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Which of the following is the best reason to use an extract instead of a live connection? a. Your data source only supports a live connection via ODBC. b. You need the freshest possible data at all times. c. You need to apply an aggregation that takes too long when using a live connection. d. You need to join tables that are in the data source. - Answers -c. You need to apply an aggregation that takes too long when using a live connection.
- You created a group by selecting field labels in a view. How can you remove members from the group? a. In the view, right-click the group members you want to remove and select Exclude. b. In the Data pane, right-click the group and select Edit Group. c. In the view, right-click the group members you want to remove and select Format. d. On a color legend, right-click a member you want to remove and select Format legends. - Answers -b. In the Data pane, right-click the group and select Edit Group. Which of the following can you use to create a calculated field that returns data independent of the data granularity in a view? a. An INCLUDE LOD calculation b. A table calculation c. A basic calculation d. A FIXED LOD calculation - Answers -d. A FIXED LOD calculation.
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EXAM QUESTIONS
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Interactive elements that you can add to a dashboard for users include ______. (Select all that apply.) a. URL actions b. edit tooltip options c. filter actions d. hide and unhide all sheet options - Answers -a. URL actions & c. filter actions. A field that shows average home values for the United States in 2016 is most likely: a. A discrete date part dimension b. A continuous date value dimension c. A geographical dimension d. An aggregated measure - Answers -d. An aggregated measure. A _____ field on a shelf indicates a discrete field - Answers -blue A _____ field on a shelf indicates a continuous field - Answers -green A ________ icon indicates a sorted field - Answers -SORT A_____ icon indicates that a field has a table calculation applied to it - Answers -delta The ____ and ___ controls appear when the field is part of a hierarchy in which you can drill up or drill down - Answers -plus and minus 3 steps of Desktop workflow - Answers -1. Connect to data
- Analyze your data and build views
- Share insights using a Dashboard or Story Dimensions - Answers -discrete categories of data Fields that contain qualitative, categorical information such as text or dates. A dimension field typically sets the level of aggregation for numeric data, and creates labels in a view Measures - Answers -numeric data values Fields that contain numbers, which can be aggregated. A measure typically creates a numerical axis in the view Marks - Answers -When a dimension or measure is dragged into a view it is displayed here Bars, circles, pies, text, and lines are examples of this
Custom Split - Answers -Allows you to split a column into multiple columns and to specify the separator used for the splits On the Data Source tab, click the drop-down arrow of the column to be split and select Custom Split Enter a separator and set the options for splitting of the columns. First or Last, specify the number of columns to split. How many columns can you split - Answers -up to 10 Save a local data source - Answers -to save the file locally for personal use, on the Data menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources What is the Tableau Data Source File called - Answers -.tds Two ways to save a .tds file - Answers -1. Save the file locally for personal use - On the Data, menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources. Changes in the data source are not inherited.
- Export to Tableau Server - On the Data menu, select the connection you want to share, and choose Publish to Server. Subsequent workbooks can inherit the data source changes Does the .tds file contain data from underlying source? - Answers -No, data about modification and connection info added Rename a field - Answers -1. On the Data pane, click and hold the field you want to rename
- Type new alias Set Default Properties for a Measure and Dimension - Answers -1. Right click the Measure/Dimension field to modify and select Default Properties
- Choose one of the following: comment, color, number format, aggregation, totals Organize Dimensions and Measures in Folders - Answers -1. In Data pane, right click white space below fields and make sure the Group by Folder option is selected
- In Data pane, right click the white space below the fields and choose Create Folder
- Name folder Change a Measure to dimension and vice versa - Answers -In Data pane, drag dim to measure or measure to dim
Sharing Data Source - Answers -1. Select data sources to share and choose Publish to Server.
- Name source
- Close existing files.
