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What are the export options for Tableau?
.png, .csv, .xlxs
What is the formula to concatenate two strings in Tableau?
[String One]+’’+[String 2]
Example of Fixed LOD with dimension specified
{FIXED [Category] : Sum [Sales]} this means go get all the categories and store their sum with you
For a horizontal bar chart what is needed?
0 or more dimensions or 1 or more measures
A forecast requires
1 date dimension and 1 measure
Area charts require
1 date, 0 or more dimensions, 1 or more measures
Dual line charts require
1 date, 0 or more dimensions, and 2 measures
Dual combination graphs (bar & line) require
1 date, 0 or more measures, and 2 measures
Gant Chart requires
1 date, 1 or more dimensions, and 0 to 2 measures
For a stacked bar chart what is needed?
1 or more dimensions or 1 or more measures
What are the steps to create a context filter
1) create a set 2) in the filters box click the set and add to context
In tableau cloud, what is the minimum frequency at which you can schedule a data extract refresh?
15 minutes
What is a choropleth map?
A choropleth map is a thematic map that visualizes geographical areas or regions with clearly divided colors, shades, or patterns in relation to a given variable.
For a trend line to be in the view, both axes must contain
a field that can be interpreted as a number
What are the two things that tableau has assigned in a data set?
a role and type
A story is
a sequence of visualizations that work together to convey information
A story point is
a single worksheet or dashboard
Tree Maps
a tree map breaks the whole into its parts using a quantitative measure to determine the size of each square
Measure Values contains
all the measures in your data collected into a single field with continuous values
Tableau will create what based on green pills?
an axis
What is needed to create a pie chart?
at least 1 dimension or 1 or 2 measures
Reference lines
can be added at a constant or computed value on the axis
Story navigation types
caption boxes, numberrs, arrows only or dotts
To make a map go from a symbol map to a filled map you
change the mark type to map
What are examples of drag and drop analytics from the analytics pane
clusters, trend lines, reference lines, reference bands, or distribution bands
What do clusters do
color dots on scatter plots based on certain variables
Filled maps make use of blank and not blank
color not size
What are the default properties
comment, color, shape, and sort
Fixed LOD
computes a value using the specified dimensions without reference to the dimension in the view meaning it doesn’t care about the visual LOD it will just compute a value from the data source based directly on your instructions
Include LOD
computes values using the specified dimensions in addition to whatever dimensions are in the view
What type of filter do you use to get sub categories with sales overr 100k?
Condition Filter
All fields must be aggregate or constant when using table calculation functions. What should go with the RANK formula?
Condition Filter
Green pills are
continuous
What are the steps to creating a Quick LOD expression?
Control click (or command click on a mac) the measure you want to aggregate and drag it to the dimension you want to aggregate one
PROPER
converts a text string to proper title casing by capitalizing the initial letter of each word while lower casing all other letters
UPPER & LOWER
converts text string to all upper case or lower case letters
How do you create a table showing the number of orders by category?
Create a function using the COUNT([Order ID]) and then drag the function to the text shelf then category to the row shelf
You have a dataset with a date field that contains dates in the “MM/DD/YYYY’ format but you want to create a view that shows the sum of sales by quarter what function would you use to accomplish this?
datetrunc()
Measures are aggregated by
default
What does this data story type shape mean in Tableau?
Describes how something your audience cares about relates to the bigger picture
What affects the level of detail in a view?
Dimension
You can only create aliases for
dimensions
Dimensions show as blank data and appear as what color?
dimensions show as qualitative data and show as blue pills
Blue pills are
discrete
Aliases can only be applied to …
discrete dimensions and not continuous dimensions
How to get the top 5 in a data set with sub categories that changes month over month?
do a nested sort on the sub category and then create a calculated field on the larger category using the rank formula
How to convert an ordinary bar chart to a stacked bar chart?
drag a dimension to color on the marks card
How to create hierarchies
drag and drop pills on top of each other
When you create a new set using only one dimension they are
dynamic by default which means if you make a change in the data set it will automatically transfer over to tableau
Fixed LOD can be used for
either dimensions or measures
Exclude LOD
explicitly remove dimensions from the expression that is they subtract dimension from the iew level of detail
What are valid worksheet actions in tableau?
filter, highlight, go to URL
Valid dashboard sizes
fixed, range, and automatic
what does the following formula mean: {INCLUDE [Product]: Sum ([Sales])}
for every dimension in the view AND product compute the sum of sales
what does the following formula mean: {EXCLUDE [Sub Category]: Sum ([Sales])}
for every dimension in the view EXCEPT sub category compute the sum of sales
What does the datepart() function do?
gives the date as an integer
What does the datename() function do?
gives the name of the specified input (ex: june, 23)
To add a trend line
go to analysis > trendlines > add trendlines
Pills turn what color when added to a context filter
grey
Sets differ from groups because
groups are fixed and sets are not
Groups can be made x or by using x
groups can be made manually or by using find members
Tableau will create what based on blue pills?
headers
What is the equation to replace missing values with 0’s in the table?
