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An overview of various tableau features and functionalities, including connecting to csv data sources, the difference between dimensions and measures, calculated fields, data blending, data extracts, and more. It covers topics such as joining tables, creating hierarchies, using quick filters, customer segmentation dashboards, and the benefits of using data extracts. The document also discusses tableau data source files, the differences between joins and relationships, and the advantages of using tableau public. Overall, this document offers a comprehensive understanding of tableau's capabilities and how to effectively utilize its features for data analysis and visualization.
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To connect tableau to a csv data source what type of connection should you use? - answers -text file What are the two main groups that all fields are broken up into in tableau - answers - dimension and measures What are calculated fields in tableau - answers -these are custom variables that you create from fields provided in the data How many fields can you add to be shown in the label - answers -no limit How do you decide what colors to use - answers -the main thing to take into account is the end user / viewer. Colors should assist them in seeing the insights that your charts are portraying Which of these is a valid reason to use a data extract over a live connection to the dataset - answers -your data is constantly being updated and you want to work with a static file when building your visual (you will later return to the live connection when the visual is ready) What is the difference between the blue month() and the green month() - answers -blue is a dimension and green is a measure. Blue ignores higher periods such as year and treats month as a category. Green creates a proper timeline How does tableau know at which level to aggregate variables - answers -values are always aggregated at the level of granularity of the worksheet
To add worksheets to a dashboard you can simply drag them onto the dashboard - answers -true What is the main conceptual difference between action: filter and action: highlight for a dashboard - answers -when you use action: filter you are removing data from analysis before it is illustrated on the visualization. Action: highlight all the data is visualized first and then the action is applied after. Can lead to discrepancies in results. You can automatically generate action: filter through the dropdown of the selected worksheet in the dashboard - answers -true Which of these is a good rough description of what happens when two tables are joined
you can remove unwanted variables from the clustering analysis without removing them from the chart Are clusters a dimension or a measure - answers -dimension- because they represent a categorical split of your data Does the introduction of cross database joins render blends completely useless - answers -no. Blends are a left join that happens after the data has been aggregated to the appropriate level. It is possible to add a field to more than one hierarchy - answers -true. Right click and choose duplicate field and then you can add it to more than one We get a different color palette if we drop a discrete field on color in the marks card as opposed to dropping a continuous field - answers -true. Discrete: categorical palette. Different color for each category. Have no inherent order bc they are just categories. To change the color for a value
.twb and .twbx are not the best solutions since the questions nowhere mentions that we need to store our workbooks as well. .twm is a bookmark which contains a single worksheet and are an easy way to quickly share your work. You clicked sheet 1 from the data source page, and now you have opened the tableau desktop workspace as shown above. What is the main thing that you do here? - answers -create visualizations to analyze your data Is sum a table calculation - answers -no!! Sum is an aggregate function, not a table calculation! A table calculation is a transformation you apply to the values in a visualization. Table calculations are a special type of calculated field that computes on the local data in tableau. They are calculated based on what is currently in the visualization and do not consider any measures or dimensions that are filtered out of the visualization. Common table calculations: Running total Percent difference Difference Percent of total Rank Percentile Which of the following are valid objects when creating a dashboard in tableau? Choose
The default path for all supporting files, data sources, icons, logs etc is in ______________________ - answers -documents --> my tableau repository By default, all of the above mentioned are stored in documents -> my tableau repository Is it possible to use measures in the same view multiple times (e.g. Sum of the measure and avg of the measure)? - answers -yes. When you drop a continuous field on color, tableau displays a quantitative legend with a ___________ range of colors. - answers -continuous. Explanation 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. When you drop a continuous field on color, tableau displays a quantitative legend with a continuous range of colors. Which of the following is true about 'incremental refresh' when creating extracts in tableau? - answers -it only adds rows that are new since the previous refresh 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. When you create an extract of your data, you can reduce the total amount of data by using filters and configuring other limits. After you create an extract, you can refresh it with data from the original data. When refreshing the data, you have the option to either do a full refresh, which replaces all of the contents in the extract, or you can do an incremental refresh, which only adds rows that are new since the previous refresh. We can join a maximum of ______ tables in tableau - answers - You just added sum(profit) to the columns shelf - answers -a horizontal axis. This question can be confusing for many students, so in such cases it's always best to practically try the question out in tableau. We know that continuous fields will always create an axis, so options stating 'header' are automatically eliminated. For our question, see below: True or false: the highlighting action can be disabled for the entire workbook. - answers -true. Most viewers scan content starting at the _____________ of a page. - answers -top left
Which of the following are compelling reasons to use a stacked bar chart? - answers -to visualize parts of a whole. To be able to visualize complex information with less bars/ marks Additionally: To easily visualize trends over time - this is the definition of a line chart. To visualize each discrete category using a separate bar - this can be accomplished using a simple bar char In order to avoid any confusions, what should you do after creating a dual-axis chart? - answers -synchronize the axis. To align the two axes in a dual axes chart to use the same scale, right-click (control- click on mac) the secondary axis, and select synchronize axis. This aligns the scale of the secondary axis to the scale of the primary axis. In this example, the sales axis is the secondary axis and the profit axis is the primary axis. If you would like to change which axis is the primary, and which axis is the secondary, select the field on the columns or rows shelf that is the secondary, and drag it in front of the primary field on the shelf until you see an orange triangle appear. In this example, you can select the sum(sales) field on the rows shelf, and drag it in front of the sum(profit) field. The sales axis is now the primary and the profit axis is the secondary. Which of the following chart type makes use of 'binned' data? - answers -histogram. A histogram is a chart that displays the shape of a distribution. A histogram looks like a bar chart but groups values for a continuous measure into ranges, or bins. _______________ enables us to create workbooks and views, dashboards, and data sources in tableau desktop, and then publish this content to our own server. - answers - tableau server Tableau server enables us to create workbooks and views, dashboards, and data sources in tableau desktop, and then publish this content to our own server. Moreover, as a tableau server administrator you will control who has access to server content to help protect sensitive data. Administrators can set user permissions on projects, workbooks, views, and data sources. Which of the following fields would be best used as dimensions? - answers -categories Names and categories would be mostly used as dimensions (categorical data). Profit and measures contain quantitative data and would be more suitable for measures!
