TDS-C01 Tableau Desktop Specialist Questions and Answers

Explanation

This question is directly from the Official Tableau Desktop Specialist exam guide.

Since we are talking about the AVERAGE home values for the United States in 2016, the question is directly offering us a hint that the answer has something to do with aggregation and that too the values tell us that we're working with MEASURES.

Date part and Date values don't really make much sense given the question, and neither does geography.

Therefore, the answer naturally is "An aggregated measure".

Two use cases for creating hierarchies from the Data pane are to add drilldown functionality for fields and to organize related fields together. A hierarchy is a way of organizing data into different levels of detail. For example, a date hierarchy can have year, quarter, month, and day levels. A geographic hierarchy can have country, state, city, and zip code levels. By creating hierarchies from the Data pane, you can quickly drill down or up in a hierarchy to add or subtract more levels of detail in the view. You can also use hierarchies to group related fields together in the Data pane, making it easier to find and use them14 The other options are not valid use cases for creating hierarchies from the Data pane. To concatenate all fields into a single field, you need to use a calculated field or a join, not a hierarchy. To create faster-performing queries, you need to optimize your data source, filters, calculations, or extracts, not create hierarchies

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.

To add totals to a view using the Analytics pane:

Also, you can add totals from the Analytics tab in the Menu above:

In the context of Tableau, "Migrated Data" typically refers to data or workbooks that have been upgraded from a previous version of Tableau Desktop. When you open a workbook in a newer version of Tableau, the data sources within that workbook might be labeled as "Migrated Data," indicating that they have undergone a conversion process to be compatible with the new version's features and architecture.

Explanation

Here's how to add image files to your repository:

1) Find image file on the internet. I try to find consistent image formats if I plan to use a set of shapes such as logos or flags.

2) Download the image to your computer.

3) Drag images into your My Documents -> My Tableau repository -> Shapes folder.

4) Open Tableau and your new shapes will automatically be included in your "edit shapes" menu.

This is one of the most common questions on the Tableau Desktop Specialist Exam.

Wrong options -

1) Don't use backgrounds - This is not a solution. What if we want to use backgrounds? We can't just stop using backgrounds to solve this problem.

2) Decrease the font size - Do you think using a smaller font will make the text more readable? No right? Hence, this is wrong too.

All other options are ways recommended to make your text more readable!

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. To create a blend in a workbook already connected to at least two data sources, bring a field from one data source to the sheet—it becomes the primary data source.

Switch to the other data source and use a field on the same sheet—it becomes a secondary data source. An orange linking icon will appear in the data pane, indicating which field(s) are being used to blend the data sources.

According to the official Tableau Documentation:

To read more about Data Blending, click on THIS link.

Explanation

When using a Blend, the primary data source appears with a BLUE tick-mark and the secondary data source appears with a ORANGE tick-mark.

See below:

You should use a union when you have two tables with similarly named columns of data that you want to combine. A union is a method for combining data by appending rows of one table onto another table. The tables that you union must have the same number of fields, the same field names, and the same data types2

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

Explanation

According to Tableau's official documentation -

Explanation

Chart Description automatically generated

you can change the data type of a field from the Data Source tab by clicking on the drop-down menu of the field or by clicking the data type icon of the field. You cannot change the data type of a field from the Data pane or by selecting and holding the field.

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:

To create a trend line, we need:

Graphical user interface, application Description automatically generated

Important question! You cannot use a context filter to replace a data source filter since each filter type has its own use case. Also, a content filter is an Independent filter and all other filters are called dependent since they only process the data that passes through a context filter.

According to the official documentation : 

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.

A URL action is a hyperlink that points to a web page, file, 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 URLs.

Graphical user interface, text, application Description automatically generated

Graphical user interface, application, Word Description automatically generated

Graphical user interface, text, application Description automatically generated

Graphical user interface, text, application Description automatically generated

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.

