Tableau Desktop-Specialist Tableau Desktop Specialist Exam Exam Practice Test

Explanation

The data that you analyze in Tableau is often made up of a collection of tables that are related by specific fields (that is, columns). Joining is a method for combining data on based on those common fields. The result of combining data using a join is a virtual table that is typically extended horizontally by adding columns of data.

For example, consider the following two tables originating from a single data source:

We can combine these 2 tables, simply by joining the tables on ID to answer questions like, "How much was paid in royalties for authors from a given publisher?". By combining tables using a join, you can view and use related data from different tables in your analysis.

Explanation

According to Tableau's official documentation -

Explanation

The following is the official documentation for the String function LEFT:

Explanation

Since Sales is a measure, it can easily be depicted via size.

To drill down and change the level of detail, Country is the correct choice since it will contain STATE. We can then depict the various states by different shapes such as circle, square etc.

Finally, the Profit can be depicted via a color! Eg - Red for poor and green for excellent profits!

To set the default properties of a field to Currency in Tableau, you need to configure the number format of the field from the Data pane. This can be done by right-clicking the field in the Data pane and selecting Default Properties, then choosing the appropriate number format (in this case, Currency).

a calculated field that has a formula of SUM(Sales)/SUM(Profit) is a measure, because it returns a numeric value that can be aggregated and used for analysis. A parameter is a user-defined variable that can be used in calculations or filters. A dimension is a categorical field that can be used to group or slice data. A set is a subset of data based on some condition.

According to the Tableau Desktop Specialist Exam Readiness, to create a calculation that returns a customer name followed by a comma, a space, and then the customer’s age, you should use the formula [Customer Name] + “,” + STR([Age]). This is because you need to concatenate strings using the + operator, and convert the numeric field [Age] to a string using the STR() function.

From the official Tableau documentation:

You can union your data to combine two or more tables by appending values (ROWS) from one table to another. To union your data in Tableau data source, the tables must come from the same connection.

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You can adjust the size for all charts except the Tree Map. You use dimensions to define the structure of the treemap, and measures to define the size or color of the individual rectangles. Treemaps are a relatively simple data visualization that can provide insight in a visually attractive format.

In a Tree Map, the measure itself defines the size and colour! The greater the sum of Measure for each category, the darker and larger its box.

Explanation

Whenever you add a measure to your view, an aggregation is applied to that measure by default. This default is controlled by the Aggregate Measures setting in the Analysis menu.

If you decide you want to see all of the marks in the view at the most detailed level of granularity, you can disaggregate the view. Disaggregating your data means that Tableau will display a separate mark for every data value in every row of your data source.

To disaggregate all measures in the view:

Clear the Analysis >Aggregate Measures option. If it is already selected, click Aggregate Measures once to deselect it.

Explanation

The following are 2 correct ways to copy the worksheet visualisation as an image:

AND

When using a data source that has relationships, you can add a join between two or more tables by dragging a table directly on top of an existing logical table from the Tables pane. This will create a logical table that contains the joined tables. You can then edit the join type, join clauses, and join calculation as needed2 The other options are not valid ways to add a join between tables when using relationships. From the Tables pane, double-clicking a table will add it to the data source as a separate logical table, not joined with any other table. From the Connections pane, selecting Add will allow you to add another connection to the data source, not join tables within the same connection. Double-clicking a logical table in the canvas will open the Data Source page, where you can view and edit the fields in the logical table, not join it with another table2

To create a trend line, we need:

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Explanation

According to the official Tableau documentation, there are 5 types of trend lines which we can work with in Tableau :

1) Linear Trend Line

2) Logarithmic Trend Line

3) Exponential Trend Line

4) Polynomial Trend Line

5) Power Model

Hence, the correct answer is BINOMIAL trend line which is not present in Tableau.

See the following image:

For more information, refer to: https://help.tableau.com/current/pro/desktop/en-us/trendlines_add.htm

We can use scatter plots to visualize relationships between numerical variables!

In Tableau, you create a scatter plot by placing at least one measure on the Columns shelf and at least one measure on the Rows shelf (Total 2 minimum). If these shelves contain both dimensions and measures, Tableau places the measures as the innermost fields, which means that measures are always to the right of any dimensions that you have also placed on these shelves. The word "innermost" in this case refers to the table structure.

 ( Simple Scatter Plot)

 (Matrix of Scatter Plots)

A scatter plot can use several mark types. By default, Tableau uses the shape mark type. Depending on your data, you might want to use another mark type, such as a circle or a square. For more information, see Change the Type of Mark in the View.

To create a scatter plot, follow the steps below:

The beauty of context filters is that according to Tableau's Order of Operations, they are executed before Sets.

