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Tableau Data Analyst

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Tableau Data Analyst Study Checklist
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0/365Learned

  • Matching stored data to the right connector category in Tableau Desktop
  • Recognizing a data source's type in the Data pane and Data Source page
  • Tableau data source contents and saved .tds versus .tdsx files
  • Choosing a live connection or an extract for a business requirement
  • Creating an extract from the Data Source page in Tableau Desktop
  • Connecting to an existing extract file in Tableau Desktop and Tableau Prep Builder
  • Reducing extract size with aggregation, row limits and hidden fields
  • Logical tables versus physical tables extract storage
  • File connector choice and settings in the Tableau Desktop Connect pane
  • Connecting to a relational database server in Tableau Desktop
  • Custom SQL versus Initial SQL in a Tableau Desktop database connection
  • Connecting Tableau Desktop to a published data source on Server or Cloud
  • Connecting to published data sources while web authoring
  • Connecting Tableau Prep Builder to a published data source
  • Editing limits on a published data source in a workbook
  • Creating a local copy of a published data source
  • When to connect to a published data source instead of an embedded one
  • Replacing a worksheet's data source in Tableau Desktop
  • Field mapping and invalid fields after replacing a data source
  • Replace Data Source versus Edit Connection for a moved or changed file
  • Traits of well-structured data for Tableau analysis
  • Completeness, consistency, and accuracy issues in sample data
  • Inspecting data quality in Tableau Desktop before analysis
  • Profiling data quality with the Tableau Prep Builder Profile pane
  • Validating field values with data roles in Tableau Prep Builder
  • Applying cleaning operations in a Tableau Prep Clean step
  • Cleaning operation availability and order across Tableau Prep step types
  • Hiding and unhiding fields in the Tableau Desktop Data pane
  • Creating Data pane folders and adding fields to them in Tableau Desktop
  • Relationships versus joins for tables at different levels of detail
  • Defining a relationship between logical tables
  • Join types and join clauses in the Tableau Desktop physical layer
  • Cross-database joins across multiple connections
  • Unioning tables in Tableau Desktop
  • Data blending with primary and secondary data sources
  • When to use Data Interpreter on a report-style spreadsheet in Tableau Desktop
  • Reviewing Data Interpreter results and working with found sub-tables
  • Data Interpreter availability: supported sources and size limits
  • Pivoting crosstab columns to rows on the Tableau Desktop Data Source page
  • Automatic split versus custom split in Tableau Desktop
  • Sequencing Data Interpreter, pivot, and split to reshape a report-style source
  • Extract filters versus data source filters
  • Configuring an extract filter in Tableau Desktop
  • Adding and editing data source filters in Tableau Desktop
  • Extract and data source filters in the filter order of operations
  • Selecting the Tableau Prep step type for a business requirement
  • Quick Clean string operations in a Tableau Prep clean step
  • Grouping inconsistent values with Group Values methods
  • Building a Union step in a Tableau Prep flow
  • Wildcard input unions of files and database tables in Tableau Prep
  • Creating and configuring a join step in Tableau Prep
  • Choosing a join type in the Tableau Prep join step
  • Inspecting and fixing unmatched join results in Tableau Prep
  • When to add an Aggregate step to change flow granularity in Tableau Prep
  • Grouped Fields versus Aggregated Fields in a Tableau Prep Aggregate step
  • Filter options in a Tableau Prep flow step
  • Filter timing around Aggregate, Pivot, Join and Union steps in Prep
  • Pivot columns to rows in a Tableau Prep pivot step
  • Wildcard search pivot for changing column sets in Tableau Prep
  • Pivot rows to columns with aggregation in Tableau Prep
  • Flow files (.tfl and packaged .tflx) versus running a flow to generate output
  • Choosing a Tableau Prep Builder output type for a business requirement
  • Prep output write options and full versus incremental refresh
  • Changing a field's data type in Tableau Desktop
  • Default sort order for dimension members in Tableau Desktop
  • Default field properties for aggregation, format, color and shape
  • Renaming fields in Tableau Desktop and the scope of the change
  • Discrete headers versus continuous axes when converting a numeric field
  • Discrete date parts versus continuous date truncations
  • Converting a field on a shelf versus in the Data pane
  • Field data types eligible for discrete or continuous conversion
  • When a numeric field should be treated as a dimension
  • When to convert a dimension to an aggregated measure
