Domain 1: Connecting and Preparing Data

Question 1

Where do you connect to live data?

Answer 1

1. Start Page
2. Connect Pane on the left
3. Choose File type or
4. Recent Server or common Server

Question 2

What is the advantage of using an extract over a live connection?

Answer 2

• Supports large data sets
• Improves Performance
• Supports additional functionalities like count distinct
• Provides offline access to data

Question 3

How do you create an extract?

Answer 3

1. Set up live connection

2. On the Datasource Page select “Extract” in the upper right corner

Question 4

How can an extract be stored?

Answer 4

• In Logical Tables

- In Physical Tables

Question 5

What is an .tds file?

Answer 5

Contains only info you need to connect to the datasource:

• Datasource type
• Connection info from the datasource page
• Groups, sets, calculated fields, bins
• Default field properties

Question 6

How do you create an .tds file?

Answer 6

1. Open the worksheet with the connection
2. At the top of the data pane, right click name of data source, then “Add to saved data sources”
3. Enter a file name and save

Question 7

What are the differences between a join and a relationship?

Answer 7

A relationship is:

• No up-front join type
• Automatic and context aware
• Flexible
• Only Queries Data from used fields in VIZ

Question 8

How do you create a join?

Answer 8

1. Drag Data Source on the canvas

2. Double click (or right click and choose open ) the logical table

Question 9

How do you create relationships?

Answer 9

1. Drag Second Data Source on to the canvas

2. Connect them

Question 10

How do you rename a data field?

Answer 10

1. Click field name in the Data pane
2. Hold Mouse button down until field name is shown in edit box
3. Enter new name

Question 11

How do you create an alias?

Answer 11

1. In the Data pane, righ-click a dimension and select Aliases
2. In the Edit Aliases, under Value (Alias) select a member and enter a new name
3. Click ok to save changes

Question 12

How to assign a geographic role to a data field?

Answer 12

1. Data pane, click the “data type” icon next to the field
2. Select Geographic role
3. Select role

Question 13

What happens when you assign a geograpgic role to a field?

Answer 13

Tableau creates two new measures: Latitude (generated) and Longitude (generated)

Question 14

How do you change a fields data type?

Answer 14

1. In a view
2. Right-click the field in the data pane
3. Choose “Change Data Type”

Question 15

How do you change the default properties of a field?

Answer 15

1. In the Data Pane

2. Right-Click on the field and select “default properties”

Question 16

What default properties can you change?

Answer 16

• Comment
• Color
• Number Format
• Aggregation
• Total using