1) Right click on Rows or Columns, and choose format. In the Font option click on Bold. (CORRECT) - this will modify only the selected axis (row or column)

2) Choose Format then Font from the Menu bar, and select Bold under the Header option (INCORRECT) - this modifies both rows and columns at the same time

3) Choose Format from the Menu bar, select Row or Column, and then select Bold under the header option (CORRECT) -  this will modify only the selected axis (row or column)

4) Select Text Label on the Marks Card, choose Rows or Columns, and then select Bold. (INCORRECT) - no such option exists

When you drop a discrete field on Color in the Marks card, Tableau displays a categorical palette and assigns a color to each value of the field.

When you drop a continuous field on Color, Tableau displays a quantitative legend with a continuous range of colors.

Web version:

Desktop Version:

For more information about color palettes, see Color Palettes and Effects.

When exporting a view as an image in Tableau, the default export includes everything that is currently displayed in the view, with Tableau applying its own styling, including fonts. The default format for an exported image is PNG, which is a raster-based file format that captures all visual elements as pixels. PNG is widely used for its lossless compression and is suitable for detailed images like those produced by Tableau. Unlike vector-based images, PNGs do not embed fonts, and the image quality remains consistent when the image is viewed on different platforms, which makes it ideal for inserting into documents like Microsoft Word.

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.

Explanation

When using a Percent difference, Tableau calculates what the percent change has occured as compared to the last data value. BUT, for the first data value, there is no previous value to compare it to. Hence, it appears as NULL.

Chart, line chart Description automatically generated

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.

Explanation

Whenever we want to add actions to a Dashboard, we can trigger then in the following 3 ways:

1) Select

2) Hover

3) Menu

Hover is best for highlighting, select for filtering. Menu action is added to the tooltip and user can decide whether to run that action or not (best for URL actions)

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

Since you need BOTH State and the YEAR, we need to use an Inner Join.

Follow the steps below:

Explanation

To reach the correct answer, follow these steps:

1) You can simply drag Country to the view, and look at the marks in the bottom left of Tableau Desktop - 147 marks!

2) Or, you can simply go to Data Source -> Country Tab -> Describe

As you can see, 147 members exist in this Country column!

Explanation

The different aggregations available for a measure determine how the individual values are collected: they can be added (SUM), averaged (AVG), or set to the maximum (MAX) or minimum (MIN) value from the individual row values.

For a complete list of the available aggregations, check out - List of Predefined Aggregations in Tableau.

The level of detail is determined by the dimensions in your view—for information about the concept of level of detail, see How dimensions affect the level of detail in the view.

Disaggregating your data can be useful for analyzing measures that you may want to use both independently and dependently in the view. For example, you may be analyzing the results from a product satisfaction survey with the Age of participants along one axis. You can aggregate the Age field to determine the average age of participants or disaggregate the data to determine at what age participants were most satisfied with the product.

Disaggregating data can be useful when you are viewing data as a scatter plot. See Example: Scatter Plots, Aggregation, and Granularity.

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.

The Shape option is available for scatter plots and packed bubbles views. The Shape option allows you to change the shape of marks in the view by selecting from a predefined set of shapes or adding custom shapes. You can access the Shape option by placing any field on Shape on the Marks card4 Scatter plots are views that show the relationship between two numerical variables by plotting them as coordinates on a Cartesian plane. You can create a scatter plot by placing at least one measure on Columns and at least one measure on Rows on the Marks card. You can then use Shape to assign different shapes to different categories or segments in your data5 Packed bubbles are views that show hierarchical data as a set of nested circles. Each circle represents a dimension member and its size is proportional to a measure value. You can create a packed bubble chart by placing one or more dimensions on Detail and one measure on Size on the Marks card. You can then use Shape to change the shape of circles to other shapes such as squares or stars6 The other options are not valid views for using the Shape option. Side-by-side circles are views that show proportions of a whole by using circles with different angles and sizes arranged horizontally or vertically. You can create a side-by-side circle chart by placing one dimension on Columns or Rows and one measure on Angle and Size on the Marks card. You cannot use Shape to change the shape of circles in this view7 Heat maps are views that show the distribution of two or more measures by using a color gradient and size. You can create a heat map by placing one or more dimensions on Columns and Rows and two measures on Color and Size on the Marks card. You cannot use Shape to change the shape of marks in this view8

Explanation

This is true, indeed!

