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)
Difference between DatePart & DateName Syntax
DateName always returns as string
DatePart always returns as integer
Sequential Palette
Diverging Color Palette
Qualitative Palette
Sequential Palette- light to dark shade
Diverging Color Palette- basically two sequential palettes put together with 0 in the middle as a color change- Good for -X
Qualitative Palette- Categorical; No relation: Blue, Pink, Yellow, Orange
What happens when you run a data interpreter?
Data interpreter will not pivot automatically it only searches and tries to class the data:
* Headers are added which usually means the row count will go down because one of the rows was a header.
What Mark type do you need when creating a highlight table.
Must have a Square Mark
What steps do you take to allow your end user to swap a dimension in the view?
- Create a parameter called “dimension swap” and add all the dimension options you want to give them in the list
- Create a calculated field :
CASE [dimension swap]
WHEN “dimension name” THEN [dimension name] —- do this step for all dimension options
END - Add Calculated Field to Row or Column
- Show Parameter so they can toggle
You want to display grand totals for each row, but you want it to be the first column, not the last column
Analysis>Totals> Check “Row Totals to left”
In tableau prep, when you have two tables that are different levels of granularity which data transformation should you do first.
Before you can combine the data tables- you have to aggregate the data.
Aggregate Step
Gantt chart steps
*Important thing to remember is the calculated field of [project length] needs to be on the Mark Size shelf.
- Change Mark drop down to Gantt
- Drag [project name] to Row
- Drag [=project length] to size shelf
- Drag [date] to Column
Calculation to turn negative into a positive. Example -3 into 3
ABS([Field with possible negative number])
When you are dragging a field to the filter pane- you are selecting things from the list that you want to
a. INCLUDE
B. EXCLUDE
A. INCLUDE
In tableau prep, which cleaning operations are available in an INPUT step?
Filter, Rename Field, Keep Only Field, Remove Field, Change Data Type
In tableau prep, what cleaning operation allows you to do absolutely everything?
Cleaning
In Tableau Prep: If you need to take this action, you must select CLEANING as a step.
No other step option has this action available.
Rename Fields in bulk
You want to add a custom color palette in Tableau. Which file needs to be modified?
Preferences.tps
What type of join is used by Tableau when showing a visualization with dimensions only, when multi table data source is related
Inner Join
In Tableau prep, Which file format will allow you to save your workflow as a package which includes the local data files?
.tflx
Packaged Tableau Flow File
(.tfl is like a skeleton)
Which data type is not supported in Tableau Prep OR in Tableau Desktop
Time (by itself)
Discrete field filtering options:
General (include/exclude nulls)
Condition (Calculation)
Wildcard
Top
( Does not have range of value option because it’s discrete)
When using wildcard match filter to find a matching pattern, which matching option will allow you to find product names containing the word “Recycled”
CONTAINS
(not exact match, not find, not *Recycled)
When blending data from two different table sources how do you handle this error: FIELDS CANNOT BE USED FROM THE SECONDARY DATA SOURCE BECAUSE THERE IS NO BLEND RELATIONSHIP TO THE PRIMARY DATA SOURCE
Click at least one link icon to blend these data sources
Attributes of a relationship
- Maintain each table’s level of detail
- Require you to select matching fields
- Do not duplicate aggregate values
In Tableau prep, what information do you need to specify in the mapbox map dialog box?
Style Name and URL
How to create a local copy from Tableau Server
Data Pane>Click on the actual Data Source>Create Local Copy
Group & Sort options are only available for _________
Only available for relational data, not for multidimensional data.
Output options for Prep
What type of combinations can you make?
- Output as .hyper, csv, and excel
- you can only make physical combinations, not logical so you can’t do a relationship in prep.
Calc: YTD
IF[orderdate]<=TODAY() AND
DATEDIFF(‘year’,[orderdate],TODAY())=0
THEN[sales] END
OR
IF[orderdate]<=TODAY() AND
DATETRUNC(‘year’[orderdate])
=DATETRUNC(‘year’,TODAY()) THEN [sales] END
.tde
.tde
Tableau data extract:
Does not contain file path info or info about the data source. Only contain a local copy of the entire or subset of data
can’t be refreshed automatically.
BINS
create from a measure and you create a dimension. sometimes needs to be converted to continuous to make a histogram.
Sets
must be based on same dimension.
Dynamic set: general, condition and topN options
Fixed: You pick them manually and they do not change with data changes
Hide empty cells or labels
Analysis tab at top > Table Layout> check any options you need to
Copying format settings to another worksheet
takes everything from format pane except reference & annotation
Select original> RTCLK>Copy formatting>Select new one>RTCLK>Paste formatting
Custom SQL Query
- Build a custom SQL for Filter, union, and Selecting two columns
after connecting data>double click new custom sql
*SELECT *FROM orders WHERE region=’east’ or region=’west’====filter
*SELECT *FROM november UNION ALL *SELECT *FROM december=== union
*SELECT customername,city *FROM customertable ==== selecting two columns
You want to see the general sales trend based on previous 30 data points from current value
What is it asking for and how do you do it?
Asking for a moving average
SUM(SALES)>Quick Table Moving Average>Edit to previous value=30
Connect to published data source in tableau server and create a new workbook
- Select all data sources you want in “all data sources”
- at top of page from Action Menu > New Workbook
ZN Function
- When do you use it.
- What does it do.
Use ZN to replace Null Values with 0 on the table
ZN(Expression)
ZN(Lookup(SUM(sales),0))
If expression is NULL, return 0 otherwise return expression
Making a “Select a view” dropdown in a Dashboard
- Set parameter called “Select a view” and give name of sheets
- Create calculated field called “Display Sheet”
Calculation is : [Select a view] - In each sheet possible, drag calculated field to filter card > Create Value List> Add “ALL” option and Name of that Sheet
- In Dashboard, Add both sheets to view
- Go to Analytics tab>Parameters> Show
- Hide Titles on sheets