IFNULL(LOOKUP(SUM[Sales],0),0)
Context filters function to
improve performance or create a dependent numerical or top N filter
Sets create
in groups and out groups
Level of detail exprressions
include, exclude, fixed
You cannot make reference lines, bands, and distributions for
instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
Trend lines
instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
A regular trend line (linear)
instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
A logarithmic trend line
instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
Exponential Trend LIne
instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
Sets have what icon
interlocking circles
Nested Sort
lets you select the field value used to determine the sort order & the field doesn’t need to be used in the visualization. Nested sort is different from a field sort because a nested sort considers each pane independently and sorts the rows per pane.
Field sort
lets you specify the field value used to determine the sort order. The field doesn’t need to be used the visualization.
Sets can be made by using what three options
manually, conditions, or top
Include and exclude must always be
measures
Measures show blank data and appear as what color?
measures show as numeric/quantitative data (usually) and appear as green this is because they can be aggregated (ex: summed)
What matters in hierarchies
order
Groups have what icon
paper clip
exclude LOD expressions are useful for
percent of total or difference from overall average scenarios and are comparable to totals and reference lines
What is the function to get the median([Sales])?
Percentile([Sales],.5)
How to make a dual axis
requires two dimensions on the second measure pill use the drop down to select dual axis
LEFT & RIGHT formulas
return the specified number of characters from either the left or the right
SPLIT
returns a substring from a string as determined by a delimiter
What does datetrunc() do?
returns a truncated date of the same data type
LEN fomula
returns number of characters in given string
MID
returns the characters from the middle of a text string given a starting position and length. The first character in the string position is 1. if the length is not inlcuded all characters to the end of the string are returned. If the length is included up to that many characters are returned.
What does the maekdate() function do?
returns the date value that corresponds to a specified integer for a year month and day
What does the window formula do?
Returns the sample variance of the expression within the window
STARTSWITH/ ENDSWITH
returns true if a string starts with or ends with a specific set of charaters
CONTAINS
returns true if string contains the substring
List the quick table calcs
running total, difference, percent difference, percent of total, rank, percentile, moving average
How to add quick table calculatioons
select the drop down menu on a measure and select quick table calculations
Reference bands
shade an area behind the marks in the view between two constant or computed values on the axis
Box and Whisker Plot
shows the range of values along with the average and interquartile ranges
Reference distributions
similar to reference bands but are more powerful. instead of using max and min you can use percentages, percentiles, quantiles, and standard deviation
Histogram
split a single continuous measure into bins or groups to analyze distribution
How to create a bar in bar chart
start with a normal bar chart and then drag the second measure onto the existing axis until you see two horizontal lines then drag measure names from the rows shelf onto color and size in the marks card next go to analysis and turn the stack marks off
What is a .tsv file?
Tab separated value
What are the output file types in tableau prep?
tableau data extract, Microsoft excel, CSV
Bullet Graph
take a bar chart and adds additional elements to create a compact way to analyze performance against a goal or threshold - or comparing the performance of a primary measure against a secondary measure
What is the mark type for a cross tab map
text
What section do you use to open a .tsv file in Tableau Prep Builder?
Text file
P value means
the data is significant or unsignificant
Measure names contains
the names of all the measures in your data collected into a single field with discrete values
The shaded portion of the graph is called
the prediction or confidence interval
R value means
the ratio of the models unexplained variance to the total variance in the data
if tableau prep builder samples the data in the input step what occurs?
the sampled data is used in the flow but the entire data set is used to create the output
You can click on forecast in the marks card and see
the upper prediction interval and lower prediction interval and add to tool tip
If you go to analytics and describe forecast
there will be a summary and model which will tell you how the forecast is calculated
How to get the difference between two dates?
to do this used a fixed function to create a max an min of a date and then use the date diff function
Bar Chart
used to compare data across categories you can have horizontal bar charts, stacked bar charts, or side by side bar charts
Scatter plot
used to explore the correlation between two measures with independent axes and often combined with trendlines
Pie Chart
used to show how a few dimensions compare to one another and the whole (requires 1 or more dimensions or 1 or 2 measures)
Line Chart
used to show trends across time intervals and multiple lines can be used to compare categories within a dimension
Packed Bubble Chart
uses size as the primary visual element to allow for comparison between categories
What is the formula to get the moving average of profit for 5 days
WINDOW_AVG(SUM([Profit]),-4,0)
What can you publish to tableau server?
worksheets, workbooks, and data sources