Excel creating
a basic dashboard
Chapter 1
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
This is the action
you would take to begin creating your own type of PivotTable.
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
When using a formula-based value and the target is edited, the conditional format updated automatically
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
This
action enables Miguel to change all appropriate cells to the currency format
4) Which visual summary
tool would you most likely
use when you want to work flexibly
with a large data set?
PivotChart
This type of chart will enable you to easily create a
chart, and then make modifications with the fields
you want to include.
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
This sparkline is perfect
to display a specific entity to a target comparison.
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.
This
approach will enable Rozanne to undo each filter as they were
applied.
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.
Excel will only allow Jack to do individual cells, or even a named range.
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.
Laurel is in the workbook, and she sees that the cell in one worksheet
is linked to a cell in another
worksheet.
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.
Giesha needs to do this in order to display the Hide button.
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
Chapter1
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
Historical KPI data at a quarterly resolution
is best reported using an
extract, and requires minimal interactivity.
2) Which dashboard type should be designed with the highest
level of interaction?
exploratory
For
exploratory dashboards, interactivity is needed to discover interesting data.
3)
Unlike a dashboard you might design
for your management team, a dashboard designed for an operations team should be .
more focused
Operational dashboards are team-specific or category-specific.
Chapter 2
1)
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.
A newly-placed element will use the background
color of its container, and will help confirm it is placed
correctly.
2) What is one reason to
choose a tiled layout over a floating layout?
It will perfectly snap elements in place.
A tiled layout will automatically align an element with its neighbors.
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.
Filters will continue functioning normally, even if the container
is hidden.
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.
Filters that are set to apply to all worksheets will apply to all views,
using the same data source.
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)
Formatting as a single value and dropdown allows for easily selecting a single date.
Chapter 4
1)
What is one good reason to add borders
around containers?
to
visually group the dashboard parts that belong together
Borders (and background colors) are used to group dashboard elements.
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.
Using a different color scheme and basing it on the data shown will avoid confusion.
3)
When should you keep the title of a view? when it adds
to the data or the design
Titles and any dashboard elements should only be kept if they add value
Chapter 5
1)
The best way to trigger a URL action opening in an external browser
is by using a action.
menu
Menu actions require explicit activation, and will assure that URLs are only opened when desired.
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.
The
cumulative highlight action will result in sheet C highlighting matches in 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.
Two
filter actions applied
together will result
in showing only data that matches both.
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.
Selecting multiple marks will break the set, and
should therefore be disabled.
5) What is the possible side effect of adding a dimension to the mark details?
It
may result in more marks.
Additional dimension added to the details can expand the result set and the corresponding marks.
6)
Asymmetric drill downs allow you to . expand a single group in a hierarchy
Asymmetric drill downs can be used to expand only one 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 Navigating backward using a button is much more intuitive than a menu.
8)
A filter action is different from a standard
filter in that it does not . impact dashboard
performance
A
filter action is only applied
when clicked, and therefore does not impact
performance.
Chapter 6
1)
In Freytag's Pyramid, which section shows different points
of view?
rising action
Different points of view are
presented in the rising action
section.
2)
In contrast to a data visualization, a data story . guides you to the information
A
data story leads
a viewer to a conclusion based on the data.
Chapter 7
1)
What characterizes an exploratory dashboard?
It offers a lot of interaction.
Exploratory dashboards allow viewers to interact
with and explore the data.
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
Interactive
dashboards are better for exploration, and make
a bad data story.
3)
What characterizes an informative dashboard?
It
focuses on one question.
An
informative dashboard is focused on specific information and one question.
Tableau essential training
Chapter 1
1)
Which Tableau product can you use to clean and prepare data?
Tableau Prep
Tableau Prep is used to prepare
the data and clean it.
2) Which Tableau file type
stores a connection to a worksheet
in another Tableau workbook?
Tableau bookmark (.tbm)
This
file type allows you to access another
workbook within a file, so you do not need to recreate
the visualization in the current
file.
