Tableau Desktop Special Exam Prep

Format the circles to have a black border, no halo (fill around labels), and 75% opacity.

1. Click *Color* on the *Marks* card. 2. Display the *Border* menu and select the black color. Click outside the menu to close the *Border* menu. 3. Display the *Halo* menu and select *None*. Close the *Halo* menu. 4. Move the *Opacity* slider to 75%.

To help focus on the airport data, use options for map layers to set the *Background Style* to *Normal*, display coastlines, remove country/region names, and remove state/province borders from the map.

1. Click the *Map* menu and select *Map Layers*. 2. Set the *Background Style* to *Normal*. 3. Select the *Coastline* map layer. 4. Clear *Country/Region Names* and *State/Province Borders* to remove those layers from the map.

How to change data type for a data field (number, date, strings, etc.)

1. Click the data type icon you wish to change 2. Select the new data type. The data type is update.

How to Create a Symbol Map

1. Connect to a data source 2. switch to a new worksheet 3. drag a geocoded dimension (a dimension with a geographic role assignment), such as a state, to the view (or to "detail") 4. Tableau Creates a Map 5. Set the Marks Card to 'Circle (SIZE)' if Tableaus hasn't already selected it 6. Drag the first measure to 'Size' on the Marks Card 7. Drag the second measure to 'Color' on the Marks Card

New Union Method

1. Double click new union button on left panel 2. Ensure the specific manual union tab is chosen and drop the sheet you want to include.

Create a map called "European Airports" that uses size and color to indicate the number of *2021 Passengers* at each airport location. Include the names of each airport.

1. Double-click the worksheet *Sheet 1*, type "European Airports", and press *Enter*. 2. From the *Data* pane, drag *IATA* to the view. 3. From the *Data* pane, drag *2021 Passengers* to *Size* on the *Marks* card. 4. From the *Data* pane, drag *2021 Passengers* to *Color* on the *Marks* card. 5. From the *Data* pane, drag *Airport Name* to *Label* on the *Marks* card.

Create a line chart for Budget Sales over a continuous range of time, by month, using the Date field.

1. Drag Budget Sales to Rows. 2. Drag Date to Columns. 3. Point to Date on Columns and click the down-arrow. 4. Click Month May 2015.

Steps on Creating a Union

1. Drag and drop a sheet in the empty canvas 2. Drag the second sheet to below the first sheet in the canvas until a union button appears (solid orange color) 3. Add more sheets using drag and drop method 4. Sheet and table name columns will appear to the right to show what sheet the data is pulled from (reference fields)

Steps on How to Join

1. Drag first table to the canvas. We can see a preview of this table in the data grid below the canvas. 2. To open the physical layer where we create joins, click the drop-down arrow to open the context menu and click open. You can also double-click on table in the canvas to open the physical layer. 3. Drag second table to the right of the first table. This creates a join with the first table on the left and second on table on the right. 4. Click the join icon to verify and change details about the join. We can also manually select the join fields and change the join type from the "Join" dialog box. 5. Close the join dialog box then close the physical layer by clicking the 'x' in the layer's top right corner. Notice the the right table in the logical layer now shows an indicator that there is a join in the physical layer, but this doesn't create a new dimension/measure or a new table?

Order of Filters Executed

1. Extract Filters 2. Data Source Filters 3. Context Filters 3a. Sets, conditional filters, top N, Fixed LOD 4. Dimension Filters 4a. Include/Exclude LOD, Data Blending 5. Measure Filters 5a. Forecasts, Table Calcs, Clusters, Totals 6. Table Calc Filters 6a. Trend lines, Reference Lines

Stack the bars by adding Measure Names to Color and to Size.

1. From Rows, drag Measure Names to Color on the Marks card. This stacks the marks. 2, On the Marks card, press and hold the Ctrl key while dragging Measure Names to Size. This adds a copy of Measure Names to Size. NOTE: Step 2 places Measure Values on Columns, and Measure Names on Rows and the Filters card.

How to add a reference line to the Reference Line view, which displays across the entire view. Set the value to 500,000, and use text and a variable to add the label "Quota is $500,000" without the quotes.

