Domain 3 & 4 Flashcards
In a highlight table how do you get separate columns to have their own color scheme?
Bring [Measure Values] to Color
Select “Use Separate Legends” on [Measure values]
Create a line chart that shows current year vs prior year sales by month
Fields: order date & sales
Drag OrderDate to Column (set to month)
Drag Sales to Row
Drag OrderDate to Filter and filter to only show 2024 and 2023
Drag OrderDate to Marks>Color so it separates the two years by color
Nested Sorting
Vs
Non-nested sorting
Nested considers values independently per pane, rather than in across panes.
Nested will take everything in a pane and put them in order by value
Non-Nested considers values across panes and has the same order of values per pane. May look incorrect in a single pane but consistently convey how the values compare overall.
On a dual axis line chart, Label Min/Max sales values in both years
On Marks Card> Select Label button> Check SHOW MARK LABELS> Select Min/MAX> Select Scope: Per Line/Pie
How do you swap one of the sheets in a dashboard with another sheet without removing it from the dashboard?
Select the sheet on the dashboard, Hover to the replacement sheet and click the swap sheet icon.
Create a vizualization in tooltip to show SubCategory Sales breakdown for each Category
Make a new worksheet called “target” and add [Sub Category] x [Sales]
Back in original worksheet go to Mark’s tooltip > Insert> Target sheet
When Configuring dashboard filter actions:
For target sheets: which would you select if you wanted to show the sheets listed only when a value in another sheet is selected.
Clearing the Selection will:
A. Keep Filtered Values
B. Show all Values
C. Exclude all values
If you only want the source sheet to show up when the target sheet is selected, you are saying that when nothing is selected… you want nothing to show up.
so C. Exclude all values.
You want it to exclude everything when nothing is selected
Publish Workbook to Server from Desktop
Server tab at top>Publish Workbook>Pick sheets to include>Set if data is embedded or published seperately>Set up refresh schedule if needed> Publish
Publish Data Source to Server from Tableau Desktop
Server tab at top>Publish Data Source>Select Project>Add description + tags>Determine refresh schedule>Set permissions>Set authentication> Include external files
*Extracts are better for performance
Export Data from Tableau in .csv
Worksheet tab next to the search bar in Data Pane
Opens a view of data> Export All
Export Data being used in worksheet
Worksheet tab at top>Export>
A. Either DATA and you’ll get .mdb
B. Crosstab to Excel and excel opens
When publishing your workbook to Tableau Online, what option would you use to provide tab-based navigation for your sheets?
Show Sheets as Tabs
When downloading data from Tableau Online or Tableau Server, which option is not included
EXTRACT (.hyper)
If an extract is taking a long time to refresh, what method(s) can you use to help refresh complete faster?
Add Data Source Filters
&
Hide all unused fields
You want to create an alert if Regional Sales falls below X. What steps do you take?
- Click on a continuous axis of the view (in this case sales)
- Click on the alert icon and choose create
- Customize your Alert Option
- Select the recipients, then click create
You want to unsubscribe from a view. What steps do you take?
1.Click “Manage by subscription” at the bottom of the subscription email.
2. Sign in to Tableau Online or Tableau Server
3. Select your user icon and then select MY CONTENT and click on subscriptions
4.Select the check box next to the view you want to unsubscribe from
5. Click actions and then click unsubscribe
Overwrite Capability
The Overwrite capability allows a user to save over an existing piece of content. By saving over the content, the user becomes the owner of that content. The Overwrite capability also allows users to edit minor aspects of existing pieces of content, such as the description for a metric or the synonyms for a data role. Editing the existing content in this way doesn’t change the owner of the content.
Save a copy Capability
The Save a Copy capability allows a user to save a new copy of the content. This is usually done in conjunction with web authoring and means the user can save their modifications.
Schedule data updates for Data Refresh
State method for Server and Desktop
On server>Schedule> New Schedule
On Desktop>Go through Publishing workbook steps and you will have a chance to schedule a refresh
Schedule data updates for Tableau Prep
Schedule tab>New schedule>Set Task type to FLOW> Determine the order they should happen.
Subscribing a group
each user is added individually.
if you need to add more people to the group later you will need to resubscribe the group.
Removing someone from the group doesn’t stop their subscription.
What permissions must a user have to receive a subscription?
View and Download Permissions
What function would you use to display the month as a number?
DATEPART(‘month’,[date])
DATEPART (date_part, date, [start_of_week])
DATEPART (integer (number)output)