Unit 1: Tableau Desktop
Specialist Exam| 41 Questions
and Answers
What are the 3 steps of the Tableau workflow? - -1. 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? - -Drag or double-click Returns
to place it on the canvas.
- Before you visualize your data, what must you do? - -Connect a data
source
- What are Dimensions? - -Qualitative data such as categories (ex: Product
Name, Region, State, Order Date)
- What are Measures? - -Quantitative, numerical data (ex: Sales Amount,
Quantity Sold, Profit Margin)
Contain numbers that can be aggregated for math.
- Which answer best describes dimension fields? - -Fields that contain
qualitative data or categorical data, such as text or dates, like product name
or city. It slices up our data by group.
- What are the benefits of saving a dashboard as a .twbx file (aka a
Packaged Workbook)? - -1. 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? - -
Add 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? -
-To 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? - -It 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? - -Spreadsheets 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? - -You can view and edit the
data types, field names, and field types for your data. Note: this does not
affect your source data.
- How do you refresh your data source? - -Right 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? - -
At 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.
- By default, what does Tableau do when you connect to data? - -Creates a
live connection to the data
- What is the benefit of saving a file as a .TDS (Tableau Data Source)? - -It
allows you to edit data attributes and save them.
- What is metadata? - -a 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? - -1. 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? -
-Simply drag and drop on the lefthand pane
- How do you create folders within dimensions/measures? - -1. Select:
Group by folder
2. Select: Create folder
3. Drag and drop
Specialist Exam| 41 Questions
and Answers
What are the 3 steps of the Tableau workflow? - -1. 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? - -Drag or double-click Returns
to place it on the canvas.
- Before you visualize your data, what must you do? - -Connect a data
source
- What are Dimensions? - -Qualitative data such as categories (ex: Product
Name, Region, State, Order Date)
- What are Measures? - -Quantitative, numerical data (ex: Sales Amount,
Quantity Sold, Profit Margin)
Contain numbers that can be aggregated for math.
- Which answer best describes dimension fields? - -Fields that contain
qualitative data or categorical data, such as text or dates, like product name
or city. It slices up our data by group.
- What are the benefits of saving a dashboard as a .twbx file (aka a
Packaged Workbook)? - -1. 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? - -
Add 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? -
-To 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? - -It 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? - -Spreadsheets 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? - -You can view and edit the
data types, field names, and field types for your data. Note: this does not
affect your source data.
- How do you refresh your data source? - -Right 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? - -
At 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.
- By default, what does Tableau do when you connect to data? - -Creates a
live connection to the data
- What is the benefit of saving a file as a .TDS (Tableau Data Source)? - -It
allows you to edit data attributes and save them.
- What is metadata? - -a 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? - -1. 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? -
-Simply drag and drop on the lefthand pane
- How do you create folders within dimensions/measures? - -1. Select:
Group by folder
2. Select: Create folder
3. Drag and drop
