Tableau Prep Flashcards
(78 cards)
1
Q
The _ tab allows you to select the connection to your data, which can be stored in a file (e.g., Excel), on a cloud server (e.g., BigQuery), or a different type of data storage solution.
Tableau Prep
A
Connections
(Image 1)
2
Q
How many ways are there to open the connectors list?
(Looking for the steps to connect to data.)
Tableau Prep
A
- Click the “Connection +” button
- Click the “Connect to Data” button
(Image 1)
3
Q
How can you select the connection to your data?
Tableau Prep
A
With the Connections tab at the upper left corner
e.g. Connections > To a File > Text File
OR
Select “Connect to Data” at the top of screen (Middle-Left), above “Recent Flows”
(Image 1)
4
Q
The connection to your data can be stored [in a file/ on a cloud server/both]
Tableau Prep
A
both
also a different type of data storage solution
(Image 1)
5
Q
Once you’ve opened Tableau Prep, how do you edit an existing data flow?
Tableau Prep
A
Select “Open a Flow” (Above “Recent Flows”)
(Image 1)
6
Q
How to create a new data flow
Tableau Prep
A
Way 1: Select “Connect to Data” (Above “Recent Flows”)
.
Way 2: On the Left panel?, Select + to the right of “Connections”
(Image 1)
7
Q
What is an easy way to familiarize yourself with the functionalities available in Tableau Prep Builder?
Tableau Prep
A
- Open the 2 “Sample Flows” at the bottom of the screen and view how the data flows were set up and manipulate them
- View “Training” and “Resources” on the “Discover” tab
(Image 1)
8
Q
T/F
To run or schedule flows that include parameters on Tableau Server or Tableau Cloud, your administrator must enable the Flow Parameter settings on your server
Tableau Prep
A
True
https://help.tableau.com/current/prep/en-us/prep_parameters.htm
9
Q
To run or schedule flows that include parameters on Tableau Server or Tableau Cloud, ____ must ____
Tableau Prep
A
your administrator must enable the Flow Parameter settings on your server
https://help.tableau.com/current/prep/en-us/prep_parameters.htm
10
Q
What do the settings in Image 2 do? (first arrow)
Where will the column header and data values start?
Tableau Prep
A
Column header will be the first row and the data values will start from the second row
11
Q
How do you make it so that from the excel datasource, the column header will be the first row in Tableau and the data values will start from the second row?
Tableau Prep
A
- Connect to Data
- In the Input step, click “Setting” tab Image 2
- Select “Set Header” under the “Field Names & Start Row” Section
12
Q
T/F
Tableau Prep Builder cannot detect various data types (e.g., dates, numeric values, strings) and relationships between data fields.
Tableau Prep
A
False
Tableau Prep Builder can detect various data types (e.g., dates, numeric values, strings) and relationships between data fields.
13
Q
T/F
Tableau Prep is helpful for loading data from multiple data sources that have different data types
Tableau Prep
A
False
Tableau Prep is helpful for loading data from multiple data sources that have the same data types
14
Q
Tableau Prep is helpful for loading data from multiple data sources that have the same data types bc ___
Tableau Prep
A
Tableau Prep Builder detects various data types (e.g., dates, numeric values, strings) and relationships between data fields.
15
Q
After opening the dataset, the second step is to _
Tableau Prep
A
clean the dataset
16
Q
How do you clean a dataset?
Tableau Prep
A
- click on the + icon next to the dataset in the top workspace
- select “Clean Step”
.
OR - Use Data Interpreter
(Image 3)
17
Q
Change data types, grouping similar values together, and splitting column values is an example of _ in Tableau Prep
Tableau Prep
A
Cleaning data
18
Q
How can you replace the negative values with null values in a column.
Let’s call the original chart “Founded” and the new chart “Replace Negative with Nulls”?
What are the steps?