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This means that based on what Region's you've selected - Tableau will first only preserve the rows for those Regions. THEN, after this it will compute the Set , i.e , Bottom 10 products in each Region.

1) First let's create a set to compute the Bottom 10 Products by Profit.

2) Next, take region on the Rows Shelf followed by the Set we just created. Drag Region and the Set to the Filters Shelf as well.

3) Now, try to only visualize the data for the South Region:

4) The problem right now is that Tableau is computing the Set first (Bottom 10 Products), and then applying the Dimension Filter - South Region and hence these values are incorrect. Note how these aren't even 10 products, but rather just 8. To fix this, simply add Region to Context:

Upon doing this, we get the correct answer as : 

References: https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm

https://help.tableau.com/current/pro/desktop/en-us/filtering_context.htm

When creating a group by selecting headers in a Tableau view, the newly created grouped dimension replaces the original dimension field on either the Rows or Columns shelf. This grouping action aggregates the selected headers into a single group, and this new group dimension is automatically placed in the view, replacing the original dimension. This functionality allows for more simplified and customized categorization within the data visualization, enhancing the ability to analyze and interpret data according to specific groupings.

You can use Wildcard Search to set up search criteria to automatically include tables in your union. Use the wildcard character, which is an asterisk (*), to match a sequence or pattern of characters in the Excel workbook and worksheet names, Google Sheets workbook and worksheet names, text file names, JSON file names, .pdf file names, and database table names.

When working with Excel, text file data, JSON file, .pdf file data, you can also use this method to union files across folders, and worksheets across workbooks. Search is scoped to the selected connection. The connection and the tables available in a connection are shown on the left pane of the Data source page.

The following options are available in the Device preview section when creating a Dashboard:

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The relative date filter can be used to select a range of dates relative to the current date, such as the past month, the current quarter, etc. This filter type dynamically adjusts the range based on the current system date, making it suitable for use with the TODAY() function.

Explanation

Tableau SERVER enables us to create workbooks and views, dashboards, and data sources in Tableau Desktop, and then publish this content to our own server.

Moreover, as a Tableau Server administrator you will control who has access to server content to help protect sensitive data. Administrators can set user permissions on projects, workbooks, views, and data sources.

When you double-click a continuous numeric measure named Sales in Tableau, it automatically creates a bar chart. Tableau's default behavior for a single measure is to display it as a bar chart, with the measure values represented on the Y-axis and an automatic range on the X-axis.

Explanation

A Pareto chart is a type of chart that contains both bars and a line graph, where individual values are represented in descending order by bars, and the ascending cumulative total is represented by the line.

On the primary axis, bars are used to show the raw quantities for each dimension member, sorted in descending order.

On the secondary axis, a line graph is used to show the cumulative total in percent format.

In Tableau, the two elements that can have their values changed by using a dashboard action are Sets and Parameters. Dashboard actions can be configured to modify the values within a set or a parameter, allowing for interactive and dynamic changes in the visualization based on user interactions. For example, selecting a specific data point in a dashboard can trigger an action that updates a set or changes the value of a parameter, which in turn can alter the displayed data or the appearance of visualizations within the dashboard.

Your Tableau Desktop Specialist exam will be based on the 2020.1 version.

Set controls are a new feature introduced in the 2020.2 version, and hence is the correct answer - it is not a part of 2020.1

For the 2020.1 version the new features were:

1) Viz animations:

Viz animations help you see and understand your changing data. It’s easy to track the logical steps behind data’s evolution and tell powerful data stories. Sorting, filtering, adding fields, and other actions will now smoothly animate your visualizations. Choose whether to turn Viz Animations on or off, and decide how you’d best like to apply animations to your new workbooks.

2) Dynamic Parameters:

Say goodbye to republishing workbooks with parameters every time the underlying data changes. Set your parameter once, and Tableau will automatically update the parameter’s list of values every time someone opens the workbook.

3) Buffer Calculations:

Buffer calculations allow you to visualize the distance around point locations. Give Tableau three parameters—location, distance, and a unit of measure—and a buffer, or boundary is instantly created. Answering complex spatial questions becomes easier than ever before—visualize what properties are within 200 meters of a proposed transit site, or how many competitors’ stores are within 1 mile of their store, and more.

Yes, due to the nature of blends, there are some conditions as follows from the official documentation that must be kept in mind while working with blends:

In addition to handling calculations slightly differently, there are some limitations on secondary data sources. You may not be able to sort by a field from a secondary data source, and action filters may not work as expected with blended data. For more information, see Other data blending issues.

