Tableau Desktop-Specialist Dumps

To create a packaged data source (.tdsx file) in Tableau, you would right-click on the data connection in the Data pane and select the option to add it to saved data sources. This action packages the data source with the metadata that you've defined in Tableau, such as calculations, groups, and sets, so that you can easily share it with others. This does not package the data itself, which is a separate step if you're working with local file-based data.

Explanation

You can union your data to combine two or more tables by appending values (rows) from one table to another. To union your data in Tableau data source, the tables must come from the same connection.

For example, suppose you have the following customer purchase information stored in three tables, separated by month. The table names are "May2016," "June2016," and "July2016."

A union of these tables creates the following single table that contains all rows from all tables.

From the official Tableau documentation:

As we can see below, Bar charts can be used as a floating object.

Explanation

Two use cases for creating hierarchies from the Data pane are to add drilldown functionality for fields and to organize related fields together. A hierarchy is a way of organizing data into different levels of detail. For example, a date hierarchy can have year, quarter, month, and day levels. A geographic hierarchy can have country, state, city, and zip code levels. By creating hierarchies from the Data pane, you can quickly drill down or up in a hierarchy to add or subtract more levels of detail in the view. You can also use hierarchies to group related fields together in the Data pane, making it easier to find and use them14 The other options are not valid use cases for creating hierarchies from the Data pane. To concatenate all fields into a single field, you need to use a calculated field or a join, not a hierarchy. To create faster-performing queries, you need to optimize your data source, filters, calculations, or extracts, not create hierarchies

Explanation

Remember that joins are defined in the physical layer and relationships in the logical layer.

You can still specify joins between tables in the physical layer of a data source. Double-click a logical table to go to the Join/Union canvas in the physical layer and add joins or unions.

Every top-level, logical table contains at least one physical table. Open a logical table to view, edit, or create joins between its physical tables. Right-click a logical table, and then click Open. Or, just double-click the table to open it.

When you create a data source, it has two layers. The top-level layer is the logical layer of the data source. You combine data between tables in the logical layer using relationships.

The next layer is the physical layer of the data source. You combine data between tables at the physical layer using joins. For more information, see Logical and physical tables in the data model

When creating a date filter in Tableau, anchor refers to the date in a relative-date filter to which you anchor a unit of time. A relative-date filter is a type of filter that allows you to dynamically filter data based on a range of time relative to the current date or a specific date. For example, you can use a relative-date filter to show data for the last 7 days, the next 3 months, or the current quarter1 To create a relative-date filter, you need to specify the following options: The date field that you want to filter. The unit of time that you want to use for the filter, such as days, weeks, months, quarters, or years. The range of time that you want to show relative to the anchor date, such as last, next, this, or to date. The anchor date that you want to use as the reference point for the filter. You can use the current date or a custom date as the anchor date1 For example, if you want to create a relative-date filter that shows data for the last 3 months from January 1st, 2022, you would select the following options: Date field: Order Date Unit of time: Months Range of time: Last 3 Anchor date: Custom (01/01/2022) 1 The other options are not valid definitions of anchor when creating a date filter in Tableau. The mid-point in the range of displayed dates is not related to the anchor date, but rather to the center of the axis that represents the date field. The date in a range-of-dates filter to which you anchor units of time is not correct, because a range-of-dates filter does not use an anchor date, but rather a start and end date that can be fixed or dynamic. The latest date in the data source that can be found is not related to the anchor date, but rather to the maximum value of the date field in the data source2

Important question! If you selected Dimension and Measure, don't worry! It is a very common mistake. But we're here to learn aren't we?

When you connect to a new data source, Tableau assigns each field in the data source as dimension or measure in the Data pane, depending on the type of data the field contains. You use these fields to build views of your data.

Explanation

It is possible in Tableau to use a sheet within a story directly.

Moreover, in Tableau, a story is a sequence of visualizations that work together to convey information. You can create stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes, or to simply make a compelling case.

At the same time, a story is also a collection of sheets, arranged in a sequence. Each individual sheet in a story is called a story point.