Image 6 shows what you have & what you want the chart to look like
Tableau Prep
A
1- Get to “Clean Step”:
- (click + icon next to the dataset in the top workspace
- “Clean Step”) (Image 3)
2- Create a calculated field:
- Select the “…” button in the Founded column
- “Create Calculated Field”
- “Custom Calculation” (Image 4)
- Fill in “Field Name” with “Replace Negative with Nulls” &
- write “IF [Founded] < 0 THEN NULL ELSE [Founded] END”)
- “Save” (Image 5)
19
Q
T/F
Aggregating data allows you to adjust to the level of detail of your data table
Tableau Prep
A
True
https://www.datacamp.com/tutorial/tableau-prep-builder
20
Q
Aggregating data allows you to _
Tableau Prep
A
adjust to the level of detail of your data table
https://www.datacamp.com/tutorial/tableau-prep-builder
21
Q
T/F
Aggregating data makes it harder to combine data from multiple tables together that have different levels of detail.
Tableau Prep
A
False
Aggregating data makes it easier to combine data from multiple tables together that have different levels of detail.
https://www.datacamp.com/tutorial/tableau-prep-builder
22
Q
T/F
Aggregating data allows you to combine data from multiple tables together that have the same level of detail.
Tableau Prep
A
True
23
Q
How can you aggregate data in Tableau Prep?
Tableau Prep
A
1- Add aggregate step to workflow canvas:
- click + icon next to the dataset in the top workspace > “Aggregate” (Image 7) (Results in Image 8)
2- Add the appropriate fields:
- drag and drop any additional fields on the “Additional Fields” panel” (left) onto the “Aggregated Fields” (right) Image 9
- Change to the appropriate aggretation (e.g. change from SUM to AVG)
See Image 10 for result
24
Q
How can you create a pivot in Tableau Prep?
Tableau Prep
A
1- Add “Pivot”:
- click + icon next to the dataset in the top workspace > “Pivot” (Image 11)
2- Edit “Pivoted Fields” pane:
- Select appropriate option: Columns to Rows VS Rows to Columns (Image 12)
- Drag & Drop the appropriate fields to “Pivoted Fields” panel
25
How can you create a join in Tableau Prep?
(Assume that "Table 1" is already in the Flow and "Table 2" is already connected)
| 2 Ways
## Footnote
Tableau Prep
Create a Join interface:
Way 1: **Drag "Table 1" to the right of "Table 2"**
* Hover "Table 2" onto the RIGHT of "Table 1"
* drop it in the "Join" popup. (See **Image 15 & 16** to see that the table can be original or cleaned)
Way 2 **Add a Join Step**
1. Click + icon next to the dataset in the top workspace and select "Join") **(Image 3)**
2. Hover Table 2 over to the LEFT of the Join step
3. Drop Table 2 into the "Add" popup. (Note that if you hover to the RIGHT/BELOW the Join step (using the Join/Union popups), it will create another Join/Union step. Not what we want. We want to add a Table to Join step we just created in step 1 of Way 2.)
After either Way 1 or 2, edit join type & the join clause
Results: **Image 13**
26
How can you create a union in Tableau Prep?
(Assume that "Table 1" is already in the Flow and "Table 2" is already connected)
## Footnote
Tableau Prep
Create a Union interface:
1a- (Way 1) **Drag "Table 1" below "Table 2"**
* Hover "Table 2" UNDER "Table 1" and drop it in the "Union" popup. (See **Image 15 & 16** to see that the table can be original or cleaned.)
1b- (Way 2): **Add a Union Step**
1. Click + icon next to the dataset in the top workspace > "Union" **(Image 3)**
2. Hover the 2nd table over to the LEFT of the Union step
3. Drop into the "Add" popup. **(Image 17)** (Note that if you hover to the RIGHT or BELOW of the Union step (using the Join/Union popups), it will create another Join/Union step. Not what we want. We want to add a Table to the existing Union step.)
Results: **Image 14**
27
The Union interface has info on **[matched/mismatched]** fields.
## Footnote
Tableau Prep
Both
| Bonus: They are color coded by Table
## Footnote
https://www.youtube.com/watch?v=1tpgs5hCr2o
5:26
28
The Join interface has info on ____.
