Tableau
what are droplines
vertical and horizontal lines at specific values
What is the absolute value
how far a number is from zero (positive or negative numbers)
INCLUDE keyword
includes a specific level of detail in a calculation
what Is the modular
is the % symbol that returns the remainder in a divison only
what does the square function do
its squares a number
How to export visualizatiosn to PowerPoint
File>Export as PowerPoint
How to print PDF of workbook
File>Print as PDF
How to create a packaged workbooks
File>export package workbook
how to add animations to your chart
Format tab on the ribbon and animations
What color is a continuous pill
Green pill = continuous.
What is a continuous field
"forming an unbroken whole, without interruption" (e.g., line chart vs bar chart)
Present Tableau operators and built-in functions
+, -,*,/,^, =, >, <>, <=, AND, OR, NOT, % for modular division which returns the remainder
when using the rounding funciton if you use a negative 1 or 2
-1 = nearest 10, -2 = nearest hundred
what R-value is considered perfect
1
What does the Div function do
it returns an integer back for a divion (no decimals)
what is an alias as it relates to a text table
its the text that shows which you can rename
what is a highlight table
just a text table with a color highlights
EXCLUDE Keyword
removes a specific level of detail in a calculation
what does the ISNULL funciton do
returns true if a null, and a false if it doesn't.
What does the CONTAINS function do
returns true or falls for a string being in a field. NOTE: Find returns a value.
what is an example of a moving calculation
4 day moving average.
trendline is also refered as the
best fit line
what is it called when you do a blend
when a primary data source is linked to a secondary data source
What is a combined set
when you combine 2 or more sets together
How to unhide cards previously hidden
while on the sheet click on Worksheet>Show Cards
How do you create a join
you add both tables to the pane in the data source tab and doble click one of the tables and then add the other table
what is the function for absolute value
ABS()
How to deselect aggregate measures (e.g., show individual points on a scatter plot)
Analysis>Aggregate totals
How to add subtotal rows
Analysis>Totals>Add all subtotals
how to add trendline onto a chart
Analytics>trend line - drag and drop
after adding multiple data sources how to do you find the fields
By clicking the sheet tab
What do you use to find an absolute value
Calculated field
How to find information regarding the cluster
Cick on cluster pill>Describe cluster
How to create a new story point
Click on Blank
how to create formula based filters
Click on header of the field> Filter>Condition
Hiow to add a table calculation
Click on marks pane field being summed>Quick table calculation
How do you add a highlighted action
Click on panel on dashboard>Actions>Add Action
How do you display a date as a date/time field
Click onf the pill of the field>Attribute
Which function do you use to add certain amount of days to a date
DATEADD()
How do you find the difference between two days
DATEDIFF().
Function to round dates to the start of week,quarter, etc.
DATETRUNC()
How to export data to CSV file
Data>Data Source Name>Export Data to CSV
What must follow the end of a IF THEN calculation
END
What is a Discrete field
Individually separate and distinct (e.g., categories, state, etc.). Discrete Distinct
String functions to return part of a string
LEFT(), RIGHT(), MID(), SPLIT()
Trim and pad string functions
LTRIM(), RTRM (), TRIM(), SPACE()
how to remember whether longitude and latitude should be columns or rows
Lat lies flat (horizontal rows)
What is the function you use to find the highest value in a fix
MAX()
What is the function you use to find the larger of two numbers
MAX()
Function to identify the earlier of two dates
MIN()
how to find data layer options
Map>Map Layer> Data Layer (botom of pane)
Difference between NOW()and TODAY() Functions
NOW = Date and time rigt now, TODAY is just the day
what is the function to get the current date and time
NOW() or TODAY()
what are all the trendline types you can have
PPELL - polynomial, power, exponeital, log,linear
what is a cross tab
Really a simple table with values at the intersection of columns androws
what tdo the trim funcitons do
Remove unwanted spaces from the beginning or end of a string
what does a Left join return
Returns all records from the left table, and the matched records from the right table
what does a right join return
Returns all records from the right table, and the matched records from the left table
what does a full outer join return
Returns all records when there is a match in either left or right table
What does an inner join return
Returns records that have matching values in both tables
what is the function to find the square of a value
SQRT()
what is the function that converts to a string
STR()
what are common string funcitons
STR(), LOWER(), UPPER(), LEN()
What is a combo chaart
Show muiltiple lines or lines with bars in the same chart
How to split text within a cell across multiple columns (full name to first and last)
Split and custom split (separated values)
Commonly used functions
Sum, AVG, Min, MAX, STDEV, ABS , CEILING (for rounding up to next integer), FLOOR (rounds number down to previous integer), can use round function,
.tbm
Tableau bookmark file type - stores a connection to a worksheet in another tableau workbook
.tds
Tableau data source - Stores the server address, password, and other info request to access data source
.tde
Tableau extract file - stores tabealu data as filtered and agreegated extract
.twbx
Tableu packaged workbook file - stores extract data and visualizaqtions for viewing in tableau or tableau reader.
