Salesforce Tableau Data Analyst flashcards
Salesforce Tableau Data Analyst · Build recall with a focused review session.
32 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Union
- A union appends rows from two or more tables; Tableau aligns fields by position or name, and the tables must have the same number of fields.
- Join
- A join combines columns from two tables using a key and can duplicate rows when the key matches multiple records on either side.
- Relationship
- A relationship is a logical association between tables that preserves each table’s granularity and does not duplicate unmatched rows during analysis.
- Data Interpreter
- A Tableau Desktop option that detects and removes extra headers, footers, and merged cells from Excel, text, and Google Sheets data before analysis.
- Pivot
- Pivoting converts crosstab columns into rows so that values become a single field; Tableau Desktop supports pivot on the Data Source page.
- Extract filter
- An extract filter limits the rows saved into a .hyper extract; it is applied before the extract is created and reduces extract size.
- ZN function
- ZN(expression) returns zero when the expression is null and otherwise returns the expression; it is used to avoid null-related calculation errors.
- Data type
- A field’s data type determines allowed operations, such as string, integer, date, or Boolean; incorrect types cause aggregation and date errors.
- Dimension
- A dimension is a categorical field that slices data into groups, such as Region or Category, and is typically blue on shelves.
- Measure
- A measure is a numeric field that is aggregated by default, such as Sales or Profit, and is typically green on shelves.
- FIXED LOD
- A FIXED level-of-detail expression computes a value at the specified dimensions independent of the view’s dimensions, filters, and aggregation.
- INCLUDE LOD
- An INCLUDE level-of-detail expression adds the specified dimensions to the view’s level of detail before computing the aggregated result.
- EXCLUDE LOD
- An EXCLUDE level-of-detail expression removes the specified dimensions from the view’s level of detail before computing the aggregated result.
- Context filter
- A context filter is applied before other dimension filters and before FIXED LOD calculations, and it defines the data used by top-N filters.
- Table calculation
- A table calculation computes values from the current view’s data, such as running total or percent difference, and uses Compute Using settings.
- Parameter
- A parameter is a user-controlled value that can replace constants in calculations, filters, reference lines, and some titles.
- Marks card
- The Marks card controls mark type and encodings such as Color, Size, Label, Detail, and Tooltip for the fields placed on shelves.
- Dual axis
- A dual axis overlays two continuous axes in one view, allowing different mark types or scales; it is created by right-clicking a second measure.
- Combined axis
- A combined axis places multiple measures on one shared axis, so their marks use the same scale and can be colored by measure.
- Dashboard action
- A dashboard action passes a selection or value to a target sheet, such as Filter, Highlight, URL, Go to Sheet, or Parameter.
- Container
- A container is a dashboard layout object that groups and arranges other objects horizontally or vertically, controlling padding and distribution.
- Device layout
- A device layout stores dashboard positioning for specific screen sizes, such as phone or tablet, without changing the default layout.
- Viz in tooltip
- A viz in tooltip embeds a small worksheet in a tooltip so users can see additional detail when hovering over a mark.
- Story point
- A story point captures a worksheet or dashboard state with a caption, forming a sequence that guides viewers through a narrative.
- Site role
- A site role sets a user’s maximum capabilities on a site, such as Creator, Explorer, or Viewer, and is assigned by an administrator.
- Project permissions
- Project permissions apply to content in a project and can be set to Locked, Custom, or Managed by the project’s owner or administrator.
- Permission capability
- A capability is a specific allowed action, such as View, Filter, Download, Connect, or Publish, granted to a user or group.
- User filter
- A user filter restricts a published data source so each viewer sees only rows matching their username or group membership.
- Certified data source
- A certified data source is marked by a site administrator or project lead as trusted, signaling to authors that it meets governance standards.
- Subscription
- A subscription emails a snapshot of a workbook or view to users on a schedule, using Tableau Server or Cloud backgrounder processes.
- Extract refresh
- An extract refresh updates a published extract on a schedule; failure can leave stale data and requires monitoring by the site administrator.
- Publish credentials
- When publishing a workbook with a live connection, credentials can be embedded or prompted so viewers can access the underlying data source.