* Join Result
* Mismatched rows
* Matched rows
* Join Type
* Join Clause
## Footnote
Tableau Prep
All
5:26
| https://www.youtube.com/watch?v=1tpgs5hCr2o
29
# T/F
To make your data run faster, rename steps to reflect their purpose or the transformation they perform.
## Footnote
Tableau Prep
False
**To make your flow easier to understand and maintain**, rename steps to reflect their purpose or the transformation they perform.
30
Using multi-field operations where possible helps to ___
## Footnote
Tableau Prep
minimize steps, avoiding unnecessary complexity
31
# T/F
Using multi-field operations creates unnecessary complexity.
## Footnote
Tableau Prep
False
Using multi-field operations where possible **helps to minimize steps, avoiding unnecessary complexity**.
32
Which of these will simplify your workflow:
* cleaning and validating data
* limiting initial rows
* using meaningful step names
* using sampling
* using calculated fields wisely
* minimizing steps
* filtering early
## Footnote
Tableau Prep
* **Use meaningful step names**: Rename steps to reflect their purpose or the transformation they perform. This practice makes your flow easier to understand and maintain.
* **Minimize steps**: While it’s important to break down your workflow into logical steps, avoid unnecessary complexity. Use multi-field operations where possible and consolidate steps that perform similar transformations.
33
Which of these will optimize preformance:
* cleaning and validating data
* limiting initial rows
* using sampling
* using calculated fields wisely
* minimizing steps
* filtering early
## Footnote
Tableau Prep
* limiting initial rows
* using sampling
* filtering early
34
Apply filters as **[early/late/centric]** as possible in your flow to reduce the volume of data processed in subsequent steps.
## Footnote
Tableau Prep
early
35
When exploring and building your flow, limit the number of [columns/rows] initially loaded to speed up performance.
## Footnote
Tableau Prep
rows
36
To reduce the volume of data processed in subsequent steps, ____
## Footnote
Tableau Prep
Apply filters as early as possible in your flow
37
Where can you limit the number of rows initially loaded?
## Footnote
Tableau Prep
In the input step setting
38
To speed up performance, ____ when exploring and building your flow
## Footnote
Tableau Prep
limit the number of rows
39
Try to keep your columns below _
## Footnote
Tableau Prep
10
40
The more columns that are in your input data, the **[larger/smaller]** the number of rows that Prep will allow
## Footnote
Tableau Prep
smaller
41
# T/F
Prep will somtimes apply sampling if the number of rows in your dataset is larger than the maximum number of rows.
## Footnote
Tableau Prep
False
Prep will **only** apply sampling if the number of rows in your dataset is larger than the maximum number of rows.
## Footnote
https://www.tableau.com/blog/how-to-use-sampling-in-tableau-prep
42
Prep will only apply sampling if ____
## Footnote
Tableau Prep
the number of rows in your dataset is larger than the maximum number of rows.
.
Prep leverages a **complex** intelligent algorithm to determine the maximum number of rows required to effectively explore and prepare data. The more columns that are in your input data, the smaller the number of rows that Prep will allow.
## Footnote
https://www.tableau.com/blog/how-to-use-sampling-in-tableau-prep
43
Which of these will Ensure Data Quality:
* cleaning and validating data
* limiting initial rows
* using sampling
* using calculated fields wisely
* minimizing steps
* filtering early
## Footnote
Tableau Prep
* **Clean and validate data**: Utilize the Clean step to address data quality issues such as duplicates, nulls, and outliers. Validate your data at various stages of the flow to ensure accuracy.
* **Use calculated fields wisely**: Calculated fields are powerful for data transformation, but complex calculations can impact performance and readability.
44
The ____ is used to address data quality issues such as duplicates, nulls, and outliers.
## Footnote
Tableau Prep
Clean Step
45
# T/F
Validate your data at early stages of the flow to ensure accuracy.
## Footnote
Tableau Prep
False
Validate your data **at various stages** of the flow to ensure accuracy.
46
# T/F
Tableau Desktop focuses on data preperation & cleaning.
## Footnote
Tableau Prep
False
**Tableau Prep Builder** focuses on data preperation & cleaning.
47
Tableau Desktop VS Tableau Prep Builder
What's their focus?
