Tableau Certified Data Analyst Udemy Course

How to create a copy of a pill?

Hold down command + ctrl and drag copy anywhere

How do annotate graph?

To annotate, right click on a point or one the screen and select "Annotate"

True or False: Only one ad-hoc calculation can be open at a time

True

What are the valid range options when editing an axis?

Uniform, independent axis range for each row or column, uniform axis range for all rows or columns

Describe histograms

a chart that displays the shape of a distribution, looks like a bar chart but groups values for a continuous measure into ranges/bins, only needs one continuous measure to create it (tableau will automatically aggregate)

R-squared explained

a measure of how well the data fits the linear model, ratio of the model's error - unexplained variance - to the total variance of the data, want it close to 1

P-Value significance threshold

a p-value of 0.05 or less is often considered sufficient

Continous (green) fields will create

axes

How do you convert a dimension to a measure and vice versa?

right click and select

to align the two axes in a dual axes chart to use the same scale, right-click the secondary axis and select ________

synchronize axis

What should you use scatter plots for?

to visualize relationships between numerical variables

In treemaps, the highest value will always be present on the _________ and the smallest value will always be present on the _________

top left, bottom right

You can compare multiple measures using dual axes, which are ...

two independent axes that are layered on top of each other

Dual axes are useful for analyzing ...

two measures with different scales

Explain Reference Distributions in Tableau

useful when you want to analyze how a field in your dataset compares to a known or expected distribution, similar to reference bands, percentiles, percentages, quantiles, standard deviation

When selected members are combined into a single group, a default name is created using ____________

using the combined member names

Can you use parameters with sets?

yes

If you decide you want to see all of the marks in the view at the most detailed level of granularity...

you can disaggregate the view. Disaggregating your data means that Tableau will display a separate mark for every data value in every ROW of your data source

Renaming a field in Tableau does...

not rename the field in the original data source

To add trend lines to a view, both axes must contain a field that can be interpreted as a ....

number. Dates count as numbers

Measures can consist of ...

numerical data

What is an example of a continous dimension and its pill color?

order date (green)

How do you create a a scatterplot in Tableau?

place at least one measure on the columns shelf and at least one measure on the rows shelf (at least two to four)

how many dimensions and measures are needed for bullet charts?

0 dimensions, 2 measures (can have dimensions but none are required)

Green in Tableau means

continous

You can only create Aliases for ...

dimensions not measures

We need a minimum of _____ date dimension, and ____ measure to create a forecast

1, 1

How do you create a bar in bar chart?

1. Create a normal bar chart 2. Drag the second measure onto the existing axis till you see 2 green lines 3. Drag measure names from Rows shelf onto color and size in the Marks card - this will differentiate the 2 measures based on color 4. Tableau is stacking our bins and to make sure they have the same starting point, go to Analysis > Stack Marks > Off 5. You now have a Bar Chart > Play around with size and color

3 ways to rename a data field

1. Double click data field in the data source view 2. Click the 'Manage Data Properties' button and go to 'Remote Field Name' in the Data Source View, remote field name is the name in the original data source, click the drop down near field name and select 'rename' 3. Double click the pill on the sheet and rename it

Tableau's Order of Operations (Query Pipeline)

1. Extract Filters 2. Data Source Filters - latest date filter 3. Context Filters - sets, conditional filters, top N, fixed LOD 4. Dimension Filters - include/exclude LOD, data blending 5. Measure filters - forecasts, table calcs, clusters, totals 6. Table calc filters - trend lines, reference lines

How do you group by folders in Tableau?

Click down arrow and click 'Group by Folder' - to add pills to a folder, shift select the pills and right click and select 'Folders' > 'Create Folder'

How to create a map?

Columns - Longitude, Rows- Latitude, when you add geographic data to the view, Tableau automatically adds it Detail on the Marks card

Suppose we create a group called G1, and then select the 'Include Others' option. What will this do?

Create a new group called 'Others' with all members except the ones in G1

What is above the dimension/measure line?

Dimensions

How do you convert a normal bar chart into a stacked bar chart?

Drag a dimension to color on the marks card

How do you create hierarchies?

Drag a field onto another and a hierarchy is automatically created, a [+] symbol will appear on the hierarchy pill, you can continually click on the [+] and it will keep adding members until no members are left

Combo chart formula

Dual axis + change mark types = combo chart

True or False: The AVG() function returns the Average of all values in the expression and does not ignore NULL values

False

True or False: Ad-hoc calculations can be used for groups, sets, hierarchies, or parameters

False, ad-hoc calculations CANNOT be used with the above mentioned in the question

How do you add captions?

Go to "Worksheet" > Show Caption (captions automatically generates a description)

How do you create a group?

Go to data pane, choose a dimension you want to create a group on, right click > "create" > "Group", ctrl click all members and select "Group", right click group and "Rename"

Difference between highlight tables and heatmaps

Highlight tables can only utilize color, heatmaps can utilize size and color

You can turn on highlighters for as many discrete fields in our view as you need...

However, you can only highlight using one value set at a time

Difference between the pencil icon above the filter box and at the top of tableau...

If you use the filter box, highlighting was disabled for that specific worksheet. When we clicked on icon from the Toolbar, and selected Disable highlighting for the entire workbook, this time highlighting is disabled for the entire workbook

How do you create a bar chart?

Placing a dimension on the rows shelf and a measure on the columns shelf or vice versa (row-bar chart)

Explain Dimensions in Tableau

Qualitative data, data dimensions and numeric dimensions can be discrete or continous

Explain Measures in Tableau

Quantitative data, are aggregated by default but the type of aggregation will vary depending on the type of view, can be discrete or continuous

How do you change the default property of a field?

