Tableau Cert

Create a density map

1. Create a scatter plot 2. On Marks tab hit drop down and select density

Explain how continuous fields are displayed

Tableau displays an axis when you drag a continuous field to Rows or Columns.

what kind of information measures usually contain

contain numeric, quantitative values that you can measure. Measures can be aggregated. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default).Green

what kind of information dimensions usually contain

contain qualitative values (such as names, dates, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view.Blue

Add a reference line

-From the Analytics pane(top and select tab), drag a Reference Line into the view and drop it on Cell. -In the Edit Line, Band, or Box dialog box, set the aggregation for SUM(Sales) to Sum, set Label to Value, and set Line under Formatting to None

Advantages of relationships:

-Make your data source easier to define, change, and reuse. -Make it easier to analyze data across multiple tables at the correct level of detail (LOD). -Do not require the use of LOD expressions or LOD calculations for analysis at different levels of detail. -Only query data from tables with fields used in the current viz.

How do you create a viz in tooltip in Tableau?

1. Create a visualization in the source worksheet in Tableau -> Create a visualization in a target worksheet view to serve as the Viz in Tooltip and rename it to identify -> In the source worksheet, click Tooltip in the Marks card -> Select insert and select the target worksheet 2. Create a visualization in the source worksheet in Tableau -> Create a visualization in a target worksheet view to serve as the Viz in Tooltip and rename it to identify -> In the source worksheet, click Tooltip in the Worksheets tab -> Select insert and select the target worksheet

Change default properties for a data field (number format, aggregation, color, date format, etc.)

1. Double click on dimension 2. Default Properties

Use a quick table calculation

1. Down triangle on a measure 2. Quick table calculator → changes how the data is presented on a tableau table Example: Sum of Sales(want to see what percentage of category of sales to see what category is selling less as a percentage) → Percent of total See what Category is benign bought more as percentage of total and by how much more(SUM of sales put into label)

Create a stacked bar

1. Drag a dimension to Columns. 2. Drag Measure Names to Color on the Marks card. 3. On Color, right-click Measure Names, select Filter, select the check boxes for the measures to display, and then click OK. 4. From the Measures pane, drag Measure Values to Rows. 5. On the Marks card, change the mark type from Automatic to Bar.

Add relationship to data source

1. Drag a table to the canvas. 2. Drag another table to the canvas. When you see the "noodle" between the two tables, drop that table.The Edit Relationship dialog box opens. Tableau automatically attempts to create the relationship based on existing key constraints and matching fields to define the relationship. If it can't determine the matching fields, you will need to select them.(OrderID = OrderID)

Create a join

1. Drag table into menu 2. Click drop down on table and hit open 3. Drag in another table into menu 4. Click join icon to select type of join

How do you change the color of a chart from Marks card in Tableau?(2 ways)

1. For an existing chart select the All in Marks card -> Select Color -> Edit Colors -> From the Select Color Palette select any of the desired option -> From the select Data item choose desired color for each of the measure -> Apply -> Ok 2. For an existing chart select the All in Marks card -> Select Color -> Edit Colors -> From the Select Color Palette select any of the desired option -> Apply -> Ok

How can we create a dashboard in Tableau?(2 ways)

1. Go to dashboard and select New Dashboard -> Drag the desired worksheets to the dashboard to work for -> Adjust the dashboard length and width -> Ok 2. Select the New Dashboard option -> Drag the desired worksheets to the dashboard to work for -> Adjust the dashboard length and width -> Ok

How many data sources can we blend in Tableau

2

Which of the following are true for URL actions in Tableau?

A URL action is a hyperlink that points to a web page, file, or other web-based resource outside of Tableau We can use URL actions to create an email We can use URL actions to link to additional information about the data

Union

Add more rows to existing columns. combine two or more tables by appending values (rows) from one table to another. 1. Connect to data 2. New Union option displays in the left pane of the data source page after you connect to your data

Assign an alias to a data value Tableau Desktop Specialist 7

Aliases can be created for the members of discrete dimensions only. They cannot be created for continuous dimensions, dates, or measures. 1. In data pane(far left) double click dimension 2. Hit Aliases... 3. Under Value(alias) select member and enter new name

Describe how an aggregated measure changes when dimensions are added to a view

As you add dimensions to Rows or Columns, the number of marks in the view increases. Tableau continues to aggregate values for the field, because even though the field is now discrete, it is still a measure, and Tableau aggregates measures by default

Assign a geographic role to a data field

Associates each value in a field with a latitude and longitude value. Tableau creates a map view when you add the field to Detail on the Marks card. On dimension click data type next to name(Abc, etc) and select geographic role and select type of geographic data it is When you assign a geographic role to a field, Tableau adds two fields to the Measures area of the Data pane: Latitude (generated) and Longitude (generated).

In Tableau, a discrete field is shown in which color?

Blue

Explain how discrete fields are displayed

Blue, Tableau creates headers when you drag a discrete field to Columns or Rows. When you drop a discrete dimension field on the Filters shelf, Tableau prompts you to choose which "members" of the discrete field to include in the view. When you drop a discrete field on Color in the Marks card, Tableau displays a categorical palette and assigns a color to each value of the field.

How can we change the shape of the marks for a chart in Tableau?

Choose any two measures and drag them to columns and rows -> select any dimension and drag it to the color of Marks card -> select any dimension/measure and drag it to the shape of the Marks card

Create sets by using data pane

Click a dimension → select Create → Select

What are the differences between discrete date and continuous date values?