Note: if you drag a measure on to the canvas and only see a single ruler indicator instead of the double ruler indicator shown below, tableau creates dual axes instead of a blended axis Which of the following would you use to connect to multiple tables in a single data source at once? - answers -join The data that you analyze in tableau is often made up of a collection of tables that are related by specific fields (that is, columns). Joining is a method for combining data on based on those common fields. The result of combining data using a join is a virtual table that is typically extended horizontally by adding columns of data. Which of the following represent a valid method to create a bullet graph with the least number of fields possible? - answers -using 2 measures A bullet graph is a variation of a bar graph developed to replace dashboard gauges and meters. A bullet graph is useful for comparing the performance of a primary measure to one or more other measures. Below is a single bullet graph showing how actual sales compared to estimated sales. We can create a bullet graph with just 2 measures! This method requires the least number of fields possible to create this type of chart. The best way to tackle such questions in the exam is to click the "show me" button on top right, and hover over the chart we want to create. How would you calculate gdp per capita in tableau? - answers -sum([gdp])/sum([population]) Relationships are represented by __________________ and operate at the ____________________. - answers -noodles, logical layer The default view that you first see in the data source page canvas is the logical layer of the data source. You combine data in the logical layer using relationships (or noodles). ______________ refers to the level of detail for a piece of data, wherever you are looking. - answers -data granularity Data is generated and analyzed at many different levels of granularity. Granularity is the level of detail of the data. For example, when looking at graduation data, granularity would describe whether a row in the data set represents a single person or the graduating class of a university. By default, what does tableau do when you connect to a data source? - answers - creates a live connection to the data
Before you can build a view and analyze your data, you must first connect tableau to your data. Tableau supports connecting to a wide variety of data, stored in a variety of places. By default, when you connect a data source to tableau, tableau will create a live connection to the data. Live connection refers to a data source that contains direct connection to underlying data, which provides real-time or near real-time data. With a live connection, tableau makes queries directly against the database or other source, and returns the results of the query for use in a workbook. Users can create live connections and then share them on tableau server so that other tableau users can use the same data using the same connection and filtering settings. For bullet graphs we need at least ____________ measures - answers - And zero or more dimensions A bullet graph is a variation of a bar graph developed to replace dashboard gauges and meters. A bullet graph is useful for comparing the performance of a primary measure to one or more other measures. Therefore, we need at least 2 measures for creating bullet graphs. Is it possible to add both a dashboard and a worksheet at the same time to a story point in tableau? - answers -no If you decide you want to see all of the marks in the view at the most detailed level of granularity, you can __________________ the view. - answers -disaggregate the measures The different aggregations available for a measure determine how the individual values are collected: they can be added (sum), averaged (avg), or set to the maximum (max) or minimum (min) value from the individual row values. Disaggregating your data can be useful for analyzing measures that you may want to use both independently and dependently in the view. For example, you may be analyzing the results from a product satisfaction survey with the age of participants along one axis. You can aggregate the age field to determine the average age of participants or disaggregate the data to determine at what age participants were most satisfied with the product. Disaggregating data can be useful when you are viewing data as a scatter plot. Dimensions containing ____________ and ____________ values cannot be continuous. - answers -boolean and string Dates can be discrete or continuous
Context filter Dimension filter Measure filter Table calc filters Dragging a ______________ to colour creates distinct colours for each item whereas dragging a ______________ to colour creates a gradient - answers -discrete value, continuous value Explanation Remember that dragging a discrete value to colour creates distinct colours for each item whereas dragging a continuous value to colour creates a gradient. ( same for map ) How can you change the default tableau repository location? - answers -by clicking on file -> repository location and then choosing a new location You may create a context filter to - answers -create a dependent numerical or top n filter. Improve performance In the filter pane, right click on it and then click 'add to context' the filter will then turn gray Important question! You cannot use a context filter to replace a data source filter since each filter type has its own use case. Also, a content filter is an independent filter and all other filters are called dependent since they only process the data that passes through a context filter. You have just created a histogram and now want to be able to change the size of bins dynamically. Using which of the following will easily satisfy your requirement? - answers -parameters A parameter is a global placeholder value such as a number, date, or string that can replace a constant value in a calculation, filter, or reference line. For example, you may create a calculated field that returns true if sales is greater than $500,000 and otherwise returns false. You can replace the constant value of "500000" in the formula with a parameter. Then, using the parameter control, you can dynamically change the threshold in your calculation. In tree maps, the size begins with the largest rectangle on the ________________ and the smallest rectangle on the ________________. - answers -top left, bottom right Broadly speaking, after an importing a dataset in tableau desktop, all fields in it are broken down into _______________________ - answers -dimensions and measures
