Tableau Desktop Specialist flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Live connection vs extract

Live queries source in real time; extract is a .hyper snapshot stored locally that can be refreshed and often improves performance.

Data Interpreter

Tableau feature that cleans Excel and Google Sheets data by removing titles, footnotes, and merged cells before analysis.

Union

Appends rows from two or more tables with the same structure, stacking them into one longer table.

Join

Combines columns from two tables using a common key; choose join type inner, left, right, or full.

Relationship

Logical layer connection between tables that keeps them separate and does not duplicate rows until needed in the view.

Pivot

Converts wide crosstab columns into rows, turning repeated measure columns into a single field and value column.

SPLIT function

SPLIT([field], delimiter, token number) returns a substring; token 1 is the first part of the string.

Data source filter

Filter applied at the data source level affecting all sheets using that source and reducing query size.

Dimension versus measure

Dimensions are categorical fields that partition data into categories; measures are numeric fields that are aggregated in views.

COUNTD

Returns the number of distinct non-null values in a field useful for counting unique customers.

Row-level calculation

Calculation evaluated for each row before aggregation; it cannot mix aggregate functions in the same expression.

Aggregate calculation

Calculation that uses aggregate functions such as SUM or AVG and is evaluated at the viz level of detail.

FIXED LOD

{FIXED [dim]: SUM([Sales])} computes an aggregate at the specified dimension regardless of filters in the view.

INCLUDE LOD

Adds a dimension to the viz level of detail for the calculation without placing it on a shelf.

EXCLUDE LOD

Removes a dimension from the viz level of detail for the calculation, aggregating at a coarser level.

Context filter

Filter that runs before other dimension filters, defining the data set for calculations like percent of total.

Packaged workbook

.twbx file that bundles the workbook with data extracts and local files so recipients can open it without source access.

Tableau workbook

.twb file that stores worksheet and dashboard definitions but references external data sources rather than containing the data.

Dashboard size options

Fixed sets exact dimensions; Automatic resizes to the window; Range sets minimum and maximum dimensions.

Filter action

Dashboard action that passes selected values from a source sheet to filter a target sheet.

Highlight action

Dashboard action that emphasizes related marks in target sheets without removing other marks from the view.

Story point

A container in a Tableau story that captures a sheet or dashboard with a caption to guide a narrative.

Publish data source

Uploads a data source to Tableau Server or Cloud so others can build workbooks on it with permissions.

Subscription

Scheduled email of a workbook or view image to users on Tableau Server or Cloud.

Order of operations

Tableau applies extract, data source, context, dimension, measure, and table calculation filters in that sequence.

Discrete field

Blue pill field that creates headers and separates data into distinct categories on the view.

Continuous field

Green pill field that creates axes and treats values as an uninterrupted numeric range along the axis.

Level of detail

The granularity of a view set by the dimensions placed on Rows, Columns, and Marks.

Measure Names

Generated field holding names of measures used with Measure Values to show multiple measures in one view.

Mark card

Pane controlling color, size, label, detail, tooltip, and shape settings for marks in a view.

Tableau data model

Logical layer of relationships plus physical layer of joins and unions within a data source.

Aggregation granularity

The combination of dimensions that determines how measures are grouped and calculated in a view.