1. From the Analytics pane, drag Reference Line to the view, and drop it on Table in the Add a Reference Line dialog box. 2. In the Edit dialog box, under Line, click the aggregation arrow, and select Constant. 3. In the Value text box, type "500000", without the quotes. 4. Click the Label arrow and select Custom. 5. In the Label text box type "Quota is ", without the quotes, click the arrow, and select Value. 6. Click OK in Tableau Desktop or the X in Tableau Online or Tableau Serve

Create a text table that shows market and regional profits by Category and Sub-category.

1. From the Data pane, drag Market and Region to Columns, with Region to the right of Market. 2. From the Data pane, drag Category and Sub-Category to Rows, with Sub-category to the right of Category. 3. From the Data pane, drag Profit to the view, and drop it when the area showing Abc text is highlighted in black and Show Me appears.

Add neighborhood information to the map as a tooltip for a density map

1. From the Data pane, drag Neighborhood to Tooltip on the Marks card.

Name the hierarchy Sales Person by Region.

1. In the Create Hierarchy dialog box, next to Name, change Region, Sales Person to Sales Person by Region. 2. Click OK.

Organize dimensions into a hierarchy

1. In the Data pane, drag Discrete Date (Months) on top of Discrete Date (Years) - Dimensions that you want to create the hierarchy 2. This brings up the Create Hierarchy dialog box. 3. In the dialog box, you change the name of the hierarchy to Custom Dates. 4. Click OK to finish.

Add a reference band to the Reference Band view, to highlight the Minimum and Maximum Sales for each customer segment. Use variables to customize the tooltips to show dollar amounts for minimum and maximum sales.

1. In the Reference Band sheet, from the Analytics pane, drag Reference Band to the view, and drop it on Pane in the Add a Reference Line dialog box. 2. In the Edit dialog box: 3. In the From area, set the aggregation to Minimum. 4. Click the Tooltip arrow and select Custom. Then, in the Tooltip text box, select Computation, type a space, and then select Field Name. Type an equal sign (=) and then select Value. 5. In the To area, set the aggregation to Maximum. 6. Click the Tooltip arrow and select Custom. Then, in the Tooltip text box, select Computation, type a space, and then select Field Name. Type an equal sign (=) and then select Value.

How to create an alias

1. In the data pane, right click dimension 2. Select Aliases 3. In the "Edit Aliases" dialog box, select the Member you want to edit 4. Type the new alias. * to indicate that the member has an alias.

How to save a .tds file?

1. Locally for personal use - on data menu, select the connection you want to create as a data source and select add to saved data sources. (changes in data are not inherited) 2. To Tableau Online or Tableau Server - On the data menu, select the connection you want to share as a data source or select publish to server. (subsequent workbooks made from this published data source can inherit the metadata changes).

Change the stacked bars into bar-in-bar and sort the bars in descending order within each category.

1. On the Analysis menu, point to Stack Marks, and select Off to start both bars at the 0 (zero) position. 2. On Columns, click the Measure Values field to select it. 3. On the toolbar, click the Sort Descending icon to sort the bars in descending order by sales amount.

Add row totals to see which sub-categories were the most and least profitable overall.

1. On the Analysis menu, point to Totals, and click Show Row Grand Totals. 2. On the Marks card, click Color, and then click Edit Colors. 3. In the Edit Colors dialog box, select Include Totals. To save the changes

To reveal patterns or outliers in the profit data, create a highlight table that shows Profit by color.

1. On the Marks card, use Ctrl+drag (Command+drag on a Mac) to drag a copy of SUM(Profit) on Text to Color. 2. On the Marks card, change the mark type from automatic to Square.

how to exclude outlier from a view

1. Press "CTRL" and select the outlier 2. On the tooltip that appears, click "Exclude"

How to create a dynamic set

1. Right click sub category in the data pane and click create set, option to create general (individual dimension members) condition (create a set on a condition - all items with profit greater than 50K), Top (allows you to see the top or bottom measures eg. top 10 items sold/profitable) 2. Drag the set from the data pane to the color to see the set.

What do you do when changes to the structure of the dataset occur and the field breaks in your Tableau connection?