  • Converting to dimension versus converting to discrete
  • Creating aliases for dimension members in Tableau Desktop
  • Field roles and data types eligible for aliasing
  • Aliasing fields from a published data source
  • DATEPART versus DATENAME versus DATETRUNC
  • Elapsed time between two dates with DATEDIFF
  • Shifting a date by an interval with DATEADD
  • Year-to-date and rolling-period flags anchored to TODAY or a fixed date
  • DATEPARSE format strings for nonstandard date text
  • Text standardization with case, trim and REPLACE functions
  • String tests with CONTAINS, STARTSWITH and ENDSWITH
  • Substring extraction with LEFT, RIGHT, MID and FIND
  • SPLIT function for delimited string tokens
  • Regular expression functions for irregular text patterns
  • Boolean comparison calculations as filter and color fields
  • IF, ELSEIF and ELSE logic for tiered categories
  • Choosing among IF, IIF and CASE in a calculated field
  • IN operator versus chained OR conditions for membership tests
  • AND, OR and NOT evaluation with null values
  • ISNULL, IFNULL and ZN for null testing and replacement
  • ROUND versus CEILING versus FLOOR for rounding numeric values
  • ABS and SIGN for variance magnitude and direction
  • DIV and the modulo operator for integer quotients and remainders
  • Exponent, root and logarithm functions in calculated fields
  • HEXBINX and HEXBINY for hexagonal binning of coordinates
  • INT versus FLOAT numeric casting in calculated fields
  • STR casting for concatenation and numeric codes
  • Fixing a date field read as text in Tableau Desktop
  • Building dates and times from separate parts
  • Casting Boolean expressions to numbers or strings
  • Mixing aggregate and row-level expressions in a calculated field
  • COUNT versus COUNTD for counting unique members
  • Aggregate MIN and MAX versus two-argument comparisons
  • Conditional aggregation with logic inside an aggregate function
  • Ratio of aggregates versus aggregated row-level ratios
  • Median, percentile and dispersion aggregate functions
  • Correlation and covariance aggregate functions
  • Converting latitude and longitude fields to spatial points with MAKEPOINT
  • Origin-to-destination paths with MAKELINE for flow and spider maps
  • Spatial measurement calculations for distance, area and length
  • Radius areas around a location with BUFFER and INTERSECTS
  • Spatial joins in Tableau Desktop using a MAKEPOINT join calculation
  • Moving Calculation settings in the Table Calculation dialog
  • WINDOW_AVG offsets for a rolling average calculated field
  • WINDOW_AVG across the partition to compare marks with their average
  • Percent of Total table calculation and its Compute Using scope
  • Percent of total formula built with the TOTAL table calculation function
  • Percent of total under filtering: table calculation versus LOD denominator
  • Running Total table calculation setup in Tableau Desktop
  • RUNNING_SUM and related running functions in calculated fields
  • Secondary calculations layered on a running total
  • Difference From versus Percent Difference From versus Percent From
  • Relative to options for difference table calculations
  • LOOKUP-based difference and percent difference formulas
  • Hiding versus filtering marks a table calculation depends on
  • Percentile quick table calculation and its Compute Using setup
  • RANK_PERCENTILE versus WINDOW_PERCENTILE versus the PERCENTILE aggregate
  • INDEX numbering and Compute Using direction and partition
  • INDEX versus RANK, FIRST, LAST and SIZE table calculation functions
  • Rank quick table calculation scope and Compute Using
  • Rank function variants and tie handling
  • Filtering by a rank table calculation versus a Top N filter
  • Applying a quick table calculation to a measure in the view
  • Matching a business requirement to a quick table calculation type
  • Year over year growth, YTD and compound growth rate quick calculations
  • Quick table calculation defaults versus manually configured table calculations
  • Compute Using direction and scope options for a table calculation
  • Specific Dimensions: addressing versus partitioning fields
  • Turning a table calculation into a reusable calculated field
  • Nested table calculations with independent Compute Using settings
  • Keep Only and Exclude on selected marks and headers
  • Aggregated versus row-level (All values) measure filters
  • Quantitative filter options for measures
  • Range of dates versus discrete date-level filters
  • Relative date filters and anchor dates
  • Interactive filter cards for dimensions, measures and dates
  • Include versus exclude selections on the Filter dialog General tab
  • Wildcard match filters on string dimensions
  • Condition filters by field versus by formula
  • Top N and Bottom N filters on the Filter dialog Top tab
  • Combining General, Wildcard, Condition and Top tabs in one filter
  • Filter order of operations in Tableau Desktop
