Tableau Special All Call Flashcards
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.
Wildcard search
In what ways can we define the scope of a reference line?
- Pane
- Table
- Cell
How do you create an extract?
- Load your data set
- Select ‘Extract’ under connection in upper right
- Click ‘Edit’ to customize your extract
How does an aggregated measure change when dimensions are added to the view?
The level of detail is increased.
How do you save metadata properties in a .tds?
- In the data pane, right click the data source
- Select ‘Add to Saved Data Sources’
- Enter file name, select file type, click ‘Save’
In what ways can you rename a data field?
- Data Source –> drop down and rename
- Data Source –> double click
- Data Pane –> drop down and rename
- Data Pane –> click and tap field
How do you assign an alias to a data value?
Right-click field, select ‘Aliases’
How do you assign a geographic role to a data field?
Right click field, select ‘Geographic Role’, choose role
How do you change the data type of a field?
Click the data type icon next to the field and choose the data type you’d like from the drop down
How do you change default properties for a data field (number format, aggregation, color, date format, etc.)
Right click field, select ‘Default Properties’, choose property you’d like to change
How can you create a dual axis chart?
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’
How do you create a stacked bar chart?
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.
How do you create a highlight table?
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.
How do you create a dynamic set?
Right-click dimension and click Create–>Set; configure as needed
How do you create a fixed set?
Select one or more marks or headers in the view, right-click and select ‘Create Set’
In what order does Tableau toggle sorting?
1 click: descending
2 clicks: ascending
3 clicks: clear sort
From what locations can you click to sort as a viewer?
- Axis
- Header
- Field label
What additional areas can an author sort in Tableau?
- Toolbar
- Drag and drop (manual)
How do you create a manual sort?
Select a header in a viz or legend and drag it to the correct location
How do you create a bin?
In the data pane, right click a measure and select Create –> Bins
How do you create a parameter?
In the data pane dropdown, select Create Parameter. Name it and select the data type for the values it accepts
How do you enable viz animations?
Click Format in main menu, select Animations, click ‘On’
How do you share a .twbx file as a PDF?
File–>Print to PDF*
True or false: You can only create sets with dimensions
True
