Tableau TDS-C01 Tableau Desktop Specialist Exam Exam Practice Test

Explanation

Trend lines have become popular questions in recent Tableau examinations. Follow along:

1) First drag Sales to the Rows shelf and Profit to the Columns shelf:

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You will only see a single mark since the view is aggregated.

2) Now, break down this view by state. Drag State into Detail on the Marks shelf ( or directly to the view):

3) Finally, move to the Analytics pane, and drag Trend line to the view. When you drag it, select the Linear option!:

4) The following is our view. Hover over the trend line to see the R-squared value:

a calculated field that has a formula of SUM(Sales)/SUM(Profit) is a measure, because it returns a numeric value that can be aggregated and used for analysis. A parameter is a user-defined variable that can be used in calculations or filters. A dimension is a categorical field that can be used to group or slice data. A set is a subset of data based on some condition.

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.

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).

To add totals to a view using the Analytics pane:

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

Explanation

We need to use the concept of Groups for this question. Follow along:

1) First, Drag State to the Rows shelf, and Total Expenses to the Text Mark on the Marks Shelf:

2) Now, remove the SUM aggregation from Total Expenses, and add a quick table calculation -> Percent of total:

3) Next, Select the States of New York, California and Washington -> And then click the paperclip icon:

We can see the answer already : 23.386% in the view above (even before grouping!)

4) Finally, we get the following view and our answer:

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

Follow along the steps below:

• Drag Assortment and Year ID to the column shelf, and Item Number ID to the row shelf. Next, drag Sales to the Text label to create a cross-tab as below:

By default, both field names are present in the Union, but contain several null values!

When field names in the union do not match, fields in the union contain null values. You can merge the non-matching fields into a single field using the merge option to remove the null values. When you use the merge option, the original fields are replaced by a new field that displays the first non-null value for each row in the non-matching fields.

You can also create your own calculation or, if possible, modify the underlying data to combine the non-matching fields.

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."

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

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Now suppose a fourth table, "August2016", is added to the underlying data. Instead of the standard "Customer" field name, it contains an abbreviated version called "Cust."

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To provide additional information when hovering over a field in the Data pane, as shown in the exhibit, you need to configure a default comment for the field. This comment can be set by right-clicking on the field in the Data pane and selecting "Default Properties" and then "Comment." The text entered as a comment here will then be displayed as a tooltip when hovering over the field in the Data pane.

To create a simple scatter plot in Tableau, you need to have a measure on Columns and a measure on Rows. A scatter plot is a type of visualization that shows the relationship between two numerical variables. In Tableau, you can create a scatter plot by placing at least one measure on the Columns shelf and at least one measure on the Rows shelf. The measures can be continuous or discrete, but they must be aggregated. The marks in the scatter plot represent the intersection of the values for each measure1 The other options are not valid ways to create a simple scatter plot in Tableau. A dimension on Detail and a measure on Columns will create a bar chart, not a scatter plot. A dimension on Columns and a measure on Rows will create a line chart or an area chart, depending on the mark type. A dimension on Columns and a dimension on Rows will create a text table or a heat map, depending on the mark type1

 You can use the Color legend to access options to change a dimension’s color palette, in addition to the Marks card. The Color legend shows the colors assigned to each member of the dimension in the view. You can right-click on the Color legend and select Edit Colors to open the Edit Colors dialog box, where you can change the color palette, assign specific colors to dimension members, or edit the color transparency and border6 The other options are not valid ways to change a dimension’s color palette. Edit in Shelf is a feature that allows you to edit the fields on the Rows or Columns shelves by typing directly on the shelf. It does not affect the color palette of the dimension7 The Format menu allows you to change the appearance of various elements in the workbook, such as fonts, borders, shading, alignment, etc. It does not have options for changing the color palette of the dimension8 Edit Caption is a feature that allows you to add or edit a caption for a worksheet or dashboard. It does not affect the color palette of the dimension

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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Explanation

The different aggregations available for a measure determine how the individual values are collected: they can be added (SUM), averaged (AVG), or set to the maximum (MAX) or minimum (MIN) value from the individual row values.