## Footnote
Tableau Prep
Visualizing data & creating dashboards
VS
data preparation & cleaning
48
# T/F
Tableau Prep has a coding interface.
## Footnote
Tableau Prep
False
49
**Image 18**
What happens if you click "Output"?
## Footnote
Tableau Prep
Opens the Output pane
What are 3 major parts?
.
.
.
.
.
.
.
.
.
.
**Image 19**
1. "Save output to"
2. "Write Options"
3. "Run Flow" button
3. "Save to Name.OutputType" (showing the table)
50
What are the 3 things you need to select/fill out in the Output Step?
## Footnote
Tableau Prep
1. select the **type of output** that you want to generate (eg .hyper)
2. specify the **name**
3. specify **where** you want to save the file
| (who, what, where)
## Footnote
**Image 19**
51
In Tableau Prep, you can publish your data as a data source to ____ or ____
* **Tableau Desktop**
* **Tableau Public**
* **Tableau Reader**
* **Tableau Online**
* **Tableau Server**
## Footnote
Tableau Prep
Tableau Server or Tableau Cloud
52
# T/F
In Tableau Prep Builder and Tableau Prep, you can output your flow to a published data source
## Footnote
Tableau Prep
True
## Footnote
https://help.tableau.com/current/prep/en-us/prep_save_share.htm#Extract
53
How do you create a Tableau Data Source?
## Footnote
Tableau Prep
Run your flow. A DataSource is automatically created (given you select the appropriate options) (see **Image 31** to view options highlighted in 2 and 3)
Note that not all "save output to" options will result in a data source.
## Footnote
https://help.tableau.com/current/prep/en-us/prep_save_share.htm#Extract
54
Steps to publish a flow
| Hint: Publishes Tableau Prep workflow to Tableau Server/Cloud
## Footnote
Tableau Prep
Note that publishing a Flow: saves the **data transformation steps** available for execution and scheduling on Tableau Server or Tableau Cloud
.
1. Open your flow in Tableau Prep Builder
2. Open the "Publish to Tableau Server dialog":
From the top menu select "Server" > "Publish Flow" **Image 20**
3. Complete the fields for your platform (4): Project *Name*, *Description*, *Tags*, "Edit" (next to connections to edit *connection* setting/change *authentication*) **Image 24**
4. Click "Publish"
(Tableau Server or Tableau Cloud opens automatically in your default browser on the flow Overview page.)
## Footnote
https://help.tableau.com/current/prep/en-us/prep_conductor_publish_flow.htm#run_flows
55
**Image 21**
How do you publish the data source?
| (Hint: **Image 22**)
## Footnote
Tableau Prep
Note: Publishing a Data source: creates a **connection** you can use for workbooks
.
1. Create Output (select "Clean Orders+Returns" > click the plus icon > "Output" (similar to **Image 3**)
(If the output is already made, click on the output to show the Output pane.)
2. **Image 31** Under "Save output to", select "Publish data source" > complete the following fields: Server, Project, Name, Description.
(For Server: Input appropriate URL to the server. If you aren't signed in to a server you will be prompted to sign in.)
3. Under "Write Options", view the default write option to write the new data to your files and make any changes as needed. 2 Options: Create Table & Append to Table.
4. Click "Run Flow" to run flow & publish the data source
| **Image 23**
## Footnote
https://help.tableau.com/current/prep/en-us/prep_save_share.htm#Extract
56
How do you change authentication when publishing a flow
1. Open "Publish Flow to Tableau Server" Dialoug Box:
* Open Flow in Tableau Prep Builder
* "Server" (in top menu) > "Publish Flow" **Image 32**
2. "Edit" next to Connections **Image 24**
3. Choose one of the options from the from the "Authentication" drop-down menu **Image 33** (*Note that recalling option details below is in another question*)
* **Server Run As Account**: *The server’s Run As User account will authenticate all users.*
* **Prompt User**: *You must edit the connection in Tableau Server and enter the database credentials before running the flow.*
* **Embedded Password**: *The credentials you used to connect to the data will be saved with the connection and used when the flow is run on a schedule. If you open the flow to edit it, you'll need to re-enter your credentials.*
* **Add Credentials...**: *If you connect to cloud connectors, you can add your credentials directly from the Publish Flow dialog to embed them in the flow.* **Image 34 & 35**
4. "Publish" **Image 24**
## Footnote
https://help.tableau.com/current/prep/en-us/prep_conductor_publish_flow.htm
57
Review the Cleaning Operations and Steps
Fill out **Image 39**
**Image 25**
58
If you are working with large data sets, Tableau Prep automatically ____.