When you connect to a new data source, tableau assigns each field in the data source as dimension or measure in the data pane, depending on the type of data the field contains. You use these fields to build views of your data. What is the one critical difference between normal calculated fields, and the calculated fields created after data blending? - answers -fields used in blends must first be aggregated ________________ can only create header. _______________ will create header and axis both. - answers -dimensions, measures This is because only continous values form the axis. Which of the following are valid ways of grouping data? - answers -using labels in the view. Using marks in the view. From the dimension shelf 3 ways to group data -
Which of the following url prefixes are permitted when creating a url action in tableau? - answers -ftp http https A url action is a hyperlink that points to a web page, file, or other web-based resource outside of tableau. You can use url actions to create an email or link to additional information about your data. To customize links based on your data, you can automatically enter field values as parameters in urls. How can you format numbers in tableau as currency? - answers -right click a measure or axis in a view and select format. Then in the format pane click the numbers drop down menu Broadly speaking, when users connect to tableau, the data fields in their data set are automatically assigned a ____________ and a ____________. - answers -type, role Role can be of the following two types:
The current aggregation appears as part of the measure's name in the view. For example, sales becomes sum(sales). Every measure has a default aggregation which is set by tableau when you connect to a data source. You can view or change the default aggregation for a measure—see set the default aggregation for a measure. A _____________ action is a hyperlink that points to a web page, file, or other web- based resource outside of tableau. - answers -go to url Tricky options! Go to hyperlink and go to web page are not valid actions in tableau. A url action is a hyperlink that points to a web page, file, or other web-based resource outside of tableau. You can use url actions to create an email or link to additional information about your data. To customize links based on your data, you can automatically enter field values as parameters in urls. For a ____________ sort, no matter how the data changes, the values will always stay in the sort order we kept stuff in. - answers -manual You want to add custom shapes to your visualisation. Where can you add these new shapes? - answers -in my documents-> my tableau repository-> shapes Here's how to add image files to your repository:
_____________ charts are typically used to represent accumulated totals over time and are the conventional way to display stacked lines. - answers -area Which of the following are valid ways to add totals to a view? - answers -from the analysis tab in the menu bar on the top Using the analytics pane Which of the following is a valid way to create sets in tableau? - answers -in the data pane right click a dimension and select create-> set There are two types of sets: dynamic sets and fixed sets. The members of a dynamic set change when the underlying data changes. Dynamic sets can only be based on a single dimension. To create a dynamic set:
______________ is a method for appending values (rows) to tables. You can use this method if both tables have the same columns. The result is a virtual table that has the same columns but extends vertically by adding rows of data. - answers -unioning How can you add color to marks in the view in tableau? - answers -from the data pane, drag a field to color on the marks card From the data pane, drag a field to color on the marks card. Tableau applies different colors to marks based on the field's values and members. For example, if you drop a discrete field (a blue field), such as category, on color, the marks in the view are broken out by category, and each category is assigned a color. If you see a blue field, generally it will add _____________ to the view - answers - headers Which of the following can you add a reference line to? - answers -measures. Calculated fields. You can add reference lines, bands, distributions, or (in tableau desktop but not on the web) box plots to any continuous axis in the view. Reference lines - you can add a reference line at a constant or computed value on the axis. Computed values can be based on a specified field. You can also include confidence intervals with a reference line. If you have a dashboard and are displaying its filter, how can you rearrange it? - answers -by clicking on the 2 lines on top and dragging the filter Which one of the following is a dimension? - answers -measure names True or false: physical tables remain distinct (normalized), not merged in the data source whereas logical tables are merged into a single, flat table - answers -false Opposite is true Whenever you think of joins -> think that after the join is created, we get 1 single flat combined (joined) table. This flat combined table is created prior to us creating our visualizations. This happens at the physical layer. If you ever think about relationships, know that all tables will remain distinct and separate, and relationships sit at the logical layer. At run time, when you bring in the dimensions and measures to create your viz, tableau very smartly creates the necessary joins, relates the tables and sends queries to these tables to get the resultant data back in the most meaningful way possible. This allows you to focus on using your data and revealing insights from it and focus less on the data preparation aspect!