According to the Tableau Desktop Specialist Exam Readiness, to create a calculation that returns a customer name followed by a comma, a space, and then the customer’s age, you should use the formula [Customer Name] + “,” + STR([Age]). This is because you need to concatenate strings using the + operator, and convert the numeric field [Age] to a string using the STR() function.

you can change the data type of a field from the Data Source tab by clicking on the drop-down menu of the field or by clicking the data type icon of the field. You cannot change the data type of a field from the Data pane or by selecting and holding the field.

To create a stacked bar chart in Tableau, you can drag a second dimension to the Color shelf on the Marks card. This action will segment the bars already present in the chart by the new dimension, stacking the segments on top of each other within each bar. This is a common method to add additional layers of detail to a bar chart and effectively compare parts to a whole across categories.

Unioning is the correct answer!

From the official documentation:

For example, suppose you have the following customer purchase information stored in three tables, separated by month. The table names are "May2016" , "June2016" and "July2016."

1) Right click on Rows or Columns, and choose format. In the Font option click on Bold. (CORRECT) - this will modify only the selected axis (row or column)

2) Choose Format then Font from the Menu bar, and select Bold under the Header option (INCORRECT) - this modifies both rows and columns at the same time

3) Choose Format from the Menu bar, select Row or Column, and then select Bold under the header option (CORRECT) -  this will modify only the selected axis (row or column)

4) Select Text Label on the Marks Card, choose Rows or Columns, and then select Bold. (INCORRECT) - no such option exists

With dimension filters in Tableau, you can use several filter modes, including "Multiple Values (drop-down)" which allows users to select one or more values from a drop-down list of all the dimension's members. Another mode is "Wildcard Match," which lets users filter the view by typing in a text box to match dimension members that contain the typed string. These filter types are particularly useful for string or categorical dimensions where users need to search or select specific members to display in the view.

You can drag the filter by clicking on the 2 lines on top, and then dragging the filter as shown:

From the official documentation, the following are the major advantages of using Tableau Data Extracts:

From Tableau 2020.2 onwards, .hyper is the recommended way since it is faster than .tde!

Explanation

Stacked bar charts will usually have lesser number of bars compared to a normal bar chart:

Normal bar chart - 9 bars

Stacked Bar Chart - 3 bars

We can easily see a 'part-of-a-whole' methodology being used here as well - we are seeing the breakdown of Segments within each Category.

To easily visualize trends over time - This is the definition of a line chart.

To visualize each discrete category using a separate bar - This can be accomplished using a simple bar chart, why use a stacked one?

Explanation

VERY IMPORTANT QUESTION FOR THE EXAM, PAY ATTENTION

1) To find the number of days between order date and shipping date, we will make use of a calculated field:

In the data pane, click on the dropdown arrow, and choose create calculated field.

Let's name this calculated field "ShippingDelay" (you can name it anything you want :) )

2) Use the DATEDIFF() function, and pass it the arguments as follows:

'day' depicts that we want to calculate the number of DAYS between the two dates. The first argument is 'start_date' which is the ORDER_DATE (day the order was placed), the second argument is 'end_date', which is the SHIP_DATE (date the order was shipped). So by subtracting as follows: SHIP_DATE - ORDER_DATE, we can find the delay in shipping.

Click OK.

3) You should now have a new measure as follows:

4) Phew! The hard part is done! Now let's filter by Market to include only LATAM:

5) Drag Country to the view, and the new calculated field 'ShippingDelay' to SIZE on the Marks Shelf as follows:

*You can also click on Show Text Labels to be sure that you're choosing the Largest value*

Clearly, Mexico has the highest Shipping Delay!

Explanation

Line charts connect individual data points in a view. They provide a simple way to visualize a sequence of values and are useful when you want to see trends over time, or to forecast future values.

Please refer to the images below:

When creating an extract in Tableau, there are several options to control how much data is included in the extract. These options include hiding all unused fields to reduce the size of the extract, aggregating the data for visible dimensions to summarize it, and applying filters to extract only the data that meets certain criteria.

The two types of aggregations that can be applied to string fields in Tableau are Count Distinct and Minimum. Count Distinct counts the unique values of a field, and Minimum finds the smallest value in a field based on the alphanumeric order. String fields do not support numeric aggregations like Sum or Average.

When you use the 'Create Set' option in Tableau, it creates a dynamic set if the conditions for inclusion in the set are based on a calculation or an aggregation that may change as the data is updated or as filters are applied. Fixed sets are static and do not change with data refreshes, while dynamic sets can update to reflect the current state of the data.

