Tableau Desktop Specialist Certification - Questions
With Complete Solutions
How many rows of data appear in Tableau preview? Right Ans - 1000
What is the data source page? Right Ans - This is where you connect to a
data source and see sheets from the data source (on left , shown) to bring into
the join area. Drag or double click sheets to bring onto the canvas.
What is a mark? Right Ans - The shape used to represent data in the viz
(bar, line, pie, etc) see "marks card" for full menu of marks features
Dimensions Right Ans - Qualitative or categorical data
Measures Right Ans - Quantitative data
Remember the Undo button Right Ans - Click to undo any action
Best view for showing Trends over Time? Right Ans - Best choices are line,
area and bar charts, with time on the X-axis and the measure on the Y-axis.
Note that area and bar charts treat data differently.
Best view for Comparison and ranking? Right Ans - Bar Charts are best
Best view to show Correlations between measures? Right Ans - Use a
scatter plot
Best view to show a Distribution of data? Right Ans - Use a Box-and-
whisker plot or histogram
Part to whole Right Ans - Avoid pie charts, use bar charts
Geographical data Right Ans - Use maps and add pie charts
Connecting to data on a server Right Ans - You will need your usual server
login credentials and a driver for that server installed on the machine your
connecting from
,Bullet chart Right Ans - A bar chart with a reference line ideal for
comparing actual and target numbers
Metadata Right Ans - Metadata such as data type and field names displayed
in the data source. Tableau indicates number, date, string and geographic
metadata by icon below each field name. You can
How to manage metadata? Right Ans - To edit metadata either click
directly in the data source view or click the manage metadata button to (for
example) change the data type or rename the field. Note that you cannot edit
the table or remote field names.
How do you refresh the data source while you work in Tableau? Right Ans -
Right Click the connection on the data pane (in a worksheet) and click
"refresh". Tableau will automatically refresh the data each time you open the
workbook.
Tableau Desktop Workspace Right Ans - This is where you Analyze and
visualize your data.
Remember that a field is... Right Ans - Just the name of any dimension or
measure in the data pane of a worksheet
How to change dimensions to measures Right Ans - Click and drag a
dimension to the measures area, or vice versa
Change default properties of a field Right Ans - Right click the field and
select "Default Properties" then change things like numbers format, colors or
aggregation. These changes will work across all worksheets. However, if you
make changes to field properties by right clicking a pill in the view, the
changes only apply to that worksheet.
How to create folders Right Ans - When you right click a field in the data
pane, do not confuse "Group By" (and then "folder) with the correct way to
create a folder! To create a folder, right click a field in the data pane, select
"Folders" and then select "Create Folder". You can drag and drop any fields
into your folder.
, Updating the data source Right Ans - With a live connection Tableau can
automatically update the viz, or you can manually right click the data source
in a worksheet and click "refresh".
However, Tableau cannot process the following changes if they are made to
the data source: changing the name of columns, or removing columns. If this
happens to the source data, the pill for these fields will change to pink with an
exclamation appears by the field. You can fix the viz by right clicking the field
and selecting "replace references". Then select the renamed field to fix the viz.
How to show a filter in the view for any field Right Ans - Click field menu
(drop down arrow on a field) for any field in the data pane or view and click
"show filter".
Filtering dimensions vs measures Right Ans - Filter on a dimension to show
a subset or part of a category; filter on a measure to show a specific range of
values within the data.
Filtering with the filter shelf and filter dialogue box Right Ans - Drag any
measure or dimension to the filter shelf and the filter dialogue box will
appear. Tabs include: General, wildcard (allows you to filter date via include
or exclude), condition (ranges, eg) and top (10). The dialogue box also shows
a summary of all filters applied to fields. Fields with filters applied will be
shown in the filter shelf.
And Logic for filters Right Ans - Tableau applies filters using "and" logic, on
top of filters that already apply according to the order of operations.
Show mark labels button Right Ans -
Filtering on a *measure* Right Ans - The default setting is "all values" but
can be adjusted, and you can pick range of values, at least, at most, special (for
null values) and adjust the slider. Double click to re open the filter dialogue
box
Show Filter Card Right Ans - Right click any dimension or measure, and
click "show filter". The field will appear on the filter shelf and its filter appears
in the upper right corner of the viz. You can also click on the filter card arrow
to open a menu of many filter options. Click customize to click and clear "show
With Complete Solutions
How many rows of data appear in Tableau preview? Right Ans - 1000
What is the data source page? Right Ans - This is where you connect to a
data source and see sheets from the data source (on left , shown) to bring into
the join area. Drag or double click sheets to bring onto the canvas.
