Tableau Essentials

When exporting visualizations to PowerPoint, which extension should you select?

.pptx

Which function finds the average of values in a visualization?

AVG

If you want to see the average and sum at the same time, what will you need to do?

Add a second calculation.

Which sorting options are available on the toolbar?

Ascending and Descending

When might it not be a good idea to create a treemap visualization?

Avoid treemaps when your data has many subcategories and the regions are too small to be read easily.

How does Tableau let users join data sources with inconsistent field names?

By identifying the tables manually, you can create the join and then create your visualization.

If you want to create a selection filter that only displays three values out of the twenty available, how could you start the process in the Filter dialog to minimize the number of actions you must perform?

Click None to remove all check marks.

How can you add a worksheet element to change the value of a parameter?

Click the parameter's down arrow and then click Show Control.

How can you find the controls to change the size of the screen using a range of fixed sizes in Tableau?

Click the second controls down arrow.

What is the keyboard shortcut to create a new worksheet in Tableau?

Ctrl+M

What is the keyboard shortcut to save a file in Tableau?

Ctrl+S

Which default format would you use to represent sales totals in your country's currency?

Currency (Standard)

Where did you go to add the information displayed in the legend and on the map?

Data Layers

How do you remove clusters from your scatter chart?

Drag the Clusters pill off of the Marks card.

How can you move a sheet to a different position within a workbook?

Drag the sheet tab to a different location.

What is the keyboard shortcut to revert a file to its last saved state?

F12

You have a top filter that limits the number of items shown, and this limit is set by a parameter. What happens when you decrease this parameter?

Fewer top items will show.

If you hide the Filters and Marks cards to make more room for your visualization, how can you unhide them?

Go to Worksheet, point to Show Cards, and then select Reset Cards.

Pablo is comparing data on bottles and cases. What is he doing that is highlighting the Bottle section in a yellow color?

He is choosing to do the computation using Pane.

Mishik created a highlight action on a dashboard. Why did he choose All Fields under the Target Highlighting?

He wanted the results of the action to appear on all the target sheets in the dashboard.

How do histograms summarize data?

Histograms summarize data with a vertical bar chart, where each bar represents counter data points that occur within a given value range.

You have a couple of columns in your sheet that need to be separated, one of which is the customer name. Which steps do you have to take to separate the first and last names into their own columns?

Hover your cursor over the "Cust Name" header, and then select the down arrow and choose Split.

Which tool is used to clean up source data in Tableau?

If Tableau detects unique formatting or extra information after you set up the data source, the Data Interpreter option becomes available.

How can you start the process of renaming a set?

In the Side Bar, right-click the set pill you want to rename.

You have a data set of six values but want to show more. Which parameter do you need to change in order to display additional values?

Increase the Maximum Range of values.

What does the % operator do in a calculation?

It has Tableau perform modular division.

When implementing a Level of Detail (LOD) expression, what do you use to indicate the calculation that is occurring at the different level of detail?

LODs are a special type of calculation in Tableau that must include curly brackets.

What fields are generated when Tableau identifies geographic data in a workbook?

Latitude and Longitude

Which dashboard element can also let you highlight values in a dashboard?

Legend

Which built-in function finds the middle value in a list that has been sorted into either ascending or descending order?

MEDIAN finds the middle value in a list that has been sorted into either ascending or descending order.

How can you start to add an annotation to a specific part of a visualization?

Move your mouse pointer over the part of the visualization that you want to annotate, and then right-click.

What worksheet object should you create to let a user modify a visualization filter by changing a worksheet control?

Parameter

Which distribution would you use for the vertical axis of a chart when lower values are more important than higher values?

Reversed

How can you start to edit or remove an existing reference line?

Right-click the vertical axis.

How can you quickly replace Sheet 1 with Sheet 3 in a dashboard?

Select Sheet 1, and then move your mouse pointer over Sheet 3 and click.

Petra wants to modify the appearance of her data sheet by showing seven different colors of blue, starting with the lighter shade for the highest value data point. What does she need to do?

Select the Color icon in the Marks card, choose Edit Colors, check the Stepped Color and enter 7, check the Reversed box, and select OK.

Nasim exported data to a .csv file and then displayed it in Excel. However, now there is data loss. What should he do next?

Select the Don't show again button to have all the data visible.

Thai has created this Prod Category data chart. He uses the function COUNTD, but the data is not showing. What should he do to make the data show?

Select the icon next to the pill on the Marks card, and then select Text.

Halavani combined two customer names, currently called Boulder Oil Group. Now she wants to ungroup them. Which step should Halavani take?

Select the paperclip with the X on the top ribbon panel.

If you want to change the summary operation, what should you select from the menu that appears when you click the down arrow of a field positioned on a shelf?

Selecting Measure will allow you to change the summary operation to other calculations, such as Average and Median.

Which Tableau interface object do you click to display the available visualization types for a data set?

Show Me

If you create a line chart, which interface element would you use to make the line thicker?

