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Tableau
- Create a live connection to a data source
- Explain the differences between using live connections versus extracts
- Create an extract
- Save metadata properties in a .TDS
- Create a data source that uses multiple connections
- Add relationships to a data source
- Add joins and unions
- Explain when to use a join versus a relationship
- Rename a data field
- Assign an alias to a data value
- Assign a geographic role to a data field
- Change data type for a data field (number, date, string, Boolean, etc.)
- Change default properties for a data field (number format, aggregation, color, date format, etc.)
- Create a bar chart
- Create a line chart
- Create a scatterplot
- Create a map using geographic data
- Create a combined axis chart
- Create a dual axis chart
- Create a stacked bar
- Create a density map
- Create a chart to show specific values (crosstab, highlight table)
- Create groups by using marks, headers, and the data pane
- Create sets by using marks and the data pane
- Organize dimensions into a hierarchy
- Add a filter to a view
- Add a date filter
- Add a manual or a computed sort
- Add a reference line
- Use a quick table calculation
- Use bins and histograms
- Create a calculated field (e.g. string, date, simple arithmetic)
- Explain when to use a parameter
- Display totals on a worksheet
- Use color from the marks card
- Configure fonts
- Format marks as shapes
- Configure viz animations
- Change size of marks
- Show and hide legends
- Add worksheets to a dashboard
- Add interactive elements for consumers (e.g. show filters, data highlighter, tooltips)
- Add dashboard actions (e.g. filter action, highlight action, parameter control, URL action)
- Configure a dashboard layout and create device-specific dashboards
- Create a story and a story point
- Share a workbook (e.g. twbx as a PDF or an image, publish to Tableau Server)
- View and export underlying data
- Export to Microsoft PowerPoint
- Explain what kind of information dimensions usually contain
- Explain what kind of information measures usually contain
- Explain the difference between dimensions and measures
- Explain how discrete fields are displayed
- Explain how continuous fields are displayed
- Explain the difference between discrete date parts and continuous date values
- Explain the default aggregation for measures
- Describe how an aggregated measure changes when dimensions are added to a view