Using the Sample superstore as a reference, click on the manage metadata icon as follows:

We can rename a particular column name to make it easier to remember and use in Tableau. Let's change Order ID to oID as shown:

Now, we'll see oID when using this data source in Tableau. This WILL NOT affect the original data source. The remote field name let's us see what the name of the column is in the ORIGINAL Data source.

The only incorrect option is - Click on Dashboard in the Menu bar, select Tooltip, and then use the italics option.

This option doesn't exist. See below:

The rest of the options do exist, and therefore are correct:

Graphical user interface, text, application Description automatically generated

To update the font of an entire workbook in Tableau, you should use the "Format Workbook" pane. This feature allows you to set and modify the default font settings for the entire workbook, ensuring consistency in font style across all sheets and dashboards. It's a global setting that applies to all visual elements in the workbook, including titles, captions, axis labels, and other text elements.

Before you can build a view and analyze your data, you must first connect Tableau to your data. Tableau supports connecting to a wide variety of data, stored in a variety of places.

By default, when you connect a data source to Tableau, Tableau will create a live connection to the data.

Live connection refers to a data source that contains direct connection to underlying data, which provides real-time or near real-time data. With a live connection, Tableau makes queries directly against the database or other source, and returns the results of the query for use in a workbook. Users can create live connections and then share them on Tableau Server so that other Tableau users can use the same data using the same connection and filtering settings.

Explanation

According to Tableau's official documentation -

Explanation

To reach the correct answer, follow the steps below:

1) Drag Category, and sub-category to the row shelf. Drag Profit to the Column shelf

2) Click the Sort-ascending icon as shown above, to sort the profits from least to greatest as shown:

Click the 'Show mark labels icon'

As we can see, Fasteners has the least Profit in the Office Supplies Category, and hence is our correct answer!

Explanation

When you connect to a new data source, Tableau assigns each field in the data source as dimension or measure in the Data pane, depending on the type of data the field contains. You use these fields to build views of your data.

A parameter is a global placeholder value such as a number, date, or string that can replace a constant value in a calculation, filter, or reference line.

For example, you may create a calculated field that returns True if Sales is greater than $500,000 and otherwise returns False. You can replace the constant value of “500000” in the formula with a parameter. Then, using the parameter control, you can dynamically change the threshold in your calculation.

For example -

Explanation

Since you need BOTH State and the YEAR, we need to use an Inner Join.

Follow the steps below:

This is a tricky question. We are talking about story POINTS, and not entire stories in the question.

To create a story, lets say I have a blank story with 1 dashboard and 1 worksheet.

I can simply drag the dashboard into the view to create a new story point.

Now, if I try to adjust the worksheet beside it in this same view, I cannot. See below:

The only option available is to replace the existing view. Therefore, the answer is NO since they both cannot be added.

Read more about stories in Tableau:

Discrete measures and discrete dimensions appear blue in Tableau. Discrete fields are those that have a finite number of distinct values, such as names, categories, or dates. Discrete fields are usually used to create headers or labels in the view. Blue fields indicate that the field is discrete. Continuous measures and continuous dimensions appear green in Tableau. Continuous fields are those that have an infinite range of possible values, such as numbers or ratios. Continuous fields are usually used to create axes or color gradients in the view. Green fields indicate that the field is continuous1

Explanation

Phew! Tricky one for sure. This question tests multiple concepts and will help you revise them. We'll be using filters, as well as quick table calculations (percent of total) for this one.

1) Firstly, let's drag Country and Institution to the Rows shelf, and year (discrete) to the Columns shelf. Then, drag Publications to the Text Icon in the Marks Shelf. The following is our view:

Data blending is performed on a sheet-by-sheet basis and is established when a field from a second data source is used in the view. To create a blend in a workbook already connected to at least two data sources, bring a field from one data source to the sheet—it becomes the primary data source.

Switch to the other data source and use a field on the same sheet—it becomes a secondary data source. An orange linking icon will appear in the data pane, indicating which field(s) are being used to blend the data sources.

According to the official Tableau Documentation:

To read more about Data Blending, click on THIS link.