- Open a new workbook and connect to Shared Data Connection
- Save file locally or create local copy for editing from a file that is shared on Tableau Server, or publish to Tableau Server Impact of Data Connection Type - Answers -Live - changes to data are reflected when you open viz Extract - changes are not reflected until refresh Update field reference to correct invalid field due to data - Answers -Right click invalid field in Data pane and select Replace References Filter on a Dimension - Answers -These filters are cumulative - use AND logic Options - general, wildcard, condition, top Filter on Measure - Answers -Show only values that meet filter criteria Select method of aggregation Options - range of values, at least, at most, special Add filter to view - Answers -Right click the field on filter shelf and choose Show Filter How to create hierarchy - Answers -1. Right click
- Hierarchy
- Create hierarchy
- Drag to add hierarchy How to create group - Answers -1. Right click
- "Create" group
- Select topics and click "Group" Create Visual Grouping - Answers -1. Select fields on graph
- Right click and click "Group" Add a Date filter - Answers -1. Drag date field to Filters shelf
- In the Filter Field, select the type of date filter you want Set a relative date filter - Answers -1. In the Filter Field, select Relative Date and click Next
Date parts - Answers -discrete specific units of time contained in data produce discrete headers/labels for each date part blue Change between date values and date parts - Answers -1. Drag Date field to columns or rows
- Choose date part or value you desire Change hierarchical order of date fields - Answers -1. Drag a date field into the view to the Rows or Columns shelf
- Drag a measure field to Rows
- Click the plus sign in the date field to expend the date hierarchy Custom dates - Answers -Calculated data parts you can save in Data pane, and can be discrete or continuous Similar to DATETRUNC()
- Right click data field you want and point to Create and select Custom Date
- Give the custom date field a meaningful name and choose which type in Detail drop down list Measure values and measure names - Answers -generated fields that serve as containers for more than one measure. Names are at the bottom of the list of Dimensions and Values are at the bottom of the list of Measures Build Combined-Axis Chart - Answers -1. Drag measure to Rows
- Drag a second measure on to the vertical axis, dropping it when you see the light green double bar icon
- Drag a dimension to Columns Stacked Marks - Answers -For measures that add up to a whole, modify the combined axis chart to show stacked marks instead of side by side marks Creating Dual Axis Charts - Answers -Useful for showing how two different measures compare to each other
Used to show: two measures with different measurement units, different scales, same units and scale, different mark types Right click measure and choose Dual Axis What to choose if you have two measures with the same units and we want the scales to be the same - Answers -Choose Synchronize Axis Scatter plot - Answers -graph of plotted points used to compare two measures and show patterns across data sets Why Use a Scatter Plot? - Answers -To answer questions about relationship between variables To see data that deviates from primary trend What are correlations? - Answers -statistical relationship between values When you view a scatter plot, look for three types of correlations Positive correlation - Answers -high or low values in the variables show similar trends Negative correlation - Answers -high or low values in the variables show opposing trends Outliers - Answers -values that appear to diverge from the trend. very good to see outliers What should I do with outliers? - Answers -Exclude the outliers from your view (CTRL+click and hover over the marks to select Exclude on Tooltip menu) Call out the outliers using an annotation (right click, select Annotate, click Mark, use the Edit Annotation) Analyze Using the Highlighter - Answers -perform ad-hoc analysis of the data in scatterplots Allows you to quickly find and compare specific values within the context of the data set Field must be discrete field and included in the view Analyze using the Tooltip - Answers -If tooltip selection is turned on for your worksheet, then any discrete dimension or measure that is included in the tooltip becomes an active link
Create Geographic Groups on a Map - Answers -1. Use any of the map selection tools and click the Group icon
- Select level of detail for the grouped locations Create Geographic Groups from Data Pane - Answers -Right click the geographic groups from the Data pane, and click on the geographic field and choose Create and then Group Create Nested Geographic Groups - Answers -Right click on previously created group in Data pane and choose Create and then Group Create a new crosstab - Answers -1. Drag dimension to Columns shelf
- Drag dimension to Rows shelf
- Drag a measure to Text on Marks card Sort Table Column in crosstab - Answers -If your table contains a single value per pane for all rows, you can choose Nested or Field sort for that column. You can also sort columns that have discrete measures
- Drag dimension to Columns shelf
- Drag dimension to Rows shelf
- Choose Add All Members
- Drag measure to Text
