Tableau Quizlet

Tree maps are built entirely on the marks card T/F

(They have no dimensions or measures on rows or columns because they have no AXES) - you can add a dimension to rows to create multiple tree maps

What is the code for Percent Difference?

(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))

What is the code for Year over Year Growth?

(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))

Rows and columns to a text table?

50 rows, 16 columns

How to show labels at the bottom

Analysis - > Table Layout - > Show innermost level at bottom of view when there is a vertical axis

How to Create a Bullet Graph:

From the side by side chart: Remove measure names from rows and measure values from rows; Add your actual measure to rows and your Target measure to detail; Right click the axis > add reference line > Cell > choose the target measure; Select the aggregation (average); You could also go to the analytics pane to add a reference line

How to turn off a halo

Go to Color shelf. Set Halo to None

What is the pages shelf

The pages shelf lets you break a view into a series of pages to navigate your data like a flip-book animation. I.e. when you bring date to the pages shelf, you can "play" a date range.

When is a box and whisker plot useful?

These are useful when you want to show multiple distributions side by side

T/F You can publish custom data roles?

True

How many measures and dimensions in a dual axis?

Two axes for measures, one for dimension

Data Role Types

URL, Email Address, Geographic

What is the code for Moving Average?

WINDOW_AVG(SUM([Sales]), -2, 0)

Can you split with a shortcut on Tableau Server?

Web authoring doesn't support splitting from a menu. To split data while working in the browser, you can manually create a SPLIT calculation.

Which file types does Data Interpreter accept?

this is only available for .xlsx, .xls, .csv, .txt. and .pdf

How to you add color to columns total (as in a highlight table)?

Color → Edit Color → Include Totals

What three areas of the marks card are used to build a highlight table

Color, Text, and Mark

What is another name for a dual axis chart?

Combo Chart

How to Create a histogram:

Create bins for ranges of values; Build the view: Drag you measure to rows; Convert your bin to continuous; Drag you bin to columns; Change the aggregation to show Count to show the number of records in each bin; Edit the axis: adjust the tick marks by setting them to fixed and enter the same value you used for Bin size in the Tick Interval so they line up with bins

Use what to look up exact values corresponding to row and column headers for different categories?

Cross tab

DateAdd today - 1 Relative to Yesterday

DATEADD('month',-1,TODAY()-1) I.e. on March 19, would give Feb 18

T/F Rank always counts in the order of 1,2,2,4?

False. Rank is actually counting for the skipped numbers. The ie. you saw. Aged 20 was 1,1,1, and the next age was 4. Thus 1,1,1,

Helper Functions

First, Last, Index, Size

Where and what is Match Mark Color

Found in the label details - > Font - Match mark color, when the same items in on Color and Text. It matches the label details to the color of the bar/line/etc

How to Create a Bar-in Bar:

From a side by side bar chart: Move measure names from rows (or columns) and place it on color; Go to Analysis menu > Stack Marks > off (now both measures start at 0); Ctrl+drag the measure names from color to size so they are different thicknesses; You can further adjust the size and legend to control the size of the thinner and thicker bars

Pie charts are useful for showing?

Part to whole relationships. Keep under 5 categories. Measure to Angle. Dimension to color

Which mark type is slowest/takes the most computing?

Polygon

What is code for Rank (Quick calc)?

RANK(SUM([Sales]))

What is the code for Percentile?

RANK_PERCENTILE(SUM([Sales]))

What is the code for Running Total?

RUNNING_SUM(SUM([Sales]))

What is the code for Year to date (calc)?

RUNNING_SUM(SUM([Sales]))

First()

Returns the number of rows from the current row to the first row in the partition, with the first row set to 0. Counts negatively.

Last()

Returns the number of rows from the current row to the last row in the partition, with the last row set to 0. Counts positive numbers.

How to Give Measure Values Separate Color Legends

Right click Measure Values on the color card and select "Use Separate legends"

What is the code for Percent of Total?

SUM([Sales]) / TOTAL(SUM([Sales]))

How to make a combined field?

Select the dimensions to combine, right click and select "Create Combined Field". To set a delimiter other than comma, edit the combined field and change delimiter

Combined axis chart is known as?

Shared Axis

How do you see which chart would work well for the fields you want to analyze?

Show Me

What is a highlight table useful for?

Showing data values while also revealing key values such as highest and lowest

What are dual axis charts useful for?

Showing how two measures compare to each other

What is an effective use of a tree map?

Showing part-to-whole comparisons of data sets with long tails in their distribution and many levels of dimensions.

Tree Maps use which items and do they use Rows/Columns?

Size, Color, and Text. Nothing on Rows/Columns

How do you quickly see values in a certain order

Sorting

Each individual sheet in a story is called?

Story Point

What is the RegExp way for Middle Name Split? (Only Middle Name)

TRIM(REGEXP_EXTRACT([Name],'\s(\w+)\s' ))

Swap sheets on a dashboard

Click the main sheet - then hover over the replacement sheet and select the double arrow. Will break actions/Filters

Horizontal Bars

0 or more Dimensions 1 or more Measures

Box and whisker plots

0 or more Dimensions 1 or more Measures Use at least 1 dimension or disaggregate

Bullet Graphs

0 or more Dimensions 2 Measures Right-click the continuous axis to swap reference lines

Scatter plot

0 or more Dimensions 2 to 4 Measures

What is the Rank Percentile code and number order?