The LEFT JOIN keyword returns all records from the left table (table1), and the matched records from the right table (table2). The result is NULL from the right side, if there is no match.

Of course! Follow along:

Right click on any measure, and choose Discrete as shown:

Once you do this, the green pill becomes blue in colour, indicating that it is now Discrete!

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:

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

To create a simple scatter plot in Tableau, you need to have a measure on Columns and a measure on Rows. A scatter plot is a type of visualization that shows the relationship between two numerical variables. In Tableau, you can create a scatter plot by placing at least one measure on the Columns shelf and at least one measure on the Rows shelf. The measures can be continuous or discrete, but they must be aggregated. The marks in the scatter plot represent the intersection of the values for each measure1 The other options are not valid ways to create a simple scatter plot in Tableau. A dimension on Detail and a measure on Columns will create a bar chart, not a scatter plot. A dimension on Columns and a measure on Rows will create a line chart or an area chart, depending on the mark type. A dimension on Columns and a dimension on Rows will create a text table or a heat map, depending on the mark type1

Explanation

Tableau auto-generates :

1 Dimension - Measure Names

4 Measures - Latitude, Longitude, Number of records, Measure Values

Starting with Tableau 2020.2, every table in a data source has a Count field, in the form of NameofTable(Count). The table count field is an automatically generated, calculated field. (THIS IS NOT PRESENT IN VERSION 2020.1 ON WHICH THE EXAM IS CURRENTLY BASED)

Explanation

Pretty common question on the Tableau Desktop Specialist exam.

1) First, lets create Sheet 1. For this, drag sport to the Row shelf, and Weight to the Text mark in the Marks shelf. Change its aggregation to Average:

2) Now, for sheet 2 - Drag nationality to the view, and gold to the size mark in the Marks shelf.

NOTE: Depending on your version of Tableau , you may need to assign a Geographical role to the nationality column first as follows:

3) Now, let's create a dashboard, and use both these sheets in it:

4) Now, for the most Important step, use SHEET 2 AS A FILTER FOR SHEET 1 as follows:

Now simply click on Russia in Sheet 2, and Sheet 1 will automatically update as follows:

Measure Names is a dimension. Latitude, Longitude, and Number of records are all measures.

All are correct, except - Copy of any local file-based data. This is contained in a .tdsx file (Tableau Packaged Data Source)!

According to the official documentation -

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!

From the data pane, simply right click on the dimension, choose geographic role, and then select the appropriate role as follows:

Explanation

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.

 You can use the Color legend to access options to change a dimension’s color palette, in addition to the Marks card. The Color legend shows the colors assigned to each member of the dimension in the view. You can right-click on the Color legend and select Edit Colors to open the Edit Colors dialog box, where you can change the color palette, assign specific colors to dimension members, or edit the color transparency and border6 The other options are not valid ways to change a dimension’s color palette. Edit in Shelf is a feature that allows you to edit the fields on the Rows or Columns shelves by typing directly on the shelf. It does not affect the color palette of the dimension7 The Format menu allows you to change the appearance of various elements in the workbook, such as fonts, borders, shading, alignment, etc. It does not have options for changing the color palette of the dimension8 Edit Caption is a feature that allows you to add or edit a caption for a worksheet or dashboard. It does not affect the color palette of the dimension

Explanation

You can show trend lines in a visualization to highlight trends in your data.

To add trend lines to a view, both axes must contain a field that can be interpreted as a number. For example, you cannot add a trend line to a view that has the Product Category dimension, which contains strings, on the Columns shelf and the Profit measure on the Rows shelf.

However, you can add a trend line to a view of sales over time because both sales and time can be interpreted as numeric values.