The Marks Card allows us not only to edit the Shape, Text and Colour, but also to modify the Tooltip and the level of detail of the visualisation!

The Marks card is a key element for visual analysis in Tableau. As you drag fields to different properties in the Marks card, you add context and detail to the marks in the view.

You use the Marks card to set the mark type (see Change the Type of Mark in the View), and to encode your data with color, size, shape, text, and detail. To change the mark settings, see Control the Appearance of Marks in the View.

In this example, three different fields have been dragged to different properties in the Marks card. Segment is on Color, Region is on Shape, and Quantity is on Size.

After you add a field to the Marks card, you can click the icon next to the field to change the property it is using. You can also click the property buttons in the Marks card to change those settings.

Many properties can have multiple fields. For example, you can add multiple fields to Label, Detail, Tooltip, and Color. Size and Shape can only have one field at a time. For more details, see Control the Appearance of Marks in the View.

In Tableau, a story is a sequence of visualizations that work together to convey information. You can create stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes, or to simply make a compelling case.

A story is a sheet, so the methods you use to create, name, and manage worksheets and dashboards also apply to stories (for more details, see Workbooks and Sheets). At the same time, a story is also a collection of sheets, arranged in a sequence. Each individual sheet (worksheet or dashboard) in a story is called a story point.

When you share a story —for example, by publishing a workbook to Tableau Public, Tableau Server, or Tableau Online—users can interact with the story to reveal new findings or ask new questions of the data.

Explanation

Since Sales is a measure, it can easily be depicted via size.

To drill down and change the level of detail, Country is the correct choice since it will contain STATE. We can then depict the various states by different shapes such as circle, square etc.

Finally, the Profit can be depicted via a color! Eg - Red for poor and green for excellent profits!

Padding lets you precisely space items on dashboard, while borders and background colors let you visually highlight them. Inner padding sets the spacing between item contents and the perimeter of the border and background color; outer padding provides additional spacing beyond the border and background color.

We can use scatter plots to visualize relationships between numerical variables!

In Tableau, you create a scatter plot by placing at least one measure on the Columns shelf and at least one measure on the Rows shelf (Total 2 minimum). If these shelves contain both dimensions and measures, Tableau places the measures as the innermost fields, which means that measures are always to the right of any dimensions that you have also placed on these shelves. The word "innermost" in this case refers to the table structure.

 ( Simple Scatter Plot)

 (Matrix of Scatter Plots)

A scatter plot can use several mark types. By default, Tableau uses the shape mark type. Depending on your data, you might want to use another mark type, such as a circle or a square. For more information, see Change the Type of Mark in the View.

To create a scatter plot, follow the steps below:

According to the Tableau Desktop Specialist Exam Guide, one of the exam objectives is to “Sort data in a visualization”. The guide also states that “You can sort data in a visualization from three locations: the Worksheet menu, an axis, or a field label” (page 15).

Bar charts in Tableau do not require a dimension to be created. You can create a bar chart using only a measure; this will produce a single bar that represents the aggregate of the measure values, such as the sum or average of sales.

Explanation

To reach the correct answer, follow these steps:

1) Drag Order Date (Discrete Year) to the Column shelf, and Region to the Row Shelf as shown:

2) Drag Profit to Text in the Marks Shelf as shown:

3) Click on Analysis as shown -> Totals -> SELECT ROW GRAND TOTALS

The following will be the final view:

You could also Filter by Region to only Focus on Canada, but that's your choice:

THEREFORE,

2012 = 4,888

2011 -> 2014 = 17,817

Explanation

To interactively display information from the web INSIDE a dashboard, you can use a URL action with a web page object.

For example, you might have a dashboard that shows profits by country. In addition to showing the profit data in your dashboard, you also want to display supplemental information about the countries from a web site.

To add totals to a view using the Analytics pane:

Also, you can add totals from the Analytics tab in the Menu above:

Explanation

A bullet graph is a variation of a bar graph developed to replace dashboard gauges and meters. A bullet graph is useful for comparing the performance of a primary measure to one or more other measures. Below is a single bullet graph showing how actual sales compared to estimated sales.

According to the Tableau Desktop Specialist Exam Guide, when using quick table calculations, such as Percent Difference From, that use a value in the previous column, the first data value in the visualization will be null, because there is no previous value to compare with.

