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Detailed Tableau Exam Prep

The document provides a comprehensive overview of key concepts and functionalities in Tableau, a data visualization tool for business intelligence. It covers essential topics such as dimensions vs measures, data types, joins, calculated fields, filters, and various chart types. Additionally, it includes information on Tableau file extensions and dashboard components, making it a useful resource for exam preparation.
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0% found this document useful (0 votes)
37 views4 pages

Detailed Tableau Exam Prep

The document provides a comprehensive overview of key concepts and functionalities in Tableau, a data visualization tool for business intelligence. It covers essential topics such as dimensions vs measures, data types, joins, calculated fields, filters, and various chart types. Additionally, it includes information on Tableau file extensions and dashboard components, making it a useful resource for exam preparation.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Tableau Exam Prep Summary

Detailed Tableau Summary for Exam

Tableau is a powerful data visualization tool used for business intelligence. It works with different data

sources and enables users to create interactive dashboards and charts. Key concepts include:

1) Dimensions vs Measures

- Dimensions: Qualitative data (e.g., Name, Category), shown as blue pills.

- Measures: Quantitative data (e.g., Sales, Profit), shown as green pills.

- Keywords: Categorical, Quantitative, Blue pill, Green pill

2) Discrete vs Continuous Fields

- Discrete: Finite values; creates headers.

- Continuous: Infinite range; creates axes.

- Keywords: Headers, Axis, Blue, Green, Range

3) Tableau Data Types

- Types: String, Number (whole/decimal), Boolean, Date/Time, Geographical.

- Keywords: String, Number, Boolean, Date, Geo

4) Tableau Joins

- Types: Inner, Left, Right, Full Outer.

- Keywords: Join Clause, Data Pane, Join icon, Venn Diagram

5) Data Blending

- Combines data from different sources using primary (blue) and secondary (orange) sources.

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Tableau Exam Prep Summary

- Keywords: Link icon, Primary/Secondary source, Temporary join

6) Calculated Fields

- Custom formulas using existing data fields.

- Keywords: IF, CASE, String Functions, Date Functions

7) Table Calculations

- Perform calculations on aggregated data.

- Examples: Running Total, Index, Percent Difference.

- Keywords: Quick Table Calc, Compute Using

8) LOD Expressions (Level of Detail)

- Control data aggregation independently of view.

- Types: FIXED, INCLUDE, EXCLUDE.

- Keywords: {FIXED, INCLUDE, EXCLUDE}, Aggregation Control

9) Filters in Tableau

- Order of execution: Extract > Data Source > Context > Dimension > Measure > Table Calc.

- Types: Context, Top N, Relative Date, Wildcard.

- Keywords: Filter Shelf, Context Filter, Blue pill, Gray pill

10) Sorting and Grouping in Tableau

- Sorting: Manual, Field-based, Measure-based.

- Grouping: Merges similar items.

- Keywords: Sort icon, Create Group, Manual Drag

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Tableau Exam Prep Summary

11) Tableau Actions, Sets and Parameters

- Actions: Filter, Highlight, URL.

- Sets: Static (manual) vs Dynamic (condition-based).

- Parameters: Accept user input and control values.

- Keywords: Action Filter, Dynamic Set, Parameter Control

12) Tableau Charts

- Types: Bar, Line, Pie, Heatmap, Histogram, Scatter plot, Tree map.

- Keywords: Show Me, Marks Card, Dual Axis, Combo Chart

13) Tableau Dashboard Components

- Components: Horizontal/Vertical containers, Web Page, Image, Filter, Legend.

- Keywords: Tiled, Floating, Actions, Layout Pane

14) Types of Maps in Tableau

- Symbol Maps: Plot points.

- Filled Maps: Color-coded regions.

- Keywords: Latitude, Longitude, Geocoding, Filled

15) Tableau Menu Commands

- Menus: File, Data, Worksheet, Dashboard, Analysis, Map, Story, Format, Server, Help.

- Keywords: Export, Refresh, Save, Connect Data, Show Me

16) What is a Fact Table?

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Tableau Exam Prep Summary

- Central table in a star schema with measurable metrics.

- Keywords: Foreign Keys, Measures, Granularity

17) Tableau File Extensions

- .twb - Tableau Workbook

- .twbx - Packaged Workbook

- .tds - Data Source

- .tdsx - Packaged Data Source

- .tde - Tableau Data Extract (legacy)

- .hyper - Tableau Data Extract (new format)

- .tms - Tableau Map Source

- Keywords: TWB, TWBX, HYPER, TDS

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