If you are working with large data sets, Tableau Prep automatically **brings in a sample of the data to maximize performance.**
## Footnote
https://help.tableau.com/current/prep/en-us/prep_get_started.htm
59
# T/F
If you are working with large data sets, Tableau Prep automatically brings in a sample of the data to maximize performance.
You cannot change the sample.
False.
**You can change the sample on the "Data Sample" tab.**
## Footnote
https://help.tableau.com/current/prep/en-us/prep_get_started.htm
60
# T/F
You can create a union/join in the input step.
True
## Footnote
https://learningtableau.com/quiz/1-3-2-combine-data-by-using-unions/
.
https://help.tableau.com/current/prep/en-us/prep_add_input_data.htm
61
If you need to union more than 10 tables in Tableau Prep, what step do you use?
Hint: Input or Union
.
.
.
.
.
.
.
.
..
.
.
.
Answer: Input Step
The Union step has a max of 10 inputs.
## Footnote
https://learningtableau.com/quiz/1-3-2-combine-data-by-using-unions/
.
https://help.tableau.com/current/prep/en-us/prep_combine.htm
62
What does the "Summary of Join Results" show?
The number of fields included and
excluded as a result of the join type and join conditions.
It identifies the number of mismatched values.
**Image 26** (see **Image 28** to better understand mismatch changing based on join type)
## Footnote
https://www.youtube.com/watch?v=11OEO61XAzg
2:25
.
https://www.youtube.com/watch?v=6hzdVYJVWfA&t=41s
.
https://www.youtube.com/watch?v=V1f5JfH1gCM
.
https://help.tableau.com/current/offline/en-us/tableau_prep.pdf
63
# T/F
If you see values in the Join Results pane that you want to change,
you can edit the values in this pane.
True
64
What are the names of the 2 panes that have been blocked out in **Image 27**?
1. Summary of Join Results
2. Join Results
## Footnote
https://www.youtube.com/watch?v=11OEO61XAzg
65
What's included in the join profile?
**Applied Join Clauses**: By default, Tableau Prep defines the first join clause based on common field names in the tables being joined. Add or remove join clauses as needed.
**Join Type**: By default, when you create a join, Tableau Prep uses an inner join between the tables. Depending on the data that you connect to, you might be able to use left, inner, right, leftOnly, rightOnly,notInner, or full joins.
**Summary of Join Results**: The Summary of Join Results shows you the distribution of values that are included and excluded from the tables in the join.
Click each Included bar to isolate and see the data in the join profile included in the join.
Click each Excluded bar to isolate and see the data in the join profile that are excluded from the join.
Click any combination of the Included and Excluded bars to see a cumulative perspective of the data.
**Join Clause Recommendations**: Click the plus A button with a plus sign. icon next to the recommended join clause to add it to the Applied Join Clauses list.
**Join Clauses pane**: In the Join Clauses pane, you can see the values in each field in the join clause. The values that don't meet the criteria for the join clause are displayed in red text.
The values in each field in the join clause. The values that don't meet the criteria for the join clause are displayed in red text.
**Join Results pane**: If you see values in the Join Results pane that you want to change, you can edit the values in this pane.
| **Image 29 & 30**
## Footnote
https://help.tableau.com/current/prep/en-us/prep_combine.htm#join-your-data
66
# T/F
Tableau Prep offers more join types than Tableau Desktop.
True
What's the Difference?
.
..
.
.
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.
..
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..
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Desktop has 4 Joins.
