Tableau TDS-C01 Tableau Desktop Specialist Online Training

However, for a dimension (this is because the DATA TYPE of this dimension is a string:

But what if we have a dimension of type NUMBER (NUMERIC DIMENSION)? See below:

We can clearly create bins from dimensions too – they just have to be numeric 🙂

For more information, please refer to: https://help.tableau.com/current/pro/desktop/en-us/calculations_bins.htm

For more information: https://help.tableau.com/current/pro/desktop/en-gb/actions_highlight.htm

We are using BOTH the Sum of the revenue and the AVG of the revenue in the same view!

Reference: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_line.htm

We can combine these 2 tables, simply by joining the tables on ID to answer questions like, "How much was paid in royalties for authors from a given publisher?". By combining tables using a join, you can view and use related data from different tables in your analysis.

Reference: https://help.tableau.com/current/pro/desktop/en-us/joining_tables.htm

Reference: https://help.tableau.com/current/server/en-us/server_hardware_min.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_histogram.htm

Reference: https://www.w3schools.com/sql/sql_join_inner.asp

These can be calculated using: Table(across), Cell, or Specific dimensions!

Reference: https://help.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_definebasic_runningtotal.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/qs_bullet_graphs.htm

Here Sum is a function, / and + are operators. On the bottom there are comments.

We are talking about dates, so use the Time series sheet as follows:

Next, the following should be your view and clearly, January 2018 is the lowest point:

Read more about dates: https://interworks.com/blog/rcurtis/2017/01/30/tableau-deep-dive-dates-introduction-dates/

The correct answer as you can see is 1,461 – Sales for Harware Assortment in 2017 Q4, October

3) Now to display the percentage correctly, lets format it. Click on the In Stock % pill in the Row shelf, and select format:

And your final view will look like :

It is clear that October with -55.3% had the lowest Year on Year growth.

2) Next, as the question mentions, we need to focus on the Assortment PHONE, the color WHITE, and the state of NEW YORK. -> so we use filters for this!

i) First drag Assortment to Filters, and select only Phones:

ii) Next, drag Color to Filters and Choose only White:

iii) Next, drag State ID to Filters, and choose New York (NY):

And Voila! We have our answer as follows:

iv) Last, drag Sales to Label:

2) Next, Drop assortment to filters shelf so that we can focus on Electronics!

3) This should be your view now. Click on the Show Mark Labels icon as shown: The final view is as follows, with 3 points below 0 ( i.e negative )

For more information, refer to: https://help.tableau.com/current/pro/desktop/en-us/trendlines_add.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/stories.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/qs_bullet_graphs.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/calculations_aggregation.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/actions_dashboards.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles.htm

Reference: https://riti-ritesh.blogspot.com/2016/07/creating-variable-sized-bins_8.html

Reference: https://help.tableau.com/current/pro/desktop/en-us/reference_lines.htm

Reference: https://www.w3schools.com/sql/sql_join_left.asp

The visualization updates to look like this:

Apply the quick table calculation

1) On the Marks card, right-click SUM(Profit) and select Quick Table Calculation > Moving Average. Note: You can only perform quick table calculations on measures in the view.

A delta symbol appears on the field to indicate that a quick table calculation is being applied to the field. The colors in the visualization update to show the moving average of profit across the years.

Reference: https://help.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_quick.htm

Reference: https://www.tutorialspoint.com/tableau/tableau_data_blending.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm

Step 2: Select a time unit

In the Filter dialog box, click Relative dates, and then select the unit of time for the filter.

For example, to show only the three most recent weeks, select Weeks.

Here, you can clearly see that the default date is TODAY

Reference: https://help.tableau.com/current/pro/desktop/en-us/qs_relative_dates.htm

Here, State and City are Strings, but Postal Code? Nope. It’s an Integer. So we can simply use the STR() function to convert it into a String, and hence the entire equation becomes valid!

Reference: https://help.tableau.com/current/pro/desktop/en-us/actions_dashboards.htm

Reference: https://help.tableau.com/current/reader/desktop/en-us/reader_welcome.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/save_export_data.htm

When you place a relational date on a shelf, the field name is automatically modified to reflect the default date level. Tableau defines the default date level to be the level at which there are multiple instances. For example, if the date field includes multiple years, the default level is year. However, if the date field contains data for just one year but includes multiple months, then the default level is month.

