To create a parameter, right click in the Parameters window in the bottom left corner of the sheet view and select “Create Parameter”. You will have six data type options to choose from. We will select float data type as GP% is best represented in decimals. Name the parameter as GP Target. Let’s keep the current value as 0 (which will be default value when you use parameter for the first time). Choose display format as “percentage” with one decimal point. Giving a “range” would specify the lower and upper limit of the parameter. Here we will take it as 0 and 1, where 1 being highest (100%) and 0 being the lowest (0%) with increment of 5% (0.05 step size).
- There are
three types of LOD expressions in Tableau they are as follows.
- FIXED LOD
Expression: In this type, the level of aggregation remains fixed, as
mentioned in the calculated field.
- INCLUDE LOD
Expression: In this type, data can be aggregated on any dimension at
view level along with the one mentioned in the calculated field.
- EXCLUDE LOD
Expression: In this type, data can be aggregated on any dimension at
view level except the one mentioned in the calculated field.
A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives.
measures are the numbers or values that can be summed and/or averaged, such as sales, leads, distances, durations, temperatures, and weight. The
RANK: This gives you the ranking within your ordered partition. Ties are assigned the same rank, with the next ranking(s) skipped. Therefore, if you have 3 items at rank 2, the next rank listed will be ranked 5.
DENSE_RANK: This gives you the ranking within your ordered partition, but the ranks are consecutive in it. Also, no ranks are skipped if there are ranks with multiple items.
Tableau Database engine
Tde is high performance database on the machine where tableau got installed .tableau data base engine will create tde files by making use of primary memory available TDE automatically get confured with tableau desktop installation.
User Roles in Tableau Server
There are 8 different site roles that can be assigned to your Tableau Server users. The roles determine how much access each user has to the content stored on the server and are assigned at a ‘Site’ level. Individual users can therefore have different levels of access depending on what section of the server they are in (see Anna’s blog for a bit more info on Sites). Roles can be assigned when the user is created or they can be edited for users that have already been created.
Server Administrator: Full access to all server and site functionality, all content on the server, and all users. They can basically do whatever they want.
Site Administrator: Like a Server Admin but only for individual sites, not the server as a whole. They have unrestricted access to the only the site that they are Admin for. Can add users and change site roles on their site but only if the Server Admin has given them permission. A user can be a site administrator on multiple sites
Publisher: Publishers can connect to the server from Tableau desktop and upload workbooks and data sources. They can also interact with and download the views that are on the server.
Interactor: Interactors can browse the server, and interact with the published views but they are not allowed to publish.
Viewer: As the name suggests, they can view workbooks, however they will only get a flat image and cannot interact with it.
Unlicensed: Unlicensed users cannot sign in to the server. Mainly used to free up license spots without removing the user (which would make the content they have created unreachable).
There are also Viewer (can publish) and Unlicensed (can publish) roles that would primarily be used for automated scripting activities.
User roles are not the only way of controlling who can see and do what on your Tableau server. Permissions can also be set on Projects, Workbooks, and Data Sources to control user privileges. It is important to be aware that the site role of a user will overrule any permissions that may be set at a project level so it is important to get the roles right when the users are set up. For example, if you set an employee’s workbook permissions to ‘Editor’ but their role is only Interactor then they will only be able to view and interact with workbooks, not create or edit them.
LOD-:
Level of Detail (LOD) expressions are used to run complex queries involving many dimensions at the data source level instead of bringing all the data to the Tableau interface. A simple example is adding dimension to an already calculated aggregate value.
Types of LOD
There are three main types of LOD expressions.
FIXED LOD This expression computes values using the specified dimensions without reference to any other dimensions in the view.
INCLUDE LOD This level of detail expressions compute values using the specified dimensions in addition to whatever dimensions are in the view.
EXCLUDE LOD These levels of detail expressions subtract dimensions from the view level of detail.
The box plots are also known as a box-and-whisker plots. They show the distribution of values along an axis. Boxes indicate the middle 50 percent of the data which is, the middle two quartiles of the data's distribution. The remaining 50 percent of data on both sides is represented by lines also called whiskers, to display all points within 1.5 times the interquartile range, which is all points within 1.5 times the width of the adjoining box, or all points at the maximum extent of the data.
The Box Plots take one or more measures with zero or more dimensions.
My Observations-:
- More than 16 dimensions is not possible in table layout (we have approach but not recommended by tableau)
- Side by side bar with line chart is not possible
- Exporting all dashboards or all sheets in a single dashboard in to single excel file is not possible
- When column data shown in title. It is not showing all values as list, it is showing as 5 more
- There is no multiple selection in parameters
- If we use data base column in parameters list that list is not refreshing dynamically.
- Dynamic pagination is not there.