For a complete list of the available aggregations, check out - List of Predefined Aggregations in Tableau.

The level of detail is determined by the dimensions in your view—for information about the concept of level of detail, see How dimensions affect the level of detail in the view.

Disaggregating your data can be useful for analyzing measures that you may want to use both independently and dependently in the view. For example, you may be analyzing the results from a product satisfaction survey with the Age of participants along one axis. You can aggregate the Age field to determine the average age of participants or disaggregate the data to determine at what age participants were most satisfied with the product.

Disaggregating data can be useful when you are viewing data as a scatter plot. See Example: Scatter Plots, Aggregation, and Granularity.

According to the Tableau Desktop Specialist Exam Readiness, a line chart will be created whenever you place measures on one shelf, and a date dimension on the other. This is because Tableau automatically recognizes date fields and treats them as continuous dimensions.

Explanation

Follow along:

1) Drag Assortment and Year ID (choose Discrete Month) to Columns shelf, and Sales to the Columns Shelf.

For sales, click on the pill -> choose Quick Table calculation ->  Year over Year growth.

The view should now look like:

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.

Standard deviation is an aggregation that is available without requiring a table calculation or calculated field. Standard deviation is a statistical measure that shows how much variation there is from the average value in a set of data. Standard deviation is one of the predefined aggregations in Tableau that can be applied to any measure by selecting it from the context menu of the measure or from the drop-down menu on the Marks card6 The other options are not aggregations that are available without requiring a table calculation or calculated field. Running total, sample covariance, and percent of total are all examples of table calculations, which are computations that are applied to the values in an entire table or partition of a table. Table calculations can be created by selecting them from the context menu of a measure or by using functions in a calculated field7

Remember that dragging a discrete value to colour creates distinct colours for each item whereas dragging a continuous value to colour creates a gradient. ( Same for Map )

From the official documentation:

Important question! You cannot use a context filter to replace a data source filter since each filter type has its own use case. Also, a content filter is an Independent filter and all other filters are called dependent since they only process the data that passes through a context filter.

According to the official documentation : 

Video is NOT a valid object type while creating dashboards in Tableau! All others are valid object types.

Explanation

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.

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

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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Measure Names is a dimension. Latitude, Longitude, and Number of records are all measures.

All of the given options are true except - Animations work well with maps, polygons, and density marks in web browsers.

From the official documentation: 

As seen above, we can either turn the animations for the entire workbook (upper red box), or only for the current sheet ( lower red box )

1) Simultaneous animations

The default simultaneous animations are faster and work well when showing value changes in simpler charts and dashboards.

2) Sequential animations

Sequential animations take more time but make complex changes clearer by presenting them step-by-step.

When you drop a discrete field on Color in the Marks card, Tableau displays a categorical palette and assigns a color to each value of the field.

When you drop a continuous field on Color, Tableau displays a quantitative legend with a continuous range of colors.

Web version:

Desktop Version:

For more information about color palettes, see Color Palettes and Effects.

Explanation

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*Very important question*

If we select the labels in the view and then group, a new consolidated mark is created - in our case bar since we are talking about a bar chart in the question. See below:

Then on grouping, a new bar is created, and the colour of all bars remain the same.

Had we grouped by choosing the marks instead of the labels, the following would be the result:

According to Tableau's official documentation:

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This is one of the most common questions on the Tableau Desktop Specialist Exam.

Wrong options -

1) Don't use backgrounds - This is not a solution. What if we want to use backgrounds? We can't just stop using backgrounds to solve this problem.

2) Decrease the font size - Do you think using a smaller font will make the text more readable? No right? Hence, this is wrong too.

All other options are ways recommended to make your text more readable!