Reference: https://help.tableau.com/current/pro/desktop/en-us/dates.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/environ_workspace_analytics_pane.htm

2) Or, you can simply go to Data Source -> Country Tab -> Describe

As you can see, 147 members exist in this Country column!

1) Drag Category, and sub-category to the row shelf. Drag Profit to the Column shelf

2) Click the Sort-ascending icon as shown above, to sort the profits from least to greatest as shown: Click the ‘Show mark labels icon’

As we can see, Fasteners has the least Profit in the Office Supplies Category, and hence is our correct answer!

2) Let’s Name the Set – Customer>30k (you can name it anything you want :)) Select USE ALL, and then move to the CONDITION TAB:

3) In the Condition Tab, Choose BY FIELD -> Select Sales -> Sum -> Greater than 30000, and click OK

4) You should now have a new Set in the Data Pane as follows:

5) Drag this set to the rows shelf, and click on SHOW MEMBERS IN SET. Now drag Sales to the Column Shelf.

6) Click on the Show Mark Labels, and Sort ascending icons as shown:

7) Voila! We have our answer:

2) Drag Profit to Text in the Marks Shelf as shown:

3) Click on Analysis as shown -> Totals -> SELECT ROW GRAND TOTALS

The following will be the final view:

You could also Filter by Region to only Focus on Canada, but that’s your choice:

THEREFORE,

2012 = 4,888

2011 -> 2014 = 17,817

2) Read the Question Carefully, we need to break down the visualisation by Region, then by Country, and then by State. So let’s do that:

Drag Region to the column shelf, followed by Country. Drill down into Country to include

states as well.

Then drag Quantity to the Row Shelf, and change the Aggregation to AVERAGE.

The following is our visualisation:

Now that you think of it, EVEN IF YOU REMOVE THE REGION, THE ANSWER REMAINS THE SAME. Such elements will be present in the actual exam too, just to make the question sound a little difficult, but actually it is pretty straightforward 🙂

In the data pane, click on the dropdown arrow, and choose create calculated field.

Let’s name this calculated field "ShippingDelay" (you can name it anything you want 🙂 )

2) Use the DATEDIFF() function, and pass it the arguments as follows:

‘day’ depicts that we want to calculate the number of DAYS between the two dates. The first argument is ‘start_date’ which is the ORDER_DATE (day the order was placed), the second argument is ‘end_date’, which is the SHIP_DATE (date the order was shipped). So by subtracting as follows: SHIP_DATE – ORDER_DATE, we can find the delay in shipping.

Click OK.

3) You should now have a new measure as follows:

4) Phew! The hard part is done! Now let’s filter by Market to include only LATAM:

5) Drag Country to the view, and the new calculated field ‘ShippingDelay’ to SIZE on the Marks Shelf as follows:

*You can also click on Show Text Labels to be sure that you’re choosing the Largest value*

Clearly, Mexico has the highest Shipping Delay!

Reference: https://help.tableau.com/current/pro/desktop/en-us/actions_dashboards.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles.htm

Reference: https://interworks.com/blog/rcurtis/2016/10/26/tableau-deep-dive-sets-introduction-sets/

Reference: https://help.tableau.com/current/pro/desktop/en-us/pareto.htm

When you assign a geographic role to a field, Tableau adds two fields to the Measures area of the Data pane: Latitude (generated) and Longitude (generated).

These fields contain latitude and longitude values and are assigned the Latitude and Longitude geographic roles. If you double-click each of these fields, Tableau adds them to the Columns and Rows shelves and creates a map view using the Tableau background map.

Reference: https://help.tableau.com/current/pro/desktop/en-us/maps_geographicroles.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/qs_hierarchies.htm

Inner join

Left Join

Blends, unlike relationships or joins, never truly combine the data. Instead, blends query each data source independently, the results are aggregated to the appropriate level, then the results are presented visually together in the view.

Reference: https://help.tableau.com/current/pro/desktop/en-us/multiple_connections.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/clustering.htm

Reference: https://www.linkedin.com/pulse/tableau-tip-dont-make-error-ratio-calculations-bob-newstadt

Reference: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_number.htm

3)Select Tableau Packaged Workbooks on the Save as type drop-down list.

4) Click Save.

5) The default location is the Workbooks folder of the Tableau repository. However, you can save packaged workbooks to any directory you choose.