When you click the icon to the right of Air Ticketing Cabin Type Name, the highlighter toggles on or off. The highlighter is a feature that allows you to highlight marks in the view that match a specific value or condition. You can access the highlighter by clicking the icon next to a dimension or measure in the legend, filter, or parameter. The icon looks like a light bulb with a plus sign. When you click the icon, a highlighter box will appear where you can enter or select a value to highlight. The marks that match the value will be highlighted in the view, while the others will be dimmed. You can also use the highlighter box to search for values, clear the highlighting, or lock the highlighting. To turn off the highlighter, you can click the icon again or close the highlighter box. The other options are not correct descriptions of what occurs when you click the icon to the right of Air Ticketing Cabin Type Name. The filter options do not open, because the icon is not for filtering, but for highlighting. The legend does not toggle on or off, because the icon is not for showing or hiding the legend, but for accessing the highlighter. The Edit Colors dialog box does not open, because the icon is not for changing the colors of marks, but for highlighting them.

The following are the official definitions from the Tableau documentation for the various file types:

1) .tds (Tableau Data Source) - To not contain the actual data but rather the information necessary to connect to the actual data as well as any modifications you've made on top of the actual data such as changing default properties, creating calculated fields etc. (CORRECT ANSWER)

2) .twbx ( Tableau packaged workbook) - To create a single zip file that contains a workbook along with any supporting local file data and background images. This is great for sharing your work with others who don’t have access to the original data.

3) Extract (.hyper or .tde) – To create a local copy of a subset or entire data set that you can use to share data with others, when you need to work offline, and improve performance.

3) (.twb) Workbooks – To hold one or more worksheets, plus zero or more dashboards and stories.

According to the official Tableau documentation:

Graphical user interface, text, application Description automatically generated

When using a data source that has relationships, you can add a join between two or more tables by dragging a table directly on top of an existing logical table from the Tables pane. This will create a logical table that contains the joined tables. You can then edit the join type, join clauses, and join calculation as needed2 The other options are not valid ways to add a join between tables when using relationships. From the Tables pane, double-clicking a table will add it to the data source as a separate logical table, not joined with any other table. From the Connections pane, selecting Add will allow you to add another connection to the data source, not join tables within the same connection. Double-clicking a logical table in the canvas will open the Data Source page, where you can view and edit the fields in the logical table, not join it with another table2

Explanation

Sets are custom fields that are created within Tableau Desktop based on dimensions from your data source. They are subsets of your data, which can be created manually or computed. Either dimensions or measures can be used to determine what is included or excluded from a set using conditional logic, but to CREATE a set we use dimensions.

Reference :

Explanation

When using a Percent difference, Tableau calculates what the percent change has occured as compared to the last data value. BUT, for the first data value, there is no previous value to compare it to. Hence, it appears as NULL.

Chart, line chart Description automatically generated

Explanation

A geographic role associates each value in a field with a latitude and longitude value.

Assigning a geographic role based on the type of location (such as state versus postcode) helps ensure that your data is plotted correctly on your map view. For example, you can assign the City geographic role to a field that contains a list of city names.

To assign a geographic role to a field:

In the Data pane, click the data type icon next to the field, select Geographic Role, and then select the geographic role you want to assign to the field.

When you assign a geographic role to a field, Tableau adds two fields to the Measures area of the Data pane: Latitude (generated) and Longitude (generated).

These fields contain latitude and longitude values and are assigned the Latitude and Longitude geographic roles. If you double-click each of these fields, Tableau adds them to the Columns and Rows shelves and creates a map view using the Tableau background map.

Explanation

Yes, it is very much possible to use measures in the same view multiple times. For example, refer to the image below:

We are using BOTH the Sum of the revenue and the AVG of the revenue in the same view!

To display multiple distinct lines on the same axis based on a field, you should place the field on the Color shelf in the Marks card. This will encode each distinct value in the Region field with a different color, resulting in separate lines for each region on the same axis.

The beauty of context filters is that according to Tableau's Order of Operations, they are executed before Sets.

Diagram Description automatically generated

This means that based on what Region's you've selected - Tableau will first only preserve the rows for those Regions. THEN, after this it will compute the Set , i.e , Bottom 10 products in each Region.

