Tableau Steps Flashcards
The steps to do something in Tableau
Fixed Set
In Viz
Open Sheet > (In visualization) Ctl+click & drag over data > hover over data > click ‘linked circles’ icon, click ‘Create Set’
Dynamic Set
In Data Pane
Open Sheet > (in Data Pane) right-click dimension >’Create’>’Set…‘>Conti in General/Condition/Top tab
Filter Set
In Filter Pane
Open Sheet > (in Filter pane) Click dimension > ‘Create Set…‘>Conti in General/Condition/Top tab
Combine Sets
In Data Pane
Right-click set (in Data Pane)>’Create Combined Set’>choose how to combine sets (looks like Full, Inner, LeftOnly, RightOnly joins)
Join
Data Source > drag table to canvas>
double click table/right click table>click Open (or tables if you already have a set) (Note: skipping this step creates a Relationship) >
Drag in other table (next to first table)
Union
Data Source > drag table to canvas>
double click table/right click table>click Open (or tables if you already have a set)(Note: skipping this step creates a Relationship) >
Drag in other table (below to first table)
Blending
Upload 1 Data source
> (in Data Source tab) Drag table from 1 data source into view > upload and drag for 2nd data source
> Input data from both data sources into the sheet (paperclip will automatically appear on a potentially shared dimension/measure)
EDIT Blended Relationship:
Open Worksheet>Data tab>’Edit Blend Relationship’
https://www.youtube.com/watch?v=ZkeRWhj7CCk
Relationship
Data Source > drag table to canvas>
Drag in other table (next to first table)
Create one Show/Hide option for all filters on a Dashboard
Open Dashboard > create horizontal/vertical container > place filters in container > Select container (can do this by clicking the drop arrow of any of the filters and select “Select container: horizontal/vertical container”) > Drop down arrow > “Add Show/Hide Button”
How would you see which gender contributes the most distance, per respective Fitbit category?
Chart should show the percentage of people that were male/female per each category.
Be mindful of using low granularity.
Dimensions:
Distance (Whole Number)
Gender(dimension)
Category(dimension)
1- Create Fixed LOD Calculated Field:
2 - Create another calculated field with a ratio:
3 - Assemble visual:
1- Create Fixed LOD Calculated Field:
‘Distance per Category’
{ FIXED [Category] : SUM([Distance]) }
2 - Create calculated field:
‘% of Category’
SUM( [Distance] ) / SUM( [Distance per Category] )
3 - Assemble visual:
Rows: Gender & Category
Column: AGG(% of Category)
Image 1
Create a chart that shows how many people continued logging steps after their first day.
Don’t include ‘User ID’ in the rows/columns of the visual.
Fields:
User ID
Activity Date
Steps (Only Measure)
Cohort Analysis
1- Create a Calculated field,
‘First Day with Steps’ :
IF [Steps] > 0 THEN { FIXED [User ID] : MIN ([Activity Date]) END
2- Create a Calculated Field,
‘Days with steps’:
IF [Steps] > 0 and [Activity Date] > [First Day with Steps] THEN [Activity Date] END
3- Create Calculated Field,
“Days from first steps”:
[Days with steps]-[First Day with Steps]
4- Assemble visual:
Column =
[Days from first steps]
Rows =
[First day with steps]
Label & Color =
CNTD([User ID])
Filter
out Nulls (right click > exclude)
Marks =
Squares
Image 2
You only have ‘Steps per hour’, ‘Activity date’, and ‘User ID’ fields, but we want to show the average steps per day per user.
How do we do this without showing an ‘Activity date’ on the canvas?
Hint: create a text table
Create a new calculated field: ‘Average daily steps’
{INCLUDE [Activity date]: [SUM([Steps per hour])]}
Hint: Average after dragging into canvas
Create Visual:
Columns:
none
Rows:
[User ID]
Text:
AVG([Average daily steps])
Image 6
Compare ‘Age bin’ with ‘Average daily steps’ and with the total average of daily steps per user. (Don’t uses the ‘totals’ in the ‘Analysis’ tab.)
Don’t include ‘age bin’ in the calculation of the total.
Dimensions:
Average daily Steps (this is a calculation including user ID)
Age bin
Create a calculated field:
Called ‘Overall daily average’
{EXCLUDE [Age bin]: AVG([Average daily Steps])
Create visual:
Text: AVG(Average daily Steps) & ATTR(Overall daily average)
Columns: Measure Names
Rows: Age Bin
Image 5
Create a boolean check called ‘Above benchmark?’ comparing average ‘Daily workout time per fitness level’ to average ‘Benchmark per fitness form’.
Create calculated field:
[Daily workout time per fitness level] > [Benchmark per fitness form]
Results in T/F answers
Edit a Blend
Data tab > Edit Blend Relationships
Add a Statistical Summary Card
Worksheet tab > Show Summary
Make it so that when you hover over a treemap, the related data in the bar chart is highlighted.
Dashboard
> Actions
> Add Action
> highlight
> Select the proper Source Sheet/s and Target Sheet/s
& Change “Run action on” option to “Hover”
See notes for image
What are the options when creating an Action in a dashboard?
Filter
highlight
Go to URL
Go to Sheet
Change Parameter
Change Set Value
In what tabs can you create an action?
Worksheet & Dashboard
(NOT story)
Add Grand totals (the totals do not need to be further aggregated)
Analysis tab > totals > choose option
Remove the city layer from the map.
Map tab > Background layers > unselect “City”
Change Map to a dark style.
Map > Background Maps> Dark
Change Map to a street style.
Map > Background Maps> Streets
Remove the street layer from the map.
Map tab > Background layers > unselect “Streets, Highways, Routes”
Where can you go to open an option to change the formatting of the Dashboard, story, or workbook? As well as Reference Lines, Titles and Captions, filters, & more?
Format Tab
What can you find in the Analytics Panel?
Image 4
What the difference between Map Backgrounds and Map Layers
Backgrounds changed the who background (e.g. dark, satellite, streets). Just one option.
Layers you have multiple options to add to the map (e.g. you can have streets and city visible, but not states or countries)
The Navigation Button allows users to navigate from _______
Dashboards to Dashboards & Worksheets.
Not between visuals inside one dashboard.
Button only found on Dashboard.
What are buttons?
Clicking on them does an action.
Not a filter or a parameter.