  • Context filters for dependent Top N and conditional filter results
  • Context filter performance practices
  • Apply to Worksheets scope options for a shared filter
  • Filtering across multiple data sources with related data sources
  • Parameter data types and allowable values for calculation inputs
  • Parameter-driven threshold and what-if calculations in Tableau Desktop
  • Swapping measures, dimensions or date levels with a parameter and CASE
  • Parameter-driven Top N and Bottom N filters
  • Parameter-referencing calculated fields as view filters
  • Parameter-driven reference lines, bands and target lines
  • Dynamic parameter allowable values refreshed when the workbook opens
  • Dynamic parameter current value set from a calculation
  • Dynamic sets versus fixed sets
  • In/Out mode versus showing set members in the view
  • Sets in calculations and filters, including Top N and Others
  • Combined sets for comparing cohorts
  • Set controls for viewer-driven set membership
  • Set actions for changing set membership from mark selection
  • Creating and editing a binned dimension from a numeric field in Tableau Desktop
  • Interpreting bin ranges and bin labels in a view
  • Building a histogram from a binned dimension
  • Bin field limitations and calculated-field bin alternatives
  • Building and maintaining a custom hierarchy in the Data pane
  • Drilling up and down through hierarchy levels in a view
  • Creating a group from the Data pane versus from selected marks or headers
  • Groups to correct inconsistent dimension values versus aliases
  • Choosing groups, sets, bins or hierarchies to structure data
  • Geographic roles and location fields for map views
  • Building a proportional symbol map in Tableau Desktop
  • Choosing a map type for a spatial question
  • Building a density map from latitude and longitude in Tableau Desktop
  • Building a filled map in Tableau Desktop
  • Aggregating a rate or percentage measure on filled-map Color
  • Adding marks layers to a map view in Tableau Desktop
  • Marks layer order, visibility, selection and zoom extent settings
  • Marks layers versus dual-axis maps for overlaying geographic data
  • Adding row grand totals, column grand totals and subtotals in Tableau Desktop
  • Automatic totals versus two-pass totals with Total All Using
  • Totals limitations with table calculations and blended data source fields
  • Adding a reference line to a continuous axis in Tableau Desktop
  • Reference line value and aggregation choices
  • Table, Pane and Cell scope for Analytics pane lines and bands
  • Basing a reference line on a measure that is not in the view
  • Configuring reference band start and end values in Tableau Desktop
  • When to use a reference band versus other Analytics pane objects
  • Average lines from the Analytics pane: scope, measures and aggregation
  • Average with 95% CI versus a plain average line
  • Choosing a trend line model type for the shape of the data
  • View conditions that prevent adding trend lines
  • One trend line versus separate trend lines per segment
  • Interpreting trend line statistics and significance
  • Reference distribution computation choices for a business requirement
  • Median with Quartiles and other distribution presets
  • Percentage distribution bands against a target in bullet graphs
  • Distribution band versus reference band, reference line and box plot
  • Adding a default forecast to a view in Tableau Desktop
  • Default forecast model, trimming and prediction intervals
  • Forecast result types and Describe Forecast for evaluating a forecast
  • View structures that support a forecast
  • View elements and data conditions that block a forecast
  • Forecast length options in Tableau Desktop
  • Forecast prediction interval configuration
  • Forecast source data settings for partial periods and missing values
  • Automatic versus custom forecast model selection
  • Multiplicative forecast model constraints and custom-model errors
  • FIXED LOD expression syntax and dimension declaration
  • FIXED LOD granularity versus the view level of detail
  • Quick LOD calculation creation in Tableau Desktop
  • Conditional logic inside a FIXED LOD aggregate expression
  • Comparing row-level values with a FIXED aggregate
  • FIXED LOD results as dimensions or measures
  • FIXED, INCLUDE and EXCLUDE under dimension and context filters
  • FIXED LOD calculations in Tableau Prep Builder versus Tableau Desktop
  • Writing an INCLUDE LOD expression for a metric finer than the view
  • INCLUDE versus FIXED as view dimensions change
  • EXCLUDE LOD syntax for removing a dimension from the view level of detail
  • Share-of-total and difference-from-average calculations built on EXCLUDE
  • EXCLUDE results across different view structures
  • Writing a nested LOD to aggregate per-entity totals at a coarser level
  • Dimensionality inheritance of inner INCLUDE and EXCLUDE in nested LODs

