Tableau

How can you add a comment to a calculated field?

//

Dual Axis Chart

A chart that uses the left side (or top) of the chart as one value axis (y-axis) and the right side (or bottom) of the chart as a second value axis (y-axis)

Combo Chart

A chart with two types of graphs (Bar and Line)

What does a continuous pill on color show?

A color gradient.

What is Tableau?

A data visualization software.

Which of the following can you use to create a calculated field that shows the change from the prior month total?

A table calculation

What is boolean?

Boolean means "yes or no" and is symbolized by 'T/F' icon.

What does filtering on a discrete pill do?

Brings up options related to the specific lists of values for that pill.

What is on the toolbar?

Buttons like save and undo. Many of these buttons are contextual to what's going on in the sheet.

How do you split data?

Click to open the menu and select split

What are crosstabs?

Crosstabs are useful visualizations for looking-up specific values when you know exactly what you're looking for. Crosstabs are not the best visual style for quickly discovering trends and outliers.

In what window can you change the data type?

Data source window

What window are you brought to when you open a document?

Data source window

Which of the following does Tableau automatically put into a hierarchy?

Date fields (year > month > day)

Crosstabs (Data Tables)

Dimension to Rows; 1 or more Measures to View (Table), not Column.

Are text and categories discrete or continuous?

Discrete

Most of the time are dimensions discrete or continuous?

Discrete

You can group on measures.

False; you can only group on dimensions

When creating a union between tables, what will happen if the field names do not match?

Fields in the union that do not have matching field names will contain null values.

What does filtering on a continuous measure pill do?

Filtering on a continuous measure pills asks first if we want to filter at the row-level or aggregate level, then brings up options for continuous ranges.

You have SUM([Minutes of Delay]) in your view. If aggregate measures is unchecked, what will the view show instead of SUM([Minutes of Delay])?

Minutes of Delay

Combined (Shared) Axis Chart

More than one measure share an Axis on a chart (Drag measure to Y-Axis)

Does Tableau automatically save your work?

No

Is there a limit to how much you can undo?

No

Can sets be created on measures?

No, only dimensions

What is Tableau's purpose?

To create visual representations of raw data.

What is pivot used for?

To put multiple columns of data into a single column.

Editing the font at the worksheet level applies the changes you make to all text fields in view except for which of the following? (select all that apply)

Tooltip

For which of the following is it not possible to adjust the size of the marks?

Tree map

Disaggregation returns all records in the underlying data source.

True

Filters use "And" Logic

True

Measure Names does not include Latitude and Longitude.

True

Tableau does not map streets

True

When you create a view with multiple measures on a single continuous axis, Tableau will automatically add Measure Names to the view.

True

What area are you brought to once you connect data?

Workspace area.

What are the different types of shelves?

- Columns shelf - Rows shelf - Pages shelf - Filter shelf

Which of the following will increase the granularity of the view?

Adding a dimension to the marks area

What is the advantage of using a crosstab instead of a quick filter?

Additional information is provided in the same amount of space a multi-select quick filter would have required.

What color are discrete pills?

Blue

What area do you enter when you click 'Sheet1'?

Design area

What color are continuous pills?

Green

When are numbers continuous?

If they can take any value in a range.

Join vs Blend

Join: combines different tables from the same data source blending: using multiple data sources; does not create row level join; works like a left join

How can legends be removed?

Legends can be removed by clicking on the menu, and selecting hide card.

When are legends created?

Legends will automatically be created when a field is placed on the color, size or shape shelf.

What does remove all non-data ink mean?

Remove any text, lines, or shading that doesn't provide actionable information. Remove redundant facts. If a company logo isn't required for promotion purposes - remove it. Ruthlessly eliminate anything that doesn't help your audience understand the story contained in the data.

Which of the following is most likely to reduce the size of the extract?

Selecting "Multiple Table" rather than "Single Tables"

A relative date filter works relative to:

The anchor date

Continuous vs. discrete dates

The options on top are discrete dates, the lower section are continuous dates.

Which of the following is true? a. A dashboard cannot include a story, but a story can include a dashboard b. A dashboard can include a story, but a story cannot include a dashboard c. A dashboard can include a story, and a story can include a dashboard d. A dashboard cannot include a story, and a story cannot include a dashboard

a. A dashboard cannot include a story, but a story can include a dashboard

How do you create more vizes?

Add more sheets.

What do dimensions come out onto the view as?

Themselves

How do you create variable bins?

Use a calculated field

Inner join

default join in tableau; only returns records that are present in BOTH tables

What panes are located on the start window?

