TABLEAU CERTIFICATION EXAMINATION
SOLUTIONS GUIDE 2026 FULL ANSWERS
GRADED A+
◍ 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'
◍ 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 and enter a new name
,◍ 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'
, for a dynamic set, right click on the field you want to create a set for,
scroll down to 'create' and select 'set'
◍ How to add a context filter?. Answer: They are executed before
normal filters.
Right click 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.
SOLUTIONS GUIDE 2026 FULL ANSWERS
GRADED A+
◍ 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'
◍ 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 and enter a new name
,◍ 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'
, for a dynamic set, right click on the field you want to create a set for,
scroll down to 'create' and select 'set'
◍ How to add a context filter?. Answer: They are executed before
normal filters.
Right click 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.
