an image file you can reuse, export the view rather than copy it. You can choose BMP, JPEG, or PNG format on macOS, with the additional option of EMF on Windows. Note, however, that EMF format substitutes Tableau fonts (Tableau Regular, Tableau Semibold, etc.) with a similar font.

Export as a PowerPoint presentation

When you export a workbook to Microsoft PowerPoint format, selected sheets become static PNG images on separate slides. If you export a story sheet, all story points export as separate slides. Any filters currently applied in Tableau are reflected in the exported presentation. To export a workbook to PowerPoint: Select File > Export as PowerPoint. Select the sheets you want to include in the presentation. (Hidden sheets can also be included.) The exported PowerPoint file reflects the file name of your workbook, and the title slide states the workbook name and the date the file was generated.

Story

You can add dashboard and worksheets into Story. The opposite is IMPOSSIBLE (can not add story to dashboard or worksheets) -ONLY 1 dashboard or 1 worksheet at a time

Copy a view as an image

You can quickly copy an individual view as an image and paste it into another application, such as Microsoft Word or Excel. If you're using Tableau Desktop on macOS, a TIFF (Tagged Image File Format) image is copied to the clipboard. On Windows, a BMP (Bitmap) image is copied.

EXCLUDE LOD

allows you to calculate a coarser granularity than the dimensions in your view. To calculate your desired expression, Tableau will first remove the specified excluded dimensions from the viz LOD and then perform the calculation as though the dimension is not present. All dimensions in the view will be aggregated except the excluded dimension.

Actions

are a feature of dashboards that allow users to interact directly with data in the view and access related web-based content. Actions require a source sheet, where the user interacts to start the action. Some actions also use a target sheet, where the results of the action are displayed. There are 3 types of actions -You can add any of the 3 actions in any order and as many times as you need to on a dashboard. -For any type of dashboard action, the action can be run in one of 3 ways: Hover, Select, and Menu

Each object on a dashboard can use one of two types of layouts: Tiled or Floating: Tiled objects

are arranged in a single-layer grid, and the objects snap into place as they're moved around the dashboard -tiled objects are fixed so you can't change the position or size, however, you can always change them to floating

Discrete dimensions fields

are blue(textual, qualitative data) --ex. (Dates), but ** doesn't mean that blue is dimensions -A date field is a good example of a discrete or continuous dimension

Sheets

are framed in grey

Continuous measures fields

are green (numeric data)

Containers

are represented as blue frames

Date value

automatically converts to continuous (green) **Choosing discrete or continuous in the date fields drop-down menu, does not convert the date field to a date part or a date value

INCLUDE LOD

calculates the specified Dimension/s in your syntax in addition to the dimensions already in your view. In other words, the INCLUDE expression is for calculating a higher level of detail without changing your view.

Measures

can be discrete or continuous so they can be either blue or green

Each object on a dashboard can use one of two types of layouts: Tiled or Floating: Floating objects

can be freely moved on the dashboard and layered on top of other objects

Highlight actions

color targeted marks, and dim others, this leaves the targeted data in context. Activate marks in the source sheet to highlight marks in the target sheet. -Hover- actions work when you rest the point over a mark, much like how tooltips work. Hover is often best for highlight actions. ex: I want to click on the bar chart to highlight the well location on the map. the bar chart is the source sheet, and the maps the target sheet.

Unions

combine data into new rows -Union: Combine rows from both queries -Intersect: Keep only rows in common to both queries -Except: Keep rows from left query that aren't included in the right query

URL actions

connect your user to web based resources. Here you click the source sheet, and the target is a URL or web resource. -Menu- actions work when you click a mark in the view, the Menu will be added to the tool tip, and the user can decide to run the action. Menu actions are often best for URL actions, where the user is connecting to web resources -A URL action is a hyperlink that points to a web page, file, or other web-based resource outside of Tableau. You can use URL actions to link to more information about your data. You can also substitute values of a selection into the link text and URL as parameters, so that the link is relevant to your data. -Including a field name within the action is called a dynamic action, and these can greatly polish or customize a dashboard.

A .TDS, or Tableau data source file

contains metadata changes, like groups and calculated fields, that have been made within Tableau. Even though a .TDS file does not contain any of the actual data necessary to create your viz, it does store the information necessary to connect to the original data source.

A .TWB, or Tableau workbook file

contains your worksheets and dashboards. .TWB files store the information necessary to connect to the data source as well as the information needed to build the view, but does not include the data from the underlying data source. When you save your workbook as a .TWB file, a link is established to the data source used. Therefore, the next time you open your .TWB file, the view will automatically update with any changes made to the original data source. -The default file type in tableau Desktop is .twb, or 'twib'. A .twb does not include a copy of the data or other source files.

Filter actions

filter your data, showing only the targeted data across multiple data sheets. Can be used to drill down on specific data, to show trends within subsets of data, or just to find specific data points. Can also be used to navigate to other sheets. You can select data from the source sheet to filter the marks on target sheet. -Select- actions work when you click a point or select a number of data points. Select is usually best for filter actions. -In contrast to filters driven from a Filter card, filter actions are driven from the view itself. You use them to drill down on specific information and focus on the data that interests you. To create a filter action, you need to work with a field that is in both the source and target sheets The best practice for a filter action is to have it run on select

Left join

get all of the data from the left table

Right join

get all the data from the right table

A .TWBX, or packaged Tableau workbook file

stores the information necessary to connect to the data source, the information needed to build the viz, and also includes a copy of the local data used. That is to say, a .TWBX does not create an extract of the data, but it can contain both live connections and/or data extracts. It's beneficial to save your work as a .TWBX file if others don't have access to the local data source used to create the viz, eliminating the barrier of data access. -If you don't have access to Tableau server or Tableau online, another option is to share your file as a packaged workbook or .twbx file. IN A .TWBX file, tableau saves your visualizations, a copy of your data file, and any other source files, such as images that are used in the viz. If your data source is a flat file, such as an WLS, CSV, or MDB file, it will be saved in the .twbx. If your data is not coming from a flat file, you'll need to extract the data before saving the workbook as a .twbx. -Anyone with a tableau desktop can open a .twbx file. Those who don't have desktop can use tableau reader, a free, downloadable application. Reader allows basic interaction with the viz, such as filtering and sorting, though it doesn't have the full editing features available in tableau desktop

Blending

very helpful when you can't do cross database joins useful when: 1. Cross-database join is not supported. 2. Tables are at different level of detail : -first table is at order level -second table is at daily level 3. Join creates duplicate data or data cleaning is required 4. If you have a lot of data, joins take so much time