The following showcase how you can show mark labels. Using the Sample Superstore dataset:

1) Let's create a Bar chart showing the sales for each sub-category:

2) Now you can show labels by:

2.1) Click on Show Mark Labels Icon in the Toolbar ( easiest )

2.2) Drag Sales to the Text icon in the Marks Card:

2.3) Click on Analysis -> Show mark labels from the Tableau menu bar:

The benefits of using a live connection over an extract include:

• B: A live connection ensures that the data in the workbook is as up-to-date as the database itself, providing fresher data compared to a static extract which is updated at intervals.
• C: A live connection queries the database server directly, which means it uses the server's memory and processing power rather than relying on the client computer's resources.

A live connection does not necessarily require less network overhead (A) as it may continually send queries over the network, and it is not always faster than an extract (D) because extracts can provide quicker response times for complex queries or large datasets.

Explanation

You can create a group to combine related members in a field. The icon associated with a group is a paper clip!

The LATEST Tableau Desktop Sepcialist exam blueprint now requires you to know some basics about animations as well!

NOTE: Animations are DISABLED by default and must be manually enabled.

You can also reset all settings to default by clickin on 'Reset All'

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

No, by default, animations are not enabled in Tableau.

We can animate visualizations to better highlight changing patterns in your data, reveal spikes and outliers, and see how data points cluster and separate.

Animations visually transition between filter, sort, and zoom settings, different pages, and changes to filter, parameter, and set actions. As visualizations animate in response to these changes, viewers can more clearly see how data differs, helping them make better informed decisions.

When you author animations, you can choose between two different styles: simultaneous or sequential. Here are examples of each type.

1) Simultaneous animations

The default simultaneous animations are faster and work well when showing value changes in simpler charts and dashboards.

2) Sequential animations

Sequential animations take more time but make complex changes clearer by presenting them step-by-step.

To Animate visualizations in a workbook:

1) Choose Format > Animations.

2) If you want to animate every sheet, under Workbook Default, click On. Then do the following:

For Duration, choose a preset, or specify a custom duration of up to 10 seconds.

For Style, choose Simultaneous to play all animations at once or Sequential to fade out marks, move and sort them, and then fade them in.

3) To override workbook defaults for a particular sheet, change the settings under Selected Sheet.

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.

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.

According to the [Tableau Desktop Specialist Exam Guide], an incremental refresh only adds rows that are new, based on a specified column and value. A full refresh replaces all the extracted data with the data in the underlying data source. A full refresh is usually very slow, especially for large extracts. An incremental refresh can take less time, depending on how many new rows are added. A full refresh does not need to be configured, it is the default option for extracts in Tableau. An incremental refresh can be run from both Tableau Desktop and Tableau Server.

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

Graphical user interface, chart Description automatically generated

Explanation

It is possible to open a Tableau support case by visiting the following link : https://www.tableau.com/support/case

Dashboard actions in Tableau are interactive elements that can be used to create a more dynamic experience. These actions can be set to filter data on the dashboard, highlight specific elements, or even direct the user to a URL when interacting with a visualization. They can be triggered by user interaction such as hover, selection, or accessing a context menu. Moreover, dashboard actions can have multiple source sheets (where the action originates) and target sheets (where the action takes effect), allowing for a complex interactivity between different parts of the dashboard.

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.

Explanation

A geographic role associates each value in a field with a latitude and longitude value.

Assigning a geographic role based on the type of location (such as state versus postcode) helps ensure that your data is plotted correctly on your map view. For example, you can assign the City geographic role to a field that contains a list of city names.

To assign a geographic role to a field:

In the Data pane, click the data type icon next to the field, select Geographic Role, and then select the geographic role you want to assign to the field.

When you assign a geographic role to a field, Tableau adds two fields to the Measures area of the Data pane: Latitude (generated) and Longitude (generated).

These fields contain latitude and longitude values and are assigned the Latitude and Longitude geographic roles. If you double-click each of these fields, Tableau adds them to the Columns and Rows shelves and creates a map view using the Tableau background map.

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).

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 )

Of course! As an example, see below:

1) Using the Sample Superstore data, let's plot a bar chart showing the Sales for each Category:

Observe that we have 3 marks - Each bar in a bar chart is called a mark. Similarly, each point in a scatter plot is also a mark , and so on for all charts.