Explanation

The INNER JOIN keyword selects all rows from both tables as long as there is a match between the columns. Consider 2 tables "Orders" and "Customers".

If there are records in the "Orders" table that do not have matches in "Customers", these orders will not be shown!

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:

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Tables that you drag to the logical layer of the Data Source page canvas must be related to each other. When you drag additional tables to the logical layer canvas, Tableau automatically attempts to create the relationship based on existing key constraints and matching fields to define the relationship. If it can't determine the matching fields, you will need to select them.

If no constraints are detected, a Many-to-many relationship is created and referential integrity is set to Some records match. These default settings are a safe choice and provide the most a lot of flexibility for your data source.

Explanation

Pretty common question on the Tableau Desktop Specialist exam.

1) First, lets create Sheet 1. For this, drag sport to the Row shelf, and Weight to the Text mark in the Marks shelf. Change its aggregation to Average:

2) Now, for sheet 2 - Drag nationality to the view, and gold to the size mark in the Marks shelf.

NOTE: Depending on your version of Tableau , you may need to assign a Geographical role to the nationality column first as follows:

3) Now, let's create a dashboard, and use both these sheets in it:

4) Now, for the most Important step, use SHEET 2 AS A FILTER FOR SHEET 1 as follows:

Now simply click on Russia in Sheet 2, and Sheet 1 will automatically update as follows:

Explanation

Bin are a user-defined grouping of numerical data in the data source.

According to the official Tableau documentation: It's sometimes useful to convert a continuous measure (or a numeric dimension) into bins.

Have a look at the following image. When we right click a measure, we get the following options:

However, for a dimension (this is because the DATA TYPE of this dimension is a string:

But what if we have a dimension of type NUMBER (NUMERIC DIMENSION)? See below:

We can clearly create bins from dimensions too - they just have to be numeric :)

For more information, please refer to : https://help.tableau.com/current/pro/desktop/en-us/calculations_bins.htm

We know that continuous fields will always create an axis, so options stating 'header' are automatically eliminated. For our question, see below:

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Had the question asked us to place this pill on the Rows shelf instead, we would've gotten a different answer:

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

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To visually group marks in Tableau, you typically start by selecting the marks directly in the view. Once the desired marks are selected, you can then create a group from them. This will visually group the selected marks, as indicated by the blue color in the example provided.

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.

When you double-click a continuous numeric measure named Sales in Tableau, it automatically creates a bar chart. Tableau's default behavior for a single measure is to display it as a bar chart, with the measure values represented on the Y-axis and an automatic range on the X-axis.

Important question!

Explanation

Joins combine tables by adding more columns of data across similar row structures. This can cause data loss or duplication if tables are at different levels of detail, and joined data sources must be fixed before analysis can begin.

Inner join

Left Join

Blends, unlike relationships or joins, never truly combine the data. Instead, blends query each data source independently, the results are aggregated to the appropriate level, then the results are presented visually together in the view.

A Tableau story point is an individual container in a story that holds a sheet or dashboard. It's like a slide in a presentation, and a story is a sequence of these points that can be used to convey a data narrative, showing how facts are connected and guiding the audience through a sequence of analysis steps.

When creating a histogram in Tableau, bin size refers to the range of the continuous measure counted in each bin. A histogram is a chart that displays the shape of a distribution of a continuous measure. A histogram looks like a bar chart but groups values for a continuous measure into ranges, or bins. The basic building blocks for a histogram are as follows: Mark type: Automatic; Rows shelf: Continuous measure (aggregated by Count or Count Distinct); Columns shelf: Bin (continuous or discrete)4 To create bins from a continuous measure, you need to specify the size of bins, which determines how many bins are created and how wide they are. The size of bins is equal to the difference between consecutive values along the axis that represents the bins. For example, if you have bins with values 0-10, 10-20, 20-30, etc., then the size of bins is 10. You can either enter a value for the size of bins manually or have Tableau suggest an optimal bin size based on a formula that considers the number of distinct rows and the minimum and maximum values in the data5 The other options are not valid definitions of bin size when creating a histogram in Tableau. The minimum number of axis ticks in the view is determined by Tableau’s automatic scaling and formatting of axes, which can be adjusted manually if needed. The count distinct (COUNTD) of items on either axis is an aggregation function that returns the number of unique values in a field, which can be used as a measure in a histogram but not as bin size. The maximum number of marks in the view is limited by the performance and readability of the visualization, which can be improved by filtering, sorting, or aggregating the data4

