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Tableau Data Analyst Certificate > Files & Data Connectors > Flashcards

Files & Data Connectors Flashcards

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1
Q

.twb

A

Workbooks
Does not include data

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2
Q

.tbm

A

bookmarks

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3
Q

.twbx

A

Packaged Workbooks

includes data

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4
Q

.hyper

A

Extract
New version

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5
Q

What makes .hyper better than .tde?

A
  1. Extraction is faster
  2. extract size is bigger (can contain billions of rows of data)
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6
Q

T/F

.tde and .hyper can include calculated fields or changes to default properties you assigned

A

False, they cannot include these things

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7
Q

What Tableau version started using .hyper?

A

Tableau 10.5

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8
Q

.tde

A

Extract
Old versions

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9
Q

.tds

A

Data Source

shortcuts for quickly connecting to the original data that you use often

Don’t contain the actual data but rather the info necessary to connect to the actual data as well as any modifications you’ve made on top of the actual data

Includes:
1.** Info necessary to connect to the actual data**: (E.g. database server address, port, location of local files, tables)
2. Modifications made: e.g. groups sets, calculated fields, bins, default properties

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10
Q

.tdsx

A

Packaged Data Source

Includes all that’s in .tds + any local file data such as extract files (.hyper), text files, Excel files, Access files, and local cube files

Used to create a single file to share with others who may not have access to the original data stored locally on your computer

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11
Q

.tps

A

Preferences

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12
Q

.tms

A

Tableau Map Source

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13
Q

What are the 4 Data Connector Options?

i.e. the “Connect” Panel

A

Search for Data > Tableau Server (help you find data using an internal Tableau Server or Tableau Public Online)

File (Excel, PDF, etc.)

Server (MySQL, Oracle, Miscosoft SQL Server, ect.)

Saved Data Sources (Datasources you’ve named and saved)

Image 6

(examples not necessary. There is another question for this)

https://campus.datacamp.com/courses/connecting-data-in-tableau/managing-and-connecting-data?ex=10

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14
Q

Give an examples for each Data Connector Option (under the ‘Connect’ Panel):

Search for Data

File

Server

Saved Data Sources

A

Search for Data (Tableau Server)

File (Excel, PDF, etc.)

Server (MySQL, Oracle, Miscosoft SQL Server, ect.)

Saved Data Sources (Datasources you’ve named and saved)

(Note that free version is more limited)

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15
Q

You want to start an analysis in Tableau. You only have a datasource. How do you start?

A

Open the datasource with the “Connect” panel

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16
Q

How do you connect to data from an internal Tableau Server?

A

“Connect” panel > Under “Search for Data”, click “Tableau Server”

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17
Q

How do you connect to data from Tableau Public Online?

A

“Connect” panel > Under “Search for Data”, click “Tableau Server”

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18
Q

How do you connect to a file?

A

“Connect” panel > Under “To a File”, click relevant file type
.
ALSO
.
File menu > open

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19
Q

How do you connect to data from MySQL?

A

“Connect” panel > Under “To a Server”, click “My SQL”

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20
Q

How do you connect to “Sample - Superstore” datasource that you previously saved in Tableau?

A

“Connect” panel > Under “Saved Data Sources”, click “Sample - Superstore”

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21
Q

T/F

A .tds file can include tables, locations of local files, database server address

A

True

These are examples of info necessary to connect to the actual data

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22
Q

T/F

Saving .tds files is available in Tableau Public.

A

False

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23
Q

Tableau supports connecting to a wide variety of data, stored in a variety of places. An analyst is needing to pull data from a popular database environment, such as MySQL Server or Oracle.

Under what section of Tableau’s Connect page will they find the connector they need?