1 row by 3 columns means that clearly on the y-axis (Sales), we have only a single mark - a single continous axis, but 3 different marks (Technology, Furniture and Office supplies ) on the x-axis.

2) Now let's add subcategory to the view as well (another dimension):

Observe that the number of marks has increased - i.e the number of Bars.

Also, notice we now have 1 row and 17 columns. Simply because 1 row = Sales (on the y-axis), and on the x-axis, we have 17 different columns (i.e product sub categories!!)

The only incorrect option is - Click on Dashboard in the Menu bar, select Tooltip, and then use the italics option.

This option doesn't exist. See below:

The rest of the options do exist, and therefore are correct:

Graphical user interface, text, application Description automatically generated

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.

In fact, the opposite of this is true.

Trick : Whenever you think of joins -> Think that after the join is created, we get 1 single flat combined (joined) table. This flat combined table is created prior to us creating our visualizations. This happens at the physical layer.

If you ever think about relationships, know that all tables will remain distinct and separate, and relationships sit at the logical layer. At run time, when you bring in the dimensions and measures to create your viz, Tableau very smartly creates the necessary joins, relates the tables and sends queries to these tables to get the resultant data back in the most meaningful way possible. This allows you to focus on using your data and revealing insights from it and focus less on the data preparation aspect!

Refer to logical layer vs physical layer from the official documentation: https://help.tableau.com/current/server/en-us/datasource_datamodel.htm

The only incorrect option is - It is mandatory to combine sheets when using Tableau.

All others are valid advantages that Dashboards provide when using Tableau!

Explanation

Yes! It is possible to duplicate a field and add it to more than one hierarchy. Right click and choose duplicate.

In Tableau, when you initially add a measure to the rows shelf, you create one mark in the view that represents the aggregate value of that measure. When you then add a dimension with 11 members to the columns shelf, the view is subdivided into 11 separate marks, each representing the measure for one of the dimension members. This results in a total of 11 marks in the view after the dimension is added, one for each member of the dimension.

When the Physical Tables option is selected for an extract in Tableau, an individual table is created for each physical table in the extract. This means that the extract will include a separate table for each underlying table in your database, maintaining the database's structure within the extract. This can be useful when you need to preserve the original granularity of the data or when working with certain database optimizations.

Treemaps use automatically generated sizes that cannot be resized by using the Marks card. A treemap is a type of visualization that shows hierarchical data as a set of nested rectangles. Each rectangle represents a dimension member and its size is proportional to a measure value. Tableau automatically calculates the size of each rectangle based on an optimal aspect ratio for readability and comparison. You cannot manually adjust the size of each rectangle by using the Marks card or any other option in Tableau10 The other chart types do not use automatically generated sizes that cannot be resized by using the Marks card. Pie charts use angles to show proportions of a whole, not sizes. Histograms use bins and frequencies to show distributions of a measure, not sizes. Area charts use filled areas to show trends over time or categories, not sizes. You can adjust the size of these chart types by using the Marks card or other options in Tableau

The option to create bins in Tableau is available for numeric fields. Bins allow you to group a series of numeric values into larger segments, which can simplify analysis and help in creating histograms or other visualizations that show the distribution of data. For example, you can create bins to group ages into categories like 0-10, 11-20, etc.

For a scatter plot view in Tableau, you can add reference lines and trend lines as part of the analytics options. Reference lines can be added to a visualization to mark certain values or to provide context, such as an average line across a scatter plot. Trend lines, on the other hand, are used to show the relationship between two variables in the view, indicating the general direction or pattern of the data points in a scatter plot.

We know that continuous fields will always create an axis, so options stating 'header' are automatically eliminated. For our question, see below:

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Had the question asked us to place this pill on the Rows shelf instead, we would've gotten a different answer:

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Explanation

For a manual sort, no matter how the data changes, the values will always stay in the sort order you kept stuff in.