Discrete date part color is Blue whereas the Continuous date part color is Green. Discrete date creates labels whereas the Continuous date creates axes. Discrete date aggregates data at the selected unit whereas the Continuous date uses individual date values

difference between discrete date parts and continuous date values

Discrete date: Sum of all ex. Septembers (used for strategic decision marking aka long term) Continuous date: for forecasting, shows every data for that ex. month(every sales for every month), for short term decisions

Rename a data field

Double-click the name of the column to rename the field

What steps should be taken to change a vertical bar chart to horizontal?

Drag the measure to the columns shelf and the dimension to the row shelf

What is the difference between a dual axis chart and a combined axis chart?

Dual axis chart creates two independent axes while a combined axis chart merges two or more measures into a single axis.

Extract

Extracts are saved subsets of data that you can use to improve performance or to take advantage of Tableau functionality not available or supported in your original data.

How can we disaggregate data in Tableau?

For any visualization Go to Analysis -> Uncheck the Aggregate Measures

How can we change the aggregation of a measure in Tableau?

For any visualization right click on the measure -> Go to Measure -> Select any of the desired aggregate for that measure

How can we enable the option of Animation in Tableau?

Go to Format -> Choose Animations -> Select On from Animations Tab

How to create a Hierarchy in Tableau?

In Data pane drag a field and drop on top of another field -> enter a name of the hierarchy -> ok

Create sets by using marks

In scatterplot, highlight the marks and click on one and select Create Set

What steps should be taken to create a geographical hierarchy?

In the Data pane right-click the geographic field-> Hierarchy -> Create Hierarchy

Create a line chart

In views that use the line mark type, you can use the Path property in the Marks card to change the type of line mark (linear, step, or jump), or to encode data by connecting marks using a particular drawing order. Need at least one Measure

Discrete Data = Dimension

Individually separate Blue Pill Dimension Filter individual elements Countable Becomes header in a view Brings level of detail to view Can have hierarchy Can be sorted

What types of trend lines are available in Tableau?

Linear Logarithmic Polynomial

Advantages to using relationships to combine tables

Make it easier to analyse data across multiple tables at different levels of granularity. Tables are only queried when fields from the tables are added to the viz.

Which of the following is true for Measures in Tableau?

Measures contain numeric, quantitative values & Measures can be aggregated

Which of the following are the differences between dimensions and measures?

Measures contain quantitative values whereas Dimensions contain names, dates or Geographical data. Dimensions increase the level of detail in the view while measures are aggregated when added to the view.

Create a bar chart

Need a dimension and measure, one on Rows shelf and the other on Column Shelf. On the Marks card, select Bar from the drop-down list.

Create a scatterplot

Need at least 2 or 4 measures in Rows and Column shelf. Place Measures(make sure to change them) into Rows and COlumns → Place another dimension into Color → Make sure you hit Dimesniosn and Discrete under triangle → Use count instead of Sum. Drag in dimension to Detail on Marks

Create a map using geographic data

Need at least one geo dimension, Double click state and map is created automatically Filled polygon map: Double click state On marks page click drop down and select Map Drag measure Sales and place in color

Following tabs to connect to data:(on this site, files, and connectors)

On this site: Browse to or search for published data sources. Files: Upload Excel or text-based data sources (.xlsx, .csv, .tsv) directly in your browser. Connectors: Connect to data housed in a cloud database or on a server in your enterprise.

How can we manually add separate device layout in Tableau?

Open a dashboard -> On the Dashboard tab on the left, click Device Preview -> Take a moment to click through the Device types and Models and explore the different screen sizes ->Also there is a button to turn the dashboard into landscape or portrait mode

default aggregation for measures

SUM

Create live connection to data source

Tableau Desktop, the data connectors that are available to you are listed on the Connect pane, which is the left pane on the Start page. Under Search for Data, select Tableau Server to find data using Tableau Server or Tableau Cloud. File types are listed next, then common server types, or servers that you've recently connected to.

Which of the following can prevent a refresh for a refreshable list of parameter values?

The default field returns null. The default field is in a data source that's not yet connected. The user cancels the query to the data source while Tableau is attempting to connect.

Create a combined axis chart

To blend multiple measures, drag one measure or axis and drop it onto an existing axis.

Create a dual axis chart

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. To add a measure as a dual axis, drag the field to the right side of the view and drop it when you see a black dashed line appear. You can also right-click (control-click on Mac) the measure on the Columns or Rows shelf and select Dual Axis.

Which of the following is true about the display of Discrete Field while dragged to Color in Marks Card?

When dragged to the color of Marks Card, Tableau displays both the categorical palette and a legend with a color for each value of the field.

relationship

a temporary connection between data. Join is a more permanent relationship. Are displayed as flexible noodles between logical tables, Require you to select matching fields between two logical tables, Do not require you to select join types, Make all row and column data from related tables potentially available in the data source, Maintain each table's level of detail in the data source and during analysis, and Create independent domains at multiple levels of detail. Tables aren't merged together in the data source.

Why the direct connection to the extract is not recommended?

a) The table names will be different b) The extract cannot be refreshed c) The data model and relationships will be lost.

How to refresh an extract

data source in data menu → extract → refresh

Full Outer

every value from both table is included. When a value from either table doesn't have a match with the other table, you see a null value in the data grid.

Create an extract

right click data source > Extract data Data -> Order -> Extract Data

Left Join

table that contains all values from the left table and corresponding matches from the right table. When a value in the left table doesn't have a corresponding match in the right table, you see a null value in the data grid.

Right Join

table that contains all values from the right table and corresponding matches from the left table. When a value in the right table doesn't have a corresponding match in the left table, you see a null value in the data grid.

Inner Join

table that contains values that have matches in both tables. When a value doesn't match across both tables, it is dropped entirely.

continous data

unbroken whole Green Pill Measure Filter only by range Measurable Becomes axis in a view Brings aggregate in a view Cannot have hierarchy Cannot be sorted