- Right click dimension and choose Sort Create a crosstab from an existing view - Answers -Right click the tab for the worksheet you want to duplicate and choose Duplicate as Crosstab Where are grand totals most commonly used? - Answers -crosstabs How to show row and column totals? - Answers -1. On Analysis menu, select Totals, and choose Show Row Grand Totals or Show Column Grand Totals How to show subtotals? - Answers -1. On Analysis menu, select Totals, and choose Add All Subtotals Show totals and subtotals using the Analytics Pane - Answers -Using Analytics pane to drag Totals to view. Choose Subtotals, Row Grand Totals, and Column Grand Totals where does Tableau place totals and subtotals by default? - Answers -right or bottom of the view How to change total or subtotal position? - Answers -1. Analysis menu
- Click Totals
- Check or clear Row Totals to Left or Column Totals to Top
Change total or subtotal formatting - Answers -Click Borders on Format menu. Select the Rows tab and then add Pane and Header divider lines in the Total and Grand Total sections. Use Level slider in the Row Divider section Highlight table - Answers -color-encoded crosstab call attention to a very high or low data values and are useful for showing detailed valued in text, while emphasizing outliers and patterns in color Create a Highlight table - Answers -1. Drag a least one dimension to the Rows shelf or Columns shelf
- Drag a measure to Text on Marks card
- Drag measure to Color or drag Measure Values to Color
- On Marks card, choose Square Show totals in highlight table - Answers -1. On Analysis, select Totals, and choose Show Column/Row Grand Totals
- To include total in color coding, click Color and click Edit Colors
- Under Edit Colors, select Include Totals and Apply what is a calculated field - Answers -custom column derived from existing data in data source Why use calculated fields? - Answers -use when underlying data does not contain all of the values you need for analysis Calculation - Fields - Answers -Includes both data source fields and calculated fields Calculation - Functions - Answers -can use to create formula Calculation - Operators - Answers -must be typed manually <>, AND, OR, NOT Table Calculations - Answers -Computed locally using only the data in the view. Some are also Quick Table Calculations 2 ways to create calculated fields - Answers -1. Type them directly on Columns, Rows, or Marks card (ad-hoc)
- Use the Calculated Field editor
Options to label reference line - Answers -none, value, computation, custom reference bands - Answers -show data that falls within a certain window value, and display as shared areas between two constant or computed values Dashboard - Answers -collection of worksheets and supporting information shown in a single view, so you can compare and monitor a variety of data simultaneously Connection between dashboards and worksheets - Answers -views in a dashboard are connected to the worksheets they represent Table Calculations - Levels of Control - Answers -1. Quick table calculation
- Add table calculation
- Edit table calculation
- Custom table calculation Quick table calculation - Answers -accessible from the measure in the view, which will modify the measure and default scope and direction use default scope and direction (Table - across) add table calculation - Answers -for more control in creating the table calculation from an existing measure, accessible from the measure in the view edit table calculation - Answers -available from the measure in the view once a table calculation has been applied, and allows the changes in direction and scope custom table calculation - Answers -available by saving table calculation Add a quick table calculation - Answers -click drop down measure for field in measure Uses for a pie chart - Answers -filtering or highlighting actions on a dashboard showing a high-level breakdown of a measure by dimension with a small number of members Tree map - Answers -good option for showing part to whole relationships, especially data sets with long tails, because tree maps show all of data at once What to do if desired dimension is not already in view, what should we show? - Answers -Show Highlighter Reference lines - Answers -mark specific values or regions on an axis based on constant or computed values reference line scope - Answers -Entire Table, Per Pane, or Per Cell
when changes are made to the view or dashboard, changes with reflect in both places How to see where the worksheet is being used within the workbook - Answers -right click the worksheet tab and selecting Used In Tiled components - Answers -arranged in a grid consisting of layout containers select tiled instead of floating Fitting a View to its Container - Answers -click small white drop down arrow on view's toolbar and select Fit and choose desired fit How to distribute tiled components - Answers -1. select layout container by clicking a sheet or object within the container to select it, and click Select Layout Container
- click Distribute Evenly Floating components - Answers -can be layered on tope of other items Formatting components available for dashboard - Answers -add a border around component add background color to component set both inner and outer padding for each side of component Devices available to show - Answers -phone tablet desktop What is added by default to worksheets in dashboard - Answers -filters and legends are added by default how to extend worksheet filters - Answers -on filter drop down menu, select Apply to Worksheets Actions that Tableau offers - Answers -highlight filter URL Go to Sheet