1. Right-click the broken field in the Data pane (will have an (!) beside the field/dimension/measure. 2. Select: Replace Reference. 3. In the Replacement Reference Dialogue box, select the replacement reference (in this case the renamed field).

how to add annotation to an outlier

1. right click the outlier 2. point to annotate 3. click mark 4. use the 'edit annotation' dialog box to create your annotation 5. click ok

STOPPING POINT

2.3.5 Create A calculated field (e.g. string, date, simple arithmetic)

Example of union being performed on two tables

7 rows of data (4 in one and 3 in another). There is one duplicate, however the union will still show 7 rows but the duplicate will come back as a null value.

Data Extract Connection

A compressed snapshot of data stored locally and loaded into memory. Data is stored in Tableau's high performance in-memory engine. This option is useful when you connect to a large dataset or you want to take query load off critical systems.

What does a density map do?

Allow anyone working with dense, overlapping data to easily make sense of the data's concentration

Continuous Date Filters

Allow you to filter data on a range of dates (only for measures can you do a range, otherwise you just select the boxes of years or whatever and build your own "range").

You have a data source that is updated daily with new sales transactions. Which of the following is the most efficient option to refresh the extract?

An incremental extract refresh.

Dynamic sets are preferable to fixed sets when you want to...

Analyze data that changes frequently

Aliases

Associated with discreet dimension members in the view. Tableau allow you to create these, also known as alternate names. For example, if you have a dimension "Storm Name" with a member named "Subtrop 1", you can create an _____ to apply the actual storm name.

Which filter type should you use when you want to show data only for the months that have sales over $2,000?

At Least Option

Which method uses a primary and secondary data source?

Blending Method

Table Caculations

Calculated fields that you apply to the values of a measure in a visualization

Where on the data source page would you drag a table that you want to add to you visualization?

Canvas

Which of the terms below best completes the following sentence? Density marks work best when the specific locations....

Change continuously and smoothly across a limited space

How to assign a geographic role to a data field?

Change the data type for the 'Country' field from String to the geographic role of 'Country/Region' 1. Above the 'Country' field, click the string icon, Abc. 2. Point to the 'Geographic Role' and select 'Country/Region'

Create a combined axis chart

Change the dual axis chart to a combined axis chart and the left axis title to Budget Sales & Sales. Right-click the right axis and click Synchronize Axis. Right-click the right axis again and uncheck Show Header to hide the header Double-click the left axis. Change the title to Budget Sales & Sales. Save the workbook.

How do you add a second data source?

Click "Add" next to Connections and select your data file, or under "Connections" click "Add".

Modify the map appearance so you can clearly see the area with the most reported hail storm damage. For this exercise, set the Color to Density Multi-color Light and the Intensity to 50%.

Click Color on the Marks card. Then: From the Color menu, select Density Multi-color Light. Set the Intensity to 50%.

Change the Budget Sales line graph to a bar graph and change the color of the Budget Sales bars to light gray and the Sales line to green.

Click the Marks card for Budget Sales. Click the drop-down menu and click Bar. Click the Marks card for Sales. Click Color and then click Edit Colors. Click Budget Sales and select the light gray tile. Click Sales and select the green tile. Click OK.

Add a reference line to the Reference Band view, to mark the average sales for each customer segment.

Click the Reference Band sheet. From the Analytics pane, drag Reference Line to the view, and drop it on Pane in the Add a Reference Line dialog box. Click OK in Tableau Desktop or the X in Tableau Online or Tableau Server.

How to Add totals and subtotals?

Click the analysis menu (top bar), point to Totals, and then select "Show Row Grand Totals, Show Column Grand Totals, and Add All Subtotals" as desired

Which three areas of the Marks card do you use to build a highlight table?

Color, Text, and Mark Type

Which sort to use to find the five products in the catalog with the lowest costumer satisfaction?

Computed sort based on a measure

Which sort to use to find specific customers to see how many times they've rate our product?

Computed sort that alphabetizes a dimension

How to create a density map:

Connect to a data source with latitude and longitude coordinates (or location names recognized by Tableau). Switch to a new worksheet.In the Data pane, double-click the Latitude and Longitude fields to bring them to the view. Double-clicking ensures that Tableau places the Latitude and Longitude fields in the correct locations: with Latitude on Rows and Longitude on Columns. Add distinct marks to the view by adding a dimension to Detail on the Marks card. This should be an informative dimension associated with the coordinates to tell a meaningful story. For example, use a dimension that will produce noticeable data concentrations in the areas referenced.If the data set has more than 10,000 items, you might see a warning below and have to click Add all members. On the Marks card, change the mark type from automatic to Density.