- Automatic text wrapping is not there
- Tableau taking time to sort the filter values. When you have huge no of options in filter then it will cause performance issue.
- CountD, Median, percentile functions do not work when we use data blending.
- Adding subtotals and totals is not possible when we add measures in between dimension columns as discrete.
- In cross tab report Coloring to entire row based on KPI is not possible in tableau
- Zero value issues in Pie, Bar chart and Bubble chart with Marks labels. If all bars are zero or hole pie is zero then also you are able to see bars and pie, which will cause confusion.
- Indian number format is not possible in tableau (Ex: 22,22,222)
- If you are using Menu option in dashboard for navigation. Then you must select option show as tabs while publishing workbook. If not selected this option, you won’t see navigation link in tool tip.
- We cannot add table calculation filter to context.
- There are two different kinds of tool-tips in Tableau. On Hover and Responsive tool-tips. On Hover tool tip will exists only 15 sec, after that it will disappear even though your mouse tip on Bar Chart. But responsive will be there till you leave the Bar Chart.
What is default Data Blending Join?
A default blend is equivalent to a left outer join. However, by switching which data source is primary, or by filtering nulls, it is possible to emulate left, right and inner joins
What is the disadvantage of context filters?
Answer: The context filter is not frequently changed by the user – if the filter is changed the database must be recomputed and rewrite the temporary table, slowing performance.
When you set a dimension to context, Tableau creates a temporary table that will require a reload each time the view is initiated. For Excel, Access and text data sources, the temporary table created is in an Access table format. For SQL Server, My SQL and Oracle data sources, you must have permission to create a temporary table on your server. For multidimensional data source, or cubes, temporary tables are not crated, and context filters only defined which filters are independent and dependent.
What is the difference between the quick filter and Normal filter in tableau?
Answer: Quick filter is used to view the filtering options and can be used to select the option. Normal filer is something you can limit the options from the list or use some conditions to limit the data by field or value.
What is the order of execution of table calculation, LOD, reference lines?
- Order of execution
- LOD
- Table Calculations
- Reference lines
Can you get values from two different sources as a single input into parameter?
Tableau currently not support the multi-valued parameters… “Case Study: The “dynamic parameter with a blend” technique can be used to highlight a single value, but not multiple values because of the way it works. As Tableau parameters are not dynamic, we cannot “filter” the list of values at runtime.”
*Groups vs. Sets
Groups vs. Sets was something that confused me a little when starting off with Tableau. Groups seem pretty self-explanatory but sets got a little complex. Grouping in Tableau is grouping multiple members in a SINGLE dimension into a higher category and creating a set is grouping members from MULTI dimensions and/or condition into a dynamic or constant group. So sets are just a more complex and dynamic grouping.
Dimension | Measure | |
City | Population | |
Bilaspur | 5,000 | |
Korba | 4,000 |
There are a number of file types and extensions in Tableau :
Context Filter
A Context filter is a filter option that can create a
separate group of data out of the original data source and compute the
selections made in the worksheet.
Once the context filter is applied it appears in gray color
as shown in the picture.
Context Filter can be handy in the cases where fixed Top or
Bottom records are required for different categorical fields.
What is the Tableau Data Engine?
Tableau Data Engine is a really cool feature in Tableau. It's an analytical database designed to achieve instant query response, predictive performance, integrate seamlessly into existing data infrastructure and is not limited to load entire data sets into memory.
If you work with a large amount of data, it does takes some time to import, create indexes and sort data but after that everything speeds up. Tableau Data The engine is not really in-memory technology. The data is stored in disk after it is imported and the RAM is hardly utilized.
What is a dual-axis?
Dual Axis is an excellent phenomenon supported by Tableau that helps users view two scales of two measures in the same graph.A heat map can be used for comparing categories with colour and size. With heat maps, you can compare two different measures together.
Treemap also does the same except it is considered a very powerful visualization as it can be used for illustrating hierarchical data and part-to-whole relationships.
What is disaggregation and aggregation of data?
The process of viewing numeric values or measures at higher and more summarized levels of the data is called aggregation. When you place a measure on a shelf, Tableau automatically aggregates the data, usually by summing it. You can easily determine the aggregation applied to a field because the function always appears in front of the field’s name when it is placed on a shelf. For example, Sales becomes SUM(Sales). You can aggregate measures using Tableau only for relational data sources. Multidimensional data sources contain aggregated data only. In Tableau, multidimensional data sources are supported only in Windows.
According to Tableau, Disaggregating your data allows you to view every row of the data source which can be useful when you are analyzing measures that you may want to use both independently and dependently in the view. For example, you may be analyzing the results from a product satisfaction survey with the Age of participants along one axis. You can aggregate the Age field to determine the average age of participants or disaggregate the data to determine what age participants were most satisfied with the product.
