TABLEAU EXAM QUESTIONS WITH
CORRECT ANSWERS
Tableau workbook (.twb) - Correct Answers -Stores a visualization without source data.
Good practice is to always have the source data and Excel workbook in the same folder
as the visualization.
Tableau data source (.tds) - Correct Answers -Stores the server address, password,
and other information required to access a data source.
Tableau bookmark (.tbm) - Correct Answers -Stores a connection to a worksheet in
another Tableau workbook.
Tableau data extract (.tde) - Correct Answers -Stores Tableau data as a filtered and
aggregated extract. You have data from a source and rather than including the entirety
of that source, you have filtered and summarized that data and saved that separately.
Tableau packaged workbook (.twbx) - Correct Answers -Stores extracted data and
visualizations for viewing in Tableau or Tableau Reader. You are sending a copy of your
data and also your worksheets that contain visualizations to other individuals to look at
in Tableau so they can interact with them or in Tableau Reader where they can just
view your data.
Connection Types - Correct Answers -Extract, Live
Live - Correct Answers -Direct connect to data. Slows speed but allows you to make
updates to source. This refers to a data source that Tableau accesses to provide real-
time or near real-time data. Tableau makes queries directly against the database or
other sources and returns results.
Extract - Correct Answers -Brings in data to workbook. Improves speed. This is a
snapshot of data created from a static source of data, like an excel spreadsheet. The
extract could also contain information from a relational database, cloud based data or
from other live connections. Extract is a local file that's optimized for use with Tableau.
It's a local cache of the data that Tableau will extract, convert into the extract, and then
save it for us on our machine. We can then connect directly to that, bypassing the
slowness of the original data source. Best practices is to put it into your Datasources
folder in your Tableau repository. Any changes that are made in the data source are not
gonna be reflected unless we refresh the extract.
,Tableau is most effective in a flat/narrow data structure. - Correct Answers -
SQL Queries - Correct Answers -Custom queries can be built into Tableau directly to
help reformat data into a structure that helps improve dashboard, analysis and
visualization performance.
Blending - Correct Answers -Data blending is effective when Data is coming from
multiple data sources. (Common fields, custom-defined relationship)
Joins - Correct Answers -Joining multiple tables or sheets from a single data source.
How to create an extract - Correct Answers -Method 1: Connect to a data source.
Switch the connection type from "Live" to "Extract." Go to one of the worksheet and the
extract will be created.
Method 2: From Data, select the data source to extract. Select "Extract Data" to create
the extract. `
Save metadata properties in a .TDS - Correct Answers -From Data, select the data
source to save metadata properties. Choose "Add to Saved Data Sources" then to save
the metadata as tds or tdsx format. TDS files save time and avoid confusion by allowing
you to set up the metadata so users can get straight to building visualizations. By
default, Tableau saves .tds and .tdsx files to the Datasources folder under your Tableau
repository. When you use the default location, you can connect to the data source on
the Connect pane. Use this format if everyone who will use the data source has access
to the underlying file or database defined in the connection information.
Packaged Data Source (.tdsx) - Correct Answers -Contains all information in the data
source (.tds) file, as well as a copy of any local file-based data or extracts. A packaged
data source is a single zipped file. Use this format if you want to share your data source
with people who do not have access to the underlying data that is defined in the
connection information.
Types of Joins - Correct Answers -Inner, left, right, full outer, union
Union - Correct Answers -Though union is not a type of join, union is another method for
combining two or more tables by appending rows of data from one table to another.
Ideally, the tables that you union have the same number of fields, and those fields have
matching names and data types.
Tables and columns are colored to show you which connection the data comes from. -
Correct Answers -
Actions to complete in Tableau: Connect to a Data Source, Join tables, clean up source
data, change the summary operation, split text into multiple columns, story feature:
create a new story, add a text box, hide the title, add a new story point; display
, metadata, refresh extract, change data type, pivot columns, merge data using unions ->
merge mismatched fields, rename a data field - Correct Answers -
Story - Correct Answers -Let you create a sequence of story points consisting of
worksheets in your workbook to build a persuasive narrative about your insights. You
can only create stories after you have data visualizations completed - it's the last step
before presentation.
