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TABLEAU EXAM STUDY GUIDE
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TABLEAUEXAM STUDY
GUIDE
Tableau workbook (.twb) - Answers -Stores a visualization without source data. Good
practice is to always have the source data and Excel workbook in the same folder as
the visualization.
Tableau data source (.tds) - Answers -Stores the server address, password, and other
information required to access a data source.
Tableau bookmark (.tbm) - Answers -Stores a connection to a worksheet in another
Tableau workbook.
Tableau data extract (.tde) - Answers -Stores Tableau data as a filtered and aggregated
extract. You have data from a source and rather than including the entirety of that
source, you have filtered and summarized that data and saved that separately.
Tableau packaged workbook (.twbx) - Answers -Stores extracted data and
visualizations for viewing in Tableau or Tableau Reader. You are sending a copy of your
data and also your worksheets that contain visualizations to other individuals to look at
in Tableau so they can interact with them or in Tableau Reader where they can just
view your data.
Connection Types - Answers -Extract, Live
Live - Answers -Direct connect to data. Slows speed but allows you to make updates to
source. This refers to a data source that Tableau accesses to provide real-time or near
real-time data. Tableau makes queries directly against the database or other sources
and returns results.
,Joins - Answers -Joining multiple tables or sheets from a single data source.
How to create an extract - Answers -Method 1: Connect to a data source. Switch the
connection type from "Live" to "Extract." Go to one of the worksheet and the extract will
be created.
Method 2: From Data, select the data source to extract. Select "Extract Data" to create
the extract. `
Save metadata properties in a .TDS - Answers -From Data, select the data source to
save metadata properties. Choose "Add to Saved Data Sources" then to save the
metadata as tds or tdsx format. TDS files save time and avoid confusion by allowing you
to set up the metadata so users can get straight to building visualizations. By default,
Tableau saves .tds and .tdsx files to the Datasources folder under your Tableau
repository. When you use the default location, you can connect to the data source on
the Connect pane. Use this format if everyone who will use the data source has access
to the underlying file or database defined in the connection information.
Packaged Data Source (.tdsx) - Answers -Contains all information in the data source
(.tds) file, as well as a copy of any local file-based data or extracts. A packaged data
source is a single zipped file. Use this format if you want to share your data source with
people who do not have access to the underlying data that is defined in the connection
information.
Types of Joins - Answers -Inner, left, right, full outer, union
Union - Answers -Though union is not a type of join, union is another method for
combining two or more tables by appending rows of data from one table to another.
Ideally, the tables that you union have the same number of fields, and those fields have
matching names and data types.
Tables and columns are colored to show you which connection the data comes from. -
Answers -
Actions to complete in Tableau: Connect to a Data Source, Join tables, clean up source
data, change the summary operation, split text into multiple columns, story feature:
create a new story, add a text box, hide the title, add a new story point; display
metadata, refresh extract, change data type, pivot columns, merge data using unions ->
merge mismatched fields, rename a data field - Answers -
Story - Answers -Let you create a sequence of story points consisting of worksheets in
your workbook to build a persuasive narrative about your insights. You can only create
stories after you have data visualizations completed - it's the last step before
presentation.
Metadata - Answers -Data about data. In Tableau, field name - as displayed in Tableau,
table - source table that they are coming from, remote field name - field name from back
, in the data source. To export, copy and paste all the metadata (highlight, right-click, and
select "Copy Values").
Data Blending - Answers -Method for combining data that supplements a table of data
from one data source with columns of data from another data source. The view uses all
rows from the primary data source, the left table, and the aggregated rows from the
secondary data source, the right table, based on the dimension of the linking fields (left
join). Dimension values are aggregated using the ATTR aggregate function, which
means the aggregation returns a single value for all rows in the secondary data source.
If there are multiple values for the rows, an asterisk (*) is shown. Measure values are
aggregated based on how the field is aggregated in the view.
Data Blending (continued) - Answers -Data blending is performed on a sheet-by-sheet
basis and is established when a field from a second data source is used in the view.
Data blending requires at least 2 data sources. Whichever data source this first field
comes from will become the primary data source. Switch to another data source and
use a field from that data source on the same worksheet, and the data source will
secondary data source. The orange link means the data is blended because the data
sources are related automatically. The grey link means the data is not blended. If you
click the link, it will turn orange and the data is blended. When you drag a field from a
secondary data source to the view, you might see a warning - this happens when the
secondary data source has no relationship to the primary data source.
Ex: suppose you have two data sources that are related by the State and Date fields. At
least one of these fields must have the active link icon next to it in the secondary data
source. You can make the link active by clicking the link icon in the Data pane or by
using the related field from the primary data source in the view.
The secondary data source may not have any relationships to the primary data source.
Look in the Data pane for the link icon. Tableau automatically links fields that have the
same name. If your fields do not have the same name, you must define a relationship
between them.
When to use data blending rather than cross-database joins - Answers -Data blending is
useful in the following conditions:
•You want to combine data from different databases that are not supported by cross-
database joins (cross-database joins do not support connections to cubes such as
Oracle Essabse, or to some extract-only connections such as Google Analytics. In this
case, set up individual data sources for the data you want to analyze, and then use data
blending to combine the data sources on a single sheet).
•Data is at different levels of detail (Sometimes one data set captures data using greater
or lesser granularity than the other data set.)
•Use data blending instead of joins under the following conditions:
•Data needs cleaning (if you tables do not match up with each other correctly after a
join, set up data sources for each table, make any necessary customizations (that is,
rename columns, change column data types, create groups, use calculations, etc.) and
then use data blending to combine the data.
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