26.1. Tableau Part 2 - Data Preparation

26.1.1. Reading and Videos

Read the following articles. As you work through the prep work, feel free to watch any of the videos linked in the readings. You will need to be signed into your Tableau account for access.

1. Visual Best Practices.

2. Start Building a Visualization by Dragging Fields to the View.

3. Filter Data from Your Views.

4. Create Hierarchies.

5. Create Sets.

6. Group Your Data.

Watch the following videos on Data Preparation (17:37 min total)

We suggest that you code along with the videos to become more familiar with the functionality of Tableau Public.

1. The Data Interpreter (4:29).

2. Pivoting Your Data (4:54).

3. Splitting Your Data (2:26).

4. Joins and Unions (6:28).

Additional Resources (Optional)

For additional video resources check out these Tableau videos here.

1. These videos are for Tableau version 2021.1.

2. You can select the version at the bottom of the collection list.

3. We suggest checking out Visual Analytics.

26.1.2. Check Your Understanding

Question

Select all the elements that can help enhance the meaning of your charts to others:

1. Small fonts

2. Tooltips

3. Axes labels

4. Grid Lines

5. Use all the colors possible

Question

When dragging fields into the data plane, Tableau will typically auto-format features based on the type of field. Match the field or feature with its Tableau functionality.

Dimensions	Automatically adds fields and creates charts according to best practices
Measures	Available to compare 2 fields
Show Me	Add headers to a chart
Dual Axes	Add axes to a chart

Question

Which filter is the first in Tableau’s order of operations:

1. Context filters

2. Data source filters

3. Extract filters

4. Measures

5. Dimensions

Question

Willow wants to filter some qualitative data in a chart she is making about pets. Which of following is an example of qualitative data:

1. A list of common pet names

2. A map of Australia

3. A time field spanning over 5 years

4. Average number of animals

Question

Willow wants to let users select certain elements within her view. What feature can she use to do this?

1. Show Me menu

2. Marks Card

3. Filter Card

4. Pages Card

Question

Willow wants to only show data about dogs. Her data set contains a column of string values with the type of pet: “dog”, “cat”, “rodent”, “bird”, “reptile”, “amphibian”, “rabbit”, and “other”. Which of the following filter features would allow her to do this?

1. Wildcard

2. Top

3. Conditional

4. Average

Question

Creating a Hierarchy of related fields, such as State, County, School District, will allow you to “drill down” between each level of the hierarchy.

1. True

2. False

Question

Only Tableau can create hierarchies based on its internal algorithms.

1. True

2. False

Question

Match the two types of sets:

Dynamic	Sets that change when the data changes
Fixed	Sets that do not change, even if the data changes

Question

Match the members of a set:

In	Members not in the set
Out	Members within the set

Question

Groups can be used for all of the following except:

1. Combine related members in a field

2. Correct errors

3. Answer “What if” questions

4. Organize data by what is “In” and what is “Out”

Question

What other term is used to describe non-grouped members?

1. Out

2. Not part of the group

3. Other

4. Set