Desktop-Specialist Questions and Answers

For Standard Deviation and Variance, we don't need to use quick table calculations, since they are available by default. See below:

However, as seen in the types of quick table calculations available in Tableau, Rank and Moving Average belong to only this category.

Explanation

You can create aliases (alternate names) for members in a dimension so that their labels appear differently in the view.

Aliases can be created for the members of discrete dimensions only. They cannot be created for continuous dimensions, dates, or measures.

To create an alias:

1) In the Data pane, right-click a dimension and select Aliases.

2) In the Edit Aliases dialog box, under Value (Alias), select a member and enter a new name.

• To submit your changes: In Tableau Desktop, click OK.

On Tableau Server or Tableau Online, click the X icon in the top-right corner of the dialog box.

When you add the field to the view, the alias names appear as labels in the view. For example:

Explanation

Line charts connect individual data points in a view. They provide a simple way to visualize a sequence of values and are useful when you want to see trends over time, or to forecast future values.

Please refer to the images below:

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

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.

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.

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To clean and automatically fix the data issues in our data source - This is the definition of Data Interpreter.

To rename the field in the original data source - We never modify the original data source when managing metadata. All changes are local to Tableau for our convenience only.

All other options can be modified using the Manage Metadata property.

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Exporting the visualisation gives us a static view of the visualisation.

It is NOT possible to interact with it, use filters, or dynamically enter anything in a visualisation exported PDF.

In Tableau Desktop, you can save views as PDF files rather than printing them as hard copies. You do not need to have Adobe Acrobat installed on your computer.

When you print an individual sheet to PDF, filters in the view are not included. To show filters, create a dashboard containing the sheet and export the dashboard to PDF. (IMPORTANT)

 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

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.

Explanation

We can drag fields from the Data pane to create the structure for your visualizations.

The Columns shelf creates the columns of a table, while the Rows shelf creates the rows of a table. You can place any number of fields on these shelves.

These FIELDS are also referred to as PILLS. See below:

Explanation

It is possible to join a maximum of 32 tables in Tableau!

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:

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:

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.

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

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.

Hierarchies in Tableau allow users to drill up and down to explore data at different levels of detail. By setting up a hierarchy, users can navigate through levels of the hierarchy to analyze data at each level, from the highest summary down to the finest detail.

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!

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.

You can use a story to present a data narrative to lead your audience to your conclusions, or to assemble a sequenced analysis to share with collaborators. A story is a sequence of visualizations that work together to convey information. You can create stories to tell a data story, provide context, demonstrate how decisions relate to outcomes, or to simply make a compelling case4

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!

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:

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.

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

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.

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Explanation

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

Follow the steps below:

Explanation

Yes, it is very much possible to use measures in the same view multiple times. For example, refer to the image below:

We are using BOTH the Sum of the revenue and the AVG of the revenue in the same view!

Explanation

We can very much blend multiple measures into a single axis. Such charts are called Combined-Axis / Blended-Axis charts. Follow along:

Measures can share a single axis so that all the marks are shown in a single pane. To blend multiple measures, drag one measure or axis and drop it onto an existing axis.

Instead of adding rows and columns to the view, when you blend measures there is a single row or column and all of the values for each measure is shown along one continuous axis. For example, the view below shows quarterly sales and profit on a shared axis.

Note: If you drag a measure on to the canvas and only see a single ruler indicator instead of the double ruler indicator shown below, Tableau creates dual axes instead of a blended axis. For more information about how to create dual axes, see Compare two measures using dual axes.

By default, measures placed in a view are aggregated. Mostly you'll notice that the aggregation is SUM, but not ALWAYS.

The type of aggregation applied varies depending on the context of the view.

Explanation

One way to view a measure in Tableau Desktop is to split it into bins. You can think of bins as buckets based on a range of values. For example, say you have a measure that represents age. Instead of aggregating the measure to calculate the average age, you can bin the measure to define age groups: 0–5, 6–10, 11–15, and so on. Then you can count the number of people in each age group.

Create a calculated field for variable bin size

Step 1

Select Analysis > Create Calculated Field.

Step 2

In the Calculated Field dialog box, complete the following steps:

Explanation

Stacked bar charts will usually have lesser number of bars compared to a normal bar chart:

Normal bar chart - 9 bars

Stacked Bar Chart - 3 bars

We can easily see a 'part-of-a-whole' methodology being used here as well - we are seeing the breakdown of Segments within each Category.

To easily visualize trends over time - This is the definition of a line chart.

To visualize each discrete category using a separate bar - This can be accomplished using a simple bar chart, why use a stacked one?

Very important question for the exam and appears quite a lot too.

The correct answer is - By dragging another dimension to Color on the Marks card.

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This is what the question says we have already created. Now to convert this into a Stacked bar chart, we will drop another dimension on Color in the Marks card.

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The rest won't create stacked bar charts, and hence are incorrect choices. The best way to answer such questions on the real exam is to quickly do what the options say and see if they satisfy the requirements in the question.

Explanation

Not too tough. Follow along the steps:

• Drag Color to Filter and choose Red:
• 3) Now to display the percentage correctly, lets format it. Click on the In Stock % pill in the Row shelf, and select format:
• And your final view will look like :

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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The icon shown is used to add a new Dashboard! From the official documentation:

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

You can add a reference line to any continuous axis in the view.

To add a reference line:

Drag Reference Line from the Analytics pane into the view. Tableau shows the possible destinations. The range of choices varies depending on the type of item and the current view.

In a simple case, the drop target area offers three options:

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'

To display multiple distinct lines on the same axis based on a field, you should place the field on the Color shelf in the Marks card. This will encode each distinct value in the Region field with a different color, resulting in separate lines for each region on the same axis.