Metadata - Correct Answers -Data about data. In Tableau, field name - as displayed in
Tableau, table - source table that they are coming from, remote field name - field name
from back in the data source. To export, copy and paste all the metadata (highlight,
right-click, and select "Copy Values").
Data Blending - Correct Answers -Method for combining data that supplements a table
of data from one data source with columns of data from another data source. The view
uses all rows from the primary data source, the left table, and the aggregated rows from
the secondary data source, the right table, based on the dimension of the linking fields
(left join). Dimension values are aggregated using the ATTR aggregate function, which
means the aggregation returns a single value for all rows in the secondary data source.
If there are multiple values for the rows, an asterisk (*) is shown. Measure values are
aggregated based on how the field is aggregated in the view.
Data Blending (continued) - Correct Answers -Data blending is performed on a sheet-
by-sheet basis and is established when a field from a second data source is used in the
view. Data blending requires at least 2 data sources. Whichever data source this first
field comes from will become the primary data source. Switch to another data source
and use a field from that data source on the same worksheet, and the data source will
secondary data source. The orange link means the data is blended because the data
sources are related automatically. The grey link means the data is not blended. If you
click the link, it will turn orange and the data is blended. When you drag a field from a
secondary data source to the view, you might see a warning - this happens when the
secondary data source has no relationship to the primary data source.
Ex: suppose you have two data sources that are related by the State and Date fields. At
least one of these fields must have the active link icon next to it in the secondary data
source. You can make the link active by clicking the link icon in the Data pane or by
using the related field from the primary data source in the view.
The secondary data source may not have any relationships to the primary data source.
Look in the Data pane for the link icon. Tableau automatically links fields that have the
same name. If your fields do not have the same name, you must define a relationship
between them.
When to use data blending rather than cross-database joins - Correct Answers -Data
blending is useful in the following conditions:
•You want to combine data from different databases that are not supported by cross-
database joins (cross-database joins do not support connections to cubes such as
Oracle Essabse, or to some extract-only connections such as Google Analytics. In this
CORRECT ANSWERS
Tableau workbook (.twb) - Correct Answers -Stores a visualization without source data.
Good practice is to always have the source data and Excel workbook in the same folder
as the visualization.
Tableau data source (.tds) - Correct Answers -Stores the server address, password,
and other information required to access a data source.
Tableau bookmark (.tbm) - Correct Answers -Stores a connection to a worksheet in
another Tableau workbook.
Tableau data extract (.tde) - Correct Answers -Stores Tableau data as a filtered and
aggregated extract. You have data from a source and rather than including the entirety
of that source, you have filtered and summarized that data and saved that separately.
Tableau packaged workbook (.twbx) - Correct Answers -Stores extracted data and
visualizations for viewing in Tableau or Tableau Reader. You are sending a copy of your
data and also your worksheets that contain visualizations to other individuals to look at
in Tableau so they can interact with them or in Tableau Reader where they can just
view your data.
Connection Types - Correct Answers -Extract, Live
Live - Correct Answers -Direct connect to data. Slows speed but allows you to make
updates to source. This refers to a data source that Tableau accesses to provide real-
time or near real-time data. Tableau makes queries directly against the database or
other sources and returns results.
Extract - Correct Answers -Brings in data to workbook. Improves speed. This is a
snapshot of data created from a static source of data, like an excel spreadsheet. The
extract could also contain information from a relational database, cloud based data or
from other live connections. Extract is a local file that's optimized for use with Tableau.
It's a local cache of the data that Tableau will extract, convert into the extract, and then
save it for us on our machine. We can then connect directly to that, bypassing the
slowness of the original data source. Best practices is to put it into your Datasources
folder in your Tableau repository. Any changes that are made in the data source are not
gonna be reflected unless we refresh the extract.
,Tableau is most effective in a flat/narrow data structure. - Correct Answers -
SQL Queries - Correct Answers -Custom queries can be built into Tableau directly to
help reformat data into a structure that helps improve dashboard, analysis and
visualization performance.
