Tableau Desktop Specialist Exam|135
Questions and Answers A+ Graded
Live vs. extracts data connection - -LIVE
- changes will be shown automatically
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
- How to save metadata properties in a .TDS - -1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
- When is it best to use a blend? - -1. Cross-database join is not supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
- How do you rename a data field? - -Right click on the data field and select
'rename'
- How to assign an alias to a data value? - -Right click a dimension and
select 'Aliases". In the edit aliases dialog box, under value, select a member
and enter a new name
- How to assign a geographic role to a data field? - -click the data type icon
next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
- Change data type for a data field (number, date, string, boolean, etc) - -A.
On the data source page, click on the icon associated with the field and
select the new data type
B. In the data pane, if you right click on the field and scroll down to 'change
data type'
, - Change default properties for a data field (number format, aggregation,
color, date, format, etc) - -In the data pane, right click on the field, scroll
down to 'default properties' and change the desired value
- How to create a visual group? - -Control click all of the fields you want
created in the group.
Right click on these values and select the group button
- How to create a group using labels? - -Right click on the field you would
like to be grouped, click on 'create' and then 'group'. Be sure to select
'include other'
- How to create a set? - -for a static set, select all fields you want included
in the set from the view, right click and select 'create set'
for a dynamic set, right click on the field you want to create a set for, scroll
down to 'create' and select 'set'
- How to add a context filter? - -They are executed before normal filters.
Right click on the field you want to be a context filter and click 'add to
context'
(ex: find top 5 for each sub-category)
- How to add a reference line or a trend line? - -You can only add a
reference line to continuous fields. A. Go to the Analytics pane and drag the
reference line to the visualization
B. Right click the axis and select 'add reference line'
- What is a table calculation and how do you create them? - -calculations
that we made on the output table. It is represented by a triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add
a table calculation to the view
- How do you edit the bin size of a histogram? - -a bin is the bucket size of
each histogram bar. Right click the field you want to create a bin for, go to
create and select 'bin'
You can either input a number or you can create a parameter to edit the bin
size.
- How do you create a calculated field (ex. string, date, simple arithmetic)? -
-this is a new field from our existing data.
Right click the blank area in the data pane and select "create calculated
field". You can then select functions to help you create your calculated field
Questions and Answers A+ Graded
Live vs. extracts data connection - -LIVE
- changes will be shown automatically
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
- How to save metadata properties in a .TDS - -1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
- When is it best to use a blend? - -1. Cross-database join is not supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
- How do you rename a data field? - -Right click on the data field and select
'rename'
- How to assign an alias to a data value? - -Right click a dimension and
select 'Aliases". In the edit aliases dialog box, under value, select a member
and enter a new name
- How to assign a geographic role to a data field? - -click the data type icon
next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
- Change data type for a data field (number, date, string, boolean, etc) - -A.
On the data source page, click on the icon associated with the field and
select the new data type
B. In the data pane, if you right click on the field and scroll down to 'change
data type'
, - Change default properties for a data field (number format, aggregation,
color, date, format, etc) - -In the data pane, right click on the field, scroll
down to 'default properties' and change the desired value
- How to create a visual group? - -Control click all of the fields you want
created in the group.
Right click on these values and select the group button
- How to create a group using labels? - -Right click on the field you would
like to be grouped, click on 'create' and then 'group'. Be sure to select
'include other'
- How to create a set? - -for a static set, select all fields you want included
in the set from the view, right click and select 'create set'
for a dynamic set, right click on the field you want to create a set for, scroll
down to 'create' and select 'set'
- How to add a context filter? - -They are executed before normal filters.
Right click on the field you want to be a context filter and click 'add to
context'
(ex: find top 5 for each sub-category)
- How to add a reference line or a trend line? - -You can only add a
reference line to continuous fields. A. Go to the Analytics pane and drag the
reference line to the visualization
B. Right click the axis and select 'add reference line'
- What is a table calculation and how do you create them? - -calculations
that we made on the output table. It is represented by a triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add
a table calculation to the view
- How do you edit the bin size of a histogram? - -a bin is the bucket size of
each histogram bar. Right click the field you want to create a bin for, go to
create and select 'bin'
You can either input a number or you can create a parameter to edit the bin
size.
- How do you create a calculated field (ex. string, date, simple arithmetic)? -
-this is a new field from our existing data.
Right click the blank area in the data pane and select "create calculated
field". You can then select functions to help you create your calculated field