To invert the color intensity of a quantitative range in Tableau, you should use the "Reversed" option. This option inverts the color scheme so that the colors representing the higher values are swapped with those representing the lower values. For example, if a color scale initially shows dark colors for high values and light colors for low values, using "Reversed" will switch this so that dark colors represent low values and light colors represent high values. This option is particularly useful for better visual distinction and interpretation in certain data scenarios.

According to the Tableau Desktop Specialist Exam Guide, a packaged workbook (.twbx) includes background images, extract files, and custom shapes. A PDF copy of the workbook and Tableau Datasource Customization (TDC) files are not included in a packaged workbook.

Three statements that accurately describe dimensions are: Contain qualitative values Affect the level of detail in the view Can be continuous or discrete Dimensions are fields that contain qualitative values, such as names, dates, or geographical data. You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view by creating headers or labels for marks or by defining how data is partitioned for table calculations. Dimensions can be continuous or discrete depending on their data type and format. Continuous dimensions are those that have an infinite range of possible values, such as numbers or ratios. Discrete dimensions are those that have a finite number of distinct values, such as names, categories, or dates3 The other options are not accurate statements about dimensions. Contain numeric, quantitative values is not correct, because fields that contain numeric, quantitative values are measures, not dimensions. Measures are fields that contain numeric values that you can measure and aggregate. Affect the formatting options in the view is not correct, because formatting options are not determined by dimensions, but rather by user preferences and choices. Formatting options allow you to change the appearance of various elements in the workbook, such as fonts, borders, shading, alignment, etc3

According to the official Tableau documentation:

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Explanation

If you chose 111,060 you were SO close to the correct answer but made a small mistake - you didn't change the aggregation to AVERAGE! This is one of the common mistakes many test takers make, so keep this in mind.

To reach the correct answer, follow the steps below:

1) Draw Assortment to the Column shelf, and drag Year to the Rows Shelf. Then Drill down further on Year to accomodate Quarters and Months as well!

Although this seems enough, DON'T FORGET to change the aggregation like in the next step, which will completely change the values!

• The correct answer as you can see is 1,461 - Sales for Harware Assortment in 2017 Q4, October

According to the Tableau Desktop Specialist Exam Readiness, a line chart will be created whenever you place measures on one shelf, and a date dimension on the other. This is because Tableau automatically recognizes date fields and treats them as continuous dimensions.

In Tableau, to create a reference line, one of the axes in the view must contain an aggregated measure. Reference lines are typically used to add context or additional information to the data in a view, and they are often based on some form of aggregate such as the average, median, sum, etc., of a measure.

Explanation

SUM is an aggregate function, not a table calculation!

A table calculation is a transformation you apply to the values in a visualization. Table calculations are a special type of calculated field that computes on the local data in Tableau. They are calculated based on what is currently in the visualization and do not consider any measures or dimensions that are filtered out of the visualization.

The most common Table calculations are:

Running Total

Percent Difference

Difference

Percent of Total

Rank

Percentile

These can be calculated using : Table(across), Cell, or Specific dimensions!

**IMPORTANT QUESTION AND EXPLANATION, PLEASE READ**

3 ways to group data -

1) Marks

2) Labels

3) Dimensions shelf.

*IMPORTANT*

If we Group the data by selecting the marks, then they remain separate marks in the view and then have the same colour. Also, a new group is created in the Dimensions shelf. Example -

Using the sample superstore dataset, first plot a bar chart showing sales for each sub-category:

Here, if we Select Phones, Chairs and Storage by selecting the MARKS (Bars), and then group them:

They remain seperate marks (BARS) but are grouped by the same colour.

Now, if we didn't do this, and rather grouped by selecting their Labels (Names):

Then they no longer remain separate Marks (bars) but are rather consolidated into a single Bar:

Finally, we can group directly from the Dimensions shelf as follows:

Now choose Phones, Chairs and Storage and Click Group:

You will now automatically have a new Dimension as follows:

Explanation

Trend lines have become popular questions in recent Tableau examinations. Follow along:

1) First drag Sales to the Rows shelf and Profit to the Columns shelf:

c

You will only see a single mark since the view is aggregated.

2) Now, break down this view by state. Drag State into Detail on the Marks shelf ( or directly to the view):

3) Finally, move to the Analytics pane, and drag Trend line to the view. When you drag it, select the Linear option!:

4) The following is our view. Hover over the trend line to see the R-squared value:

Explanation

VERY IMPORTANT QUESTION FOR THE EXAM, PAY ATTENTION

1) To find the number of days between order date and shipping date, we will make use of a calculated field:

In the data pane, click on the dropdown arrow, and choose create calculated field.