- Connect - Open - Discover

What are the three types of joins?

- Inner join (default) - Left join - Right join

How do you use a data source filter?

- Right click on the data source and select "edit data source filters" - Click add and select the field that contains the nulls - Tick null and select exclude

What kinds of data types are there?

- Text - Date - Date and time - Numerical - Geographic - Boolean.

What are the different kinds of Tableau file types?

- Workbook - Datasource - Data extract - Bookmark - Packaged workbook

A histogram must include which of the following? (select all that Apply)

-Bin -Count

Describe Dimensions Field (Typical)

-Blue -Discrete -X-Axis (Horizontal, Columns) -Categories -Descriptions

Describe Measures Field (Typical)

-Green -Continuous -Y-Axis (Vertical, Rows) -Numbers -Range

You would like to divide your customers into two categories - those with sales above a certain threshold and those with sales below that threshold. Which of the following tools will allow you to do this? Select all that apply.

-Set -Calculation

Which of the following is an example of metadata that can be managed in Tableau? Select all that apply.

-Which fields are hidden -The default aggregation for a field

What does a measure on color default to?

A filled map.

Full Outer Join

A join in which all rows from both tables will be included regardless of whether they match rows from the other table

What does a discrete pill on color show?

A palette of distinct colors.

What are quick table calculations?

A set of pre-defined commonly used computations

What does a dimension on color default to?

A symbol map.

What's the default filter for measures?

A value slider

How do shelves (also known as cards) work?

A view can be built by dragging and dropping fields from the date pane into the canvas directly, or onto the shelves.

You add two fields to your Tableau view, "Profit" and "Average Profit." When you add Profit to the view, you see a pill with the label, "SUM(Profit)" but when you add Average Profit to the view, you see a pill with the label, "AGG(Average Profit)." Why does one field have SUM and another AGG?

AGG indicates that the "Average Profit" already includes some type of aggregation. "Profit" does not include aggregation, so an aggregate function is applied when the field is added to the view.

If you are creating a geographic map with cities, but some of the locations are showing as ambiguous, how might you correct this?

Add a field called "State" to the view. When you see that a city is ambiguous that means it exists in multiple states or countries, and so Talbeau doesn't know which state or country to map it to.

After setting up two data source connections, how can you create a blend?

Add at least one field from the primary data source to your view. Then, in the Data pane, click the data source that you want to designate as the secondary data source and click the broken link icon.

What do measures come out onto the view as?

Aggregates

String Data

Alphanumeric or text data, rather than numbers or locations EX: [(City) + ", " + (State)]

Where are new sheets tabs found and what can we do with them?

At the bottom. We can create sheets, dashboards, and stories with these tabs. We can also do things like rename the sheets, drag to rearrange them, duplicate sheets, copy formatting, and many other things.

How can you show that text denotes an instruction?

By using a consistent font style and color for the instructions

What can the analytics pane do?

Can bring out pieces of our analysis directly as drag and drop elements. If they're not relevant to the type of view, certain elements will be greyed out.

What are dimensions usually?

Categorical fields such as order priority and city.

What do we do if we want more specifics on what the data interpreter did?

Click "review results". This will open an excel file describing the changes. If we click on the tab we used we see which fields are being used as headers, in red, and which are considered data, in green.

You have a dashboard containing multiple worksheets. One of the worksheets in the dashboard has a scroll bar. Which of the following steps can you take to remove the scroll bar?

Click the more options arrow, select fit, and select fit height.

How do you go back and forth between the Start and Workspace areas?

Click the multi-color pluses (+ + +'s) arranged in a circle. (Logo button)

How to use data interpreter

Click turn on - this will strip out headers and nulls so that columns are properly identified

What does both the splitting and custom splitting of data require?

Consistent delimiters

Most of the time are measure discrete or continuous?

Continuous

Totals, Sub-totals, and Aggregation

Create Crosstab chart; add totals and grand totals from Analysis tab or pane.

Combined Axis Chart - Stacked (Bars)

Create a Combined Axis Chart, then remove "Measure Names" pill from Columns area

Which field types are more common?

Discrete dimension, continuous measure

What colors are visible to most color-blind people?

Grey scale and blue/orange color pallets

Which visualization always represents a measure using color?

Highlight table

When do you want a dual axis map?

If you want to put multiple data fields onto your map.

Where do we build visualizations?

In sheets

You start with a blank worksheet and add a continuous field to the row shelf. How will this new field change your view?