Why does Tableau create a live data connection by default?

Connecting live means that as new data source data is added, it can be incorporated into your analysis.

Dimensions (BLUE)

Contains discrete categorical data, so filtering this type of field generally involves selecting the values to include or exclude. Example: Use a ______ filter to show products that have low sales in specific regions. Drag _______ to the filter section in the data pane.

If you want one filter to be applied before other filters, make it a ______ _____ so it will be processed first

Context Filter

Adding a distribution band to the reference line view does what?

Displays across the entire view, highlights 50-90% of average profit with labels, has tooltips of "50% of Average Profit = $105,000" using variables and text, and does not recalculate the band for selected data

What are the two methods used to create a manual union?

Drag & Drop method and New Union Method

How can you display the top 5 and bottom 5 sales in the same view?

Create the view using a combined set to include all members from the top 5 and bottom 5 sets. Wouldn't the source data be the same for both? I haven't been able to create a Set off of a Measure, but couldn't just set two parameters on one set rather than one parameter (e.g. >$50k Sales)

What are sets?

Custom fields that defines a subset of data based on specific conditions. They are useful for viewing and highlighting data that meets specific criteria. Tableau displays these in the data pane and labels them with an icon

Each time you add your 'Order Priority' field to a visualization, you need to change the sort order. What can you do to avoid repeating this task?

Customize the field's default properties

Where does Tableau show metadata for the dataset, such as data type and field name?

Data Grid

You cannot create aliases for these:

Dates, measures, or the members of continuous dimensions.

In a bullet graph, what's one way to increase the visibility of the distribution band?

Decrease the size of the bars

Inner Join

Default join in Tableau. When you use this join to combine tables, the result is a table that contains values that have matched in both tables. When a value doesn't match across both tables, it is dropped entirely.

Table (Across)

Default scope and direction for the % of Total Calculation (you can change it by selecting Compute Using from the context menu on the measure in the view. USING WHOLE TABLE AS ITS SCOPE AND COMPUTES ACROSS THE TABLE Marks Card - Drop down option of the measure Click compute using and you can change to other scopes

How do you know if a table calculation has been applied?

Delta symbol appear on the field

Sets can be used as...

Dimensions (BLUE). You can add a set to columns or rows and the view will show data by that field. They can also be used in calculated fields, just like dimensions or measures. You can treat dimension members differently based on whether or not they are in a set. Lastly, can be used as a filter by dragging the ___ to the filters shelf.

What types of custom date fields do you need to create custom date hierarchies?

Discrete date parts

With % of delayed flights on a vertical axis and date on the horizontal axis, what field types are used in this view?

Discrete for the date, continuous measure for the % of delayed flights

Drag the new hierarchy to Rows and expand it.

Drag Sales Person by Region to Rows. Click the [+] to drill down. (This can be performed on the shelf or in the view.)

Make the chart dual axis using the Sales field.

Drag Sales from the Data pane to the right edge of the view, until you see a light green ruler icon and a black dotted line, and then drop Sales on the chart.

How to create a date filter?

Drag a date field from the Data pane to the Filters shelf. The following Filter Field dialog box appears (below): Filter by discrete date parts, such as years, quarters, or months (BLUE), or by a continuous date range (GREEN)

Build text table to show how students did on an arrange of assignments;

Drag name of students to row and assignment type to columns and then drag the grades to data area on the view or to text on the marks card To highlight show grades in colours- CNTRL + GRADES FROM THE DETAIL MARKS CARD TO THE COLOUR ON THE MARKS CARD Change the mark type from automatic to square using drop down

How can we relate three tables?

Drag them out to the canvas one at a time. Tableau will automatically related the tables if there is a common field name. We also see a preview of the data for that table in the data grid below the canvas.

You can encode marks on a view by.....

Dragging the set to "color" on the Marks Card.