Let's name this calculated field "ShippingDelay" (you can name it anything you want :) )

2) Use the DATEDIFF() function, and pass it the arguments as follows:

'day' depicts that we want to calculate the number of DAYS between the two dates. The first argument is 'start_date' which is the ORDER_DATE (day the order was placed), the second argument is 'end_date', which is the SHIP_DATE (date the order was shipped). So by subtracting as follows: SHIP_DATE - ORDER_DATE, we can find the delay in shipping.

Click OK.

3) You should now have a new measure as follows:

4) Phew! The hard part is done! Now let's filter by Market to include only LATAM:

5) Drag Country to the view, and the new calculated field 'ShippingDelay' to SIZE on the Marks Shelf as follows:

*You can also click on Show Text Labels to be sure that you're choosing the Largest value*

Clearly, Mexico has the highest Shipping Delay!

Explanation

To reach the correct answer, follow these steps:

1) Drag Order Date (Discrete Year) to the Column shelf, and Region to the Row Shelf as shown:

2) Drag Profit to Text in the Marks Shelf as shown:

3) Click on Analysis as shown -> Totals -> SELECT ROW GRAND TOTALS

The following will be the final view:

You could also Filter by Region to only Focus on Canada, but that's your choice:

THEREFORE,

2012 = 4,888

2011 -> 2014 = 17,817

You can change the device layout of a dashboard by using the Dashboard pane or the Dashboard menu. The Dashboard pane allows you to select a device type and customize the layout for that device. The Dashboard menu allows you to create a new device layout or copy an existing one. The Format menu and the Layout pane do not have options for changing the device layout1

Explanation

For relational data sources, dates and times are automatically placed in the Dimensions area of the Data pane and are identified by the date or date-time icon. For example, the Order Date and Ship Date dimensions from an Excel data source are shown below:

When you place a relational date on a shelf, the field name is automatically modified to reflect the default date level. Tableau defines the default date level to be the level at which there are multiple instances. For example, if the date field includes multiple years, the default level is year. However, if the date field contains data for just one year but includes multiple months, then the default level is month.

A bullet graph is a variation of a bar graph developed to replace dashboard gauges and meters. A bullet graph is useful for comparing the performance of a primary measure to one or more other measures. Below is a single bullet graph showing how actual sales compared to estimated sales.

We can create a Bullet graph with just 2 measures! This method requires the LEAST number of fields possible to create this type of chart.

The best way to tackle such questions in the exam is to click the "SHOW ME" button on top right, and hover over the chart we want to create.

In our case, it is a Bullet graph.

Therefore, we need 2 measures at least to create this chart, and 0 or more dimensions.

February is a discrete date part, because it is a specific value that can be used to group or filter data by month. 07Mar2017, 20Sep2016:9:8:8:6546, and 01/23/2021 are continuous date values, because they represent points along a continuous timeline that can be used for analysis.

Explanation

Measures contain numeric quantitative values hence that option is incorrect.

Reference 1: https://help.tableau.com/current/pro/desktop/en-us/datafields_typesandroles.htm

Reference 2: https://help.tableau.com/current/pro/desktop/en-us/dates.htm

When users connect to Tableau, the data fields in their data set are automatically assigned a role and a type.

Role can be of the following two types:

1) Dimension

2) Measure

Type can be of the following :

1) String

2) Number

3) Geographic

4) Boolean

5) Date

6) Date and Time

Explanation

In a box and whisker plot:

1) The ends of the box are the upper and lower quartiles, so the box spans the interquartile range

2) The median is marked by a vertical line inside the box

3) The whiskers are the two lines outside the box that extend to the highest and lowest observations.

Explanation

When you connect to a new data source, Tableau assigns each field in the data source as dimension or measure in the Data pane, depending on the type of data the field contains. You use these fields to build views of your data.

Explanation

Phew! Tricky one for sure. This question tests multiple concepts and will help you revise them. We'll be using filters, as well as quick table calculations (percent of total) for this one.

1) Firstly, let's drag Country and Institution to the Rows shelf, and year (discrete) to the Columns shelf. Then, drag Publications to the Text Icon in the Marks Shelf. The following is our view:

The View Data window displays as much of the data as possible by default, up to 10,000 rows. This can be increased though, if you wish to.

Read more: https://help.tableau.com/current/pro/desktop/en-gb/inspectdata_viewdata.htm

Explanation

Data is generated and analyzed at many different levels of granularity. Granularity is the level of detail of the data. For example, when looking at graduation data, granularity would describe whether a row in the data set represents a single person or the graduating class of a university.

In Tableau, you can aggregate measures or dimensions, though it is more common to aggregate measures. Whenever you add a measure to your view, an aggregation is applied to that measure by default. The type of aggregation applied varies depending on the context of the view.

