1) You want to create a PivotTable of your own. What is the next step after selecting any
cell inside the table you are using
Select PivotTable on the Insert tab
2) Lee-Jin created a conditional format based on a formula. What is the
advantage of using a formula-based conditional format?
Lee-Jin can update the rule by changing values in cells the formula
references
3) Miguel wants to modify his PivotTable to include currency. Which action
allows him to do this in the PivotTable?
Change the format applied to the data field
4) Which visual summary tool would you most likely use when you want
to work flexibly with a large data set?
PivotChart
5) You can use a _ filter to display just the highest or lowest values in a
data set.
Top10
6) Paola would like to show a visual presentation of how a particular entity
performed as compared to a target. Her space is limited. Which type of
sparkline is best for her to use?
a Win/Loss sparkline
7) Rozanne used a filter with a second criteria. Now she is changing her
mind, and wants to undo the filters in reverse order. Which option is
the best approach Rozanne should use to do this?
Press Ctrl+Z.
Chapter 2
1) Jack creates a shape in one worksheet and is trying to link a value from
a table in another sheet. He selects that value and then presses Enter,
but he gets an error. Why is this?
Excel will not allow Jack to link an Excel table cell to a shape.
2) Laurel is working in a workbook and sees =DeptExpenses.xlsx! DeptExpenses[[#Totals],[Expenses]] in the reference field of her second worksheet. Why is this showing?2) Laurel is working in a workbook and sees =DeptExpenses.xlsx! DeptExpenses[[#Totals],[Expenses]] in the reference field of her second worksheet. Why is this showing?
A link was created to a cell in an Excel table in another workbook
3) Giesha has a dashboard with more rows of information than will appear on screen at one time. She wants to collapse and expand a group of rows by clicking a button at the left edge of the worksheet. After she selects the rows, what is the first action she should take?
She needs to group the selected rows.
4) Which of the following pieces of information is NOT contained within a reference to a cell in another workbook?
Named range
Creating interactive tableau dashboards
1) Your dashboard targets senior managers who are determining whether quarterly production goals were on track, going back two years. What should your dashboard include?
high-level data based on extracts, with little interactivity
2) Which dashboard type should be designed with the highest level of interaction?
exploratory
3) Unlike a dashboard you might design for your management team, a dashboard designed for an operations team should be _
more focused
4) Should you usually consider setting a background color for every container you add?
Yes, because it makes it easier to confirm that an element is placed in the
right container
Chapter 2
1) What is one reason to choose a tiled layout over a floating layout?
It will perfectly snap elements in place
Chapter 3
1) You’ve just hidden a filter container on your dashboard. Will the filters inside this container still filter normally?
Yes, because all filters will still act as though they’re shown.
2) You had a filter added to a view, and then you added this view to a dashboard. Will this filter affect other views as well?
This filter will affect other views, but only if it is set to apply to all
worksheets.
3) You want to be able to filter a dashboard to show only one date at a time, choosing from a very long list of dates available. Which filter format will work best
Single Value (dropdown)
Chapter 4
1) What is one good reason to add borders around containers?
to visually group the dashboard parts that belong together
2) Your dashboard has a bar chart showing average height by age, and is color-shaded by this height. How should you color an adjacent bar chart showing average weight by age?
Use a different color scheme, and color by weight
3) When should you keep the title of a view?
when it adds to the data or the design
Chapter 5
1) The best way to trigger a URL action opening in an external browser is by using a _ action.
menu
2) You have two highlight actions active: from sheet A to sheets B and C, and from sheet B to sheet C. What happens when you select a mark in sheet A, and then a highlighted mark in sheet B
Sheet C will highlight the marks that match the selections on both sheets A
and B.
3) You have a filter action applied to one sheet, and then another filter
action applied to another sheet. How will the two actions add up?
The two filters will be combined.
4) When adding proportional brushing, why is it important for the set
action to run on single select only?
Multiple selects are not supported by proportional brushing
5) What is the possible side effect of adding a dimension to the mark details
It may result in more marks
6) Asymmetric drill downs allow you to _.
expand a single group in a hierarchy
7) Which Go to Sheet scenario is better implemented using a button,
rather than a menu?
going from a detailed dashboard back to the top-level dashboard
8) A filter action is different from a standard filter in that it does not _.
impact dashboard performance
Chapter 6
1) In Freytag’s Pyramid, which section shows different points of view?
rising action
2) In contrast to a data visualization, a data story _.
guides you to the information
Chapter 7
1) What characterizes an exploratory dashboard?