From the official website:

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 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

You should use a relationship instead of a join for two data sets when the data sets include similar data aggregated at different levels of detail. A relationship is a way of combining data from different tables based on common fields without creating a single table with all fields. A relationship allows you to query data from multiple tables as needed and preserve the level of detail of each table. A relationship is useful when you have data sets that are aggregated at different levels of detail, such as sales by region and sales by product. A relationship can match data from different levels of detail without creating null values or duplicate rows. The other options are not valid situations for using a relationship instead of a join for two data sets. The data sets include similar data aggregated up to the highest level is not correct, because a relationship is not needed when both data sets have the same level of detail. You can use either a relationship or a join in this case, depending on your preference and performance. The data sets are in two separate tables within a single spreadsheet is not correct, because a relationship is not limited by the location or format of the data sets. You can use a relationship to combine data from different sources or connections, such as databases, files, or web services. To use both data sets across multiple sheets in a visualization is not correct, because a relationship does not affect how you use data in your visualization. You can use either a relationship or a join to create multiple sheets and dashboards with your data sets.

In Tableau, a Fixed Level of Detail (LOD) expression calculates values at a specific level of granularity, regardless of the dimensions in the view. The computation of a fixed LOD expression can be influenced by a context filter. A context filter serves as a primary filter, setting the context for the rest of the filters in the view. When a context filter is applied, it effectively changes the level at which the fixed LOD expression is computed, thereby affecting its outcome. Other types of filters, such as table calculation, measure, and dimension filters, do not have this influence on fixed LOD expressions.

Explanation

Remember that joins are defined in the physical layer and relationships in the logical layer.

You can still specify joins between tables in the physical layer of a data source. Double-click a logical table to go to the Join/Union canvas in the physical layer and add joins or unions.

Every top-level, logical table contains at least one physical table. Open a logical table to view, edit, or create joins between its physical tables. Right-click a logical table, and then click Open. Or, just double-click the table to open it.

When you create a data source, it has two layers. The top-level layer is the logical layer of the data source. You combine data between tables in the logical layer using relationships.

The next layer is the physical layer of the data source. You combine data between tables at the physical layer using joins. For more information, see Logical and physical tables in the data model

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!

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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!

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

Explanation

Cluster analysis partitions marks in the view into clusters, where the marks within each cluster are more similar to one another than they are to marks in other clusters.

The following options are available when an image is Exported:

NOTE: When we Copy an image rather than exporting it, then the image is copied to the clipboard in the TIFF file format! However, it is not available when EXPORTING an image.

According to the Tableau Help, headers are “labels that identify the different parts of your view”. The help also states that “Headers are created when you place a discrete dimension on Columns or Rows” (page 1).

Explanation

By default, all filters that you set in Tableau are computed independently. That is, each filter accesses all rows in your data source without regard to other filters. However, you can set one or more categorical filters as context filters for the view. You can think of a context filter as being an independent filter. Any other filters that you set are defined as dependent filters because they process only the data that passes through the context filter.

You may create a context filter to:

1) Improve performance – If you set a lot of filters or have a large data source, the queries can be slow. You can set one or more context filters to improve performance.

2) Create a dependent numerical or top N filter – You can set a context filter to include only the data of interest, and then set a numerical or a top N filter.

Explanation

Yes, it is possible to create worksheet-specific filters in Tableau.

When you add a filter to a worksheet, by default it applies to the current worksheet. Sometimes, however, you might want to apply the filter to other worksheets in the workbook.

Then, you can select specific worksheets to apply the filter to or apply it globally to all worksheets that use the same data source or related data sources.

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.

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

The Tableau workspace consists of menus, a toolbar, the Data pane, cards and shelves, and one or more sheets. Sheets can be worksheets, dashboards, or stories. For details on dashboard or story workspaces, see Create a Dashboard or The Story Workspace.

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The main thing you do in the workspace is to create visualisations to analyze your data.

Renaming data fields, cleaning the data, previewing the data can all be done in the Data source window.

According to the official Tableau documentation:

Tableau data source files have the .tds file extension. Data source files are shortcuts for quickly connecting to the original data that you use often. Data source files do 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, adding groups, and so on. For more information, see Save Data Sources.