Right click on pill, select 'Default properties', choose 'Default Property to change'

How do you create a set?

Right-click dimension, go to 'Create' > Sets, you can create a basic set by simply manually choosing the values or using conditions, or simply choosing the TOP N or BOTTOM N values based on a certain field

How do you create Aliases?

Right-click on pill, Go to Aliases and Click 'Change Aliases Value' for member of the pill (will change the values inside the Tableau data)

How do you Reset Aliases to Original Values?

Right-click on pill, Go to Aliases and click 'Clear Aliases'

What is included in the statistical summary card in Tableau?

Sum, Average, Minimum, Maximum, and median values (default) standard deviation, first quartile, third quartile, skewness, excess kurtosis (can be added)

When a context filter is applied ...

Tableau creates a temporary table that only includes the data that meets the filter criteria. This temporary table is used for all subsequent calculations and visualizations which can improve preformance when working with large datasets

What does the highlighter button do in the filters tab?

The button enables / disables highlighting for the worksheet

What happens when we remove a hierarchy?

The pills are placed back like they originally were in the data plane

True or False: The statistical summary card updates when we select only certain marks in the view

True

True or False: We need at least one continous field in the view in order to compute a Reference Line, Distribution or Band

True

True or False: When you connect to a data source, Tableau automatically separates date fields into hierarchies

True

True or False: You can double-click on an empty shelf or an empty part of a shelf to create a new calculation

True

True or False: Tableau can aggregate dimensions

True, Tableau can aggregate both dimensions as well as measures, though it is more common to aggregate measures.

True or False: It is possible to label only selective marks in the visualization instead of all marks

True, the options are - all, min/max, line ends, selected, highlighted, and most recent

Listed metrics we can include in the tooltip after creating a forecast?

Upper prediction interval, quality, precision %, precision, trend

How do you create a combined axis chart?

You create a dual chart and then right click an axis and choose synchronize axis (rename the axis after deleting the second) quick trick - drag the second measure to the first axis directly

How do you show mark labels and edit them?

[T] button on the top bar, to edit right clicks label marks card

Define context filter in tableau

a type of filter that defines a specific subset of data to be analyzed

If you use a field that is already an aggregated field in an ad-hoc calculation, the result is an _______ calculation

aggregate

If Tableau determines the expression you enter to be a measure, it automatically adds an __________ to the expression when you commit the expression

aggregation

Measure Values contains ________

all the measures in your data, collected into a single field with continous values

If the marks are dense, you may not see labels for all the marks unless you check the option ____________

allow labels to overlap other marks (click on label portion of marks card)

Explain the Custom Label option

allow you to customize the text that is displayed on a mark in a visualization

How many dimensions and measures does a Treemap need?

at least 1 dimension and 1 measure

A bar chart uses the ____ mark type

bar

How do you sort in Tableau?

click on one of the arrow bar buttons, if you want a more in depth sort, click on the dimension pill down arrow and click sort

The _______________ defines that there is a certain likelihood that the value of our measure will be within the shaded area for the forecast period.

confidence interval

Axes will have a name when formed with

continous measure, headers will not have an axis name

How do you create a group using labels?

ctrl-click multiple headers in a chart, when a paperclip icon appears in the tooltip you can click it to form a group, it will create a new consolidated mark

Using R-square and p-value you can...

determine the line of best fit by going through all the trend line options

Blue in Tableau means

discrete

You can turn on highlighting only for _____

discrete views

How to create a heat map?

double click on at least one dimension and drag a measure to the size marks card then turn on mark labels, then drag the same measure or another measure to the color marks card

How to create a highlight table?

double click on at least one dimensions and drag a measure to the color marks card then turn on mark labels

How to create a crosstab?

double click on at least one dimensions and drag a measure to the text marks card

How do you do a manual sort?

drop down arrow, click sort, choose Manual and adjust hierarchy positions

When you create a new set using only 1 dimension, they are _______ by default

dynamic (refreshes automatically after data source refresh)

Best fit =

equal number of data points on either side

Difference between filled maps and symbol maps

filled maps rely on color but symbol maps can use both size and color

Discrete (blue) fields will create

headers

All auto-generated fields are ...

italicized

What are the valid axis scales in Tableau?

logarithmic, reversed

Three types of annotations in Tableau

mark, point, area

When creating hierarchies ourselves the order ____ and we need to specify this order by placing the ______ precedence pills on the top of the hierarchy and the lower _______ pills on the bottom

matters, precedence

How to know the original field name without opening the dataset?

right click on column in data source and click 'Describe', the remote column is the original name

To create a context filter in Tableau

right-click on a field in the Filters pane and select 'Add to Context'. Once a filter has been added to the context, it will be highlighted with a gray background to indicate that it is different from other filters

When you connect to a data source, Tableau assigns each field a _______ and ______

role and type

To filter marks from the view ...

select a single mark (data point) or click and drag in the view to select several marks, select keep only / exclude

How do you create a group using visually?

select the marks on the view and click paperclip icon, when grouping visually, tableau will NOT create a consolidated bar and rather will use color to distinguish the group from all other values

You cannot select a continous field that isn't currently in the view as ....

the basis for your reference line, band, or distribution

Dimensions affect

the level or detail, granularity or level of detail of the view

Measure names contains _______

the names of all measures in your data, collected into a single field with discrete values

what are bullet charts used for?

useful for comparing the performance of a primary measure to a secondary measure