Blending - Correct Answers -Data blending is effective when Data is coming from
multiple data sources. (Common fields, custom-defined relationship)
Joins - Correct Answers -Joining multiple tables or sheets from a single data source.
How to create an extract - Correct Answers -Method 1: Connect to a data source.
Switch the connection type from "Live" to "Extract." Go to one of the worksheet and the
extract will be created.
Method 2: From Data, select the data source to extract. Select "Extract Data" to create
the extract. `
Save metadata properties in a .TDS - Correct Answers -From Data, select the data
source to save metadata properties. Choose "Add to Saved Data Sources" then to save
the metadata as tds or tdsx format. TDS files save time and avoid confusion by allowing
you to set up the metadata so users can get straight to building visualizations. By
default, Tableau saves .tds and .tdsx files to the Datasources folder under your Tableau
repository. When you use the default location, you can connect to the data source on
the Connect pane. Use this format if everyone who will use the data source has access
to the underlying file or database defined in the connection information.
Packaged Data Source (.tdsx) - Correct Answers -Contains all information in the data
source (.tds) file, as well as a copy of any local file-based data or extracts. A packaged
data source is a single zipped file. Use this format if you want to share your data source
with people who do not have access to the underlying data that is defined in the
connection information.
Types of Joins - Correct Answers -Inner, left, right, full outer, union
Union - Correct Answers -Though union is not a type of join, union is another method for
combining two or more tables by appending rows of data from one table to another.
Ideally, the tables that you union have the same number of fields, and those fields have
matching names and data types.
Tables and columns are colored to show you which connection the data comes from. -
Correct Answers -
Actions to complete in Tableau: Connect to a Data Source, Join tables, clean up source
data, change the summary operation, split text into multiple columns, story feature:
create a new story, add a text box, hide the title, add a new story point; display
, metadata, refresh extract, change data type, pivot columns, merge data using unions ->
merge mismatched fields, rename a data field - Correct Answers -
Story - Correct Answers -Let you create a sequence of story points consisting of
worksheets in your workbook to build a persuasive narrative about your insights. You
can only create stories after you have data visualizations completed - it's the last step
before presentation.
Metadata - Correct Answers -Data about data. In Tableau, field name - as displayed in
Tableau, table - source table that they are coming from, remote field name - field name
from back in the data source. To export, copy and paste all the metadata (highlight,
right-click, and select "Copy Values").
Data Blending - Correct Answers -Method for combining data that supplements a table
of data from one data source with columns of data from another data source. The view
uses all rows from the primary data source, the left table, and the aggregated rows from
the secondary data source, the right table, based on the dimension of the linking fields
(left join). Dimension values are aggregated using the ATTR aggregate function, which
means the aggregation returns a single value for all rows in the secondary data source.
If there are multiple values for the rows, an asterisk (*) is shown. Measure values are
aggregated based on how the field is aggregated in the view.
Data Blending (continued) - Correct Answers -Data blending is performed on a sheet-
by-sheet basis and is established when a field from a second data source is used in the
view. Data blending requires at least 2 data sources. Whichever data source this first
field comes from will become the primary data source. Switch to another data source
and use a field from that data source on the same worksheet, and the data source will
secondary data source. The orange link means the data is blended because the data
sources are related automatically. The grey link means the data is not blended. If you
click the link, it will turn orange and the data is blended. When you drag a field from a
secondary data source to the view, you might see a warning - this happens when the
secondary data source has no relationship to the primary data source.
Ex: suppose you have two data sources that are related by the State and Date fields. At
least one of these fields must have the active link icon next to it in the secondary data
source. You can make the link active by clicking the link icon in the Data pane or by
using the related field from the primary data source in the view.
The secondary data source may not have any relationships to the primary data source.
Look in the Data pane for the link icon. Tableau automatically links fields that have the
same name. If your fields do not have the same name, you must define a relationship
between them.
When to use data blending rather than cross-database joins - Correct Answers -Data
blending is useful in the following conditions:
•You want to combine data from different databases that are not supported by cross-
database joins (cross-database joins do not support connections to cubes such as
Oracle Essabse, or to some extract-only connections such as Google Analytics. In this
