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Tableau Analyst > My Own Study Guide > Flashcards

My Own Study Guide Flashcards

1
Q

What type of layer can be created to make data easier to understand and use?

A

Metadata

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2
Q

How can you create a data extract?

A
  1. Connect to data
  2. Select Extract in upper-right corner
  3. Select Edit to open dialog box and choose options
  4. Save settings
  5. Select sheet tab
  6. Select location and enter a file name
  7. Save
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3
Q

What file type is an Excel file?

A

.xlsx

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4
Q

How do you connect to a .csv file?

A

In the Connect pane, select Text file and choose your file

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5
Q

How do you connect to a custom SQL query?

A
  1. Connect to your data
  2. On data source page, double click New Custom SQL
  3. Add your query to the text box using a single SELECT* statement
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6
Q

How do you connect to a data source on Tableau Server?

A
  1. In Tableau Desktop’s Connect pane, under Search for Data, select Tableau Server
  2. Select Connect and sign in with user name and password
  3. Select data to connect to and click Connect
  4. Select the sheet tab to start your analysis
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7
Q

How do you replace a data source for an existing worksheet?

A
  1. With the workbook open, select Data > New Data Source from the main menu
  2. Choose your new data source
  3. On the data source page, drag a table to the canvas to set up the data source
  4. Go to the sheet tab and select Data > Replace Data Source
  5. Select the Current data source and the Replacement data source from the dialog box
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8
Q

How can you organize data into folders in Tableau?

A
  1. In Data Pane menu, select Group by Folder
  2. Right-click field in Data Pane and select Group By > Folder
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9
Q

What type of join does a data bland create?

A

Left join

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10
Q

What connectors support Data Interpreter?

A
  1. Excel (.xlsx)
  2. Text (.csv)
  3. PDF
  4. Google Sheets
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11
Q

How do you turn on Data Interpreter?

A
  1. Connect to a valid data source
  2. Drag a table to the canvas
  3. On data source page, select Use Data Interpreter
  4. In the Data pane, click Review the results
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12
Q

How do you pivot columns to rows?

A

Select two or more columns > Click drop down arrow next to name > select Pivot

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13
Q

How can you create a custom split for you field?

A
  1. On Data Source page, click drop down next to the field name, select Custom Split
    OR
  2. From the Data pane, right-click the field you want to split, select Transform > Custom Split
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14
Q

How do you create an extract filter?

A

Before creating your extract, click Add in the upper right hand corner of the Connect pane

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15
Q

What aggregations can be applied to dimensions?

A
  1. Minimum
  2. Maximum
  3. Count
  4. Count (Distinct)
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16
Q

How do you disaggregate data?

A

From main menu, select Analysis > Aggregate Measure, and deselect

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17
Q

How do you change the data type of a field?

A

Right click field > change data type, select new data type

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18
Q

How do you change the default sort for a field?

A

Right click field > Default Properties > Sort, select options

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19
Q

How is moving average calculated?

A

Add all data points in a specific period and divide the sum by the number of time frames

20
Q

What is the primary use for the moving average calculation?

A

forecasting long-term trends

21
Q

What is a running total?

A

A sequence of partial sums that’s updated each time a new number is added to the sequence

22
Q

What does a compound growth rate calculation show?

A

The rate of return of an investment over time

23
Q

How do you create a parameter?

A

From the Data pane drop down, select Create Parameter and select options

24
Q

How do you create a set?

A

Select multiple fields from the data pane or view, right click one and select ‘Create Set’

25
Q

What fields are ideal for creating a symbol map?

A

Longitude/Latitude in Columns/Rows, a measure in size, and a regional dimension in detail

26
Q

What fields are needed to create a heatmap?

A

Dimension in rows, measure in text and color

27
Q

What fields are needed to create a histogram?

A

Measure in rows and a bin created from that measure in rows

28
Q

What fields are needed to create a Gantt Chart

A

Continuous date or time measure in columns, dimension in rows, continuous measure in size

29
Q

What fields are needed to create a box plot?

A

Mark type circle, dimension in columns and detail, measure in rows, box plot reference line

30
Q

What fields are needed to create an area chart?

A

Mark type area, dimension in columns, measure in rows, different dimension in color

31
Q

What types of actions can you add to a dashboard?

A
  1. Filter
  2. Highlight
  3. URL
  4. Go to sheet
  5. Change parameter
  6. Change set values
32
Q

How do you add an action to the dashboard?

A

Main menu > Dashboard > Actions

33
Q

What is the DATEDIFF syntax?

A

DATEDIFF(‘date_part’, date1, date2)

34
Q

What does DATENAME do?

A

Returns the requested date part of a given date as a string

35
Q

What is the DATENAME syntax?

A

DATENAME(‘date_part’, date)

36
Q

What does DATEPARSE do?

A

returns specifically formatted strings as dates

37
Q

What is the DATEPARSE syntax?

A

DATEPARSE(‘date_format’, “date_string”)

38
Q

What does DATEPART do?

A

returns the name of the specified date part as an integer

39
Q

What is the syntax for DATEPART?

A

DATEPART(‘date_part’, date)

40
Q

What is the syntax for CONTAINS

A

CONTAINS(“string”, “substring”)

41
Q

What is the syntax for LEFT?

A

LEFT(“string”, “number of characters”)

42
Q

What are three functions used to change casing?

A

LOWER, UPPER, PROPER

43
Q

What do LTRIM, RTRIM, and TRIM do?

A

Remove spacing from the respective sides

44
Q

What does the ZN function do?

A

Returns value if given expression isn’t null, or 0 if it is null

45
Q

What is the syntax for a type conversion function?

A

TYPE(expression)

46
Q

How do you remove grid lines

A

Main menu > Format > Lines > Grid Lines (none)

Tableau Analyst (5 decks)

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