Symbol maps can show up to two quantitative values per location. Which of the following is a good way to represent those two values?

Encode the first value with size and the second value with color

Blend Method

Establishes linking field to use fields/column from primary and aggregated secondary data sources. Created in the worksheet within a workbook. Datasources NEED to share a common dimension. It links one primary (blue check mark) and one secondary database (orange check mark). This works like a left join (takes data from primary source and link with matching data from second source).

Relationship Method

Establishes the capability to use fields/columns from multiple tables. Dynamic and flexible way to combine data from multiple tables for analysis. DEFAULT way to work with data from multiple table and created directly on the Data Source canvas (logical layer).

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

Ex. If you want the 'Sales' field to default to currency with no decimals, you'd right click 'Sales' field to open the menu, go to 'Default Properties' and select 'Number Format'. This will open the dialog box, which then you select 'Currency (Custom)' and set decimal places to 0.

How do you build a bar chart in Tableau?

Example: 1. Drag 'Birth Rate' from the data pane to the columns shelf 2. Change the aggregation of 'Birth Rate' from 'sum' to 'avg' by right clicking 'Sum (birth rate)' in the columns shelf, selecting 'measure' and then selecting 'average' 3. Drag 'Country/Region' from the data pane to the rows shelf 4. Drag 'Population Total' to ' Color' on the Marks Card 5. Sort the list in the descending order

How do you build a Scatterplot?

Example: 1. Drag both measure you are trying to compare (one to rows and one to columns) need to be one on each axis 2. To add more marks than the sum of the measure together, drag one of the measures to the detail (to make it a dimension)

How to Build a Tree Map?

Example: From the data pane: 1. Drag 'Sales' to 'Size' on the Marks Card 2. Drag 'Region' to 'Color' on the Marks Card 3. Drag 'Category' to 'Detail' on the Marks Card 4. if if not displaying properly, change the mark type to "Automatic" or "Square"

When you have a large number of fields in the data pane, it can be helpful to organize dimensions and measures into:

Folders. (i.e. include customer ID & Name into a folder called Customer Info). To do so, right click drop down on data pane, create folder, and drag the field/dimensions you want to include in the folder. Dimension (Blue) drag a dimension to the measure section to convert a measure. Measures are green.

Build a side-by-side view with 2018 Sales and 2019 Sales by Category and Sub-Category.

From the Data pane: Drag 2018 Sales to Columns. Drag Category to Rows. Drag Sub-Category to Rows, and place it to the right of Category. From the Data pane, drag 2019 Sales to the 2018 Sales axis (the horizontal axis), dropping it when two green bars appear.

Which of the terms below best completes the following sentence? When I drag 'State' from the 'Data' pane into the view, Tableau adds latitude and longitude fields to 'Columns' and 'Rows'. This is because Tableau _______ the 'State' Field

Geocoded

Where to create a table calculation?

In the Table Calculation dialog box (right-click and select on the pill in columns or rows shelf). Select the calculation type and then manually configure options for the calculation type you choose

Sort Sales in descending order.

In the view, hover over the Sales axis heading, and click the descending sort icon

Create groups by using marks, headers, and the data pane

In the view, select one or more data points and then, on the tooltip that appears, click the group icon .OR In the Data pane, right-click a field and select Create > Group. In the Create Group dialog box, select several members that you want to group, and then click Group.

Histogram

Resembles a bar chart, except a bar chart shows individual values in individual bars, where this groups values together into buckets - or BINS - which you may define.

What happens to the number of columns after a union?

Increases by the reference fields and mismatched fields, not by the number of tables added.

What happens to the # of rows after a union?

Increases with each table added

What is metadate?

Information about the data, such as field name or data type, or default aggregation.

Why might you choose to create a text table of your data?

It's a good view type to use as a reference box

You have connected to the "Inventory" table in your data source and are adding a join the the "Plant Care Guide" table. You want to see all the plants in your inventory and only the matching plants guide information. Consider the "Inventory" table on the left and the "Plant Care Guide" table on the right. Which join type should you use?

Left Join

Quick Table Calculations

Let you create a quick calculation of the data without having to create a calculated field (Built-In/Preset). Includes: Percent of Total, Percent Difference (great for bar or line graphs), Rank (1st, 2nd , 3rd), Running Total, Difference and Moving Average. Can be applied to any measure in the view and saved as field to use in other views

Relationship are created in which layer?