It offers a lot of interaction
2) Which is an example of a bad way to design a data story?
a single static view with interactive features to allow an investigation
3) What characterizes an informative dashboard?
It focuses on one question.
Tableau essential training
1) Which Tableau product can you use to clean and prepare data?
Tableau Prep
2) Which Tableau file type stores a connection to a worksheet in another Tableau workbook?
Tableau bookmark (.tbm)
3) You want to install a driver that would connect to other data sources
outside of Tableau. Where would you go to install such a driver?
to the Tableau.com support page
Chapter 2
1) How do you connect to a data file?
by going to the navigation bar, and then selecting the type of file you want
2) Which type of join is created when two files are combined by a field that they have in common?
an inner join
3) If you want to change the summary operation, what should you select from the menu that appears when you click the down arrow of a field positioned on a shelf
Measure
4) You have a couple of columns in your sheet that need to be separated, one of which is the customer name. Which steps do you have to take to separate the first and last names into their own columns?
Hover your cursor over the “Cust Name” header, and then select the down
arrow and choose Split.
5) Which tool is used to clean up source data in Tableau?
the Data Interpreter tool
6) How does Tableau let users join data sources with inconsistent field names?
by identifying the fields that each sheet has in common
7) What are Tableau stories used for?
to convey a persuasive narrative about the user’s insights
Chapter 3
1) What is the keyboard shortcut to create a new worksheet in Tableau?
Ctrl+M
2) How can you move a sheet to a different position within a workbook?
Drag the sheet tab to a different location.
3) Your dashboard includes a certain worksheet. You delete this worksheet, then save the dashboard. What will happen if you then use the Revert to Saved action?
There is actually no worksheet to revert to since last save.
4) When you examine your data source, how is the data set organized?
in columns
5) When is saving your workbook as a PDF file beneficial?
when you want to send your documents but not have any interaction
6) What is the keyboard shortcut to save a file in Tableau?
Ctrl+S
7) Nasim exported data to a .csv file and then displayed it in Excel. However, now there is data loss. What should he do next?
Select the Don’t show again button to have all the data visible.
8) If you hide the Filters and Marks cards to make more room for your visualization, how can you unhide them?
Go to Worksheet, point to Show Cards, and then select Reset Cards.
9) When you select the Manage Metadata button, the remote field name is displayed. What does this name tell you?
the field name from the original data source
10) When exporting visualizations to PowerPoint, which extension should you select?
pptx
11) If you set a worksheet’s tab color to green, what will happen when you switch to another worksheet?
The first worksheet remains green.
12) If you create a packaged workbook and want to share it with others who do not have the full version of Tableau, where can they view it?
in the Tableau Viewer
Chapter 4
1) If you want two tests to both be true, which logical operator should you use?
AND
2) What will the calculation ABS(10 % 6) produce?
4
3) To create a calculated field, which menu do you use?
the Analysis menu
4) To create calculations in dialog boxes, which tab do you select in the Filter dialog box?
the Condition tab.
5) When implementing a Level of Detail (LOD) expression, what do you use to indicate the calculation that is occurring at the different level of detail?
curly brackets
6) Which scenario is not possible with a calculated field created on a shelf?
using it in other worksheets
7) Pablo is comparing data on bottles and cases. What is he doing that is
highlighting the Bottle section in a yellow color?
He is choosing to do the computation using Pane.
Chapter 5
1) If you want to see the average and sum at the same time, what will you need to do
Add a second calculation.
2) You have a table consisting of two columns, and you convert it to show the percentage of the table. What will add up to 100 percent?
all the items in the table
3) Thai has created this Prod Category data chart. He uses the function COUNTD, but the data is not showing. What should he do to make the data show?
Select the icon next to the pill on the Marks card, and then select Text.
4) What can you customize in the summary card?
You can select which items will appear.
Chapter 6
1) Which sorting option is not directly available to choose in the Sort dialog box?