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 create a trend line, we need:

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Lot of students have been seeing this question in the exam lately, and wanted me to include this question so here it is. Follow along -

1) Click on Worksheet in the Menu bar, followed by Tooltip and select the bold option

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2) Click on Tooltip in the Marks card, and select bold.

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3) Right click, click format and then under the default worksheet formatting, choose Tooltip and make it bold.

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There exists no option to Bold the tooltip contents by clicking Analysis. Hence, it is an incorrect choice.

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

No, by default, animations are not enabled in Tableau.

We can animate visualizations to better highlight changing patterns in your data, reveal spikes and outliers, and see how data points cluster and separate.

Animations visually transition between filter, sort, and zoom settings, different pages, and changes to filter, parameter, and set actions. As visualizations animate in response to these changes, viewers can more clearly see how data differs, helping them make better informed decisions.

When you author animations, you can choose between two different styles: simultaneous or sequential. Here are examples of each type.

1) Simultaneous animations

The default simultaneous animations are faster and work well when showing value changes in simpler charts and dashboards.

2) Sequential animations

Sequential animations take more time but make complex changes clearer by presenting them step-by-step.

To Animate visualizations in a workbook:

1) Choose Format > Animations.

2) If you want to animate every sheet, under Workbook Default, click On. Then do the following:

For Duration, choose a preset, or specify a custom duration of up to 10 seconds.

For Style, choose Simultaneous to play all animations at once or Sequential to fade out marks, move and sort them, and then fade them in.

3) To override workbook defaults for a particular sheet, change the settings under Selected Sheet.

Explanation

In a box and whisker plot:

1) The ends of the box are the upper and lower quartiles, so the box spans the interquartile range

2) The median is marked by a vertical line inside the box

3) The whiskers are the two lines outside the box that extend to the highest and lowest observations.

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.

Hierarchies in Tableau allow users to drill up and down to explore data at different levels of detail. By setting up a hierarchy, users can navigate through levels of the hierarchy to analyze data at each level, from the highest summary down to the finest detail.

Explanation

Yes, it is possible to create worksheet-specific filters in Tableau.

When you add a filter to a worksheet, by default it applies to the current worksheet. Sometimes, however, you might want to apply the filter to other worksheets in the workbook.

Then, you can select specific worksheets to apply the filter to or apply it globally to all worksheets that use the same data source or related data sources.

In Tableau, to create a reference line, one of the axes in the view must contain an aggregated measure. Reference lines are typically used to add context or additional information to the data in a view, and they are often based on some form of aggregate such as the average, median, sum, etc., of a measure.

According to the Tableau Help, there are two filter modes for continuous filters: Range of Values and Single Value. The help also states that “Range of Values lets you specify a minimum and maximum value for the filter using sliders or input fields” and “Single Value lets you select one value on a slider for the filter” (page 1).

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.

Therefore, we need at least 2 measures for creating bullet graphs.

Explanation

The benefits of using a live connection over an extract include:

• B: A live connection ensures that the data in the workbook is as up-to-date as the database itself, providing fresher data compared to a static extract which is updated at intervals.
• C: A live connection queries the database server directly, which means it uses the server's memory and processing power rather than relying on the client computer's resources.

A live connection does not necessarily require less network overhead (A) as it may continually send queries over the network, and it is not always faster than an extract (D) because extracts can provide quicker response times for complex queries or large datasets.