The following files are included in packaged workbooks: –> Background images

–> Custom geocoding –> Custom shapes –> Local cube files

–> Microsoft Access files

–> Microsoft Excel files

–> Tableau extract files (.hyper or .tde)

–> Text files (.csv, .txt, etc.)

Reference: https://help.tableau.com/current/pro/desktop/en-us/environ_filesandfolders.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_string.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm

1) In the Data pane, right-click a dimension and select Aliases.

2) In the Edit Aliases dialog box, under Value (Alias), select a member and enter a new name.

✑ To submit your changes: In Tableau Desktop, click OK.

On Tableau Server or Tableau Online, click the X icon in the top-right corner of the dialog box.

When you add the field to the view, the alias names appear as labels in the view. For example:

Reference: https://help.tableau.com/current/pro/desktop/en-us/datafields_fieldproperties_aliases_ex1editing.htm

A union of these tables creates the following single table that contains all rows from all tables.

Reference: https://help.tableau.com/current/pro/desktop/en-us/union.htm

2) But, this isn’t all right? We need to focus on the year 2013.

This can be done by using the year column as it is (continuous) in the filter shelf, or by converting it to discrete first and then using it:

2) But, this isn’t all right? We need to focus on the year 2013.

This can be done by using the year column as it is (continuous) in the filter shelf, or by converting it to discrete first and then using it:

2) But, this isn’t all right? We need to focus on the year 2013.

This can be done by using the year column as it is (continuous) in the filter shelf, or by converting it to discrete first and then using it:

2) Now, for sheet 2 – Drag nationality to the view, and gold to the size mark in the Marks shelf. NOTE: Depending on your version of Tableau, you may need to assign a Geographical role to the nationality column first as follows:

3) Now, let’s create a dashboard, and use both these sheets in it:

4) Now, for the most Important step, use SHEET 2 AS A FILTER FOR SHEET 1 as follows:

Now simply click on Russia in Sheet 2, and Sheet 1 will automatically update as follows:

2) Now, to focus on 2013, drag Date to the filter shelf and select only 2013:

3) Now, click on the Profit pill in the Rows Shelf, and select dual axis:

4) Now, in the marks shelf, choose Sales, and change the chart type to bar. Similarly, for Profit, change the chart type to Line.

Now the chart looks like this:

Now we change the Profit chart type to line:

5) Finally, we synchronise the axis as follows: Right click on the axis, and choose ‘Synchronise axis’

And, our final view and answer is:

2) Now, remove the SUM aggregation from Total Expenses, and add a quick table calculation -> Percent of total:

3) Next, Select the States of New York, California and Washington -> And then click the paperclip icon:

We can see the answer already: 23.386% in the view above (even before grouping!)

4) Finally, we get the following view and our answer:

2) Now, click on the Profit pill in the Rows shelf, go to quick table calculation and choose Percent difference:

3) Finally, click on the Show mark Labels icon:

4) We finally have our view, and clearly, 10 Months have a NEGATIVE percent difference:

You will only see a single mark since the view is aggregated.

2) Now, break down this view by state. Drag State into Detail on the Marks shelf (or directly to the view):

3) Finally, move to the Analytics pane, and drag Trend line to the view.

When you drag it, select the Linear option!:

4) The following is our view. Hover over the trend line to see the R-squared value:

Reference: https://help.tableau.com/current/reader/desktop/en-us/reader_sort.htm

Reference: https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles.htm

2) Choose the appropriate file, and click Open:

3) Finally, Tableau imports the data as shown below:

Reference: https://intellipaat.com/community/46338/how-to-import-csv-file-in-tableau

AND

Reference: https://help.tableau.com/current/pro/desktop/en-us/save_export_image.htm

None of the other options exist, and therefore are incorrect answers.

Reference: https://help.tableau.com/current/pro/desktop/en-us/sortgroup_sets_create.htm

Demo:

Reference: https://help.tableau.com/current/pro/desktop/en-us/buildexamples_histogram.htm

Reference: https://www.thedataschool.co.uk/harry-cooney/tableau-dateparts-vs-datevalues/

Reference: https://help.tableau.com/current/pro/desktop/en-us/viewparts_marks_markproperties_color.htm

NOTE: When we Copy an image rather than exporting it, then the image is copied to the clipboard in the TIFF file format! However, it is not available when EXPORTING an image.

Reference: https://help.tableau.com/current/pro/desktop/en-us/save_export_image.htm