1) First let's create a set to compute the Bottom 10 Products by Profit.

2) Next, take region on the Rows Shelf followed by the Set we just created. Drag Region and the Set to the Filters Shelf as well.

3) Now, try to only visualize the data for the South Region:

4) The problem right now is that Tableau is computing the Set first (Bottom 10 Products), and then applying the Dimension Filter - South Region and hence these values are incorrect. Note how these aren't even 10 products, but rather just 8. To fix this, simply add Region to Context:

Upon doing this, we get the correct answer as : 

References: 

The icon shown is used to add a new Dashboard! From the official documentation:

The LATEST Tableau Desktop Sepcialist exam blueprint now requires you to know some basics about animations as well!

NOTE: Animations are DISABLED by default and must be manually enabled.

You can also reset all settings to default by clickin on 'Reset All'

Hierarchies in Tableau are used to define a drill-down path through your data. By creating a hierarchy, you can organize related fields together, which makes it easier to navigate complex data models. This also allows users to explore data at different levels of detail, from the highest level of the hierarchy to the most granular details, simply by clicking to expand and collapse levels of the hierarchy in the view.

Explanation

If you answered this question quickly and correctly, you're well prepared for the exam! Most students stumble while creating a Dual axis chart, so go ahead and give yourself a pat on the back!

To create a dual axis chart for the problem mentioned:

1) Drag Product Type to the column shelf, and Sales and Profit to the Row shelf:

2) Now, to focus on 2013, drag Date to the filter shelf and select only 2013:

3) Now, click on the Profit pill in the Rows Shelf, and select dual axis:

4) Now, in the marks shelf, choose Sales, and change the chart type to bar. Similarly, for Profit, change the chart type to Line.

Now the chart looks like this:

Now we change the Profit chart type to line:

5) Finally, we synchronise the axis as follows: Right click on the axis, and choose 'Synchronise axis'

And, our final view and answer is:

In Tableau, parameters are dynamic values that can replace a constant in calculations, filters, and reference lines. If you have a parameter controlling a calculation, changing the parameter value can change the results of that calculation, thus impacting the visualization. Parameters can also be used to switch between different fields in the visualization; for example, allowing users to choose which measure or dimension to display.

Data blending simulates a traditional left join. The main difference between the two is when the aggregation is performed. A join combines the data and then aggregates. A blend aggregates and then combines the data.

From the official website:

Date values in Tableau represent specific points in time and are typically formatted in a standard date format.

• Option A, "2020-05-01", is a standard date format representing the 1st of May, 2020.
• Option D, "January 1, 1995", is another example of a date value, representing the 1st of January, 1995. Options B ("December") and C ("Wednesday") represent a month and a day of the week, respectively, but do not specify a particular date.

Explanation

Follow along to reach the correct answer:

1) First, drag Date to the Column shelf and Profit to the Rows shelf. We need to see the 2 consecutive months over this two year period (2012-2013) so this tells us we need to work with continuous dates:

Click on Date in the Column shelf and convert it to continuous month :

2) Now, click on the Profit pill in the Rows shelf, go to quick table calculation and choose Percent difference:

3) Finally, click on the Show mark Labels icon:

4) We finally have our view, and clearly, 10 Months have a NEGATIVE percent difference:

Explanation

If you chose 2, then you were very close but probably didn't plot the actual Percent Difference on your view. ( One of the marks is just over the line).

• Firstly, Drop the Week ID onto the column shelf, and convert it to continuous since we need both Year and Quarter as mentioned in the question.
• 2) Next, Drop assortment to filters shelf so that we can focus on Electronics!

3) This should be your view now. Click on the Show Mark Labels icon as shown:

The final view is as follows, with 3 points below 0 ( i.e negative )

Explanation

Here's how to add image files to your repository:

1) Find image file on the internet. I try to find consistent image formats if I plan to use a set of shapes such as logos or flags.

2) Download the image to your computer.

3) Drag images into your My Documents -> My Tableau repository -> Shapes folder.

4) Open Tableau and your new shapes will automatically be included in your "edit shapes" menu.

According to the Tableau Help, a highlight table is “a cross-tabulation that uses color to encode values”. The help also states that “Highlight tables use the Square mark type” (page 1).