3.1.1. Create basic charts from scratch

0/15

  • Choosing a chart type for the analytical question
  • Bar charts and stacked bars from dimensions and measures
  • Line charts with discrete versus continuous dates
  • Area charts and stacked area marks
  • Pie charts with the Pie mark type
  • Text tables (crosstabs) with Measure Names and Measure Values
  • Highlight tables for comparing values across categories
  • Scatter plot construction and mark level of detail
  • Histograms from a continuous measure
  • Box-and-whisker plots for showing distribution
  • Tree map construction with size and color encoding
  • Packed bubble chart construction
  • Gantt charts for durations and schedules
  • Individual, blended, and dual axes for multiple measures
  • Dual-axis combination charts with mixed mark types

3.1.2. Sort data

0/5

  • Computed sort versus manual sort
  • One-click sorting from an axis, header, field label, or the toolbar
  • Sort dialog options, including sorting by a field not in the view
  • Nested versus non-nested sorts across panes
  • Clearing sorts and disabling sort controls in published views

3.2.1. Combine sheets into a dashboard by using containers and layout options

0/7

  • Choosing a dashboard size behavior for the target display
  • Adding sheets to a dashboard and swapping one sheet for another
  • Tiled versus floating dashboard items
  • Horizontal and vertical layout containers
  • Precise item positioning with the Layout pane, grid, and item hierarchy
  • Auto-resizing sheets in a layout container when marks are selected
  • Parameter-driven sheet swapping in a dashboard layout container

3.2.2. Add objects

0/4

  • Choosing a dashboard object type for a layout or content requirement
  • Text objects for dashboard headers and explanatory content
  • Image object configuration: inserted file versus linked web image
  • Download object export options on a dashboard

3.2.3. Create stories using story points

0/4

Stories versus dashboards for sharing analytical findings

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Building story points and saving changes with the story toolbar

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Story navigator styles, captions and presentation mode

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Story size and fitting dashboards to a story

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3.3.1. Use filter in a dashboard

0/4

  • Apply to Worksheets scopes for dashboard filter cards
  • Filter card control types for dashboard viewers
  • Cascading dashboard filters with relevant-values settings
  • Dashboard views as filters with Use as Filter and Ignore Actions

3.3.2. Add filter, URL, and highlight actions

0/7

  • Choosing a dashboard action type for a requirement
  • Configuring filter action source and target sheets in a dashboard
  • Hover, select, and menu triggers for dashboard actions
  • Filter action behavior when the selection is cleared
  • Filter action target field mapping across data sources
  • Highlight actions and target highlighting options
  • Go to URL actions: targets, field values, and multiple-value options

3.3.3. Create interactivity using dynamic zone visibility

0/3

  • Field and parameter requirements for controlling zone visibility
  • Revealing a hidden dashboard zone with a parameter action
  • Dynamic zone visibility versus show/hide buttons

3.3.4. Add navigation buttons

0/2

  • Configuring a dashboard Navigation object and its button style
  • Navigation buttons versus Go to Sheet actions and sheet selectors

3.3.5. Create interactivity using set and parameter actions

0/4

  • Creating and configuring set actions in a Tableau Desktop dashboard
  • Creating a parameter action and its required components
  • Parameter actions with reference lines and calculation-driven views
  • Parameter action aggregation for multiple selected marks

3.3.6 Create show/hide buttons for dashboard objects

0/1

  • Adding and configuring a Show/Hide button for a dashboard object

3.4.1. Apply color, font, shapes, styling

0/7

  • Color and size encoding on the Marks card
  • Edit Colors options for categorical and quantitative palettes
  • Shape mark type and shape encoding by dimension
  • Workbook-level versus worksheet-level formatting
  • Worksheet fonts and text alignment in the Format pane
  • Formatting titles, captions, legends, and filter or parameter cards
  • Dashboard and dashboard object styling with shading, borders, and background

3.4.2. Add custom shapes and color palettes

0/3

  • Adding custom shapes and assigning them to marks
  • Building a custom color palette in Tableau Desktop
  • Categorical, sequential, and diverging custom palette types

3.4.3. Add annotations

0/2

  • Mark, point, and area annotations with dynamic text
  • Annotation formatting, repositioning, and web authoring limits

3.4.4. Customize tooltips

0/3

  • Dynamic tooltip text with the Insert menu and the Tooltip shelf
  • Tooltip command buttons and selection by category
  • Viz in Tooltip setup, filtering, and sizing

3.4.5. Apply padding

0/2

  • Outer padding versus inner padding on dashboard items
  • Padding versus Blank objects for dashboard white space

3.4.6. Format gridlines, row-level and column-level bands, and shading

0/3

  • Grid lines and zero lines in the worksheet Format Lines pane
  • Row and column banding settings in the worksheet Shading pane
  • Background shading for panes, headers, totals and grand totals