Two correct methods for creating a visual group are selecting marks in the view and right-clicking a dimension in the Data pane. A visual group is a way of combining related members in a dimension field to create categories or segments in your data. For example, you can create a visual group by selecting several states in a map view and grouping them into regions. You can create a visual group by selecting one or more marks in the view and then clicking the group icon on the tooltip or on the toolbar. This will create a new group field in the Data pane with default names for each group based on their members. You can also create a visual group by right-clicking a dimension in the Data pane and selecting Create > Group. This will open the Create Group dialog box where you can select several members and drag them into groups with custom names8 The other options are not correct methods for creating a visual group. Clicking the drop-down arrow from the top of the Data pane will open a menu with options for creating new fields, folders, sets, bins, etc., but not groups. Dragging a dimension onto another dimension in the Data pane will create a hierarchy, which is a way of organizing data into different levels of detail, not groups9

Explanation

We can very much blend multiple measures into a single axis. Such charts are called Combined-Axis / Blended-Axis charts. Follow along:

Measures can share a single axis so that all the marks are shown in a single pane. To blend multiple measures, drag one measure or axis and drop it onto an existing axis.

Instead of adding rows and columns to the view, when you blend measures there is a single row or column and all of the values for each measure is shown along one continuous axis. For example, the view below shows quarterly sales and profit on a shared axis.

Note: If you drag a measure on to the canvas and only see a single ruler indicator instead of the double ruler indicator shown below, Tableau creates dual axes instead of a blended axis. For more information about how to create dual axes, see Compare two measures using dual axes.

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.

To access bolding options for the text in a tooltip in Tableau, you can:

• Select Tooltip on the Marks card, which allows you to edit the tooltip for the specific marks.
• Select Worksheet on the menu, and then Tooltip, to open the tooltip editor for the worksheet.
• Right-click on the Field and select Format, which lets you format the text including bolding options in the tooltip.

Explanation

Yes! We get different color palettes. They are:

*From the official Tableau documentation*

To change the color for a value

1) Click on an item on the left, under Select Data Item.

2) Click a new color in the palette on the right. In Tableau Desktop you can hover over a swatch to identify the color.

3) Repeat for as many values that you want to change.

4) In Tableau Desktop, click OK to exit the Edit Colors dialog box. In Tableau Server or Tableau Online, simply close the dialog box.

AND

Explanation

Whenever we want to add actions to a Dashboard, we can trigger then in the following 3 ways:

1) Select

2) Hover

3) Menu

Hover is best for highlighting, select for filtering. Menu action is added to the tooltip and user can decide whether to run that action or not (best for URL actions)

You should select Size on the Marks card and use the slider to adjust the size to uniformly change the size for all marks in a view. The Size property on the Marks card allows you to control the size of marks in the view by moving the slider to the left or right. The Size slider affects different marks in different ways, such as making them bigger or smaller, wider or narrower, or thicker or thinner1 The other options are not valid ways to uniformly change the size for all marks in a view. Selecting Label on the Marks card and then selecting Alignment will allow you to change the position of labels on marks, not the size of marks2 Using the Fit dropdown menu on the toolbar will allow you to change how the view fits within the worksheet, not the size of marks3 Selecting Format on the menu, and then selecting Cell Size will allow you to change the height and width of cells in a text table, not the size of marks in other types of views4

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To clean and automatically fix the data issues in our data source - This is the definition of Data Interpreter.

To rename the field in the original data source - We never modify the original data source when managing metadata. All changes are local to Tableau for our convenience only.

All other options can be modified using the Manage Metadata property.

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Explanation

Relative date filters dynamically update to show a time period relative to when you open the view, such as the current week, the year to date, or the past 10 days. Relative date filters make it easy to create views that always show the most recent data.

Step 1: Drag a date field to the filter shelf

Right-click (control-click on Mac) and drag a date field from the Data window to the Filters shelf. In the Filter Field dialog box, click Relative Date, and then click Next.