* File
* Server
* Saved data source
* Tableau Server

A

Server

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24
Q

T/F

.tds files include meta-data

A

True

Meta-data is information about the data

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25
# T/F .tds files include data
False
26
# T/F .tds files can include a copy of the data extract
False
27
# Put these filters in the right order of operation: Extract Filter Data source filter Dimension filter Measure filters Table calculations filter Context filter
Extract Filter Data source filter Context filter Dimension filter Measure filters Table calculations filter
28
_ files save the processes behind any changes applied to an initial data source
**.tds & .tdsx** .twbx & .twb I don't think extracts, bc that's the actual data and doesn't include some processes like calculated fields? ## Footnote https://www.thedataschool.co.uk/joe-beaven/tableau-file-formats/#:~:text=tds%20and%20.tdsx-,.,used%20to%20build%20calculated%20fields.
29
Changes to default formatting and the formulas used to build calculated fields can be saved using _ files.
.tds & .tdsx
30
_ files hold only the logic applied to a data source, not the data itself.
.tds & .twb
31
What files include information about how any views (worksheets, dashboards etc) were constructed in Tableau as well as fields such as parameters and aliases?
.twd & .twbx
32
# T/F .tde files automatically upgrade to .hyper files
True
33
To save information on how to connect to the data source, use _ files
.tds & tdsx
34
# T/F .tds files automatically upgrade to .hyper files
False **.tde** files automatically upgrade to .hyper files
35
To save modifications done to the data (e.g. calculated fields and groups), use _ files
.tds & tdsx
36
If you want to save a dashboard or a story, use _ files
.twb & .twbx | NOT .tds & tdsx
37
To save parameters and aliases, use _ files.
.twb. & .twbs (Also .tds. & .tdsx.) | https://www.learntableaupublic.com/tds-file-in-tableau/
38
To save calculated fields, use _ files
.tds & tdsx or .twb & .twbx
39
To save groups, use _ files
.tds & tdsx or .twb & .twbx
40
What is the difference bt .tds & tdsx files and .twb & .twbx files
.twb’s also include information about how any views (worksheets, dashboards etc) were constructed in Tableau both hold the logic applied to a data source
41
_ files contain contain meta data relating to what you have created in Tableau
.tds & tdsx or .twb & .twbx
42
_ contains the connection info and other related info for your data source
.tds & tdsx or .twb & .twbx
43
Extracts work faster than using .twbx and .tdsx files bc _
extracts leverage Hyper (Tableau's database engine)
44
# T/F Extracts allow you to save the data pre work you've done to enrich and extend the original dataset (such as how you've combined multiple datasets with joins, unions, and relationships)
True
45
# T/F Extracts allow you to save how you've combined multiple datasets with joins, unions, and relationships
True joins, unions, relationships are modifications made in the datasource tab modifications like changing default properties, creating calculated fields, and adding groups are not saved in an extract
46
# T/F Extracts allow you to save changes to default properties, calculated fields, and added groups.
False joins, unions, relationships are modifications made in the datasource tab modifications like changing default properties, creating calculated fields, and adding groups are not saved in an extract
47
# T/F Extracts allow you to save how you've changed a field from a measure to a dimension
True
48
How to switch from a Live connection to an Extract
1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. Click "Extract" and select the file
49
Where to find the date/time of the last refresh of extract
1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. See info below "Extract"
50
How to refresh extract
1. From DataSource Tab 2. See "Connection" with Live and Extract options at the upper right hand corner 3. See"Refresh" to the right
51
_ files only saves a local copy of the dataset
Extract aka: .tde & .hyper
52
You are working on Tableau Desktop and your data source comes from Tableau Server. You wan to to work offline. What do you do?
Download a copy of the data source 1. Data Menu (The top tab) 2. Select data source 3. Select "Create Local Copy"
53
You can find "Save As Local Copy" in what tab?
Data Menu
54
You can find most save options (e.g. Save, Save to Tableau Public..., Save As..., Save to Tableau Public As...) in what tab?
File Menu
55
____ files are used when you want to connect to a custom map
.TMS
56
____ files are used to add custom color palettes
.TPS
57
The information in ____ files are also found in TWB files
.TDS
58
Aside from .TWB files, what other files have information that's also included in .TWBX files?
I think all of the other files
59
what do extract files contain?
Only contain a local copy of the entire or a subset of data from its source. They do NOT contain information about the data source, just the actual copy of data
60
You've got a Sheets Extract. How do you easily remove the extraneous info & detect sub-tables?
Use Data Interpreter ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
61
What does Data Interpreter do?
Hint: What's the problem it's solving and what's the solution? . . . .. . . . . . . . . .. It can give you a head start when cleaning your data . **Problem**: Things that make your spreedsheet easy to work with outside of Tableau (e.g. titles, stacked headers, notes, maybe empty rows and columns to add white space, mutliple tabs), can make it hard to see what's the actual fields and values . **Solution**: Data Interpreter can detect things (e.g. titles, notes, footers, empty cells) and bypass them to identify the actual fields and values ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
62
What type of data is cleaned with Data Interpreter?
Hint: 4 . . . . .. . .. .. . . . . ... Excel, CSV, PDF, and Google Sheets ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
63
Before starting adding cleaning steps in Tableau Prep (e.g. pivoting data, splitting fields, adding filters), what's the first thing cleaning step may want to do?
Turn on Data Interpreter (For Excel, CSV, PDF, and Google Sheets) ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
64
How to turn on Data Interpreter and view results?
1. Connect pane > connect to appropriate data source (Excel, CSV, PDF, Google Sheets) 2. Drag a table to the canvas (if needed), then on the **Data Source** page, in the left pane, select the **Use Data Interpreter** check box to see if Data Interpreter can help clean up your data. **Image 1** 3. In the Data pane, click the **Review the results** link to review the results of the Data Interpreter. **Image 2** 4. **Image 3** A copy of your data source opens in Excel on the Key for the Data Interpreter tab. Review the key to find out how to read the results.Click each tab to review how Data Interpreter interpreted the data source. 5. Continue with any other additional cleaning operations to your data before analyzing data ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
65
If Data interpreter has misidentified the range of the found table, how do you adjust the range?
1. Drag the **found table** to the canvas 2. Click the **drop-down arrow** on that table 3. Select **Edit Found Table** to adjust the corners of the found table (the top-left cell and bottom-right cell of the table). **Image 4** ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
66
Your data source looks like **Image 5**. What's the first step to clean this data?
Use Data Interpreter ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm
67
What are some reasons why Data Interpreter wouldn't be available?
Hint: 3 . . . . . . . . 1. Data source is already in a **good format** (a format that Tableau can interpret) 2. **Too many rows/columns** (>2k columns OR >3k rows & 150 columns) 3. Data Source **isn't supported** (it's not Microsoft Excel (only .xls or .xlsx format), Text (.csv) files, PDF files and Google Sheets) ## Footnote https://help.tableau.com/current/pro/desktop/en-us/data_interpreter.htm

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