Control Charts in Tableau

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Questions and Answers

When creating a parameter for 'Standard Deviations' in Tableau for a control chart, what data type should be used?

  • Integer (correct)
  • String
  • Date
  • Boolean

In Tableau, after creating a 'Standard Deviations' parameter, what action makes the parameter dynamically adjustable in the view?

  • Apply it to all sheets
  • Set it as a global variable
  • Show Parameter Control (correct)
  • Add it to the Filters shelf

When creating a lower band for a control chart in Tableau, which formula accurately calculates the lower control limit?

  • WINDOW_AVG(SUM([Defects])) + WINDOW_STDEV(SUM([Defects]) * [Standard Deviations]))
  • WINDOW_AVG(SUM([Defects])) * WINDOW_STDEV(SUM([Defects]) - [Standard Deviations]))
  • WINDOW_AVG(SUM([Defects])) - WINDOW_STDEV(SUM([Defects]) * [Standard Deviations])) (correct)
  • WINDOW_AVG(SUM([Defects])) / WINDOW_STDEV(SUM([Defects]) + [Standard Deviations]))

How can you visually represent the upper and lower bands on a control chart in Tableau?

<p>By adding both bands to a dual axis and changing their mark types to Line. (D)</p>
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After adding the upper and lower bands to a dual axis in Tableau, what step is necessary to ensure the bands align correctly with the data?

<p>Synchronize Axes (A)</p>
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What is the purpose of creating a calculated field called 'Outliers' in a control chart?

<p>To mark any point above the upper band or below the lower band. (B)</p>
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In Tableau, how can you modify the appearance of outliers in a control chart to make them more visually distinct?

<p>By adding the 'Outliers' field to color on the defects marks card. (C)</p>
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What is the impact of changing the standard deviation slider on outlier identification in a control chart?

<p>It changes the upper and lower band positions, affecting which points are identified as outliers. (C)</p>
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Suppose you have a control chart showing defects over time, and you increase the 'Standard Deviations' parameter from 2 to 3. What is the likely outcome?

<p>Fewer points will be identified as outliers. (B)</p>
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In Tableau, if the calculated field for identifying outliers is defined as SUM([Defects]) > [Upper Band] OR SUM([Defects]) < [Lower Band], what does this formula accomplish?

<p>It identifies data points that exceed either the upper or lower control limits. (B)</p>
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When creating a control chart in Tableau, after setting up the dual axis for the upper and lower bands, why is it important to 'Synchronize Axes'?

<p>To ensure that the upper and lower bands are displayed correctly relative to the data. (D)</p>
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You've created a control chart in Tableau and notice that many data points are consistently falling outside the control limits. What might this indicate?

<p>There is significant variability in the process that needs to be addressed. (D)</p>
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In Tableau, you want users to be able to easily adjust the number of standard deviations used to define the control limits of your chart. Which feature should you use?

<p>Parameters (A)</p>
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You've created a Tableau control chart but the upper and lower bands are just straight horizontal lines, not reflecting the variability in your data. What is MOST likely the problem?

<p>The aggregation is incorrect for the band calculations. They should use WINDOW functions (B)</p>
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What is the purpose of using WINDOW_STDEV in the formulas for the upper and lower bands of a control chart?

<p>To determine the variability of the data points within the window. (D)</p>
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What does a data point falling outside the control limits in a Tableau control chart typically suggest?

<p>The data point is an anomaly that requires investigation. (A)</p>
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When creating a control chart in Tableau, which step ensures that the upper and lower control limits are dynamically calculated based on the data in the view?

<p>Using window functions in the calculated fields for the control limits. (B)</p>
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When do you typically synchronize dual axes in Tableau?

<p>When you want to create a combined axis chart that shows two different measures on the same scale. (C)</p>
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Why might the user want to change the standard deviation on outliers?

<p>To see changes in outlier identification. (D)</p>
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Flashcards

What is a Parameter in Tableau?

A variable that can hold a range of values and be interactively adjusted in Tableau.

What does 'Show Parameter Control' do?

The option to display the parameter control on a Tableau worksheet for interactive adjustment.

What are Standard Deviation Lines?

Lines representing the upper and lower bounds within which data points are considered normal.

What does WINDOW_AVG do?

A function that calculates the average of values within a specified window.

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What does WINDOW_STDEV do?

A function that calculates the standard deviation of values within a specified window.

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What is a Dual Axis?

Combining two axes on the same chart, allowing for comparison of different measures.

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What is 'Synchronize Axes'?

Ensuring that multiple axes share the same scale, critical for accurate comparisons.

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What are Outliers in Control Charts?

Points that fall outside the control limits, potentially indicating unusual events.

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What is an 'Outlier' Calculated Field for?

A calculated field that marks data points exceeding or falling below control limits.

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Why add Outliers to 'Color' on the Marks card?

Used to visually distinguish outliers from typical data points.

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Study Notes

  • Control Charts in Tableau are discussed

Standard Deviations

  • Create a parameter named "Standard Deviations"
  • The parameter should be an integer
  • Allowable range is 1-6
  • Click the drop-down and select "Show Parameter Control"

Standard Deviation Lines

  • Standard deviation lines are created through calculations
  • "Lower Band" equals WINDOW_AVG(SUM([Defects])-WINDOW_STDEV (SUM([Defects]) * [Standard Deviations]))
  • "Upper Band" equals WINDOW_AVG(SUM([Defects]) + (WINDOW_STDEV(SUM([Defects]) * [Standard Deviations]))

Visualizing Bands

  • Add both of the bands to a dual axis by dragging them to the right side of the viz
  • Change their mark types to Line
  • Double-click the right axis and check "Synchronize Axes"

Outliers

  • Create a calculated field to mark points above or below the bands as outliers
  • "Outliers" defined as SUM([Defects]) > [Upper Band] OR SUM([Defects]) < [Lower Band]
  • Add outliers to color on the defects marks card
  • Changing the standard deviation slider changes outlier identification

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