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Tableau Desktop Specialist
Start Page - correct answer Welcomes you to Tableau
- Connect
- Open
- Discover Data Source Page - correct answer Opens when you connect to a data source
- Left Panel
- Commissary
- Data grid
- Metadata Measure - correct answer Numerical data Dimension - correct answer Textual data & IDs Italicized Fields - correct answer Fields generated by Tableau Marks - correct answer Data points Tableau Workbook - correct answer .twb Your project without data Tableau Packaged Workbook - correct answer .twbx Your project with data .tds - correct answer Data Source
Your path/directory (default properties, calculated fields) WITHOUT data .tdsx - correct answer Packaged Data Source Your path/directory (default properties, calculated fields) WITH data .hyper - correct answer Extract file Discrete Data - correct answer Data with space between possible data values. Graphs are represented by dots.
- Form: individually separate
- Color: blue
- Filtered individually
- Nature: countable
- Generally adds headers to view (creates categories)
- Brings level of detail
- Color Mark: color palette (all different colors) Continuous Data - correct answer Data that can take on any value. There is no space between data values for a given domain. Graphs are represented by solid lines.
- Form: unbroken whole
- Color: green
- Filtered in a range
- Nature: measurable
- Generally adds axes to view (unbroken form)
- Brings aggregated numbers
- Color Mark: 1 gradient color What is true of discrete and continuous data 99% of the time? - correct answer Dimensions tend to be discrete Measures tend to be continuous
- Use when the numbers must be correct (presentation)
- Represented with the icon of 1 can with a blue check What is an Extract connection? - correct answer - Creates a static snapshot of data from a particular time
- Allows you to save and refresh the snapshot
- Better performance and portability
- Use when exact numbers are not as important (creating reporting structure)
- Represented with 2 cans with a blue check and a green arrow Which connection type allows you to edit the excel file and then see the changes in Tableau immediately? - correct answer Live! (For Extract you need to refresh the Extract to see the changes) What is the order of operations for Filters on Extracts? - correct answer 1. Extract Filter
- Data Source Filter What should you do to your data first in the exam? - correct answer Save the data source connection by going to the worksheet area, right clicking on the data source name, and clicking "Add to Saved Data Sources". Now the Data Source is at the bottom of the start page! Saves time! Union - correct answer A way to combine your data by appending rows from one table to another. You can union 2 or more tables What is the main requirement of unions? - correct answer Tables must be the same structure! This means that each table must have the same number of columns, the same column names, and the same data types for those columns in both tables.
How do you know that an exam question is wanting you to create a union? - correct answer The question asks you to find the Sales in both 2018 and 2019. Same data structure = union! Joins - correct answer Combining data from different sources/tables. How do you create joins? - correct answer 1. Choose your priority table (most important table). This is your PRIMARY table!
- Figure out which side your PRIMARY table is on
- on the LEFT = LEFT outer join
- on the RIGHT = RIGHT outer join
- both tables equally important and you want only the values that are the same in both tables = INNER join
- both tables equally important and you want ALL values in both tables = FULL OUTER join What is a Left Join? - correct answer This JOIN will return all rows from the left table (PRIMARY table) and any matching records from the right table (SECONDARY table) from the condition defined. What is a Right Join? - correct answer This JOIN will return all the rows from the right table (PRIMARY table) and any matches from the left table (SECONDARY table) from the condition defined. What is a Inner Join? - correct answer Both tables are equally important (no primary table) and you get only the matched rows/values. What is a Full Outer Join? - correct answer Both tables are equally important (no primary table) and you get ALL rows from both tables. Unmatched rows remain empty. What are NULL values in a join? - correct answer The empty rows in a join that don't match
Cross Database Join - correct answer When required tables are not stored in the same database (if columns have the same name, Tableau creates a join on those. You can also edit the relationship) Blending - correct answer Combines data from multiple tables like joins but is useful when:
- a cross-database join is not supported
- tables are at different levels of detail
- a join will create duplicate data
- if you have a lot of data that will cause joins to take a lot of time (make sure to add this second connection to the home page!) When do you use blending? - correct answer When you have 2 tables at different levels of detail from either the same or different data sources How to blend - correct answer 1. Find the values from the one sheet and bring the level of detail to the second sheet
- Use the bucket+ icon in the top toolbar to add the second data source
- Add the other column from the second data source to view
- An error will pop up
- Go to Data dropdown and choose "Edit Relationships" --> Custom --> Add --> then choose the 2 columns you want to connect (depending on what the question asks you may have to create a calculated field) (you can also change the same of the columns to match so that there isn't an error) What do you do if you only need the number part of an id? - correct answer 1. right click the name of the column
- Click "Custom Split"
- The separator is "_", split to 2
- Hide 1st two columns (right click, hide) NOTE: the split columns are calculated fields that don't exist in the data
- Change the new ID field to a number (whole)
- Rename the field What are the default properties for aggregation and number format? - correct answer - Aggregation: Sum
- Number Format: Automatic How do you change names of values? - correct answer 1. Right click field in the left pane of the sheet
- Click "Aliases"
- Edit aliases in "Value(Aliases)" column What are other words for text table? - correct answer Crosstab Pivot Table What is another term for Combined Axis Chart? - correct answer Shared Axis Chart What is a Combined Axis Chart/Shared Axis Chart? - correct answer Allows you to see two or more measures in the same chart
- Using a right click to drag fields onto the workspace allows you to choose how you want to use the field (continuous or discrete?)
