Connecting to Data

Question 1

What are the two types of data sources that Tableau can connect to?

Answer 1

Flat file and server

Question 2

What are the two types of connections to a data source and which one does Tableau default to?

Answer 2

Live (default) and extract

Question 3

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

Answer 3

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

Question 4

What do you need to connect to a server data source on Tableau?

Answer 4

Server login credentials and a driver for that server installed on your machine

Question 5

Where can you edit the metadata for a field?

Answer 5

On its column heading in the data preview pane for the data source, or on the field name list view (metadata view) for the data source

Question 6

What metadata is included for each field in Tableau?

Answer 6

Name, data type, aggregation information and default display properties

Question 7

What are the two ways to refresh live data?

Answer 7

Right click the data source at the top right of any worksheet and select Refresh, or reopen the workbook

Question 8

Where can the “manage metadata” button be found in the Data Source view?

Answer 8

In the two icons at the top left of the preview pane, it’s the “list” one to the right