How to remove ‘All’ options from a Tableau auto-filter?
How to automate reports?
You need to publish the report to tableau server while publishing you will find one option to schedule reports. You just need to select the time when you want to refresh data.
What is default Data Blending Join?
Data blending is the ability to bring data from multiple data sources into one Tableau view, without the need for any special coding. A default blend is equivalent to a left outer join. However, by switching which data source is primary, or by filtering nulls, it is possible to emulate left, right and inner joins.
A story is a sheet that contains a sequence of worksheets or dashboards that work together to convey information. You can create stories to show how facts are connected, provide context, demonstrate how decisions relate to outcomes, or simply make a compelling case. Each individual sheet in a story is called a story point.
What is the difference between discrete and continuous in Tableau
There are two types of data roles in Tableau – discrete and continuous dimension.
Discrete data roles are values that are counted as distinct and separate and can only take individual values within a range. Examples: number of threads in a sheet, customer name or row ID or State. Discrete values are shown as blue pills on the shelves and blue icons in the data window.
Continuous data roles are used to measure continuous data and can take on any value within a finite or infinite interval. Examples: unit price, time and profit or order quantity. Continuous variables behave in a similar way in that they can take on any value. Continuous values are shown as green pills.
Mention what is the difference between published data sources and embedded data sources in Tableau?
The difference between a published data source and an embedded data source is that,
Published data source: It contains connection information that is independent of any workbook and can be used by multiple workbooks.
Embedded data source: It contains connection information and is associated with a workbook.
What is Filters in tableau-
Ans-Clik on Below link
All about filter in tableau
What are the different filters in Tableau and how are they different from each other?
In Tableau, filters are used to restrict the data from the database.
The different filters in Tableau are: Quick, Context and Normal/Traditional filter are:
Normal Filter is used to restricting the data from database based on selected dimension or measure. A Traditional Filter can be created by simply dragging a field onto the ‘Filters’ shelf.
Quick filter is used to view the filtering options and filter each worksheet on a dashboard while changing the values dynamically (within the range defined) during the run time.
Context Filter is used to filtering the data that is transferred to each individual worksheet. When a worksheet queries the data source, it creates a temporary, flat table that is used to compute the chart. This temporary table includes all values that are not filtered out by either the Custom SQL or the Context Filter.
Links-
https://www.educba.com/types-of-filters-in-tableau/?source=leftnav -filters
https://www.educba.com/tableau-functions/?source=leftnav -String function
https://help.tableau.com/current/pro/desktop/en-us/perf_join_blend.html
https://www.bitdegree.org/tutorials/tableau-interview-questions/
Box and whisker Plot
https://help.tableau.com/current/pro/desktop/en-us/buildexamples_boxplot.htm
- Tell me about your experience in tableau till date?
- Tell me about your first project that you have worked in since you started working on tableau?
- Users had entered any value through parameter (weekly or daily), later at end of month Can you find the values that user have entered in that entire month?
- You are given a data set; how will you start creating viz on it?
- How will you create a graph, dashboard in Tableau?
- what are the major changes that took place in tableau since 8.x?
- Do you have any experience in tableau server?
- You are asked to create viz but you don’t have dataset? How will you create a viz if you are not given dataset?
- Have you created bubble chart? How?
- How many different charts are there in tableau and other than that how many have you created?
- Have you exported the reports in tableau in form of pdf or images?
- How will you share your dashboard?
- Tableau Architecture?
- How can you display top five and last five sales in the same view?
- Is there any difference between sets and groups? Explain with examples.
- How will you show sales and profit in all regions for different product categories and sub-categories in treemap and heat map, how is it different?
- Show an example of the blended axis in this data.
- How do you handle null and other special values?
- Find the top product subcategories by Sales within each delivery method. Which sub-category is ranked #2 for first class ship mod
- e?
- Find the customer with the lowest overall profit. What is his/her profit ratio?
- Design a view to show region wise profit and sales.
- Which visualization will be used in the following scenarios:
- To show aggregated sales totals across a range of product categories
- To show the duration of events or activities
- To show quarter wise profit growth
- What will you do if some country/province (any geographical entity) is missing and displaying a null when you use map view?
- How can you calculate daily profit measure using LOD?
- What are the datatypes supported in Tableau?
- What do you understand from Measures and Dimensions?
- What do you understand by discrete and continuous in Tableau?
- What are filters? Name the different filters in Tableau?
- What is Context Filter, how is it different from other filters?
- What are the different joins in Tableau? Give examples.
- What’s the difference between join and blending?
- What is the difference b/w Live and Extract?
- What is a calculated field? How will you create one?
- What is the difference b/w .twbx and .twb?
