When you connect to a data source, Tableau automatically separates date fields into hierarchies so you can easily break down the viz. You can also create your own custom hierarchies. For example, if you have a set of fields named Region, State, and County, you can create a hierarchy from these fields so that you can quickly drill down between levels in the viz.

Reference: https://help.tableau.com/current/pro/desktop/en-us/qs_hierarchies.htm

Tableau displays data source connections and data fields for the workbook in the Data pane on the left side of the workspace.

The Data pane includes:

Dimension fields – Fields that contain qualitative values (such as names, dates, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view. Examples of dimensions include dates, customer names, and customer segments.

Measure fields – Fields that contain numeric, quantitative values can be measured. You can apply calculations to them and aggregate them. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default). Examples of measures: sales, profit, number of employees, temperature, frequency.

For more information on what dimensions and measures are, see Dimensions and Measures, Blue and Green.

Calculated fields – If your underlying data doesn't include all of the fields you need to answer your questions, you can create new fields in Tableau using calculations and then save them as part of your data source. These fields are called calculated fields.

For more information on calculated fields, see Create Custom Fields with Calculations.

Sets – Subsets of data that you define. Sets are custom fields based on existing dimensions and criteria that you specify. For more information, see Create Sets.

Named sets from an MS Analysis Services server or from a Teradata OLAP connector also appear in Tableau in this area of the Data pane. You can interact with these named sets in the same way you interact with other custom sets in Tableau.

Parameters – Values that can be used as placeholders in formulas, or replace constant values in calculated fields and filters. For more information, see Create Parameters.

Reference: https://help.tableau.com/current/pro/desktop/en-us/datafields_understanddatawindow.htm

TWBX is all in one. It contains viz, info needed to build the viz, and a copy of the data source. It doesn’t contain extracts of the data but can contain both live and data extracts. Best if want to eliminate the barrier of data access.

Create a .twbx with file-based data sources

1) Select File > Save As.

2) Specify a file name for the packaged workbook in the Save As dialog box

3)Select Tableau Packaged Workbooks on the Save as type drop-down list.

4) Click Save.

5) The default location is the Workbooks folder of the Tableau repository. However, you can save packaged workbooks to any directory you choose.

The following files are included in packaged workbooks:

--> Background images

--> Custom geocoding

--> Custom shapes

--> Local cube files

--> Microsoft Access files

--> Microsoft Excel files

--> Tableau extract files (.hyper or .tde)

--> Text files (.csv, .txt, etc.)

Reference: https://help.tableau.com/current/pro/desktop/en-us/environ_filesandfolders.htm

Tableau Public is a free service that lets anyone publish interactive data visualizations to the web. Visualizations that have been published to Tableau Public (“vizzes”) can be embedded into web pages and blogs, they can be shared via social media or email, and they can be made available for download to other users.

Check it out : https://public.tableau.com/en-us/s/

The following is the official documentation for the String function LEFT:

Reference: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_string.htm

To create a trend line, we need:

Reference: https://help.tableau.com/current/pro/desktop/en-us/trendlines_add.htm

According to the official documentation:

Joins are a more static way to combine data. Joins must be defined between physical tables up front, before analysis, and can’t be changed without impacting all sheets using that data source. Joined tables are always merged into a single table. As a result, sometimes joined data is missing unmatched values, or duplicates aggregated values.

Joins -

1) Are displayed with Venn diagram icons between physical tables

2) Require you to select join types and join clauses

3) Joined physical tables are merged into a single logical table with a fixed combination of data

4) May drop unmatched measure values

5) May duplicate aggregate values when fields are at different levels of detail

6) Support scenarios that require a single table of data, such as extract filters and aggregation

Reference: https://help.tableau.com/current/online/en-us/datasource_relationships_learnmorepage.htm

When we create a reference line, we get the following 3 options for the scope:

Reference: https://help.tableau.com/current/pro/desktop/en-us/reference_lines.htm