Tableau Desktop Specialist Certification Questions and Answers Rated A

Tableau Desktop Specialist Certification Questions and Answers Rated A What is the data source page? This is where you connect to a data source and see sheets from the data source (on left , shown) to bring into the join area. Drag or double click sheets to bring onto the canvas. What is a mark? The shape used to represent data in the viz (bar, line, pie, etc) see "marks card" for full menu of marks features Dimensions Qualitative or categorical data Measures Quantitative data Remember the Undo button Click to undo any action Best view for showing Trends over Time? Best choices are line, area and bar charts, with time on the X-axis and the measure on the Y-axis. Note that area and bar charts treat data differently. Best view for Comparison and ranking? Bar Charts are best Best view to show Correlations between measures? Use a scatter plot Best view to show a Distribution of data? Use a Box-and-whisker plot or histogram Part to whole Avoid pie charts, use bar charts Geographical data Use maps and add pie charts Connecting to data on a server You will need your usual server login credentials and a driver for that server installed on the machine your connecting from Bullet chart A bar chart with a reference line ideal for comparing actual and target numbers Metadata Metadata such as data type and field names displayed in the data source. Tableau indicates number, date, string and geographic metadata by icon below each field name. You can How to manage metadata? To edit metadata either click directly in the data source view or click the manage metadata button to (for example) change the data type or rename the field. Note that you cannot edit the table or remote field names. How do you refresh the data source while you work in Tableau? Right Click the connection on the data pane (in a worksheet) and click "refresh". Tableau will automatically refresh the data each time you open the workbook. Tableau Desktop Workspace This is where you Analyze and visualize your data. Remember that a field is... Just the name of any dimension or measure in the data pane of a worksheet How to change dimensions to measures Click and drag a dimension to the measures area, or vice versa Change default properties of a field Right click the field and select "Default Properties" then change things like numbers format, colors or aggregation. These changes will work across all worksheets. However, if you make changes to field properties by right clicking a pill in the view, the changes only apply to that worksheet. How to create folders When you right click a field in the data pane, do not confuse "Group By" (and then "folder) with the correct way to create a folder! To create a folder, right click a field in the data pane, select "Folders" and then select "Create Folder". You can drag and drop any fields into your folder. Updating the data source With a live connection Tableau can automatically update the viz, or you can manually right click the data source in a worksheet and click "refresh". However, Tableau cannot process the following changes if they are made to the data source: changing the name of columns, or removing columns. If this happens to the source data, the pill for these fields will change to pink with an exclamation appears by the field. You can fix the viz by right clicking the field and selecting "replace references". Then select the renamed field to fix the viz. How to show a filter in the view for any field Click field menu (drop down arrow on a field) for any field in the data pane or view and click "show filter". Filtering dimensions vs measures Filter on a dimension to show a subset or part of a category; filter on a measure to show a specific range of values within the data. Filtering with the filter shelf and filter dialogue box Drag any measure or dimension to the filter shelf and the filter dialogue box will appear. Tabs include: General, wildcard (allows you to filter date via include or exclude), condition (ranges, eg) and top (10). The dialogue box also shows a summary of all filters applied to fields. Fields with filters applied will be shown in the filter shelf. And Logic for filters Tableau applies filters using "and" logic, on top of filters that already apply according to the order of operations. Show mark labels button Filtering on a measure The default setting is "all values" but can be adjusted, and you can pick range of values, at least, at most, special (for null values) and adjust the slider. Double click to re open the filter dialogue box Show Filter Card Right click any dimension or measure, and click "show filter". The field will appear on the filter shelf and its filter appears in the upper right corner of the viz. You can also click on the filter card arrow to open a menu of many filter options. Click customize to click and clear "show all value" setting to remove the "all" default setting. Adding a filter card to the view allows users to filter the data in the view. Filters appear in Tableau Reader. How to filter for a field that is not in your view Click field menu (right click or drop down arrow on field in data menu), and click "show filter". Tableau will place the field on the filter shelf and the filter card appears in the right view. Filter can be moved to another area in the view by click/drag. The default setting is a multiple value list with all values selected. Multiple value vs single value list You can decide whether filters allow for multiple "select" or one single "select". A multiple value list is helpful for comparing/combining different members in a dimension. A single value list is great for showing one dimension at a time. To change either, click the drop down arrow on the filter card and choose the new style. The Customize menu also has other features. Change the title by opening filter menu and selecting "edit title". Default filter type settings for measure vs dimensions Measure: range of values slider; dimension: multiple value list with all values selected. Discrete date parts BLUE Years, quarters months. DIMENSIONS. Continuous date range GREEN Range of dates, relative dates; starting/ending dates, special dates. MEASURES. How to edit date filters Click the drop down menu on the field in the filter shelf and click "Edit Filter" for the dialogue box to appear. Tableau defaults "relative dates" to anchor relative to "today" so the data updates dynamically every time the workbook is opened. How to show filter card (for date filter) Click the drop down arrow on the field in the view and