Logical Layer

Which default storage option does Tableau recommend using?

Logical Tables data storage

What is NOT included in at .tds file?

Login information, Vizzes created with the data

Which sort to use when you need to monitor the average rating of a specific model of vacuum cleaner?

Manual Sort

Disadvantages of Extracts

Manual refreshes and extract may not meet the needs of all users.

What is included in a .tds file?

Measures converted to dimensions, dimensions converted to measures, edited field aliases, modified default field properties, calculated fields, groups, sets.

Highlight Tables

More visual table-based views that provide the format the audience wants, but also include visual components that make the view easier to interpret. Useful for showing data values while also revealing key values - such as the highest or lowest - which may also reveal patterns in the date (text tables that use color to highlight data or pattern).

You want to show sales data for customers whose names start with "Joe". Which filter type would be best suited for this scenario?

Multiple Values (custom)

When values to be sorted occur in multiple panes, which two ways can you sort them?

Nested and Non-Nested

How do create a relationship model?

Once you've pulled in all your data sources, drag the most detailed table to the canvas. If there is a common field name, the data will automatically relate. Close the edit relationship dialog box if correctly related. You can also double-click a table and Tableau will add it to the table in the correct place on the canvas.

"Special" Option

Option used to filter on Null Values

"At Least" Option

Option used to include all values that are greater than or equal to a specified minimum value

"At Most" Option

Option used to include all values that are less than or equal to a specified maximum value

Range of Values

Option used to specify the minimum and maximum values of the range to include in the view. The values you specify are included in the range.

Computed Sorts (Set of Rules)

Organizes the data by applying rules - descending order or alphabetical order. Dynamic if data changes it can be updated by Tableau if refreshed.

Join Method

Physically combines multiple tables by adding fields/columns. It's created in the physical layer on the canvas. Use a join to combine data based on common fields. Result is a table that's extended horizontally by adding fields of data.

Union Method

Physically combines multiple tables by appending rows, thereby lengthening the scope of your data. The resulting table contains all the rows from all the tables, even the duplicate row. Values that don't exist in the original tables are given null values in the results. It's created in the physical layer on the canvas. THIS IS THE ONLY METHOD THAT LENGTHENS THE SCOPE OF YOUR DATA BY APPENDING ROWS.

What data sources do you need to create a filled map?

Quantitative or qualitative values and geographic locations recognized by Tableau or custom polygons Column Shelf: Longitude (continuous measure, longitude geographic role assigned) Rows-Shelf: Latitude (continuous measure, latitude geographic role assigned) Detail: One or more geographic units (dimensions with geographic roles assigned) Size: Measure or dimension Mark Type: Automatic or Map

What data sources do you need to create a symbol map?

Quantitative values and latitude/longitude coordinates or geographic locations recognized by Tableau. Column Shelf: Longitude (continuous measure, longitude geographic role assigned) Rows-Shelf: Latitude (continuous measure, latitude geographic role assigned) Detail: One or more dimensions Size: Measure (aggregated) Mark Type: Automatic

Data Source Filters

Reduce the amount of data being fed into Tableau and restricts what data the viewer sees.

If you're analyzing the sales for several products, what can you add to represent average sales for all of the products so you can see how each product performed against the average?

Reference Line

What can you add to identify specific values or ranges on a continuous axis?

Reference lines, reference bands, distribution bands and box plots

The QA team in your company has shared a view that shows all the bugs logged against the new features for your next product launch. The bug review by your team only triages bugs logged in the last 30 days. Which date filter is most ideal to quickly see this data?

Relative Date

Which type of change to the source data requires you to replace references?

Renaming fields used in the view.

You have manually sorted several dimension fields within a visualization and would like to clear the sort. What is one way to clear it?

Right-Click the drop-down menu for a field, and select "Clear Sort"

Which built-in table calculation should you use if you want to see sales for three years displayed with each month's sales added to all the previous month's sales?

Running Total Calculation Table

What can you to do streamline a process when you work with the same dataset on a regular basis and make the same customizations each time?