- What is Tableau?
- What’s Tableau knowledge Engine?
- Mention and explain some components on the dashboard?
- What are shelves?
- How would you define a dashboard?
- What is a Column Chart?
- How does Tableau perform with huge datasets?
- What is Page Shelf?
- What is Tableau Server?
- What is a bin?
- Difference between Tiled and Floating in Tableau Dashboards
- What are Measures and Dimensions?
- What are the Filter Actions?
- What are the different datatypes in Tableau?
- What are the Aggregation and Disaggregation?
- What is Assume referential integrity?
- What are the different types of joins in Tableau?
- Where can you use global filters?
- How many maximum tables can you join in Tableau?
- What is the Context Filter?
- What is a dual axis?
- How do you handle null and other special values?
- Find the top product subcategories by Sales within each delivery method. Which sub-category is ranked #2 for first class ship mode?
- Find the customer with the lowest overall profit. What is his/her profit ratio?
- Design a view to show region wise profit and sales.
- Which visualization will be used in the following scenarios:
- To show aggregated sales totals across a range of product categories
- To show the duration of events or activities
- To show quarter wise profit growth
- What will you do if some country/province (any geographical entity) is missing and displaying a null when you use map view?
- How can you calculate daily profit measure using LOD?
- Data security levels.
- User roles in Tableau
S.No |
Terms
& Meaning |
1 |
Alias An alternative name that you
can assign to a field or to a dimension member. |
2 |
Bin A user-defined grouping of
measures in the data source. |
3 |
Bookmark A .tbm file in the
Bookmarks folder in the Tableau repository that contains a single worksheet.
Much like web browser bookmarks, .tbm files are a convenient way to
quickly display different analyses. |
4 |
Calculated Field A new field that you create
by using a formula to modify the existing fields in your data source. |
5 |
Crosstab A text table view. Use text
tables to display the numbers associated with dimension members. |
6 |
Dashboard A combination of several
views arranged on a single page. Use dashboards to compare and monitor a
variety of data simultaneously. |
7 |
Data Pane A pane on the left side of
the workbook that displays the fields of the data sources to which Tableau is
connected. The fields are divided into dimensions and measures. The data pane
also displays custom fields such as calculations, binned fields, and groups.
You build views of your data by dragging fields from the data pane onto the
various shelves that are a part of every worksheet. |
8 |
Data Source Page A page where you can set up
your data source. The data source page generally consists of four main areas
− left pane, join area, preview area, and metadata area. |
9 |
Dimension A field of categorical data.
Dimensions typically hold discrete data such as hierarchies and members that
cannot be aggregated. Examples of dimensions include dates, customer names,
and customer segments. |
10 |
Extract A saved subset of a data
source that you can use to improve performance and analyze offline. You can
create an extract by defining filters and limits that include the data you
want in the extract. |
11 |
Filters Shelf A shelf on the left of the
workbook that you can use to exclude data from a view by filtering it using
measures and dimensions. |
12 |
Format Pane A pane that contains
formatting settings that control the entire worksheet, as well as individual
fields in the view. When open, the Format pane appears on the left side of
the workbook. |
13 |
Level Of Detail (LOD)
Expression A syntax that supports
aggregation at dimensionalities other than the view level. With the level of
detail expressions, you can attach one or more dimensions to any aggregate
expression. |
14 |
Marks A part of the view that
visually represents one or more rows in a data source. A mark can be, for
example, a bar, line, or square. You can control the type, color, and size of
marks. |
15 |
Marks Card A card to the left of the
view, where you can drag fields to control mark properties such as type,
color, size, shape, label, tooltip, and detail. |
16 |
Pages Shelf A shelf to the left of the
view that you can use to split a view into a sequence of pages based on the
members and values in a discrete or continuous field. Adding a field to the
Pages shelf is like adding a field to the Rows shelf, except that a new page is
created for each new row. |
17 |
Rows Shelf A shelf at the top of the
workbook that you can use to create the rows of a data table. The shelf
accepts any number of dimensions and measures. When you place a dimension on
the Rows shelf, Tableau creates headers for the members of that dimension.
When you place a measure on the Rows shelf, Tableau creates quantitative axes
for that measure. |
18 |
Shelves Named areas to the left and
top of the view. You build views by placing fields onto the shelves. Some
shelves are available only when you select certain mark types. For example,
the Shape shelf is available only when you select the Shape mark type. |
19 |
Workbook A file with a .twb extension
that contains one or more worksheets (and possibly also dashboards and stories). |
20 |
Worksheet A sheet where you build views
of your data by dragging fields onto shelves. |
Join
lookup
order dat null
sales in year wise null
drop truncate delete
rank dense rank
pareto and waterfall chart
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