Step 2: Select a time unit

In the Filter dialog box, click Relative dates, and then select the unit of time for the filter. For example, to show only the three most recent weeks, select Weeks.

Here, you can clearly see that the default date is TODAY

In Tableau, you can aggregate measures or dimensions, though it is more common to aggregate measures. Whenever you add a measure to your view, an aggregation is applied to that measure by default. The type of aggregation applied varies depending on the context of the view.

When you add a measure to the view, Tableau automatically aggregates its values. Sum, average, and median are common aggregations; for a complete list, see List of Predefined Aggregations in Tableau.

The current aggregation appears as part of the measure's name in the view. For example, Sales becomes SUM(Sales). Every measure has a default aggregation which is set by Tableau when you connect to a data source. You can view or change the default aggregation for a measure—see Set the Default Aggregation for a Measure.

You can change the aggregation for a measure in the view from its context menu:

Explanation

You can create a group to combine related members in a field. The icon associated with a group is a paper clip!

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:

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The correct answer is Toggle the highlighting ON/OFF. If selected, whichever value you choose from this legend will be highlighted in the view. However, if it is deselected, then even if you choose a value in the Legend, it will NOT be highlighted.

See below:

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According to the official documentation, the following are the requirements for using relationships:

1) When relating tables, the fields that define the relationships must have the same data type. Changing the data type in the Data Source page does not change this requirement. Tableau will still use the data type in the underlying database for queries.

2) You can't define relationships based on geographic fields.

3) Circular relationships aren't supported in the data model.

4) You can't edit relationships in a published data source.

5) You can't define relationships between published data sources.

6) Your workbook must use an embedded data source for you to be able to edit relationships and performance options in the Data Source page in Tableau Online or Tableau Server.

The default behavior of Tableau when you add a measure to the view is to automatically apply an aggregation to that measure. The type of aggregation applied can vary depending on the context of the view. For example, if no other measures or dimensions affect the measure, Tableau might default to SUM. However, if there are other dimensions in the view that define the level of detail, the aggregation might be different to reflect the context.

Explanation

We can drag fields from the Data pane to create the structure for your visualizations.

The Columns shelf creates the columns of a table, while the Rows shelf creates the rows of a table. You can place any number of fields on these shelves.

These FIELDS are also referred to as PILLS. See below:

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:

Explanation

Whenever you add a measure to your view, an aggregation is applied to that measure by default. This default is controlled by the Aggregate Measures setting in the Analysis menu.

If you decide you want to see all of the marks in the view at the most detailed level of granularity, you can disaggregate the view. Disaggregating your data means that Tableau will display a separate mark for every data value in every row of your data source.

To disaggregate all measures in the view:

Clear the Analysis >Aggregate Measures option. If it is already selected, click Aggregate Measures once to deselect it.

Treemaps use automatically generated sizes that cannot be resized by using the Marks card. A treemap is a type of visualization that shows hierarchical data as a set of nested rectangles. Each rectangle represents a dimension member and its size is proportional to a measure value. Tableau automatically calculates the size of each rectangle based on an optimal aspect ratio for readability and comparison. You cannot manually adjust the size of each rectangle by using the Marks card or any other option in Tableau10 The other chart types do not use automatically generated sizes that cannot be resized by using the Marks card. Pie charts use angles to show proportions of a whole, not sizes. Histograms use bins and frequencies to show distributions of a measure, not sizes. Area charts use filled areas to show trends over time or categories, not sizes. You can adjust the size of these chart types by using the Marks card or other options in Tableau

Explanation

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/

It contains all the measures in your data, collected into a single field with continuous values - This is the definition for 'Measure Values'.

All others are True w.r.t. Measure Names!

The Measure Names field contains the names of all measures in your data, collected into a single field with discrete values.