Prep has 7 joins.
## Footnote
Desktop: https://help.tableau.com/current/pro/desktop/en-us/joining_tables.htm
.
Prep:
https://help.tableau.com/current/prep/en-us/prep_combine.htm#join-your-data
67
Use the **Keep Only** or **Exclude** to filter what?
to do one-click filtering on **a specific value** for a field in a profile card, data grid or results card
68
69
What's the difference between Tableau Prep and Tableau Prep Builder?
Tableau Prep = old name
Tableau Prep Build = new name & refers to the Desktop Application
## Footnote
https://help.tableau.com/current/prep/en-us/prep_about.htm
70
What's the difference between publishing a flow and data source
Data source: creates a **connection** you can use for workbooks
Flow: saves the **data transformation steps** available for execution and scheduling on Tableau Server or Tableau Cloud
## Footnote
(answer came from google ai)
71
What the difference between each option in the Authentication "Authentication" drop-down menu **Image 33**
* Server Run As Account:
* Prompt User:
* Embedded Password:
* Add Credentials...:
* **Server Run As Account**: The server’s Run As User account will authenticate all users.
* **Prompt User**: You must edit the connection in Tableau Server and enter the database credentials before running the flow.
* **Embedded Password**: The credentials you used to connect to the data will be saved with the connection and used when the flow is run on a schedule. If you open the flow to edit it, you'll need to re-enter your credentials.
* **Add Credentials...**: If you connect to cloud connectors, you can add your credentials directly from the Publish Flow dialog to embed them in the flow. **Image 34 & 35**
72
What can you do in the input step?
1. Refresh data source
2. Replace data source
3. Union
4. Join
5. Some cleaning (filter, rename field, keep onlu field, remove field, change data type)
## Footnote
https://help.tableau.com/current/prep/en-us/prep_add_input_data.htm
.
https://help.tableau.com/current/prep/en-us/prep_clean.htm
73
Why would you use the Input step for Unions over the Union step?
If you have more than 10 tables to union.
Union step is limited to 10 tables.
74
# T/F
**Image 36**
The "Summary of Join Results" will show 0 excluded for Purple/Cleaning Notes Field
False
It will result in 0 excluded for Blue/All Regions Field
**Image 28**
75
**Image 38**
What kind of join will will change all of the mismatched values to the Excluded side?
Inner Join
**Image 37**
76
# Match each statement with the appropriate Authentication Option:
Server Run As Account:
Prompt User:
Embedded Password:
Add Credentials...:
.
1. A streamlined way to manage credentials for cloud connectors, allowing you to add and embed them directly during the publishing process
.
2. Suitable for scenarios where manual data refresh is acceptable and you want to maintain user-level credential control.
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3. Ideal for centralized control and automated data access using a dedicated service account.
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4. Provides automated data refresh for scheduled flows but requires careful consideration of security implications.
1. Add Credentials...
2. Prompt User
3. Server Run As Account
4. Embedded Password
77
What are the different options for "Save output to"
* File (click "Browse" button underneath for more options like .hyper, .xlsx, .csv)
* Published Data Source (need server link)
* Database and Cloud Storage (e.g. Amazon S3, MySQL, Snowflake)
* CRM Analytics (need to connect to/sign into SalesForce)
* Salesforce Data Cloud (need to sign into SalesForce)
| See **Image 31** for layout
## Footnote
https://help.tableau.com/current/prep/en-us/prep_save_share.htm#Extract
78
Match each "Save Output to" Option with the right description (May use option more than once):
.
* Published Data Source
* CRM Analytics
* File
* Database and Cloud Storage
* Salesforce Data Cloud
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1. Click "Browse" button underneath for more options
2. *Requires?* server link
3. Has "Add a Connection" drop-down (e.g. Amazon S3, MySQL, Snowflake)
4. Needs to connect to/sign into SalesForce
1. File
2. Published Data Source
3. Database and Cloud Storage
4. CRM Analytics & Salesforce Data Cloud
## Footnote
https://help.tableau.com/current/prep/en-us/prep_save_share.htm#Extract
