pbPassingBI
/
tableau/flashcards/tableau-flashcards-4
22 cards

Flashcards 4 — Server & performance

Publishing, extracts, schedules, permissions and tuning. Click a card to flip, or use the arrow keys and space bar.

  1. What is Data Visualization?

    Data visualization is the practice of representing data graphically so that patterns, outliers and relationships become apparent faster than they would from reading numbers. The value is perceptual rather than aesthetic. People compare lengths and positions far more accurately than they compare raw figures, so a bar chart answers *which… Read the lesson

  2. What are the differences between Tableau desktop and Tableau Server?

    Desktop is the authoring tool. You install it locally, connect to data, build worksheets, dashboards and stories, and write calculations. It is where the work is made. Server is the distribution platform. You publish finished workbooks and data sources to it, and other people open them in a browser. Server adds the things a shared… Read the lesson

  3. What are Extracts and Schedules in Tableau server?

    An extract is a compressed snapshot of the data stored in Tableau's own columnar format rather than queried live from the source. It is usually much faster, works when the source is unavailable, and takes load off production systems. A schedule is what keeps that snapshot current. Extracts do not update themselves, so on Server you… Read the lesson

  4. Name the components of a Dashboard

    A dashboard is assembled from sheets — the worksheets you have already built — plus supporting objects. The objects available are: horizontal and vertical layout containers, text, image, web page, blank space, navigation buttons, download buttons, extensions, and ask data where enabled. Alongside those sit the interactive elements:… Read the lesson

  5. How to do Performance Testing in Tableau?

    Start with a performance recording: Help → Settings and Performance → Start Performance Recording, use the workbook as a reader would, then stop. Tableau opens a workbook breaking the time down by query execution, layout, rendering and connection. Read that before changing anything. The intuitive fix is often the wrong one — if 90% of… Read the lesson

  6. Explain the concept of Dual Axis.

    A dual axis puts two measures on the same view with two independent axes, one on each side, layered over one another rather than side by side. You create it by placing the second measure on the opposite side of the view, or by right-clicking the second pill and choosing Dual Axis. Each measure keeps its own Marks card, so one can be bars… Read the lesson

  7. What is TDE file?

    TDE stands for Tableau Data Extract — the old file format for extracted data, a columnar store designed for analytic queries rather than transactional ones. Columnar storage is why extracts are fast: a query reads only the columns it needs, the data compresses well, and the engine is built around keeping hot data in memory. Since version… Read the lesson

  8. How do we do testing in Tableau?

    There is no built-in test framework, so testing is a process rather than a feature. Data accuracy — reconcile a handful of totals against the source system or a SQL query run directly against the database. Check the row count before and after every join, since a one-to-many join silently inflating a sum is the most common defect.… Read the lesson

  9. What is story in Tableau?

    A story is a sequence of sheets and dashboards arranged to make a point in order, each step being a story point with its own caption. Each story point remembers the state it was captured in — filter selections, sort order, highlighted marks — so you can walk an audience through an argument without setting anything up live. It suits… Read the lesson

  10. How to automate reports using Tableau software?

    Publish the workbook to Server or Cloud with an extract, then attach a refresh schedule so the data updates without anyone opening it. For delivery, subscriptions email a snapshot of a view on a schedule to a list of recipients. Data-driven alerts are usually better where they fit, because they only send when a value crosses a threshold… Read the lesson

  11. What are the platforms Tableau server can run on?

    Tableau Server runs on Windows Server and on Linux — Red Hat, CentOS, Oracle Linux, Ubuntu and Amazon Linux among the supported distributions. It can be installed on physical hardware, on a virtual machine, or on cloud instances in AWS, Azure or Google Cloud. Tableau Cloud is the fully hosted option where Tableau runs the infrastructure.… Read the lesson

  12. Does Tableau integrate with Hadoop/ HiveServer?

    Yes. Tableau connects to Hadoop through Hive, using the HiveServer2 connector with an appropriate ODBC driver — Cloudera, Hortonworks and MapR distributions are all supported, along with Amazon EMR. The connection is to Hive rather than to Hadoop directly, because Hive provides the SQL-like interface Tableau needs. Impala and Spark SQL… Read the lesson

  13. How do you publish tableau reports to tableau server?

    From Desktop, Server → Publish Workbook. Sign in, choose the project, name the workbook, and set permissions, which sheets to include, and how the data source should be handled. The decision worth thinking about is embedded versus published data source. Embedded travels with that one workbook; published lives on Server as its own object… Read the lesson

  14. What is an extract is Tableau?

    An extract is a compressed snapshot of your data held in Tableau's own columnar format rather than queried live from the source. It is usually much faster, because the format is built for analytic queries — reading only the columns a query touches, compressing heavily, and keeping hot data in memory. It also works offline and removes… Read the lesson

  15. What are the possible reasons for slow performance in Tableau?

    Usually one of a small number of causes, and worth diagnosing with a performance recording before changing anything. - A slow live connection. The workbook can only be as fast as the query. Switching to an extract is often the single biggest improvement. - Too much data. Pulling row-level detail when the view shows monthly totals. Filter… Read the lesson

  16. What is Dual Axis?

    A dual axis shows two measures in one view on two independent axes, drawn on top of one another rather than side by side. Each measure keeps its own Marks card, so you can render one as bars and the other as a line — the standard actual-against-target chart. Create it by dragging the second measure to the opposite edge of the view, or by… Read the lesson

  17. What are the possible reasons for slow performance in Tableau?

    The usual suspects, roughly in order of how often they turn out to be the cause: - Querying a slow live source where an extract would do. - Bringing back more data than the view needs — row-level detail behind a monthly summary. - Too many marks in a single view. - Too many sheets on one dashboard, each generating its own query. - Quick… Read the lesson

  18. What is a story in Tableau?

    A story is an ordered sequence of sheets or dashboards, each step a story point with its own caption, used to walk an audience through a finding. Each point captures the state it was created in — filters, sorting, selected marks — so the sequence replays consistently rather than needing to be set up live. It differs from a dashboard in… Read the lesson

  19. What is a Published data source?

    A published data source is a data connection saved to Server or Cloud as its own object, separate from any workbook, and reusable by many workbooks. It carries everything defined on it: joins, calculated fields, field renames, default formatting, extract settings and its refresh schedule. The advantage over an embedded data source is… Read the lesson

  20. What is Tableau Show me?

    Show Me is the panel in the top right that suggests chart types based on the fields you currently have selected or in the view. Hovering over each option tells you what it requires — *one date and one measure*, *three or more measures*, and so on. Options that your field selection cannot satisfy are greyed out, which makes it a useful… Read the lesson

  21. What is crosstab chart?

    A crosstab, also called a text table or pivot table, displays numbers as text in a grid of rows and columns rather than as a graphic. You build one by putting dimensions on Rows and Columns and a measure on the Text target of the Marks card. Show Me lists it first, since it is what most fields will produce. It is the right choice when… Read the lesson

  22. What is a Gannt Chart?

    A Gantt chart shows the duration of events over time as horizontal bars, each bar beginning at a start date and extending by a length. In Tableau it needs a date on Columns, a dimension on Rows, and a measure representing duration on the Size target of the Marks card, with the mark type set to Gantt Bar. The classic use is project… Read the lesson