When you add a measure to the view, Tableau automatically aggregates its values. Sum, average, and median are common aggregations; for a complete list, see List of Predefined Aggregations in Tableau.

The current aggregation appears as part of the measure's name in the view. For example, Sales becomes SUM(Sales). Every measure has a default aggregation which is set by Tableau when you connect to a data source. You can view or change the default aggregation for a measure—see Set the Default Aggregation for a Measure.

You can change the aggregation for a measure in the view from its context menu:

According to the official Tableau documentation:

Dimensions don't have aggregation properties, and adding properties manually each time defeats the whole DEFAULT aggregation purpose. Window tab doesn't have any default aggregation option!

Explanation

Phew! Tricky one! You needed to use filters in this one.

Follow along:

2) Next, as the question mentions, we need to focus on the Assortment PHONE, the color WHITE, and the state of NEW YORK. -> so we use filters for this!

i) First drag Assortment to Filters, and select only Phones :

ii) Next, drag Color to Filters and Choose only White:

iii) Next, drag State ID to Filters, and choose New York (NY):

And Voila! We have our answer as follows:

iv) Last, drag Sales to Label:

Explanation

Follow along the steps below:

• Drag Assortment and Year ID to the column shelf, and Item Number ID to the row shelf. Next, drag Sales to the Text label to create a cross-tab as below:

To clear all sorting in a Tableau visualization, you would go to the Worksheet menu, select the "Clear" option, and then choose "Sorts." This action removes all sorting that has been applied to the visualization, including any custom sorting or sorting based on multiple fields. This is a quick way to reset the view to its default sorting state and is particularly useful when you have applied various sorting layers and wish to start fresh.

THIS IS A VERY IMPORTANT QUESTION

Aggregation is an important concept to consider when creating calculated fields. A calculated field for SUM([Profit]) / SUM([Sales]) will give you a very different answer than [Profit] / [Sales], even though both formulas are valid.

If you do not provide the aggregation within the calculated field, Tableau will calculate the equation for every record ( row ) in your analysis, then aggregate the answers for all of the rows together when the calculated field is added to the view.

In simple terms, if specify the aggregation such as SUM, what Tableau will do is that it will first calculate the sum of the Profit column ( say x ), then calculate the sum of the Sales column ( say y ), and then simply apply x/y ---> This is what we expect! Perfect!

BUT, if you don't specify the aggregation, it will go to every single ROW, perform Profit / Sales, and then aggregate the answers calculated for each row. This is simply NOT what we wan't!

An example:

According to the official Tableau documentation:

Tableau packaged workbooks have the .twbx file extension. A packaged workbook is a single zip file that contains a workbook along with any supporting local file data and background images. This format is the best way to package your work for sharing with others who don’t have access to the original data. For more information, see Packaged Workbooks.

Explanation

THIS IS A VERY IMPORTANT QUESTION

To answer this question, you need to understand Tableau's Order of Operations. See below and remember this always:

According to the official Tableau documentation:

Tableau Desktop will display marks by using a diverging palette as the default to display data that has both negative and positive quantitative values. A diverging palette is a type of color palette that uses two different color ranges to show positive and negative values. For example, a red-green diverging palette uses shades of red for negative values and shades of green for positive values. A diverging palette is automatically applied when there are both negative and positive values for a measure that is placed on Color on the Marks card5 The other options are not correct types of color palettes that Tableau Desktop uses as the default for data with both negative and positive values. A full color range is not a valid term for a color palette in Tableau. A sequential palette is a type of color palette that uses different shades of one color to show variations in a single measure. A sequential palette is usually applied when there are only positive values for a measure that is placed on Color on the Marks card5 A categorical palette is a type of color palette that uses different colors to show discrete values or categories. A categorical palette is usually applied when there is a dimension that is placed on Color on the Marks card5

Remember that dragging a discrete value to colour creates distinct colours for each item whereas dragging a continuous value to colour creates a gradient. ( Same for Map )

From the official documentation:

Explanation

It is possible in Tableau to use a sheet within a story directly.

Moreover, in Tableau, a story is a sequence of visualizations that work together to convey information. You can create stories to tell a data narrative, provide context, demonstrate how decisions relate to outcomes, or to simply make a compelling case.

At the same time, a story is also a collection of sheets, arranged in a sequence. Each individual sheet in a story is called a story point.

Explanation

If you chose 2, then you were very close but probably didn't plot the actual Percent Difference on your view. ( One of the marks is just over the line).

• Firstly, Drop the Week ID onto the column shelf, and convert it to continuous since we need both Year and Quarter as mentioned in the question.
• 2) Next, Drop assortment to filters shelf so that we can focus on Electronics!