3.4.7. Create a responsive design for specific device layouts

0/5

  • Adding device layouts and controlling which items they contain
  • Size settings for a device layout frame
  • Auto-generated versus manually edited phone layouts
  • How a published dashboard selects which device layout to display
  • Optimizing dashboard content for phone viewers
  • Publish Workbook workflow in Tableau Desktop
  • Sheet visibility, tab navigation and view permissions when publishing a workbook
  • Embedded versus separately published data sources
  • Include External Files versus UNC paths for file-based data when publishing
  • Publish Data Source workflow in Tableau Desktop
  • Data source customizations and hidden fields in a published data source
  • Embedded credentials versus prompting users for published data
  • Publishing a Tableau Prep output as a published data source
  • Choosing a download format for a view on Tableau Server or Tableau Cloud
  • Data versus Crosstab downloads from a published view or dashboard
  • PDF and PowerPoint download options for views, dashboards and stories
  • Downloading a published workbook for an earlier Tableau Desktop version
  • Exporting views from Tableau Desktop as images, PDFs or PowerPoint
  • Exporting view data and data source data from Tableau Desktop
  • Publishing a flow from Tableau Prep Builder to Tableau Server or Tableau Cloud
  • Flow readiness checks before publishing from Tableau Prep Builder
  • Packaged input files versus network share locations for a published flow
  • Connection credentials and flow ownership for a published flow
  • Publishing draft flows created in Tableau Prep on the web
  • Running published flows on demand or as scheduled flow tasks
  • Full versus incremental extract refresh
  • On-demand extract refresh versus a scheduled refresh
  • Setting an extract refresh schedule while publishing from Tableau Desktop
  • Adding published content to a refresh schedule on Tableau Cloud or Tableau Server
  • Tableau Cloud refresh scheduling versus Tableau Bridge refresh by data location
  • Chart and axis requirements for a data-driven alert
  • Creating a data-driven alert on a published view
  • Who can create, join and edit a data-driven alert
  • Relative date filters for alerts on time-based views
  • Data-driven alerts versus subscriptions for notifying stakeholders
  • Fixing failing and suspended data-driven alerts
  • Creating a subscription to a published view or workbook
  • When Data Refreshes versus scheduled subscription frequency
  • Subscribing other users and groups to published content
  • Subscribing to a filtered view through a saved custom view
  • Updating, unsubscribing from and resuming suspended subscriptions
  • Saving a custom view of a published view
  • Custom view visibility and sharing by site role
  • Custom views versus web editing of published content
  • Custom view dependencies on the original content and owner
  • Site role capabilities for analyst tasks on Tableau Server and Tableau Cloud
  • Setting permissions while publishing from Tableau Desktop
  • Evaluating Allowed, Denied and Unspecified permission rules for users and groups
  • Licenses, site roles and content permissions in effective access
  • Web editing a published workbook: Save versus Save As
  • Sharing published content directly with users versus copying a link
  • Access requirements when distributing a workbook to users without permission
  • Sharing a modified view state versus a saved custom view
  • Embedding a published view in a webpage

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Story size and fitting dashboards to a story

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Practice Question

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This is one of 365 concepts on the Salesforce Tableau Data Analyst exam.

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Story size and fitting dashboards to a story

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Practice Question

Studying for this exam?

This is one of 365 concepts on the Salesforce Tableau Data Analyst exam.

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Keep going

Next conceptApply to Worksheets scopes for dashboard filter cards

Explainer

A Tableau story is a sequence of story points, each holding a view or a dashboard, that you publish to the web or present to an audience. The story has its own size, and each dashboard also has its own size. A dashboard can be set to "Fit to" a specific story so the two match exactly.
Core information
  • When you click the New Story tab, you choose the story's size in the lower-left corner of the screen. You can pick one of the predefined sizes or set a custom size in pixels.
More details and nuances
  • You can apply Fit to before or after adding the dashboard to the story. One approach is to add the dashboard to a story point, notice the scroll bars, then go back to the dashboard and set Fit to. Another is to set Fit to on the dashboard first, then add it to a Blank story point.

Explainer

A Tableau story is a sequence of story points, each holding a view or a dashboard, that you publish to the web or present to an audience. The story has its own size, and each dashboard also has its own size. A dashboard can be set to "Fit to" a specific story so the two match exactly.
Core information
  • When you click the New Story tab, you choose the story's size in the lower-left corner of the screen. You can pick one of the predefined sizes or set a custom size in pixels.
More details and nuances
  • You can apply Fit to before or after adding the dashboard to the story. One approach is to add the dashboard to a story point, notice the scroll bars, then go back to the dashboard and set Fit to. Another is to set Fit to on the dashboard first, then add it to a Blank story point.