0.00,0.67,0.67,1.0 Rank_Percentile (Avg([field])

Histogram

1 Measure Bin Not available for all Measures

Line Chart / Area Chart (Continuous)

1 date 0 or more Dimensions 1 or more Measures

Line Chart / Area Chart (Discrete)

1 date 0 or more Dimensions 1 or more Measures

Dual Lines / Dual Combination (bar & line)

1 date 0 or more Dimensions 2 Measures

Gantt Chart

1 date 1 or more Dimensions 0 to 2 Measures

Maps

1 geo Dimension 0 or more Dimensions 0 to 1 measures

Symbol Maps

1 geo Dimension 0 or more Dimensions 2 to 4 measures

Packed bubbles

1 or more Dimensions 1 or 2 Measures

Stacked Bars/Circle Views/Side-by-Side Bars or circles/Cross Tab

1 or more Dimensions 1 or more Measures

Highlight tables

1 or more dimensions 1 measure

Pie charts / Tree Maps

1 or more dimensions 1 or 2 Measures

Heat Maps

1 or more dimensions 1 or 2 measures

What is the Rank Dense code and number order?

1,2,2,3 Rank_Dense (Sum([field])

What is the Rank code and number order?

1,2,2,4 Rank (Sum([field])

What is the Rank Modified code and number order?

1,3,3,4 Rank_Modified (Sum([field])

What is a Combined Field?

A shortcut to create a concatenated field

You are doing data cleaning and combining data for further Insight analysis for Customer sales scenario. Using Tableau prep you want to combine Sales table and Customer table. But there is a difference in granular levels. Which data transformation you would choose in this scenario?

Aggregation

Use what to compare the magnitude of data across different categories?

Bar Chart

How to add a background to a dashboard

Bring an image in, select the image, and click OK. then float layout containers over it

How to build a density map

Bring in a geocode or latitude and longitude. Set the Mark Type to density. Bring in your factor to detail

Order Growth Formula

COUNTD([Order ID])-LOOKUP(COUNTD([Order ID]),FIRST()) To set to zero on a graph, compute Pane Across (if dimension otherwise Table Across)

How to make Word Clouds:

Change the mark type of the tree/bubble map to TEXT and adjust the size to be based on the Count of the use (or use a different measure)

Dateadd Today

Dateadd('month',-1,Today()) I.e. on March 19 would give Feb 19

Highlight tables use which items and do they use Rows/Columns?

Dimensions on Columns & Rows, Measures to color and size

Compounded growth rate needs what type of date?

Discrete and show year and one other item (quarter, month, etc)

YTD (year to date) needs what type of date?

Discrete and show year and one other item (quarter, month, etc)

Year over Year Growth needs what type of date?

Discrete and show year and one other item (quarter, month, etc)

Year to Date Growth needs what type of date?

Discrete and show year and one other item (quarter, month, etc)

How do you add a Top N Parameter?

Drag a dimension to filter. Go to Top tab. In the N portion, select Choose Parameter instead of a number. Set the numbers in the created parameter

Creating a box and whisker plot:

Drag you measure to rows; Drag a discrete date field or other dimension to columns; Put that same dimension on details; Change the mark type to circle (make them smaller and slightly transparent in case they overlap); On the analytics pane drag Box and Whisker Plot over CELL; You can adjust the Box plots formatting

Differentiate dual and combined axis

Dual axis "stacks" the bars; combined is like the side by side and uses the measure names and values

If the question says "Export" or "Download", which is being referred to?

Export means on Desktop. Download means on Server

What file type(s) are used for extracts

Hyper, tde

What formats can you export a file from Desktop?

Image, Data, Crosstab to Excel

What formats can you Download a file from Server?

Image, Data, Crosstab to Excel, PDF, PowerPoint, Tableau Workbook

How to assign a Data Role

In prep, click the data role in a field profile's header and select the role. In more options select Not Valid to show invalid entries. Fix/Find and replace invalid entries

What can't you make relationships using?

JSON and Cube because pre-aggregated

Join types supported by Tableau prep are

Left join, Inner join, Right join, leftOnly join, rightOnly join, notInner join, Full

Mid and Find way to split out the middle name (Only middle name)

MID([Name],FINDNTH([Name],' ',1), FINDNTH([Name],' ',2)-FINDNTH([Name],' ',1))

How to build a Gannt chart

On date, one dimension, 0-2 measures, line type

How to make a transparent background

On the dashboard, Format Shading, Default Shading to none

How many axis in a combined axis?

Only one axis

What is the code for Compound Growth Rate?

POWER(ZN(SUM([Sales]))/LOOKUP(ZN(SUM([Sales])), FIRST()),ZN(1/(INDEX()-1))) - 1

Can dual axis charts have measures with different units?

Yes

Can you combine Spatial and Non Spatial Data?

Yes

In which of the following scenarios would a bar-in-bar chart be best choice?

You want to show two measures against one another simultaneously.

What is the code for Difference?

ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1))

What is the code for Year to Date Growth True/False?

[Order Date] <= TODAY() AND DATETRUNC( "year", [Order Date]) = DATETRUNC("year", TODAY() )

For flat files that have an unfriendly format, you can use the ______ to remove unnecessary formatting and headers

data interpreter