3) This should be your view now. Click on the Show Mark Labels icon as shown:

The final view is as follows, with 3 points below 0 ( i.e negative )

According to the Tableau Help, one of the ways to improve a crosstab is to “Include an Other group”. The help also states that “If you have a large number of members in a dimension, you can create groups to combine low-frequency members into an Other group. This can help you focus on the most relevant data and reduce clutter in your view” (page 2).

With dimension filters in Tableau, you can use several filter modes, including "Multiple Values (drop-down)" which allows users to select one or more values from a drop-down list of all the dimension's members. Another mode is "Wildcard Match," which lets users filter the view by typing in a text box to match dimension members that contain the typed string. These filter types are particularly useful for string or categorical dimensions where users need to search or select specific members to display in the view.

In Tableau, when creating a combined axis chart, after dragging the first measure to the Rows shelf, you should drag the second measure directly onto the existing axis in the view. This will combine both measures on the same axis, allowing them to share a scale and an axis, which is the essence of a combined axis chart.

To combine data from another database with an existing data source in Tableau, the first step is to add a new connection. This will allow you to access the additional database and either blend or join the data from the two sources depending on your analysis needs.

Standard deviation is an aggregation that is available without requiring a table calculation or calculated field. Standard deviation is a statistical measure that shows how much variation there is from the average value in a set of data. Standard deviation is one of the predefined aggregations in Tableau that can be applied to any measure by selecting it from the context menu of the measure or from the drop-down menu on the Marks card6 The other options are not aggregations that are available without requiring a table calculation or calculated field. Running total, sample covariance, and percent of total are all examples of table calculations, which are computations that are applied to the values in an entire table or partition of a table. Table calculations can be created by selecting them from the context menu of a measure or by using functions in a calculated field7

Explanation

Follow along to get the correct answer:

• Drag Country to the view, and then Patents to the Size Mark on the Marks shelf as follows :

2) But, this isn't all right? We need to focus on the year 2013. This can be done by using the year column as it is (continuous) in the filter shelf, or by converting it to discrete first and then using it:

2.1 As it is (continuous)

2.2 Converting to discrete first & then using it

and then :

3) We can now see that France, with 485 has the 2nd most number of patents for the year 2013

From the official documentation:

The default view that you first see in the Data Source page canvas is the logical layer of the data source. You combine data in the logical layer using relationships (or noodles).

Unioning is the correct answer!

From the official documentation:

For example, suppose you have the following customer purchase information stored in three tables, separated by month. The table names are "May2016" , "June2016" and "July2016."

To create a packaged data source (.tdsx file) in Tableau, you would right-click on the data connection in the Data pane and select the option to add it to saved data sources. This action packages the data source with the metadata that you've defined in Tableau, such as calculations, groups, and sets, so that you can easily share it with others. This does not package the data itself, which is a separate step if you're working with local file-based data.

Yes! We get different options for filtering depending on whether we use a categorical data (think dimension) or quantitative data (think measure).

Important Note: Each tab adds additional definitions to your filter. For example, you can select to exclude values under the General tab, and also add limits under the Top tab. Selections and configurations from both tabs are applied to your filter.At any time, you can see the definitions of your filter under Summary on the General tab.

Note: If you have a large data source, filtering measures can lead to a significant degradation in performance. It is sometimes much more efficient to filter by creating a set containing the measure and then apply a filter to the set. For more information about creating sets, see Create Sets

Explanation

A histogram is a chart that displays the shape of a distribution. A histogram looks like a bar chart but groups values for a continuous measure into ranges, or bins.

According to the [Tableau Desktop Specialist Exam Guide], a join is a way to combine table columns in relational databases by using shared values. A join can be inner, left, right, or full, depending on how the matching rows are included or excluded.

Explanation

If you answered this question quickly and correctly, you're well prepared for the exam! Most students stumble while creating a Dual axis chart, so go ahead and give yourself a pat on the back!

To create a dual axis chart for the problem mentioned:

1) Drag Product Type to the column shelf, and Sales and Profit to the Row shelf:

2) Now, to focus on 2013, drag Date to the filter shelf and select only 2013:

3) Now, click on the Profit pill in the Rows Shelf, and select dual axis:

4) Now, in the marks shelf, choose Sales, and change the chart type to bar. Similarly, for Profit, change the chart type to Line.

Now the chart looks like this:

Now we change the Profit chart type to line:

5) Finally, we synchronise the axis as follows: Right click on the axis, and choose 'Synchronise axis'

And, our final view and answer is:

Using the Sample superstore as a reference:

1) Let's plot a bar chart showing SUM(Quantity) for each Segment:

2) Right click on the x-axis (Segment):

Notice we don't have an option to edit the axis, only header. This is because only continous values form the AXIS.