3) Raziel needs to drill down on a specific visualization she wants to use. Which option should she select in this menu?
Open
Help
4) 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
The
Tableau.com support page shows drivers
that are available to you.
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
In the navigation bar's
connect section, picking the type of file to connect to and identifying it in your system connects your data file.
2) Which type of join is created when two files are combined by a field that
they have in common?
an
inner join
When
you use an inner join to combine tables, the result is a table containing values
that have matches
in both tables.
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
Selecting Measure will allow you to change the summary operation
to other calculations, such as Average and Median.
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
If
Tableau detects unique formatting or extra information after you set up the data source,
the Data Interpreter option becomes available.
6) How does Tableau let users join data sources with inconsistent
field names?
by identifying the fields that each sheet has in common
By identifying the tables manually,
you can create the join and then create your visualization.
7)
What are Tableau stories
used for?
to convey a persuasive narrative about the user's
insights
Tableau stories
are used to present a predefined narrative that leads to a conclusion.
Chapter 3
1)
What is the keyboard
shortcut to create a new worksheet in Tableau?
Ctrl+M
Ctrl+M is the Windows
shortcut for creating
a new worksheet.
2)
How can you move a sheet to a different position within a workbook?
Drag
the sheet tab to a different location.
For example, if you want to
move Sheet 2 to the right of Sheet 3, select Sheet
2 and drag it to the right
of Sheet 3.
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.
Nothing was changed on the dashboard since last save, so there is no worksheet to revert to.
4) When you examine your data source,
how is the data set organized?
in columns
Your data set is organized into columns, which are also called fields.
5) When is saving your workbook
as a PDF file beneficial?
when you want to send your documents but not have any interaction PDF is the portable document
format.
6) What is the keyboard
shortcut to save a file in Tableau?
Ctrl+S
Ctrl+S is the Windows
shortcut for saving
a file.
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.
To unhide the Filters and Marks
cards, 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
You
can rename your fields locally,
but the remote field name will stay in place
because that is from the original data source.
10)When exporting visualizations to PowerPoint, which extension should
you select?
pptx
Select .pptx because it is the most recent
version of PowerPoint.
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.
When
you switch from the active worksheet (the worksheet you changed to green) 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
Tableau Viewer can be downloaded for
free, and allows those who do not have the full version
of Tableau to view your visualization.
Chapter 4
1)
If you want two tests to both be true, which logical operator
should you use?
AND
The
AND logical operator
is used when you want both conditions to be true.
2)
What will the calculation ABS(10 % 6) produce?
4
The
remainder of 10 divided by 6 is 4, and its absolute
value remains 4.
3) To create a calculated field, which menu do you use? the Analysis menu
To
create a calculated field, you will first go to the Analysis menu and select
Create Calculated Field.
4)
To create calculations in dialog
boxes, which tab do you select in the Filter dialog box?
the Condition tab
There are four tabs in the
dialog box in Tableau Desktop, and the
Condition tab is used to define rules to filter
by.
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
LODs are a special type of calculation in Tableau that must
include curly brackets.
6) Which scenario
is not possible with a calculated field created on a shelf?
using it in other
worksheets
Calculated fields can only be used locally within their worksheet.
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.
A second calculation must be added to display
both the average and the sum at the same time.
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
Because the percentage of each item
is calculated from the table, all table items will add up to 100%.
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.
The
summary card allows you to select which items are shown.
Chapter 6
1)
Which sorting option is not directly
available to choose in the Sort dialog
box?
Sort
by the dimension text length.
Sorting by the length of the dimension text is not on option you can use for sorting.
2)
If you want to sort a list of
sales values from highest to lowest, how should you sort your list?
in descending order
Sorting in descending order will sort from high to low, placing the highest values on top.
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
The
field at the bottom is the one with the minimum value,
and its record will be the one shown.
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
In the drop-down
menu next to the Sort By feature,
you need to select Nested
to create a nested sort.
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.