To perform a union in Tableau, the tables must have a related field with matching data types, and they must have the same number of fields. This allows the tables to be appended vertically in the data source. Different names or tables from different connections do not affect the ability to union the tables.

Extracts would be more beneficial for analyzing historical prices where we won't be making use of any real time data being streamed. Same is the case for enormous datasets having billions of rows (extracts will be more efficient in analyzing subsets of such large data).

As for live stock prices, flight updates, real time updates from production or mission critical systems - having a live connection is the most logical choice, since we need access to the most fresh and recent data possible at all times!

By default, the shape that a Heap map uses is a "Square". See below:

The following options are available in the Device preview section when creating a Dashboard:

Graphical user interface Description automatically generated

The Shape option is available for scatter plots and packed bubbles views. The Shape option allows you to change the shape of marks in the view by selecting from a predefined set of shapes or adding custom shapes. You can access the Shape option by placing any field on Shape on the Marks card4 Scatter plots are views that show the relationship between two numerical variables by plotting them as coordinates on a Cartesian plane. You can create a scatter plot by placing at least one measure on Columns and at least one measure on Rows on the Marks card. You can then use Shape to assign different shapes to different categories or segments in your data5 Packed bubbles are views that show hierarchical data as a set of nested circles. Each circle represents a dimension member and its size is proportional to a measure value. You can create a packed bubble chart by placing one or more dimensions on Detail and one measure on Size on the Marks card. You can then use Shape to change the shape of circles to other shapes such as squares or stars6 The other options are not valid views for using the Shape option. Side-by-side circles are views that show proportions of a whole by using circles with different angles and sizes arranged horizontally or vertically. You can create a side-by-side circle chart by placing one dimension on Columns or Rows and one measure on Angle and Size on the Marks card. You cannot use Shape to change the shape of circles in this view7 Heat maps are views that show the distribution of two or more measures by using a color gradient and size. You can create a heat map by placing one or more dimensions on Columns and Rows and two measures on Color and Size on the Marks card. You cannot use Shape to change the shape of marks in this view8

THIS IS A VERY IMPORTANT QUESTION

Aggregation is an important concept to consider when creating calculated fields. A calculated field for SUM([Profit]) / SUM([Sales]) will give you a very different answer than [Profit] / [Sales], even though both formulas are valid.

If you do not provide the aggregation within the calculated field, Tableau will calculate the equation for every record ( row ) in your analysis, then aggregate the answers for all of the rows together when the calculated field is added to the view.

In simple terms, if specify the aggregation such as SUM, what Tableau will do is that it will first calculate the sum of the Profit column ( say x ), then calculate the sum of the Sales column ( say y ), and then simply apply x/y ---> This is what we expect! Perfect!

BUT, if you don't specify the aggregation, it will go to every single ROW, perform Profit / Sales, and then aggregate the answers calculated for each row. This is simply NOT what we wan't!

An example:

Explanation

This question is directly from the Official Tableau Desktop Specialist exam guide.

Since we are talking about the AVERAGE home values for the United States in 2016, the question is directly offering us a hint that the answer has something to do with aggregation and that too the values tell us that we're working with MEASURES.

Date part and Date values don't really make much sense given the question, and neither does geography.

Therefore, the answer naturally is "An aggregated measure".

To make an axis bold, simply right click it, select format, and then click on Font to choose Bold:

None of the other options are valid ways to make the axis bold.

Read more about editing axis:

According to the Tableau Help, one of the ways to improve a crosstab is to “Include an Other group”. The help also states that “If you have a large number of members in a dimension, you can create groups to combine low-frequency members into an Other group. This can help you focus on the most relevant data and reduce clutter in your view” (page 2).

Explanation

As the question mentions, we need to create a SET with the following conditions -> Choose only those customers whose Sales > 30,000

1) Right click on customer name --> Create --> Set

2) Let's Name the Set - Customer>30k ( you can name it anything you want :) )

Select USE ALL, and then move to the CONDITION TAB:

3) In the Condition Tab, Choose BY FIELD -> Select Sales -> Sum -> Greater than 30000 , and click OK

4) You should now have a new Set in the Data Pane as follows:

5) Drag this set to the rows shelf, and click on SHOW MEMBERS IN SET. Now drag Sales to the Column Shelf.