It will add a vertical axis

What is the difference between a join and a union?

Join appends columns; union appends rows

What type of data are usually measures?

Numerical data such as shipping costs.

Which file type can include an extract? Select all that apply.

Packaged Data Source (.tdsx) Packaged Workbooks (.twbx)

You would like the person using your dashboard to select the year, and based on the year to adjust the interest rate in some related calculated fields. You will like the year selection to limit the data in the view. What Tableau element should you to let the user select the interest rate?

Parameter

How should you incorporate small instructions near the work to make navigation obvious?

Placing instructions in the title bard of the worksheet that triggers the action is a good way to remind people of the availability of the action. Another alternative is to place the instruction in tooltips that appear when hovering over marks. This method offers the advantage of having the instructions appear in more complete text without crowding the dashboard space.

What does the ZN function do?

Returns a zero whenever there is a null.

"Compute Using"

Right Click option; Table Down/Across, Pane Down/Across, etc.

How can you bring a legend back?

Right click anywhere off the canvas itself, select legend and choose the one you want, or use the analysis menu.

How can you create a calculated field?

Right click in the data window and select create calculated field.

Profit and Sales are continuous measures in the workbook. Order ID is a dimension. Which of the following will most likely not be aggregated when it is added to the view?

SUM([Sales])

Which chart type will best visualize the relationship between two continuous measures?

Scatter Plot

How does pivot work?

Select all the columns needed. Click on the first, scroll if necessary, then shift click on the last. Open the menu and select "Pivot"

What if I want the entire dashboard to update based on my selection?

Select the menu on the segment filter, select apply to worksheets.

What does the status bar the the bottom show?

Shows the number of marks in the view as well as other summary information

What is data interpreter?

Tableau's built-in tool for preparing your data for analysis. (used for poorly formatted data)

What is the preferred format for analysis?

Taller, with more rows, rather than wider, with more columns.

Your view has a numeric field set as a discrete measure and a dimension. Which of the following visualizations can you create with these fields? (select all that apply)

Text tables. Because you have a discrete measure rather than a continuous measure, the visualizations available are more limited.

What replaces the data pane on a dashboard?

The dashboard pane that lists all of the available sheets.

Why should you use actions to filter instead of quick filters?

The dashboard will load more quickly and employing multiple quick filters in a dashboard is also potentially confusing to the audience.

What does the data pane show?

The data pane lists all open data sources, and within those sources there applicable fields. The pane is broken out into dimensions and measures. The data pane will also show any set of parameters we may have.

You connect Tableau to a Excel file which includes a column that has mostly numeric data, but has a few date and text values mixed in. Tableau set the data type for this field as Number. What happens to the date and text values when the data is imported to Tableau?

The date values are set to the number of days since 1/1/1900 and the text value is set to null.

What will happen if the date icon is blue in the data window?

The default when we bring out the pill will be discrete, otherwise it will be brought out as continuous.

How can you tell that something is a table calculation?

The delta symbol on the pill.

What do dimensions set?

The granularity, or the level of detail in the view.

What indicates a calculated field?

The little equal sign in front of the field.

What is the marks card?

The marks card is made up of several other shelves, each of which can have fields placed on them and can be clicked on to edit their characterisitics. Depending on the composition of the view, there can be multiple marks cards, one for each measure.

What is achieving fast load times dependent of?

The size and complexity of your data as well as the type of datasource you are using.

What does the toolbar do?

The toolbar makes the most commonly needed functions readily accessible

If a Tableau workbook does not include the fields Latitude (generated) and Longitude (generated) this indicates which of the following:

The workbook does not include any fields with a geographic role of state, city, country, or zip code

When you add Measure Names to a view, all of the measure names appear as row or column headers in the view. The headers include each measure name.

True. This feature becomes useful when you are working with a text table that shows multiple measures.

What do we do if we want to exclude the rows with nulls from our analysis?

Use a data source filter.

When is a custom split needed?

When not all of the data is the same (example: some employees have extra identification at the end of their employee number)

When can numbers be discrete?

When they take one of a limited set of distinct, separate values.

When does Tableau create a pill?

When we bring a field into the view from the data window.

What does the pill color indicate?

Whether the pill is continuous or discrete.

Is it possible to deploy a URL action on a dashboard object to open a Web Page within a dashboard rather than opening the system's web browser?

Yes, with the use of a Web Page object

What can you do in the workspace area?

You can work with sheets, dashboards, and stories.

If you have bar chart with a single bar, but you want to subdivide that bar into multiple categories, what should you add to your view?

