Tableau

95 flashcards by MentisLibrary

Building and reasoning about Tableau vizzes: dimensions and measures, chart choice, calculated fields, level of detail expressions, table calculations, the filter order of operations, parameters, actions, dashboards and publishing.

What is the difference between a dimension and a measure?
A dimension is a qualitative field that slices the data into categories; a measure is a numeric field that gets aggregated.
What does the colour of a pill mean in Tableau?
Blue means discrete, so the field produces headers; green means continuous, so the field produces an axis.
What happens when you drop a measure on a shelf?
Tableau aggregates it, defaulting to SUM, at the level of detail set by the dimensions in the view.
What is the level of detail of a view?
The combination of dimensions present in the view, which determines what one mark represents.
What does the Detail shelf on the Marks card do?
It adds a dimension to the view, splitting the marks more finely without drawing a header, an axis or a colour.
What is a hierarchy?
A stack of dimensions ordered from coarse to fine, drilled through with the plus and minus controls on the pill.
What are Measure Names and Measure Values?
Generated fields: Measure Names is a dimension listing every measure, and Measure Values is a placeholder holding the ones you use.
What is a bin?
A field that groups the values of a measure into equal-width buckets.
What does ATTR() do?
Returns the value of a field if it is the same for every underlying row of the mark, and an asterisk if it is not.
What is a geographic role?
An assignment that tells Tableau a field holds places, which generates Latitude and Longitude so it can be mapped.
What does the Show Me panel do?
Highlights the chart types the selected fields can produce and builds the chosen one for you.
Which chart compares a measure across categories?
A bar chart, which is the most accurate encoding for comparison because the eye compares lengths from a common baseline.
When is a line chart the right choice?
When the horizontal axis is continuous, above all time, so the line encodes change between points.
How do you build a scatter plot?
Put one measure on Columns and another on Rows, then add a dimension to Detail so the marks separate.
How do you make a histogram?
Create a bin from the measure, put the bin on Columns and a count on Rows.
What does a box plot show?
The median, the quartiles, and the whiskers reaching to the furthest point within 1.5 times the interquartile range, with points beyond drawn individually.
What is a dual axis chart?
Two measures drawn in one pane on their own axes, which can then be layered as different mark types.
What does Synchronize Axis do?
Forces both axes of a dual axis chart onto the same scale.
When is a map the right chart?
When the geographic pattern itself is the question, rather than the ranking of the places.
What is a highlight table?
A text table whose cells are coloured by the measure, so the numbers stay readable while the pattern appears.
What does a treemap encode?
Nested rectangles whose area is one measure and whose colour is usually another.
How do you add a reference line?
Drag Reference Line from the Analytics pane onto the axis, then choose the scope and value.
Where do you write a calculated field?
Analysis, Create Calculated Field, or the drop-down at the top of the Data pane.
What is the difference between a row-level and an aggregate calculation?
A row-level calculation runs on each underlying record before aggregation; an aggregate calculation runs on the aggregated values in the view.
Why does Tableau say it cannot mix aggregate and non-aggregate arguments?
Because every branch of a calculation must be at the same level: either all aggregated or all row level.
IF versus CASE in a Tableau calculation
CASE compares one expression against exact values; IF handles any condition, including ranges and compound tests.
What does IIF do?
Evaluates a test and returns one of two values, with an optional fourth value for unknown.
What does ZN() do?
Returns zero when its expression is null, and the value otherwise.
IFNULL versus ISNULL
IFNULL(a, b) returns b when a is null; ISNULL(a) returns a boolean saying whether a is null.
How do you find the number of days between two dates?
DATEDIFF(date_part, start_date, end_date).