Tableau Order of Operation Flashcards
Memorize Order
Extract Filter
# 1 Located on the Data Source Page (Extract or Live) Licensed Tableau -> Change the connection from Live to Extract under the Connection section, and click on the "Edit" button Next to the word Extract.
Data Source Filter
# 2 On the Worksheet, Upper Left Click word "Add" Right Click, See Edit Data Source Filter.
Context Filter
3 Worksheet, part of the quick filters
Drag Dimension To Filter, Click Down Arrow,
Click Add to Context.
Sets, Conditional & Top N Filters, FIXED LOD expressions
4 Order of Operation (calculated)
Dimension Filter
5 Drag & Drop a Dimension to Worksheet Page Filter Shelf. A new window called Filter will be opened allowing you to select several different filter options.
Data Blending
6 Used when there is related data in multiple data sources, which you want to analyze together in a single view. As an example, consider the Sales data is present in a relational database and Sales Target data in an Excel spreadsheet.
Include & Exclude Level of Detail Expressions
7 Used to obtain values for dimensions that are not directly used in a visualization (calculated)
Measure Filters
# 8 Now if you apply a filter on measure field it will give you following options: A slider for range of values you want to show. Example:- Which regions have total sales between 5000 to 10000? At least option specifies at least measure should have provided values and above that. At most option specify the upper limit on measure field.
Totals
9 Calculated Totals
Forecasts & Table Calculations
10 Calculated
Trend Lines, Reference Lines
11 Calculated