3) Similarly, right click on the y-axis (Quantity):

Now we have the option to edit BOTH the axis and the header.

To display the complete list of potential data connections when connecting to a server in Tableau, you should select "More" under the "To a Server" option. This action will provide a comprehensive list of server types and data sources that Tableau can connect to.

Two correct methods for creating a visual group are selecting marks in the view and right-clicking a dimension in the Data pane. A visual group is a way of combining related members in a dimension field to create categories or segments in your data. For example, you can create a visual group by selecting several states in a map view and grouping them into regions. You can create a visual group by selecting one or more marks in the view and then clicking the group icon on the tooltip or on the toolbar. This will create a new group field in the Data pane with default names for each group based on their members. You can also create a visual group by right-clicking a dimension in the Data pane and selecting Create > Group. This will open the Create Group dialog box where you can select several members and drag them into groups with custom names8 The other options are not correct methods for creating a visual group. Clicking the drop-down arrow from the top of the Data pane will open a menu with options for creating new fields, folders, sets, bins, etc., but not groups. Dragging a dimension onto another dimension in the Data pane will create a hierarchy, which is a way of organizing data into different levels of detail, not groups9

You can perform two actions when you join tables from multiple connections: add a data source filter and create an extract. A data source filter is a filter that you can apply to the data source before it is loaded into Tableau. This can help improve performance and reduce the amount of data in the view. A data source filter can be applied to any data source, including those that use cross-database joins2 An extract is a snapshot of data that is stored locally on your computer or on Tableau Server. An extract can also improve performance and enable offline analysis. You can create an extract from any data source, including those that use cross-database joins3 You cannot perform the other two actions when you join tables from multiple connections: create a union or use a stored procedure. A union is a method for combining data by appending rows of one table onto another table. To union your data in Tableau, the tables must come from the same connection. You cannot union tables from different data sources or connections4 A stored procedure is a set of SQL statements that can be executed on a database server. Tableau does not support using stored procedures as part of a cross-database join. You can only use stored procedures with some single-connection relational data sources, such as Microsoft SQL Server, Oracle, or PostgreSQL5

A Tableau story point is an individual container in a story that holds a sheet or dashboard. It's like a slide in a presentation, and a story is a sequence of these points that can be used to convey a data narrative, showing how facts are connected and guiding the audience through a sequence of analysis steps.

To apply bold text formatting to rows or columns independently in Tableau, you should use the Rows tab or the Columns tab on the Format Font pane. This approach provides control over the formatting of text within individual rows or columns. By selecting the appropriate tab (Rows or Columns), you can apply formatting settings, including bold text, to only the selected rows or columns. This is a crucial feature for enhancing the readability and visual appeal of specific parts of a Tableau worksheet, allowing for emphasis on particular data points or categories.

According to the Tableau Help, a highlight table is “a cross-tabulation that uses color to encode values”. The help also states that “Highlight tables use the Square mark type” (page 1).

The following are the official definitions from the Tableau documentation for the various file types:

1) .tds (Tableau Data Source) - To not contain the actual data but rather the information necessary to connect to the actual data as well as any modifications you've made on top of the actual data such as changing default properties, creating calculated fields etc. (CORRECT ANSWER)

2) .twbx ( Tableau packaged workbook) - To create a single zip file that contains a workbook along with any supporting local file data and background images. This is great for sharing your work with others who don’t have access to the original data.

3) Extract (.hyper or .tde) – To create a local copy of a subset or entire data set that you can use to share data with others, when you need to work offline, and improve performance.

3) (.twb) Workbooks – To hold one or more worksheets, plus zero or more dashboards and stories.

Explanation

After creating a dual axis chart, make sure to synchronise their axis since they both might not be having the same y-axis.

Graphical user interface, chart, line chart Description automatically generated

To align the two axes in a dual axes chart to use the same scale, right-click (control-click on Mac) the secondary axis, and select Synchronize Axis. This aligns the scale of the secondary axis to the scale of the primary axis.

In this example, the Sales axis is the secondary axis and the Profit axis is the primary axis.

If you would like to change which axis is the primary, and which axis is the secondary, select the field on the Columns or Rows shelf that is the secondary, and drag it in front of the primary field on the shelf until you see an orange triangle appear.

In this example, you can select the SUM(Sales) field on the Rows shelf, and drag it in front of the SUM(Profit) field. The Sales axis is now the primary and the Profit axis is the secondary.

