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BUAN 132 Tableau Final Exam Questions and
Correct Answers
File Menu
✓ ~: For any Windows program the file menu contains New, Open, Close, Save, Save As,
and Print, functions. The most frequently used feature found in this menu is the Print to
pdf option. This allows us to export our dashboard or worksheet in pdf form. If you don't
remember where Tableau places files, or you want to change the default file-save
location, use the repository location option for review the file and change it. We can create
a packaged workbook from the export packaged workbook option in a fast manner.
Data Menu
✓ ~: You can use a data menu if you find some interesting tabular data on a website that
you want to analyze with Tableau. Highlight and copy the data from the site, then use the
Paste Data option to input it into Tableau. Once pasted, then Tableau will copy the data
from the Windows clipboard and add a data source in the data window. The Edit
Relationships menu option is used in data blending. This menu option is needed if the
field names are not identical in two different data sources. It allows you to define the
related fields correctly
Worksheet Menu
✓ ~: The Export option allows you to export the worksheet as an Excel crosstab, an image,
or in Access database file format. The Duplicate as Crosstab option creates a crosstab
version of the worksheet and places it in a new worksheet.
Shelf
✓ ~: is an area or window on the visualization screen where you can drop pieces of data so
that Tableau can
Dimension Shelf
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✓ ~: The dimension presents in the data source for example- customer (customer name,
segment), order (order date, order id, ship date, and ship mode), and location (country,
state, and city) these all type of data source can be viewed in the dimension shelf.
Measure Shelf
✓ ~: The measures present in the data source, for example- Discount, Profit, Profit ratio,
Quantity, and Sales- These all types of data source can be viewed in the measure shelf.
Marks Type
✓ ~: the type of visual element displayed in the View section of the Tableau worksheet.
Worksheet
✓ ~: The worksheet is the space where the actual visualization, design, and functionalities
are viewed in the workbook. A worksheet can be connected to one or more data sources
(with linking/common fields) for its data.
Workbooks (.twb)
✓ ~: Tableau workbook files have the .twb file extension. Workbooks hold one or more
worksheets, plus zero or more dashboards and stories.
Aggregation
✓ ~: Tableau will attempt to aggregate measures in the view. This means that Tableau
collects individual row values from your data source into a single value that is adjusted to
the level of detail in your view. Example aggregations include data that is averaged
(AVG), added (SUM), or set to the minimum (MIN) or maximum (MAX) value from the
individual row values. The Analysis menu can be used to toggle between aggregated and
disaggregated measures (will created more data point marks in the view). The height of
bars in a bar chart is determined by aggregating.
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