Save your customizations to a Tableau data source (.tds) file and work from the .tds file in the future.

What steps do you need to perform to show sales data for only binders, machines, and phones?

Select binders, machines, and phones, right click and then select "KEEP ONLY"

How do you rename a data field?

Select the dropdown menu above the field you want to rename and click rename. Type new name and click out (seems like you can do on data source sheet or in data pen of visual worksheet).

How to create a fixed set

Selecting marks (highlighting dots on a scatter plot graph) right click and select the set icon in a view Example: Create a ____ _____ named "Top selling items" (right click the desired dimension) that include items with sales over 140k. Select all marks that incl sales over 140K Using the Create Set option for a dimension from the Data pane - right click the dimension- create- set You can add a mark on the scatter plot to the set by selecting the mark right click and set icon and add to fixed set name.

What is a symbol map effective for?

Showing quantitative data for individual locations. Works best with data containing large variations of values. Without enough variation, the symbols will appear approximately the same size in the view.

Nested Sort

Sort that considers each pane independently and sorts the rows per pane. It is most useful when you want to sort within a category of items in a view

Non-Nested Sort (Comparative Sort)

Sort that considers the value across panes and will have the same order of values per pane. Most useful when you want a comparison across all items in a view

Manual Sort (Specific rule to remain at top of view)

Specific sort you want data to be in, you tell Tableau what you want. Example: If sci-fi convention is on near by more specific genre to top of list so it is always at the top. Maintained even when the data changes, specific sort will always remain in the order you put them in despite changes in the data.

Physical Tables Option

Stores data using one extract table for each physical table in the data source. Should only be used sparingly to help with specific situations such as when the size of your extract is larger than expected. Use if your extract is compromised of tables combined with one or more equality joins and meet the conditions for using the physical tables option. If you use this option, joins are performed at query time.

Why are extracts advantageous?

Support large data sets, fast to create and work with, help improve performance, support additional functionality, provide offline access to your data

You're working with a data source with quantitative values (with a wide variation in those values) and latitude and longitude coordinates. Which would be a good map type to use to analyze this data geographically?

Symbol Map

What is the best description of how Tableau makes a live connection to your data?

Tableau maintains a connection to the data source, so the data refreshes in the workbook.

What happens in a Wildcard Search?

Tableau searches for files and automatically adds them to the union when their file names meet a naming convention criteria. This search helps when you expect new sheets or tables to be added to the data source in the future, like new months, quarters, or years of data.

Which area of the view would you click to start creating a reference line?

The Analytics Pane

Which area of the Tableau workspace displays the data source name and its available fields as dimensions and measures?

The Data Pane

In a histogram that uses bins to show ranges of test scores, you want to change the bin size from 10 to 5. What's the first thing you would click to start making this change?

The Scores (bin) field

Cell Calculation

The calculation uses each cell as its scope. Example February or Q1

Pane (Down)

The calculation uses each pane as its scope and it computes down the pane (first section of the table)

Pane (Across)

The calculation uses each pane as its scope, and it computes across the pane (i.e. first section)

Dynamic Set

The members of this CHANGES when the underlying data changes. These can ONLY be based on a single dimension. Useful for when you want to analyze data that changes frequently. Example: You want to compare the profit data for the top 10 customers in the dataset. In this case using a _____ _____ will ensure that the members in your set update if there is a change in the top 10 customers list.

Fixed Set

The members of this DO NOT CHANGE, even if the underlying data changes. The only way you can change this is if you edit the set and either add or delete dimension members. This can be based on a single dimension or multiple dimensions. Example: You want to compare a set of specific products to the rest of the products. In this case, creating a _____ ____ would be an easy way to compare and complete the analysis.

Live Connection

This is the default connection. It's a direct connection to you data from the source file. This connection is best used when you want to leverage a high performance database's capabilities, or get up-to-the second changes in data visualized in Tableau. Cons can be that slow experience depending on size of data.

Set Control

To give your audience the ability to quickly modify members of a set, you can display this, which is essentially a drop down menu icon on the set name. YOU CAN ONLY DISPLAY THIS FOR DYNAMIC SETS - NOT FIXED - & MUST BE IN VIEW).

Which views are good choices for showing part-to-whole comparisons?

