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Tableau Exam
Sheet - correct answer Is a singular chart or map in Tableau Dashboard - correct answer Is a canvas for displaying multiple sheets at a time and allowing them to interact with each other. Workbook - correct answer Is the entire Tableau file containing your sheets and dashboards. Measure - correct answer A variable from the dataset that is meant to be aggregated. (This means it should be a number that it makes sense to do math with: sum, average, and so on.) Measures are often continuous data. Examples include GPA, sales, quantity, quota, height, and salary. Dimension - correct answer A categorical variable from the dataset that is used to slice and dice the data into different categories. Dimensions are often discrete data. Examples include country, gender, student ID, and name. Filter - correct answer is used to limit what data is being displayed on the sheet. Visible controls for a filter on a sheet or dashboard are called Quick Filters. Tooltip - correct answer Text boxes that appear when hovering over a mark on a sheet in order to give more information. The text and text formatting in them are easily edited through the Marks card. Marks card - correct answer Is the tool used to create a sheet that controls most of the visual elements in a sheet. Using the Marks card, you can switch between different chart types (bar, line, symbol, filled map, and so), change colors and sizes, add labels, change the level of detail, and edit the tool tips. Rows and Columns Shelves - correct answer Is where you determine which variables will go on what axis. Put data you want displayed along the X-axis on the Columns shelf and data you want displayed on the Y-axis on the Rows shelf.
Data Source - correct answer The link between your data and Tableau. A Tableau data source contains information about how to connect to your data, table names, the relationships the tables have with each other, and any customizations that you make on top. Shelf - correct answer Named areas to the left and top of the view. You build views by placing fields onto the shelves. Some shelves are available only when you select certain mark types. For example, the Shape shelf is available only when you select the Shape mark type. Direct Connection - correct answer A connection state. In live mode, the Tableau data source fetches your data and saves the metadata associated with your data to the Tableau data source. See also: extract mode Join - correct answer A way to combine data from multiple tables./A relationship between fields in a join. You can define the relationship on the canvas of the data source Packaged Workbook - correct answer A single zip file with a .twbx extension that contains a workbook along with any supporting local file data sources and background images. Use this format to package your work for sharing with others who don't have access to the data. Pill - correct answer A field in the view. Card - correct answer Named areas to the left and top of the view. You build views by placing fields onto the shelves. Some shelves are available only when you select certain mark types. For example, the Shape shelf is available only when you select the Shape mark type. Data Extract - correct answer A saved subset of a data source that you can use to improve performance and analyze offline. You can create an extract by defining filters and limits that include the data you want in the extract. Data Blend - correct answer Is the process of combining data from multiple sources into a functioning dataset.
Map Layers - correct answer 3 Shades, Other options (roads, rivers, etc.), Data Layers Mapping Options - correct answer Search, Zoom, Select Missing Data - correct answer Look for the "Unknown" (lower right corner) Ex: postal codes DoubleClick on "Unknown" (or Map, Edit Locations) You can fix misspelled words or edit latitude and longitude data Different Maps - correct answer MapBox (you need an account) WMS Servers (generic for many vendors) These involve you typically calling a mapping API via a web address Other Images as Maps - correct answer Two files needed: Image file, Coordinates File Alternative Image as Map - correct answer 1.Create a coordinates files Required at least 4 fields ID, Label(s), X, Y 2.Create/Use Image file 3.Drag and Drop X, Y fields to Columns/Rows 4.Map, Background Images..., Add Image... (Note you need to know your sizes) 5.Go back to original data source and manipulate as necessary Advanced Formatting - correct answer Custom (dates?) Aug '
Sun, clouds, and rain! NOTE: be sure to change the mark to "shape" to expose that menu/dialog box Motion Charts - correct answer Key Tableau item Pages Shelf Pages Options Speed History/Trails Chart Types - correct answer Text Tables, Heat Maps, Highlight Tables, Symbol Maps, Filled Maps, Pie Chart, Horizontal Bars, Stacked Bars, Treemaps, Circle views, Lines, Area Charts, Scatter Plots, Gantt, Packed Bubbles Dashboard Tasks - correct answer Concepts & Formatting: Tiled vs. Float, Fit, Sizing Dashboard Pane - correct answer Show Title (making things dynamic), Filters & Legends, Containers Dashboard Actions - correct answer Highlighting, Filtering, URL ACTION types: Select, Menu, Hover Stories Format - correct answer 1.Story Points Fitting viz/dashboards 2.Formatting Stories Background Navigation 3.Publishing
Calculated fields can be used to generate numbers, dates, date-times, strings, or Boolean (T/F) conditions. Example of calculated field textbox entry; Sum([gross margin dollars])/sum([sales dollars]) Calculated Fields need these elements; - correct answer Functions: Including aggregate, number, string, date, type conversion, logical user, table calculation types. Fields: Selected from the data source Operators: For math and comparison of values, dates, and text.
