1. 3 steps to workflow   workflow, connect to the data by bringing in youe data, analyze it and build a viz (and share the analysis)
2. create aliases for dimensions   Right click on a dimension and click aliases
3. crosstab table   details of data within categories
4. data pane   lists all fields from the data source
5. data source page  A page where you can set up your data source. The Data Source page generally consists of four main areas: left pane, join area, preview area, and metadata area.
6. Dimensions     fields that are qualitative or categorical
7. do tds files save visualizations?   No
8. does live data refresh automatically?   Yes
9. example of a crosstab table   sub categories within categories
10. example of a measure   average cost or sales amount
11. example of dimensions   cities
12. extract data   tableau makes a local copy of the subset of the data
13. extracts    subsets of a data source – a copy of the data
14. how to add a field in   drag and drop
15. how to change a dimension to a measure   Drag the measure to the dimensions area or vice versa
16. how to create a folder   ◦ Right click on dimension or measure field and go to folders -> create folder
17. how to edit default properties before they hit a shelf?     ◦ Right click the field
    ◦ Go to default properties and choose which one you’d like to choose
18. how to fix metadata change errors?   right click the field that’s erroring out -> replace references -> click the renamed field
19. how to group data fields together   go to arrow in data pane and click group by folder
20. how to save a tds file    ◦ Go to data in top toolbar -> go to data source -> add to saved data source
21. how to see an entire chart without needing a scroll bar?    change view to entire view
22. how to use show me charts   select the fields you want to use and control click
    – click show me
23. if data is changed in tableau, is it changed to the data source?   no, only locally
24. if metadata is changed in a refresh, what does tableau do?   tableau will inform you by showing an error on the visualizations page
25. if you,ve changed the metadata, do you save as twbx?   no, as a .tds (tableau data source)_ file
26. In the Data Pane, Discrete values are which color?   Blue
27. In which scenario should you save changes as a .tds file?   You change metadata and want to come back to the data connection again later.
28. live connection   data visualizations that are updated live
29. mark   shape used to represent data
30. measures   quantifiable / numerical value
31. Metadata     data that describes other data
32. Metagrid   shows fields in the data source as rows so you can easily examine the structure of the data
33. Pages Shelf  A shelf to the left of the view that you can use to split a view into a sequence of pages based on the members and values in a discrete or continuous field. Adding a field to the Pages shelf is like adding a field to the Rows shelf, except that a new page is created for each new row.
34. refresh data    click connection name in the data pane and click refresh
35. show me charts   recommended chart
36. tds file saves:   ◦ Saves groups
    ◦ Aliases
    ◦ Field properties
    ◦ Measures/dimensions converted to the other
    ◦ Calculated fields
37. undo   back arrow
38. What are three benefits of using a Tableau data extract instead of a live connection?                                  – Aggregation of visible dimensions
    – Faster loading of data into dashboards
    – Filters to reduce the size of the dataset
39. What are two reasons to choose a live connection to a data source instead of a Tableau data extract?   – You need the data to be as up to date as possible.
    – You want to use the native security features of the underlying database.
40. what does a field in italics identify?   tableau generated fields
41. what does a tds file save?   it does save properties to fields and it becomes a saved data source, rather than a file containing a visualization
42. what does changing a default property of a field do?    This can help avoid extra steps if you want the color to be what you want before you even take it out of the data pane
43. what does creating a folder do?   This organizes the fields shown so if you have many fields and want to see them all – creating folders would be a good way to do that 
44. what does creating an alias do?    This helps if a value is not understandable to others who dont know your database
45. what does saving as a twbx file do?   saves the visualization and the data source
46. What is a valid reason to create an alias for a dimension name?   To display an alternate label for the dimension in the header of a viz
47. what is a view?  where the visualization is / the visualization itself
48. What type of file to save a tableau file as?  Twbix
49. when do you use extracts?   when you want the users to only see a limited amount of data – similar to row level security
50. Which file extension is used for a Tableau data extract    .hyper
51. Which statement accurately describes using country names as geographic data?   If Tableau does not automatically assign a geographic role to a field containing country names, it can be assigned manually by selecting Geographic Role on the Data Sources page.
52. You need to change a single measure field to be displayed on all the worksheets within a workbook as a percentage. What should you use?     Default Properties in the Data pane

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