- Click and drag one of the measures to the y axis to combine them into one graph What is another term for a Combination Chart? - correct answer Dual Axis Chart What is a Combination Chart/Dual Axis Chart? - correct answer Creates a chart with 2 different y axes (dual axis) with two corresponding measures on the same chart
- Click and drag one of the measures to the right side (opposite of the y axis) to combine them into one graph with two y axis values
- Axes are not automatically synchronized (right click the right axis and click "Synchronize Axis" - good practice)
- allows you to edit properties of each measure separately (ex. 1 line chart, 1 bar chart)
Hierarchy - correct answer A group organized by rank (ex. Region, State, City, Postal Code) on the left panel Click and drag the fields on the left under others to create hierarchy and name What tabs do you get when you drop a discrete field into the filter shelf? - correct answer 1. General
- Condition
- Top
- Wildcard (can create a pattern to filter) What are the 4 aspects of a wildcard filter on a discrete field? - correct answer 1. Exactly matches: useful when you know what you are looking for
- Contains: useful when you don't remember values exactly
- Starts with (ex. start of phone number)
- Ends with (ex. end of a web address - .com,. net, etc.) What is the first thing you need to do when selecting a continuous filter? - correct answer Select an aggregation function Then, select a range of values (because values are NOT separate buckets (see Aggregation for the types) Context Filters - correct answer Executed before normal filters! Right click field in Filters box and click "Add to Context" (color of the field changes to grey) Allows further filters to be applied to the context filter field What is the order of operations for filters? - correct answer (1. Extract Filter
- Data Source Filter)
- Context Filter
- Normal (dimension/measure) Filters
Manual Sort - correct answer Rearranging the order of fields by dragging then next to each other Computed Sort - correct answer Right click the field name in top row/column section of workspace and select "Sort" Options of Sorting:
- Data Source Order
- Alphabetical Order
- Manual Sort
- Field
- Other condition based sorting (ex. sorting states based on sum of profit) Also in Toolbar Can you sort by fields that aren't in your view? - correct answer Yes, in the sort pop up, choose a different "Field Name" Reference Line - correct answer Helps you make fast comparisons Ex. average sales reference line What do reference lines represent? - correct answer A number (average, min, max) What kind of field can you only add a reference line to? - correct answer A continuous field! How do you add a reference line? - correct answer 1. Go to the Analytics pane in left panel
- Drag reference line to the worksheet or
- Right click the axis you want to add the reference line to
- Select "Add Reference Line"
What is R squared? - correct answer Gives you information about how your model fits with the data (higher r squared = BETTER!) Always between 0 & 1 Table Calculations - correct answer Calculations made on the output table (applied in visualization) Quick Table Calculations - correct answer Finds you calculations such as the % of total and the rank of values Calculated Field - correct answer A new field that can be computed from other existing fields
- arithmetic operations
- tab conversions
- conditions What are the number functions? - correct answer ABS = absolute value CEILING = nearest integer >= the value FLOOR = nearest integer <= the value DIV(11,2) = 5 (returns the integer part of a division) MAX([Sales]) = max of an expression across all records MIN = min of an expression across all records POWER(5,3) = 125 (# raised to a given power) SQRT = square root SQUARE = square ROUND(3.14, 1) = 3.1 (rounds a # to specified number of decimals or an integer) What are the string functions? - correct answer CONTAINS STARTSWITH ENDSWITH
LEFT
RIGHT
REPLACE
SPLIT
What are the date functions? - correct answer ISDATE ___ = TRUE (validates the date) DATEDIFF (difference in 2 dates based on what you specify) DATEPART (tells you the part of the date you want) DATEPARSE (tells how to parse the date) DATENAME (names what you tell it to ex. month) DAY (number day) MONTH (number month) YEAR (number year) TODAY (today's date) NOW (today's date and time) What are the conversion functions? - correct answer DATE DATETIME FLOAT INT STR([Age]) returns all of the values of the Age measure as strings What are the logical functions/conditions? - correct answer IF SUM([Sales]) = ___ THEN '' ELSEIF SUM([Sales]) = ___ THEN '' ELSE '___' END IIF ([Profit] > 0, 'Profit' , 'Loss'
- Choose bin size or
- Right click on the continuous measure
- Click Create --> Bins
- Suggests bin size
- Change to Create a Parameter and create bin size IN/OUT of set - correct answer IN: what is in the set OUT: everything else outside of the set What do you do if you need to find the difference between dates? - correct answer Create a calculated field with DATEDIFF How many sheets should you have per dashboard? - correct answer No more than 4- 5 sheets per dashboard In a dashboard, where do you put the most important information/the core idea? - correct answer Upper left corner What are the 6 dashboard actions? (get to in Dashboard in toolbar) - correct answer
- Filter
- Highlight
- Go to URL
- Go to Sheet
- Change Parameter
- Change Set Values Segment Filter - correct answer Changes the filters on the side of the dashboard What are the 7 dashboard objects? - correct answer 1. Web Page
- Images
- Text
- Button/Navigation
- Extension
- Blank
- Download Where do you find the different dashboard layouts? - correct answer Left panel --> Dashboard pane --> Size What are the 4 main Dashboard layouts? - correct answer 1. Default
- Desktop
- Tablet
- Phone Story - correct answer A series of sheets or dashboards that work together to present information What is a story point? - correct answer Like a "slide" to a slideshow. Can only have 1 sheet or dashboard per story point Can you have a story in a sheet/dashboard? - correct answer No, but vice versa is true. You can have sheets/dashboards in your story TIFF - correct answer Tagged Image File Format Default for MAC Includes everything in your view including original Tableau fonts Since the test is in Windows you won't be able to see TIFF BMP - correct answer Bitmap Format Default for Windows Includes everything in your view including original Tableau fonts
