UNIT 1: TABLEAU DESKTOP
SPECIALIST EXAM QUESTIONS &
ANSWERS(RATED A+)
What are the 3 steps of the Tableau workflow? - ANSWER1. Connect (data)
2. Analyze
3. Share
You've connected to your data source, and you want to use the data in your
"Returns" sheet. What do you do next? - ANSWERDrag or double-click Returns to
place it on the canvas.
Before you visualize your data, what must you do? - ANSWERConnect a data
source
What are Dimensions? - ANSWERQualitative data such as categories (ex: Product
Name, Region, State, Order Date)
What are Measures? - ANSWERQuantitative, numerical data (ex: Sales Amount,
Quantity Sold, Profit Margin)
Contain numbers that can be aggregated for math.
Which answer best describes dimension fields? - ANSWERFields that contain
qualitative data or categorical data, such as text or dates, like product name or city. It
slices up our data by group.
How do you refresh your data source? - ANSWERRight click the data source name
and click "Refresh". Tableau will also automatically refresh the data every time you
open a workbook.
How do you rename a data connection to give it a more friendly name? - ANSWERAt
the top center of the Data Source page, next to the data source icon, click on the
name, type a new title, then press Enter.
What are the benefits of saving a dashboard as a .twbx file (aka a Packaged
Workbook)? - ANSWER1. You can include a copy of your source data, called a
"Packaged Workbook"
2. It allows your viewers to open the dashboard in Tableau Reader so they can filter
and sort without having Tableau Desktop installed.
How do we use one view in the dashboard as a filter for the other view? -
ANSWERAdd at least 2 sheets to your dashboard and click the filter button
, Why did we use one view in the dashboard as a filter for the other view? -
ANSWERTo filter measure values by the sub-category users are interested in.
Essentially, to allow users to filter by the data they want to see.
What is the best description of how Tableau makes a *live* connection to your data?
- ANSWERIt allows you to refresh your views within Tableau to quickly see the most
up-to-date information.
(Word for Word answer) Tableau maintains a connection to the data source, so data
refreshes in the workbook, aka Tableau
What types of data can Tableau connect to? - ANSWERSpreadsheets and statistical
files, relational databases, OLAP cubes, big data, and online data sources. These
can be categorized as flat-file data or server-based data.
What does managing the metadata mean? - ANSWERYou can view and edit the
data types, field names, and field types for your data. Note: this does not affect your
source data.
By default, what does Tableau do when you connect to data? - ANSWERCreates a
live connection to the data
What is the benefit of saving a file as a .TDS (Tableau Data Source)? - ANSWERIt
allows you to edit data attributes and save them.
What is metadata? - ANSWERa set of data that describes and gives information
about other data. (Ex: field name, type. default aggregation)
What are the 4 ways you can edit metadata? - ANSWER1. Organize fields into
folders
2. Convert fields and measures into dimensions
3. Edit default properties
4. Edit attributes (like the field name)
How do you convert fields and measures into dimensions and vice versa? -
ANSWERSimply drag and drop on the lefthand pane
How do you create folders within dimensions/measures? - ANSWER1. Select: Group
by folder
2. Select: Create folder
3. Drag and drop
How do you edit default properties? - ANSWERRight click on item you want to
change> Default properties
How do you connect a new spreadsheet, load the data, and open a new worksheet?
- ANSWER1. Open Tableau Desktop
2. On the Start Page, in the Connect pane, click Excel
3. Navigate to your file and click Open
SPECIALIST EXAM QUESTIONS &
ANSWERS(RATED A+)
What are the 3 steps of the Tableau workflow? - ANSWER1. Connect (data)
2. Analyze
3. Share
You've connected to your data source, and you want to use the data in your
"Returns" sheet. What do you do next? - ANSWERDrag or double-click Returns to
place it on the canvas.
Before you visualize your data, what must you do? - ANSWERConnect a data
source
What are Dimensions? - ANSWERQualitative data such as categories (ex: Product
Name, Region, State, Order Date)
What are Measures? - ANSWERQuantitative, numerical data (ex: Sales Amount,
Quantity Sold, Profit Margin)
Contain numbers that can be aggregated for math.
Which answer best describes dimension fields? - ANSWERFields that contain
qualitative data or categorical data, such as text or dates, like product name or city. It
slices up our data by group.
How do you refresh your data source? - ANSWERRight click the data source name
and click "Refresh". Tableau will also automatically refresh the data every time you
open a workbook.
How do you rename a data connection to give it a more friendly name? - ANSWERAt
the top center of the Data Source page, next to the data source icon, click on the
name, type a new title, then press Enter.
What are the benefits of saving a dashboard as a .twbx file (aka a Packaged
Workbook)? - ANSWER1. You can include a copy of your source data, called a
"Packaged Workbook"
2. It allows your viewers to open the dashboard in Tableau Reader so they can filter
and sort without having Tableau Desktop installed.
How do we use one view in the dashboard as a filter for the other view? -
ANSWERAdd at least 2 sheets to your dashboard and click the filter button
, Why did we use one view in the dashboard as a filter for the other view? -
ANSWERTo filter measure values by the sub-category users are interested in.
Essentially, to allow users to filter by the data they want to see.
What is the best description of how Tableau makes a *live* connection to your data?
- ANSWERIt allows you to refresh your views within Tableau to quickly see the most
up-to-date information.
(Word for Word answer) Tableau maintains a connection to the data source, so data
refreshes in the workbook, aka Tableau
What types of data can Tableau connect to? - ANSWERSpreadsheets and statistical
files, relational databases, OLAP cubes, big data, and online data sources. These
can be categorized as flat-file data or server-based data.
What does managing the metadata mean? - ANSWERYou can view and edit the
data types, field names, and field types for your data. Note: this does not affect your
source data.
By default, what does Tableau do when you connect to data? - ANSWERCreates a
live connection to the data
What is the benefit of saving a file as a .TDS (Tableau Data Source)? - ANSWERIt
allows you to edit data attributes and save them.
What is metadata? - ANSWERa set of data that describes and gives information
about other data. (Ex: field name, type. default aggregation)
What are the 4 ways you can edit metadata? - ANSWER1. Organize fields into
folders
2. Convert fields and measures into dimensions
3. Edit default properties
4. Edit attributes (like the field name)
How do you convert fields and measures into dimensions and vice versa? -
ANSWERSimply drag and drop on the lefthand pane
How do you create folders within dimensions/measures? - ANSWER1. Select: Group
by folder
2. Select: Create folder
3. Drag and drop
How do you edit default properties? - ANSWERRight click on item you want to
change> Default properties
How do you connect a new spreadsheet, load the data, and open a new worksheet?
- ANSWER1. Open Tableau Desktop
2. On the Start Page, in the Connect pane, click Excel
3. Navigate to your file and click Open