6) Click on the Show Mark Labels, and Sort ascending icons as shown:

7) Voila! We have our answer:

c

Explanation

Not too tough. Follow along the steps:

• Drag Color to Filter and choose Red:
• 3) Now to display the percentage correctly, lets format it. Click on the In Stock % pill in the Row shelf, and select format:
• And your final view will look like :

The Tableau workspace consists of menus, a toolbar, the Data pane, cards and shelves, and one or more sheets. Sheets can be worksheets, dashboards, or stories. For details on dashboard or story workspaces, see Create a Dashboard or The Story Workspace.

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The main thing you do in the workspace is to create visualisations to analyze your data.

Renaming data fields, cleaning the data, previewing the data can all be done in the Data source window.

Distribution Pane

Explanation

This is the Analytics pane! Read more from the official documentation below:

Explanation

Measure names and values CANNOT be deleted in Tableau like other columns can. These are auto-generated.

Calculated Fields, and Number of records can both be deleted.

You can adjust the size for all charts except the Tree Map. You use dimensions to define the structure of the treemap, and measures to define the size or color of the individual rectangles. Treemaps are a relatively simple data visualization that can provide insight in a visually attractive format.

In a Tree Map, the measure itself defines the size and colour! The greater the sum of Measure for each category, the darker and larger its box.

You can change the scope of a reference line by choosing one of the following options: Per Pane, Entire Table, or Per Cell. The scope determines how many reference lines are added to the view and how they are calculated. Per Pane adds one reference line for each pane in the view. Entire Table adds one reference line for the entire table in the view. Per Cell adds one reference line for each cell in the view

In fact, the opposite of this is true.

Trick : Whenever you think of joins -> Think that after the join is created, we get 1 single flat combined (joined) table. This flat combined table is created prior to us creating our visualizations. This happens at the physical layer.

If you ever think about relationships, know that all tables will remain distinct and separate, and relationships sit at the logical layer. At run time, when you bring in the dimensions and measures to create your viz, Tableau very smartly creates the necessary joins, relates the tables and sends queries to these tables to get the resultant data back in the most meaningful way possible. This allows you to focus on using your data and revealing insights from it and focus less on the data preparation aspect!

Refer to logical layer vs physical layer from the official documentation: 

Explanation

Tricky options! Go to hyperlink and Go to Web page are not valid Actions in Tableau.

A URL action is a hyperlink that points to a web page, file, or other web-based resource outside of Tableau. You can use URL actions to create an email or link to additional information about your data. To customize links based on your data, you can automatically enter field values as parameters in URLs.

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Explanation

We can perform filter, URL and highlight actions out of the above given choices on a dashboard. Please refer to the image below:

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You should use a union when you have two tables with similarly named columns of data that you want to combine. A union is a method for combining data by appending rows of one table onto another table. The tables that you union must have the same number of fields, the same field names, and the same data types2

Explanation

THIS IS A VERY IMPORTANT QUESTION

To answer this question, you need to understand Tableau's Order of Operations. See below and remember this always:

The relative date filter can be used to select a range of dates relative to the current date, such as the past month, the current quarter, etc. This filter type dynamically adjusts the range based on the current system date, making it suitable for use with the TODAY() function.

In Tableau, when creating a combined axis chart, after dragging the first measure to the Rows shelf, you should drag the second measure directly onto the existing axis in the view. This will combine both measures on the same axis, allowing them to share a scale and an axis, which is the essence of a combined axis chart.

To combine data from another database with an existing data source in Tableau, the first step is to add a new connection. This will allow you to access the additional database and either blend or join the data from the two sources depending on your analysis needs.

Explanation

Extracts are advantageous for several reasons:

1) Supports large data sets: You can create extracts that contain billions of rows of data.

2) Fast to create: If you're working with large data sets, creating and working with extracts can be faster than working with the original data.

3) Help improve performance: When you interact with views that use extract data sources, you generally experience better performance than when interacting with views based on connections to the original data.

4) Support additional functionality: Extracts allow you to take advantage of Tableau functionality that's not available or supported by the original data, such as the ability to compute Count Distinct.

5) Provide offline access to your data: Extracts allow you to save and work with the data locally when the original data is not available. For example, when you are traveling.

To work with the MOST up-do-date data, use a live connection instead!