Tree Maps (good for displaying data sets with long tails that have many small values that contribute to the whole dataset) and Pie Charts.

Range of Dates Filter

Use to define a fixed range of dates to filter. Example: Use this filter when you want to see all orders placed between March 1, 2009 and June 12, 2009.

Start/End Date Filter

Use to define a fixed start/end date to filter on

Relative Date Filter

Use to define a range of dates that updates based on the date and time you open the view. Example: Create dynamic filters to only show the current week, the year to date, or the past 10 days.

Special Option Filter

Use to filter on null values

Logical Tables

Use when you want to limit the amount of data in your extract with additional extract properties like extract filters, aggregation, Top N, or other features that require denormalized data. Also use when your data uses pass-through functions (RAWSQL). This is the default structure Tableau uses to store extract data. If you use this option when your extract contains join, the joins are applied when the extract is created.

Date Filter

Used to filter data on specific date or time criteria. Tableau allows you to create filters on continuous date values or discrete date parts.

How to write a custom table calculation?

Using the calculated field editor. Build complex table calculations using the calculation syntax

Table (Down)

Using whole table as its scope and computes down the table

When does Tableau recommend using physical tables in an extract?

When the extract using logical tables is larger than expected

When are density maps most effective?

When the location data is very precise, such as location coordinates in a limited space. For example, events associated with specific street-level addresses. Also, where the specific locations change continuously and smoothly across the space, rather than values constrained to discrete locations such as district, borough, or neighborhood

Which situation would an outer join be preferred to a blend?

When you need to include all rows from both tables, even when the join or blend criteria is not met.

Full Outer Join

When you use this join to combine tables, the result is a table that contains all records from both tables. When a value from either table doesn't have a match with the other table, you see a NULL value in the join results.

Left Join

When you use this join to combine tables, the result is a table that contains all records from the left table and only records with matching values 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 join results.

Right Join

When you use this join to combine tables, the result is a table that contains all records from the right table and only records with matching values from the left table. When a value in the left table doesn't have a corresponding match in the left table, you see a NULL value in the joins results.

When are whisker plots useful?

When you want to compare multiple distributions of the data

When is a filled map ideal?

When you want to show ratio data. For example, if you wanted to see the percent of total podcast downloads across the USA, you could use this to show trends spatially.

Benefits of saving customizations you made to a .tds file include:

You can save time by starting from the .tds in the future and share the .tds file with other so they can benefit from the customizations and get right to the analysis.

When you combine sets....

You create a new set containing either the combination of all members, just the members that exist in both, or members that exist in one set but not the other. YOU MUST HAVE THE SAME DIMENSIONS. the Data pane, select the two sets that you want to combine Right-click the sets and select Create Combined Set. In the Create Set dialog box, do the following:

Manual Union

You select specific data sheets or table to combine using a union. Tables in the union tables come from within the same connection (you cannot union tables from different databases).

What is the best scenario for using a box and whisker plot?

You want to see a clear threshold for outliers in your data

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

You want to show two measures against on another simultaneously

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

You want to show two measures against one another simultaneously

When is the best reason to use a relationship instead of a join?

You wish to avoid duplication when combining tables with different granularity.

positive correlation

a relationship between two variables in which both variables either increase or decrease together

Measures (GREEN)

contain quantitative data, so filtering this type of field involves selecting a range of values that you want to include. Example: Show only products that have sales greater than 10,000

what are tree maps?

display data in nested rectangles. dimensions define the structure of the ____ ___ and measures define the size and color of the individual rectangles.

create a chart showing comparison of sales and profits over continuous last 4 years

drag order date (YEAR) to the column and right click and click month to change to continuous chart over a year then drag sales to rows area and drag profit to the right of the chart until you see a green ruler (this will create the profits on the right side and sales on the left)

Outliers

extreme values that don't appear to belong with the rest of the data

Date Part Filter

sometimes you may want to filter to include specific dates (looking for sales data for specific years or quarters). You are defining discrete values instead of a range.

negative correlation

the relationship between two variables in which one variable increases as the other variable decreases

no correlation

there does not appear to be a relationship between two sets of data

What is required to create a dual axis chart?

two measures and one or more dimensions