What is a mark? Right Ans - The shape used to represent data in the viz
(bar, line, pie, etc) see "marks card" for full menu of marks features
Dimensions Right Ans - Qualitative or categorical data
Measures Right Ans - Quantitative data
Remember the Undo button Right Ans - Click to undo any action
Best view for showing Trends over Time? Right Ans - Best choices are line,
area and bar charts, with time on the X-axis and the measure on the Y-axis.
Note that area and bar charts treat data differently.
Best view for Comparison and ranking? Right Ans - Bar Charts are best
Best view to show Correlations between measures? Right Ans - Use a
scatter plot
Best view to show a Distribution of data? Right Ans - Use a Box-and-
whisker plot or histogram
Part to whole Right Ans - Avoid pie charts, use bar charts
Geographical data Right Ans - Use maps and add pie charts
Connecting to data on a server Right Ans - You will need your usual server
login credentials and a driver for that server installed on the machine your
connecting from
,Bullet chart Right Ans - A bar chart with a reference line ideal for
comparing actual and target numbers
Metadata Right Ans - Metadata such as data type and field names displayed
in the data source. Tableau indicates number, date, string and geographic
metadata by icon below each field name. You can
How to manage metadata? Right Ans - To edit metadata either click
directly in the data source view or click the manage metadata button to (for
example) change the data type or rename the field. Note that you cannot edit
the table or remote field names.
How do you refresh the data source while you work in Tableau? Right Ans -
Right Click the connection on the data pane (in a worksheet) and click
"refresh". Tableau will automatically refresh the data each time you open the
workbook.
Tableau Desktop Workspace Right Ans - This is where you Analyze and
visualize your data.
Remember that a field is... Right Ans - Just the name of any dimension or
measure in the data pane of a worksheet
How to change dimensions to measures Right Ans - Click and drag a
dimension to the measures area, or vice versa
Change default properties of a field Right Ans - Right click the field and
select "Default Properties" then change things like numbers format, colors or
aggregation. These changes will work across all worksheets. However, if you
make changes to field properties by right clicking a pill in the view, the
changes only apply to that worksheet.
How to create folders Right Ans - When you right click a field in the data
pane, do not confuse "Group By" (and then "folder) with the correct way to
create a folder! To create a folder, right click a field in the data pane, select
"Folders" and then select "Create Folder". You can drag and drop any fields
into your folder.
, Updating the data source Right Ans - With a live connection Tableau can
automatically update the viz, or you can manually right click the data source
in a worksheet and click "refresh".
However, Tableau cannot process the following changes if they are made to
the data source: changing the name of columns, or removing columns. If this
happens to the source data, the pill for these fields will change to pink with an
exclamation appears by the field. You can fix the viz by right clicking the field
and selecting "replace references". Then select the renamed field to fix the viz.
How to show a filter in the view for any field Right Ans - Click field menu
(drop down arrow on a field) for any field in the data pane or view and click
"show filter".
Filtering dimensions vs measures Right Ans - Filter on a dimension to show
a subset or part of a category; filter on a measure to show a specific range of
values within the data.
Filtering with the filter shelf and filter dialogue box Right Ans - Drag any
measure or dimension to the filter shelf and the filter dialogue box will
appear. Tabs include: General, wildcard (allows you to filter date via include
or exclude), condition (ranges, eg) and top (10). The dialogue box also shows
a summary of all filters applied to fields. Fields with filters applied will be
shown in the filter shelf.
And Logic for filters Right Ans - Tableau applies filters using "and" logic, on
top of filters that already apply according to the order of operations.
Show mark labels button Right Ans -
Filtering on a *measure* Right Ans - The default setting is "all values" but
can be adjusted, and you can pick range of values, at least, at most, special (for
null values) and adjust the slider. Double click to re open the filter dialogue
box
Show Filter Card Right Ans - Right click any dimension or measure, and
click "show filter". The field will appear on the filter shelf and its filter appears
in the upper right corner of the viz. You can also click on the filter card arrow
to open a menu of many filter options. Click customize to click and clear "show