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Documentation : https://help.tableau.com/current/pro/desktop/en-us/datafields_understanddatawindow_meavalues.htm

When the Physical Tables option is selected for an extract in Tableau, an individual table is created for each physical table in the extract. This means that the extract will include a separate table for each underlying table in your database, maintaining the database's structure within the extract. This can be useful when you need to preserve the original granularity of the data or when working with certain database optimizations.

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

The computer on which you are installing or upgrading Tableau Server must meet the minimum hardware requirements. If the Setup program determines that your computer does not meet the following requirements, you will not be able to install Tableau Server.

These minimum requirements are appropriate for a computer that you use for prototyping and testing of Tableau Server. They apply to single-node installations and to each computer in a distributed installation.

To invert the color intensity of a quantitative range in Tableau, you should use the "Reversed" option. This option inverts the color scheme so that the colors representing the higher values are swapped with those representing the lower values. For example, if a color scale initially shows dark colors for high values and light colors for low values, using "Reversed" will switch this so that dark colors represent low values and light colors represent high values. This option is particularly useful for better visual distinction and interpretation in certain data scenarios.

In Tableau, you can rename a field directly in the Data pane by clicking and holding on the field name until it becomes editable, allowing you to type a new name. Alternatively, you can use the drop-down menu associated with the field in the Data pane and select the "Rename" option. Both methods provide a quick and easy way to change the name of a field without affecting the underlying data structure. The "Format menu" and "Replace References" option do not apply to renaming fields.

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!

According to the official Tableau documentation:

Tableau packaged workbooks have the .twbx file extension. A packaged workbook is a single zip file that contains a workbook along with any supporting local file data and background images. This format is the best way to package your work for sharing with others who don’t have access to the original data. For more information, see Packaged Workbooks.

 You can share a dashboard as an image file by using one of the following methods: Export Image on the Dashboard menu, or a dashboard export button. Export Image on the Dashboard menu allows you to export the dashboard as an image file in BMP, JPEG, PNG, or SVG format. A dashboard export button is a custom button that you can create on your dashboard to export it as an image file using a URL action

According to the official Tableau documentation:

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.

According to the official Tableau documentation:

Depending on the version the extract was created in, Tableau extract files can have either the .hyper or .tde file extension. Extract files are 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. For more information, see Extract Your Data.

You should use a relationship instead of a join for two data sets when the data sets include similar data aggregated at different levels of detail. A relationship is a way of combining data from different tables based on common fields without creating a single table with all fields. A relationship allows you to query data from multiple tables as needed and preserve the level of detail of each table. A relationship is useful when you have data sets that are aggregated at different levels of detail, such as sales by region and sales by product. A relationship can match data from different levels of detail without creating null values or duplicate rows. The other options are not valid situations for using a relationship instead of a join for two data sets. The data sets include similar data aggregated up to the highest level is not correct, because a relationship is not needed when both data sets have the same level of detail. You can use either a relationship or a join in this case, depending on your preference and performance. The data sets are in two separate tables within a single spreadsheet is not correct, because a relationship is not limited by the location or format of the data sets. You can use a relationship to combine data from different sources or connections, such as databases, files, or web services. To use both data sets across multiple sheets in a visualization is not correct, because a relationship does not affect how you use data in your visualization. You can use either a relationship or a join to create multiple sheets and dashboards with your data sets.

According to the [Tableau Desktop Specialist Exam Guide], an incremental refresh only adds rows that are new, based on a specified column and value. A full refresh replaces all the extracted data with the data in the underlying data source. A full refresh is usually very slow, especially for large extracts. An incremental refresh can take less time, depending on how many new rows are added. A full refresh does not need to be configured, it is the default option for extracts in Tableau. An incremental refresh can be run from both Tableau Desktop and Tableau Server.

A histogram is a chart that displays the shape of a distribution. A histogram looks like a bar chart but groups values for a continuous measure into ranges, or bins.

The basic building blocks for a histogram are as follows:

Demo :