Sort by the dimension text length.
2) If you want to sort a list of sales values from highest to lowest, how should you sort your list?
in descending order
3) What will the data display if you apply a filter to show the one field with the bottom value?
the record with the minimum value of this field
4) You have a data set of six values but want to show more. Which
parameter do you need to change in order to display additional values
Increase the Maximum Range of values.
5) To create a nested sort, which feature should you change in the Sort dialog box?
the Sort By feature
6) You have a top filter that limits the number of items shown, and this limit is set by a parameter. What happens when you decrease this parameter?
Fewer top items will show.
7) Why would you create a selection filter?
to limit the data that appears in your worksheet to chosen values
8) Which value will not match a wildcard filter set to match on anything containing “ap”?
banana
Chapter 7
1) Can you add all subtotals to data with sets?
Yes; the subtotals will show the total of every set.
2) How can you start the process of renaming a set?
In the Side Bar, right-click the set pill you want to rename.
3) When combining two sets, which combining option results in an intersection between sets?
shared members in both sets
4) Halavani combined two customer names, currently called Boulder Oil Group. Now she wants to ungroup them. Which step should Halavani take
Select the paperclip with the X on the top ribbon panel
5) You already have two groups for your data. What will be included in an “other” group, if you create one?
all items not currently in any group
Chapter 8
1) What are line charts best used for in Tableau?
to analyze trends of time that data sets reveal
2) When are scatter plots typically used?
when you have two numerical measures
3) How do tree maps indicate value?
by shades of color
4) How do pie charts display your data?
as several parts contributing to a total
5) How do histograms summarize data?
by using a vertical bar chart
6) When data clusters are identified, which type of chart or graph can be formed?
a scatter plot
7) You can convert a regular column chart to a stacked column chart by
adding a category for the color mark
8) You created a scatter plot chart for a set of data, but you only see a single dot. What has happened, and what should you do in order to see more clusters for your data set
The data is aggregated, and the Aggregate Measures under Analysis should be unchecked.
Chapter 9
1) What do darker colors represent in a highlight table with built-in coloring?
larger values
2) Petra wants to modify the appearance of her data sheet by showing seven different colors of blue, starting with the lighter shade for the highest value data point. What does she need to do?
Select the Color icon in the Marks card, choose Edit Colors, check the Stepped Color and
enter 7, check the Reversed box, and select OK.
3) What does displaying a visualization in a tooltip show?
a visual subset of another worksheet
4) Can you use the “Show Me” options to change the type of an existing
chart to any other type?
Sometimes. The “Show Me” list is always available, but will only allow certain
chart types based on the current data
5) How can you start to add an annotation to a specific part of a visualization?
Move your mouse pointer over the part of the visualization that you want to
annotate, and then right-click.
6) Which keyboard shortcut will take you into presentation mode?
F7
Chapter 10
1) Your data consists of values between 90 and 100, and you only want to focus on relative differences. Which axis options would work best
automatic range, not including zero
2) How can you start to edit or remove an existing reference line?
Right-click the vertical axis.
3) Which action can you perform on a color legend?
all of these answers
Chapter 11
1) Can you disable map panning but keep map zooming enabled?
no
2) If you are using the Pan feature in maps, what are you doing?
moving side to side without changing resolution
3) Where did you go to add the information displayed in the legend and
on the map?
Data Layers
4) How can you start to determine the radius of the circle that would encompass several locations?
Under Options, point at the right-pointing triangle at the bottom, and then
select the round selection tool.
5) How can you identify a field with a geographic role?
by the globe symbol next to the field name
Chapter 12
1) What worksheet object should you create to let a user modify a visualization filter by changing a worksheet control?
Parameter
2) How can you quickly replace Sheet 1 with Sheet 3 in a dashboard?
Select Sheet 1, and then move your mouse pointer over Sheet 3 and click.
3) Attempting a quick replacement of sheet A with sheet B will _.
place sheet B in sheet A’s location
4) How can you find the controls to change the size of the screen using a range of fixed sizes in Tableau?
Click the second controls down arrow.
5) Mishik created a highlight action on a dashboard. Why did he choose All Fields under the Target Highlighting
He wanted the results of the action to appear on all the target sheets in
the dashboard
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