Tableau Special All Call

Question 1

When working with Excel, text file data, JSON file, .pdf file data, you can use _________________ to union files across folders, and worksheets across workbooks. Search is scoped to the selected connection.

Answer 1

Wildcard search

Question 2

In what ways can we define the scope of a reference line?

Answer 2

1. Pane
2. Table
3. Cell

Question 3

How do you create an extract?

Answer 3

1. Load your data set
2. Select ‘Extract’ under connection in upper right
3. Click ‘Edit’ to customize your extract

Question 4

How does an aggregated measure change when dimensions are added to the view?

Answer 4

The level of detail is increased.

Question 5

How do you save metadata properties in a .tds?

Answer 5

1. In the data pane, right click the data source
2. Select ‘Add to Saved Data Sources’
3. Enter file name, select file type, click ‘Save’

Question 6

In what ways can you rename a data field?

Answer 6

1. Data Source –> drop down and rename
2. Data Source –> double click
3. Data Pane –> drop down and rename
4. Data Pane –> click and tap field

Question 7

How do you assign an alias to a data value?

Answer 7

Right-click field, select ‘Aliases’

Question 8

How do you assign a geographic role to a data field?

Answer 8

Right click field, select ‘Geographic Role’, choose role

Question 9

How do you change the data type of a field?

Answer 9

Click the data type icon next to the field and choose the data type you’d like from the drop down

Question 10

How do you change default properties for a data field (number format, aggregation, color, date format, etc.)

Answer 10

Right click field, select ‘Default Properties’, choose property you’d like to change

Question 11

How can you create a dual axis chart?

Answer 11

Bring a measure to an axis and either
a. add second measure to view beside the first OR
b. add second measure to the same axis shelf, right click the pill and select ‘Dual Axis’

With either method, be sure to right click the axis and select ‘Synchronize Axis’

Question 12

How do you create a stacked bar chart?

Answer 12

At a minimum, bring a dimension to color on the marks card and a measure to a shelf. To add more bars, add another dimension to the other shelf.

Question 13

How do you create a highlight table?

Answer 13

At a minimum, bring a measure to color on the marks card and a dimension to a shelf. To add more bars, add another dimension to the other shelf.

Question 14

How do you create a dynamic set?

Answer 14

Right-click dimension and click Create–>Set; configure as needed

Question 15

How do you create a fixed set?

Answer 15

Select one or more marks or headers in the view, right-click and select ‘Create Set’

Question 16

In what order does Tableau toggle sorting?

Answer 16

1 click: descending
2 clicks: ascending
3 clicks: clear sort

Question 17

From what locations can you click to sort as a viewer?

Answer 17

1. Axis
2. Header
3. Field label

Question 18

What additional areas can an author sort in Tableau?

Answer 18

1. Toolbar
2. Drag and drop (manual)

Question 19

How do you create a manual sort?

Answer 19

Select a header in a viz or legend and drag it to the correct location

Question 20

How do you create a bin?

Answer 20

In the data pane, right click a measure and select Create –> Bins

Question 21

How do you create a parameter?

Answer 21

In the data pane dropdown, select Create Parameter. Name it and select the data type for the values it accepts

Question 22

How do you enable viz animations?

Answer 22

Click Format in main menu, select Animations, click ‘On’

Question 23

How do you share a .twbx file as a PDF?

Answer 23

File–>Print to PDF*

Question 24

True or false: You can only create sets with dimensions

Answer 24

True