You need to add a dimension to your view to subdivide the bar.

What is the best reason to create a saved data source as a .TDS file

You want to save the default field properties such as number formats and sort order.

Which of the following fields will have AGG in front of it when you add it to the view? a. A calculated field with the formula SUM([Profit]) b. A measure called Profit c. A date field d. A calculated field with the formula 5 * [Profit]

a. A calculated field with the formula SUM([Profit])

You have a dashboard and you want to add a feature so that selecting an element on one of the worksheets on the dashboard causes a change on another worksheet in the same dashboard. What features will do this? (select all that apply) a. Filter Action b. Url Action c. Highlight Action d. Drilldown Action

a. Filter Action c. Highlight Action

Which of the following should be used if, for security purposes, you'd like users to enter their database credentials in order to access the workbook: a. Live connection b. Extract c. Hyper d. Packaged data source

a. Live connection

Which type of filter usually works best with date fields? a. Slider filters b. List filters c. Checkboxes d. Text search

a. Slider filters

Which feature will allow you to show more relevant or descriptive dimension values in your view than what the original data provides?

alias

combined sets

allows you to compare multiple sets to one another

Which of the following will result in an error a. A calculation that includes more than one aggregation b. Aggregation on a field that is already aggregated c. A table calculation on a field that is already aggregated d. An aggregation on a level of detail expression

b. Aggregation on a field that is already aggregated

Which of the following functions can be used on string to create a measure? a. SUM b. COUNTD c. + d. DATEDIFF

b. COUNTD

Which of the following fields is most likely to be a dimension? a. Unique Order Count b. Sales (bin) c. Sales d. Measure Values

b. Sales (bin) The Tableau documentation explains, "When you create bins from a measure you create a new dimension"

Which of the following is a table calculation? a. SUM b. TOTAL c. AVG d. STDEV

b. TOTAL

Which types of plots are most often used to visualize the distribution of a single continuous measure? (select all that apply) a. Scatter Plot b. Tree Maps c. Box Plot d. Histogram

c. Box Plot d. Histogram

You would like to a view that displays a filter allowing you to select the state, and use a Set to displaying the top 5 products with the greatest total sales within the selected state. What type of filter should you use to filter on the state? a. Multiselect Filter b. Dimension Filter c. Context Filter d. Wildcard Filter

c. Context Filter

Bins can be created for which type of field? a. Dimension b. Discrete c. Continuous measure d. Date

c. Continuous measure

This type of join will include all values from the left table: a. Inner b. Right c. Left d. Blend

c. Left

A bullet chart combines a bar chart with: a. Scatter plot b. Filled bubbles c. Reference lines d. Circle views

c. Reference lines

Which of the following action types can be used to create proportional brushing? a. URL Action b. Filter Action c. Set Action d. Sheet Action

c. Set Action

You have a scatter plot showing sales on the x-axis and profit on the y-axis, with each dot representing a different product subcategory. You want to show how the points on the scatter plot vary based on Net Profit, a third continuous variable. Which would be most appropriate? (Select all that apply) a. Tooltip b. Label c. Size d. Color

c. Size d. Color

A histogram shows the distribution of ________ data by creating bins that are _________.

continuous, discrete

Which of the following mark types cannot be adjusted using the Size slider? a. Line b. Pie c. Bar d. Area

d. Area

Which of the following uses a primary and secondary data source? a. Cross-database joins b. Unions c. Aggregation d. Blending

d. Blending

Which of the following field types will create a color palette? a. Measure b. Dimension c. Continuous d. Discrete

d. Discrete

Which type of visualization is not typically effective in showing change over time? a. Bar Chart b. Line Chart c. Area Chart d. Scatter Plot

d. Scatter Plot

Which of the following is not a default property which can be set for a measure? a. Number Format b. Color c. Aggregation d. Sort

d. Sort

in order to blend data from two data sources, the data sources need a common _______

dimension

attribute aggregation

filters the view, not the underlying data

By default, Tableau displays measures over time as a _____?

line

Left Join

returns all records from the left table and any matching records form the right table

Right Join

returns all records from the right table and any matching records from the left table

What do cycle plots do?

show trends of two different time periods simultaneously; ie over the whole time period as well as shorter periods; good for showing month-of-year effect

What are level of details expressions?

they allow you to create calculations that exist at different levels of detail than what is shown in the view; allows you use to multiple levels of details in a view

Advantages of Hexbin

to show the distribution of data across two measures; to highlight trends and outliers in dense data