Since the parameter defines the top
limit, reducing it will reduce the number of items shown.
7) Why would you create a selection filter?
to limit the data that appears in your worksheet
to chosen values
Limiting the data that appears in your worksheet is a reason to create a selection filter.
8)
Which value will not match a
wildcard filter set to match on anything containing "ap"?
banana
The
value "banana" does not contain
"ap."
Chapter 7
1)
Can you add all subtotals to data with sets?
Yes; the subtotals will show the total of every set. Subtotals for a set will add all items under it.
2) How can you start the process of renaming
a set?
In the Side Bar, right-click the set pill you want to rename.
Right-clicking on the set pill that you want to
rename will open a box to edit the
text.
3)
When combining two sets, which combining
option results in an intersection between sets?
shared members in both sets
Limiting to members that appear in both sets is an intersection of the 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
The "other" group will automatically include
everything not currently in a group.
Chapter 8
1) What are line charts best used for in Tableau?
to analyze trends of time that data sets
reveal
Line
charts are used to represent
multiple data points connected together
with a single line, and analyze trends that data sets reveal.
2)
When are scatter plots typically used?
when you have two numerical
measures
Scatter plots are typically
used to visualize two measure values, or similar field
values, as a single dot on a graph.
3)
How do tree maps indicate value?
by
shades of color
Darker shades generally mean larger values,
and lighter shades generally mean smaller values.
4)
How do pie charts display your data? as several
parts contributing to a total
You
can often gain important insights
into your data by creating
a pie chart that displays
the contribution of several parts to a total.
5)
How do histograms summarize data? by using a vertical bar chart
Histograms summarize data with a vertical bar chart, where each bar represents counter data points that occur within a given value range.
6) When data clusters
are identified, which type of chart or graph can be formed?
a scatter plot
A scatter plot presents many distinct data points on a single chart, and can be enhanced
with analytics such as cluster
analysis.
7) You can convert a regular column chart to a stacked column chart by
adding a category for the color mark
Stacked column charts are created by sectioning a column, using a color mark based on a category.
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
Zero
is pure white and as the numbers or values increase, so does the intensity or depth of color.
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
A visualization in a tooltip allows
you to show the relevant, filtered 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.
To
add an annotation to a specific part of a visualization, move your mouse pointer over that part and right-click for annotation options.
6) Which keyboard shortcut
will take you into presentation mode?
F7
You
can either select
F7 for presentation mode, or
you can go to the toolbar and select the Presentation Mode button.
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
An
automatic range excluding
the zero will focus on the relevant
data, and emphasize differences.
2)
How can you start to edit or remove an existing reference line?
Right-click the vertical axis.
Reference lines are created,
edited, and deleted
by right-clicking the vertical axis and following the shortcut menu options.
3)
Which action can you perform on a color legend? all of these answers
A color legend can have its color changed, it can be reordered, and it can be hidden.
Chapter 11
1)
Can you disable map panning but keep map zooming enabled?
no
Panning and zooming are enabled or disabled together.
2)
If you are using the Pan feature in maps, what are you doing? moving side to
side without changing resolution
To
pan within a map, point to the right-pointing arrow,
select the Pan tool, and then click and drag to change the focus
of the map.
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.
The Radial tool marks in a circular area, and can be used to measure
distance in a map view.
5)
How can you identify a field with a geographic role?
by the globe symbol next
to the field name
Resembling a stylized globe, symbols next to the field name allow you to identify a field with a geographic role.
Chapter 12
1) What worksheet object should you create to let a user modify a visualization filter by changing
a worksheet control?
Parameter
You
can define a parameter to select values
used to control
a filter.
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.
There is now a Swap Sheets button that allows you to replace sheets without
deleting them in the dashboard.
3)
Attempting a quick replacement of sheet A with sheet B will .
place sheet B in sheet A's location
Quick replacement of sheets removes a sheet, and adds another sheet in its place.
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.
If
you want to select
from a range of fixed sizes, select the second controls
down arrow for set options.
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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