Tableau stories are basically
Tabs (story points) within a sheet that you can toggle.
What does the FINDNTH Funciton do
Tells you where the "N" iteration of a string is
How do dashboards pull information
They pull information/charts from the sheets in the workbbok
Joins vs blends
Unlike joins, data blending keeps the data sources separate and simply displays their information together.... Each data source is queried independently and the results are aggregated to the appropriate level then visualized together.
How do you view the data behind a chart
While on the sheet click on Data>Data Course Name>View Data
funciton to return a zero if rather than a blank or null
ZN()
What is a reference line
a line(s) that can be added to a chatrt (e.g., average sales across quarters and years, etc.0
what does the IFNULL funciton do
a lot like ZN. ZN replaces null with zero. IFNULL allows you to replace the null value with whatever you'd like
P-value
a measure of how good a model is. Generally want below .01
Dropping the field into the sheet creates
a new column in the table
what is an annotation
a note on the sheet
add multiple connections and establish a relationship by
adding one connection, then another, and then moving the sheets (e.g., orders) onto the pane
You already have two groups for your data. What will be included in an "other" group, if you create one?
all items not currently in any group
What other variation of reference lines are there
band (from this to this), distribution, boxplit
when to context filters occur
before sets, conditional/top filters, fixed LOD expressions.
What special thing does a histogram use
bin
What color is a discrete pill
blue pill = discrete.
how can you view a charts data
by clicking on the sheet content and viewing date
how do you use click based filters on a dashboard
by clicking the sheet on the dashboard you want to filter by
how do you create summaries using sets
by drading the sets to the rows where you drop pulls
How do you change the formats
by going to the formats tab and font
What does a Dimension contain
qualitative values (such as names, dates, or geographical data)
What does the ABS function do
removes a negative numbers
How can groups help
can merge duplicate records or merge for acuisitions
what is the ELSEIF structure you need to use
can use multiple ELSEIFs. Use the most beneficial calculation first (e.g., higher discount for higher amount) and only use one ELSE at the end with no THEN
how to group
click records and then control. Basically merges them into 1 record.
how do you create a union
click the "New union" button and add both of the tables you are trying to do a union for.
How do you change the color of a chart element
clicking on the element and going to the marks card (e.g., color, size, label, etc.)
you can add a reference line by
cliking on a vertical or horizontal axis.
What are level of detail (LOD) Expressions
combine individual values with overall summaries in the same calculation using { }.
You can union your data to
combine two or more tables by appending values (rows) from one table to another.
What does the STR() function to
converts an output to a string
Dropping fields into the Columns section
creates a chart while
what is another name for text table
cross tab
Can use the _____ to fix/clean data sources
data interpreter. Can click on "review the results" to see what was changed
hierarchy establishes a relationship between
dimensions (parent child like state is parent of City)
How to change the order in which items appear in a filter
drag and drop within the filter
You can miodify a group by
dragging and dropping them
howto define an other group
edit group, include in other checkbox
How to open a tableau workbook
file>open. Do not use new data source.
what does the SIGN function do
it checks to see if a number is negative or positive
What is a caption
automated summary of what appears on a chart
Live Connection vs Extract pros and cons
live - can refresh, workbook wont work if cant connect to data, will need to enter credentials to access database.
if yo u need to clean source data frequently you should
look at tableau prep
Extracts cannot
materialize table calculations
The smaller the P-value the
more confident you are that the relationship we see between x and y values is not just due to chance
changing a filter to be a context filters
moves the filter to be used as secondary filter.
What does a Measure contain
numeric, quantitative values that you can measure. Measures can be aggregated.
For histoigrams you can only have
one thing on the sheet (no columns or rows)
Reasons to use a data extract
performance, reduced load, protability, pre-aggregations
a great way to use sets is for
predefined filters
How do you activate presentation mode
presentaton mode in the top ribbon
What does the floor function do
rounds a value down to the next whole number if there is a decimal (e.g., 179.4 to 179)
What does the ceiling function do
rounds up a value to the next whole number if there is a decimal place. (e.g., 179.4 to 180)
how are moving caclulation and running calculation
running calculation uses every row or column in the pane or table, a moving calclation uses data that surrounds the data you are looking at. (e,g, average the last 3 values rather than averaging every running value)
Where do story points pull from
sheets in the workbook
t .twb
tableau workbook file type - stores a visualiation without source data
R-square value is
the amount of variation in the model.
When you use a full outer join to combine tables,
the result is a table that contains all values from both tables.
what is a tool tip
the window that pops up when you hover over data that is in the sheet
SPLIT string function is ideal when
there are delimiting characters
what is a context filters
they occure earlier in order of operations
how can a set be used
to define a portion of your data (e.g., create a set of n cenral east and n east)
What does the FIXED word to
to make comparison to value
histograms are used to
to understand the distribution of data.
Data blending simulates which kind of join
traditional left join.
how to you create table calculations for values that are not sequential
use a calculated field with the LOOKUP() Funciton
when using level of detail expressions you need
{} bracketes around the operator calculation (e.g., avg)