1
Tableau Desktop Specialist Exam Questions and
Answers Latest Update 2024 /2025 (Scored A+)
Live vs. extracts data connection - (answer)LIVE
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山书山有路勤为径，学海无涯苦作舟有路勤为径，
- changes will be shown automatically
学海无涯苦作舟径，学海无涯苦作舟
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
How to save metadata properties in a .TDS - (answer)1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
When is it best to use a blend? - (answer)1. Cross-database join is not
supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
How do you rename a data field? - (answer)Right click on the data field and
select 'rename'
, 2
How to assign an alias to a data value? - (answer)Right click a dimension and
select 'Aliases". In the edit aliases dialog box, under value, select a member
书山有路勤为书山有路勤为径，学海无涯苦作舟书
and enter a new name
山书山有路勤为径，学海无涯苦作舟有路勤为径，
学海无涯苦作舟径，学海无涯苦作舟
How to assign a geographic role to a data field? - (answer)click the data type
icon next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
Change data type for a data field (number, date, string, boolean, etc) -
(answer)A. On the data source page, click on the icon associated with the field
and select the new data type
B. In the data pane, if you right click on the field and scroll down to 'change
data type'
Change default properties for a data field (number format, aggregation, color,
date, format, etc) - (answer)In the data pane, right click on the field, scroll
down to 'default properties' and change the desired value
How to create a visual group? - (answer)Control click all of the fields you want
created in the group.
Right click on these values and select the group button
How to create a group using labels? - (answer)Right click on the field you
would like to be grouped, click on 'create' and then 'group'. Be sure to select
'include other'
How to create a set? - (answer)for a static set, select all fields you want
included in the set from the view, right click and select 'create set'
, 3
for a dynamic set, right click on the field you want to create a set for, scroll
down to 'create' and select 'set'
书山有路勤为书山有路勤为径，学海无涯苦作舟书
How山书山有路勤为径，学海无涯苦作舟有路勤为径，
to add a context filter? - (answer)They are executed before normal filters.
Right click 学海无涯苦作舟径，学海无涯苦作舟
on the field you want to be a context filter and click 'add to context'
(ex: find top 5 for each sub-category)
How to add a reference line or a trend line? - (answer)You can only add a
reference line to continuous fields. A. Go to the Analytics pane and drag the
reference line to the visualization
B. Right click the axis and select 'add reference line'
What is a table calculation and how do you create them? -
(answer)calculations that we made on the output table. It is represented by a
triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add a
table calculation to the view
How do you edit the bin size of a histogram? - (answer)a bin is the bucket size
of each histogram bar. Right click the field you want to create a bin for, go to
create and select 'bin'
You can either input a number or you can create a parameter to edit the bin
size.
How do you create a calculated field (ex. string, date, simple arithmetic)? -
(answer)this is a new field from our existing data.
Tableau Desktop Specialist Exam Questions and
Answers Latest Update 2024 /2025 (Scored A+)
Live vs. extracts data connection - (answer)LIVE
书山有路勤为书山有路勤为径，学海无涯苦作舟书
山书山有路勤为径，学海无涯苦作舟有路勤为径，
- changes will be shown automatically
学海无涯苦作舟径，学海无涯苦作舟
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
How to save metadata properties in a .TDS - (answer)1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
When is it best to use a blend? - (answer)1. Cross-database join is not
supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
How do you rename a data field? - (answer)Right click on the data field and
select 'rename'
, 2
How to assign an alias to a data value? - (answer)Right click a dimension and
select 'Aliases". In the edit aliases dialog box, under value, select a member
书山有路勤为书山有路勤为径，学海无涯苦作舟书
and enter a new name
山书山有路勤为径，学海无涯苦作舟有路勤为径，
学海无涯苦作舟径，学海无涯苦作舟
How to assign a geographic role to a data field? - (answer)click the data type
icon next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
Change data type for a data field (number, date, string, boolean, etc) -
(answer)A. On the data source page, click on the icon associated with the field
and select the new data type
B. In the data pane, if you right click on the field and scroll down to 'change
data type'
Change default properties for a data field (number format, aggregation, color,
date, format, etc) - (answer)In the data pane, right click on the field, scroll
down to 'default properties' and change the desired value
How to create a visual group? - (answer)Control click all of the fields you want
created in the group.
Right click on these values and select the group button
How to create a group using labels? - (answer)Right click on the field you
would like to be grouped, click on 'create' and then 'group'. Be sure to select
'include other'
How to create a set? - (answer)for a static set, select all fields you want
included in the set from the view, right click and select 'create set'
, 3
for a dynamic set, right click on the field you want to create a set for, scroll
down to 'create' and select 'set'
书山有路勤为书山有路勤为径，学海无涯苦作舟书
How山书山有路勤为径，学海无涯苦作舟有路勤为径，
to add a context filter? - (answer)They are executed before normal filters.
Right click 学海无涯苦作舟径，学海无涯苦作舟
on the field you want to be a context filter and click 'add to context'
(ex: find top 5 for each sub-category)
How to add a reference line or a trend line? - (answer)You can only add a
reference line to continuous fields. A. Go to the Analytics pane and drag the
reference line to the visualization
B. Right click the axis and select 'add reference line'
What is a table calculation and how do you create them? -
(answer)calculations that we made on the output table. It is represented by a
triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add a
table calculation to the view
How do you edit the bin size of a histogram? - (answer)a bin is the bucket size
of each histogram bar. Right click the field you want to create a bin for, go to
create and select 'bin'
You can either input a number or you can create a parameter to edit the bin
size.
How do you create a calculated field (ex. string, date, simple arithmetic)? -
(answer)this is a new field from our existing data.