Size card

Can you use the "Show Me" options to change the type of an existing chart to any other type?

Sometimes. The "Show Me" list is always available, but will only allow certain chart types based on the current data.

Which sorting option is not directly available to choose in the Sort dialog box?

Sort by the dimension text length.

In which version of Tableau is splitting text not available?

Tableau Public

What happens when you delete a parameter that is used in a filter?

Tableau warns you the parameter is in use, then indicates the filter is no longer valid.

If you want two tests to both be true, which logical operator should you use?

The AND logical operator is used when you want both conditions to be true.

Which Tableau keyword makes a level of detail expression ignore a field even if it is part of a visualization's outline?

The EXCLUDE keyword makes a level of detail expression ignore a field even if it is part of a visualization's outline.

You created a scatter plot chart for a set of data, but you only see a single dot. What has happened, and what should you do in order to see more clusters for your data set?

The data is aggregated, and the Aggregate Measures under Analysis should be unchecked.

If you set a worksheet's tab color to green, what will happen when you switch to another worksheet?

The first worksheet remains green.

What will the calculation ABS(10 % 6) produce?

The remainder of 10 divided by 6 is 4, and its absolute value remains 4.

To create calculations in dialog boxes, which tab do you select in the Filter dialog box?

There are four tabs in the dialog box in Tableau Desktop, and the Condition tab is used to define rules to filter by.

Your dashboard includes a certain worksheet. You delete this worksheet, then save the dashboard. What will happen if you then use the Revert to Saved action?

There is actually no worksheet to revert to since last save.

How do you know which visualization types are available for your data set?

They are highlighted on the Show Me panel.

How can you start to determine the radius of the circle that would encompass several locations?

Under Options, point at the right-pointing triangle at the bottom, and then select the round selection tool.

Which type of join is created when two files are combined by a field that they have in common?

When you use an inner join to combine tables, the result is a table containing values that have matches in both tables.

Would a wildcard filter find the characters "west" in the data set NORTHWEST?

Yes

Can you add all subtotals to data with sets?

Yes; the subtotals will show the total of every set.

Which keyboard shortcut will take you into presentation mode?

You can either select F7 for presentation mode, or you can go to the toolbar and select the Presentation Mode button.

What can you customize in the summary card?

You can select which items will appear.

When data clusters are identified, which type of chart or graph can be formed?

a scatter plot

What does displaying a visualization in a tooltip show?

a visual subset of another worksheet

You can convert a regular column chart to a stacked column chart by `_____`.

adding a category for the color mark

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 can prevent distance measurements from appearing on your map when you use the radial selection tool?

all of these answers

Which action can you perform on a color legend?

all of these answers

You have a table consisting of two columns, and you convert it to show the percentage of the table. What will add up to 100 percent?

all the items in the table

How do pie charts display your data?

as several parts contributing to a total

Your data consists of values between 90 and 100, and you only want to focus on relative differences. Which axis options would work best?

automatic range, not including zero

Which value will not match a wildcard filter set to match on anything containing "ap"?

banana

How do you connect to a data file?

by going to the navigation bar, and then selecting the type of file you want

How do tree maps indicate value?

by shades of color

How can you identify a field with a geographic role?

by the globe symbol next to the field name

Column and stacked column charts are best used for _____ data.

categorical

If you open the Worksheet menu, point to Clear, and then click Sheet, what does Tableau remove from your worksheet's visualization?

everything except the connection to the data source

When you examine your data source, how is the data set organized?

in columns

If you want to sort a list of sales values from highest to lowest, how should you sort your list?

in descending order

If you create a packaged workbook and want to share it with others who do not have the full version of Tableau, where can they view it?

in the Tableau Viewer

What do darker colors represent in a highlight table with built-in coloring?

larger values

If you are using the Pan feature in maps, what are you doing?

moving side to side without changing resolution

Can you disable map panning but keep map zooming enabled?

no

Attempting a quick replacement of sheet A with sheet B will `_____`.

place sheet B in sheet A's location

Which term refers to data divided into four segments?

quartiles

When combining two sets, which combining option results in an intersection between sets?

shared members in both sets

To find the percentage a value contributes to the sum of all values in a visualization, create a table calculation that summarizes by _____.

table

To create a calculated field, which menu do you use?

the Analysis menu

To create a nested sort, which feature should you change in the Sort dialog box?

the Sort By feature

Area fill charts enhance a visualization by showing _____.

the contribution of one or more categories to a total over time

What will the data display if you apply a filter to show the one field with the bottom value?

the record with the minimum value of this field

What information about your data source does Tableau display when you view the underlying data?

the source file, the table structure, and a data sample

What are Tableau stories used for?

to convey a persuasive narrative about the user's insights

Why would you create a selection filter?

to limit the data that appears in your worksheet to chosen values

Which scenario is not possible with a calculated field created on a shelf?

using it in other worksheets

When are scatter plots typically used?

when you have two numerical measures

When is saving your workbook as a PDF file beneficial?

when you want to send your documents but not have any interaction