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 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.

All of the given options are true except - Animations work well with maps, polygons, and density marks in web browsers.

From the official documentation: 

As seen above, we can either turn the animations for the entire workbook (upper red box), or only for the current sheet ( lower red box )

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.

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 )

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

From the official documentation:

When you have a view with a large amount of data you might want to explore your data interactively and highlight a specific mark or group of marks while still maintaining the context of where those marks show in your view.

To do this you can turn on the Highlighter for one or more discrete fields that are included in your view and that affect the level of detail

Example - Here we just want to focus on Public Affairs college dimension, but don't want to filter out or remove the rest of the data:

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Note that filtering is not the correct option since that would REMOVE the data that doesn't match the filtering criteria.

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

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.

As a general best practice, your pie chart should contain 2 to 5 categories. Anything more than that is not easy for the eyes to distinguish. This is a common question and mentioned in Tableau's own eLearning module as well!

See how to build a pie chart:

An Individual Axis in Tableau is obtained by adding a continuous into Rows or Columns Shelf.

Example:

In order to show Individual Axis in Tableau First, we drag and drop the Color from Dimension shelf to Column Shelf. Next, we drag and drop the Sales Amount from measures shelf to Rows Shelf. Since it is a continuous value, the Sales Amount will be aggregated to default Sum. Once you drag them, following Chart report will be generated.

Next, we drag and Drop one more measure value, i.e., Total Product Cost from Measures Region to Rows Shelf. Because it is a Measure value, Total Product Cost is aggregated to default Sum. From the below screenshot, you can observe that Tableau has created an individual axis for each measure (continuous field).

*Very important question*

If we select the labels in the view and then group, a new consolidated mark is created - in our case bar since we are talking about a bar chart in the question. See below:

Then on grouping, a new bar is created, and the colour of all bars remain the same.

Had we grouped by choosing the marks instead of the labels, the following would be the result:

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.

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).

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.

Explanation

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

When dealing with a union of two tables in Tableau, using logical tables with a single table extract is the most appropriate approach. Logical tables allow for the integration of data from multiple tables in a way that is seamless and efficient for analysis. By using a single table extract, Tableau consolidates the data from the union into one extract, optimizing performance and enabling faster data processing. This approach is particularly beneficial when working with large datasets or complex unions.

Extracts are saved subsets of data that you can use to improve performance or to take advantage of Tableau functionality not available or supported in your original data. When you create an extract of your data, you can reduce the total amount of data by using filters and configuring other limits. After you create an extract, you can refresh it with data from the original data.

When refreshing the data, you have the option to either do a full refresh, which replaces all of the contents in the extract, or you can do an incremental refresh, which only adds rows that are new since the previous refresh.

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)

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:

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.

Explanation

We can perform filter, URL and highlight actions out of the above given choices on a dashboard. Please refer to the image below:

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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 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.

In Tableau, you can change the font of a worksheet title by double-clicking directly on the title in the view, which opens a dialog box where you can format the text, including changing the font. Another method is to use the Format menu; from there, you select "Title and Caption," which opens the Format Title pane on the left side of the screen, where you can change the font and other formatting options for the worksheet title.

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

View Data allows you to inspect your data in a spreadsheet-like layout. You can view data either for the data source as a whole, or to see the underlying data for an individual mark or a group of marks. In a worksheet, the rows that you see in the View Data window are always scoped to the current selection or the current view.

The View Data window displays as much of the data as possible by default, up to 10,000 rows. Field names are shown as column headers and can be dragged and dropped to change their display order. Click a column header to sort the values in that column.

From the official website:

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.

Scaled is NOT a valid size options when creating Dashboards in Tableau!

After you create a dashboard, you might need to resize and reorganize it to work better for your users.

Explanation

Measure names and values CANNOT be deleted in Tableau like other columns can. These are auto-generated.

Calculated Fields, and Number of records can both be deleted.

This is true. a Manual Sort lets you select a value and move it to the desired position, either by dragging it in the list or using the arrows to the right.

However, as soon as you choose some other type of sort - be it field, nested, or alphabetic, our custom created manual sort gets deleted/cleared.

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

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:

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.

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.

A story is a sheet, so the methods you use to create, name, and manage worksheets and dashboards also apply to stories (for more details, see Workbooks and Sheets). At the same time, a story is also a collection of sheets, arranged in a sequence. Each individual sheet (worksheet or dashboard) in a story is called a story point.

When you share a story —for example, by publishing a workbook to Tableau Public, Tableau Server, or Tableau Online—users can interact with the story to reveal new findings or ask new questions of the data.

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.

You can add reference lines, bands, distributions, or (in Tableau Desktop but not on the web) box plots to any continuous axis in the view.

Reference Lines - You can add a reference line at a constant or computed value on the axis. Computed values can be based on a specified field. You can also include confidence intervals with a reference line.

Explanation

Yes, it is possible to disable highlighting for the entire workbook.

For more information : https://help.tableau.com/current/pro/desktop/en-gb/actions_highlight.htm

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

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.

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

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.

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

When creating an extract in Tableau, there are several options to control how much data is included in the extract. These options include hiding all unused fields to reduce the size of the extract, aggregating the data for visible dimensions to summarize it, and applying filters to extract only the data that meets certain criteria.

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

Explanation

Tableau recognises a CSV file as a TEXT file, and therefore it is the correct option.

The following are the steps to import a CSV file:

1) From the data connection screen, click on Text:

2) Choose the appropriate file, and click Open:

3) Finally, Tableau imports the data as shown below:

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

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.

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.

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.

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

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