Graphical user interface, application Description automatically generated

When you click the icon to the right of Air Ticketing Cabin Type Name, the highlighter toggles on or off. The highlighter is a feature that allows you to highlight marks in the view that match a specific value or condition. You can access the highlighter by clicking the icon next to a dimension or measure in the legend, filter, or parameter. The icon looks like a light bulb with a plus sign. When you click the icon, a highlighter box will appear where you can enter or select a value to highlight. The marks that match the value will be highlighted in the view, while the others will be dimmed. You can also use the highlighter box to search for values, clear the highlighting, or lock the highlighting. To turn off the highlighter, you can click the icon again or close the highlighter box. The other options are not correct descriptions of what occurs when you click the icon to the right of Air Ticketing Cabin Type Name. The filter options do not open, because the icon is not for filtering, but for highlighting. The legend does not toggle on or off, because the icon is not for showing or hiding the legend, but for accessing the highlighter. The Edit Colors dialog box does not open, because the icon is not for changing the colors of marks, but for highlighting them.

This is a tricky question often asked in the exam.

If we drag a new measure to the row shelf, the following happens:

We now have 2 rows, and the same 7 columns for both these rows. Therefore, 2x7 = 14 marks!

Graphical user interface, chart, bar chart Description automatically generated with medium confidence

But if we drag the same measure to the column shelf, we have just 1 row and a chart created for each of the columns. So (1x7) = 7 marks!

Graphical user interface, text, application Description automatically generated

Reference and notes: https://medium.com/@justindixon91/tableau-specialist-exam-notes-part-4-understanding-tableau-concepts-f78de83fdd35

Presently, there is no official way to connect your data in Firebase directly with Tableau Desktop.

A workaround however can be to export your Firebase data into Google BigQuery, and then connect it to Tableau Desktop.

But then again, it is a workaround and not an official out-of-the-box solution.

The following are the available Data sources available as of now:

1) Server

2) File

Replace References: 

When you successfully connect to a new data source, all worksheets in the workbook that previously referred to the original data source now refer to the new data source. If the new data source does not have the same field names as the original workbook, the fields become invalid and are marked with an exclamation point . You can quickly resolve the problem by replacing the field’s references.

For example, say you have a workbook connected to a data source that contains a Customer Name field. Then you edit the data source to point to a new data source that has all the same data but instead of Customer Name, the field name has been changed to Name. The Customer Name field remains in the Data pane but is marked as invalid. To make the field valid, you can replace the references, which means you can map the invalid field to a valid field in the new data source (for example, Customer Name corresponds to Name).

Read more at : https://help.tableau.com/current/pro/desktop/en-us/howto_connect.htm

When we create a reference line, we get the following 3 options for the scope:

Graphical user interface, chart Description automatically generated

Dragging a continuous date value to the Rows shelf in Tableau results in a green pill on the Rows shelf, indicating a continuous field. It also results in a quantitative axis being displayed on the visualization. Continuous fields are used to create axes on charts and can represent a range of values smoothly. This is opposed to discrete date values, which would be represented by a blue pill and typically show headers or labels rather than a continuous axis.

Explanation

The computer on which you are installing or upgrading Tableau Server must meet the minimum hardware requirements. If the Setup program determines that your computer does not meet the following requirements, you will not be able to install Tableau Server.

These minimum requirements are appropriate for a computer that you use for prototyping and testing of Tableau Server. They apply to single-node installations and to each computer in a distributed installation.

Explanation

Data fields are made from the columns in your data source. Each field is automatically assigned a data type (such as integer, string, date), and a role: Discrete Dimension or Continuous Measure (more common), or Continuous Dimension or Discrete Measure (less common).

Dimensions contain qualitative values (such as names, dates, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view.

Measures contain numeric, quantitative values that you can measure. Measures can be aggregated. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default).

When you click Salt Lake City in the view, the URL action will direct you to https://en.wikipedia.org/wiki/Salt+Lake+City+Car+Dropoff+City. A URL action is a hyperlink that points to a web page or other web-based resource outside of Tableau. You can use URL actions to create an email or link to additional information about your data.  To customize links based on your data, you can automatically enter field values as parameters in URLs3 In this case, the URL action uses https://en.wikipedia.org/wiki/ as the URL target, where is a field value from the view. When you click Salt Lake City in the view, Tableau will replace with Salt Lake City in the URL target. However, since spaces are not allowed in URLs, Tableau will encode them as + signs instead. Therefore, the final URL will be https://en.wikipedia.org/wiki/Salt+Lake+City+Car+Dropoff+City 3 The other options are not correct because they do not reflect how Tableau encodes field values in URL actions.

Video is NOT a valid object type while creating dashboards in Tableau! All others are valid object types.