Tableau Desktop Specialist Exam 2023 Questions and
answers with complete solution
Live vs. extracts data connection
LIVE
- changes will be shown automatically
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
How to save metadata properties in a .TDS
1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
When is it best to use a blend?
1. Cross-database join is not supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
How do you rename a data field?
Right click on the data field and select 'rename'
How to assign an alias to a data value?
Right click a dimension and select 'Aliases". In the edit aliases dialog box, under value,
select a member and enter a new name
How to assign a geographic role to a data field?
click the data type icon next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
Change data type for a data field (number, date, string, boolean, etc)
A. On the data source page, click on the icon associated with the field and select the
new data type
B. In the data pane, if you right click on the field and scroll down to 'change data type'
Change default properties for a data field (number format, aggregation, color,
date, format, etc)
In the data pane, right click on the field, scroll down to 'default properties' and change
the desired value
How to create a visual group?
Control click all of the fields you want created in the group.
Right click on these values and select the group button
How to create a group using labels?
, Right click on the field you would like to be grouped, click on 'create' and then 'group'.
Be sure to select 'include other'
How to create a set?
for a static set, select all fields you want included in the set from the view, right click and
select 'create set'
for a dynamic set, right click on the field you want to create a set for, scroll down to
'create' and select 'set'
How to add a context filter?
They are executed before normal filters.
Right click on the field you want to be a context filter and click 'add to context'
(ex: find top 5 for each sub-category)
How to add a reference line or a trend line?
You can only add a reference line to continuous fields. A. Go to the Analytics pane and
drag the reference line to the visualization
B. Right click the axis and select 'add reference line'
What is a table calculation and how do you create them?
calculations that we made on the output table. It is represented by a triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add a table
calculation to the view
How do you edit the bin size of a histogram?
a bin is the bucket size of each histogram bar. Right click the field you want to create a
bin for, go to create and select 'bin'
You can either input a number or you can create a parameter to edit the bin size.
How do you create a calculated field (ex. string, date, simple arithmetic)?
this is a new field from our existing data.
Right click the blank area in the data pane and select "create calculated field". You can
then select functions to help you create your calculated field
How to create a parameter?
Right click the empty area in the data pane and select 'create parameter'. You can then
click on the parameter and select 'view parameter control'.
Use this to find the top N or bottom N values of a set
Explain the difference between discrete date parts and continuous date values in
Tableau
date parts are the parts that make up the date
date values imply a level of detail in a timeline. It will determine how the timeline is
organized
Describe how an aggregated measure changes when dimensions are added to
the view
the level of detail changes when a dimension is added, so the aggregation will change
What do you need to create a scatter plot?
at least two continuous measures
answers with complete solution
Live vs. extracts data connection
LIVE
- changes will be shown automatically
- creates slower performance for huge data
- Server availability could be a problem
- Best to use when numbers HAVE to be correct
EXTRACT
- creates a static snapshot of your data
- better performance and portability
- save and refresh the snapshot
- best to use when numbers aren't as important
How to save metadata properties in a .TDS
1. go to the sheet
2. right click on the data source
3. select 'Add to Saved Data Sources'
4. make sure the end of the file ends in .TDS
When is it best to use a blend?
1. Cross-database join is not supported
2. Tables are at different LOD
3. Joins create duplicate data or data cleaning is required
4. If you have a lot of data and the join is time consuming
How do you rename a data field?
Right click on the data field and select 'rename'
How to assign an alias to a data value?
Right click a dimension and select 'Aliases". In the edit aliases dialog box, under value,
select a member and enter a new name
How to assign a geographic role to a data field?
click the data type icon next to the field and select 'geographic role'.
then select the geographic role you want to assign to that field
Change data type for a data field (number, date, string, boolean, etc)
A. On the data source page, click on the icon associated with the field and select the
new data type
B. In the data pane, if you right click on the field and scroll down to 'change data type'
Change default properties for a data field (number format, aggregation, color,
date, format, etc)
In the data pane, right click on the field, scroll down to 'default properties' and change
the desired value
How to create a visual group?
Control click all of the fields you want created in the group.
Right click on these values and select the group button
How to create a group using labels?
, Right click on the field you would like to be grouped, click on 'create' and then 'group'.
Be sure to select 'include other'
How to create a set?
for a static set, select all fields you want included in the set from the view, right click and
select 'create set'
for a dynamic set, right click on the field you want to create a set for, scroll down to
'create' and select 'set'
How to add a context filter?
They are executed before normal filters.
Right click on the field you want to be a context filter and click 'add to context'
(ex: find top 5 for each sub-category)
How to add a reference line or a trend line?
You can only add a reference line to continuous fields. A. Go to the Analytics pane and
drag the reference line to the visualization
B. Right click the axis and select 'add reference line'
What is a table calculation and how do you create them?
calculations that we made on the output table. It is represented by a triangle in the pill.
If you right click on the field, and go to "quick table calculation", you can add a table
calculation to the view
How do you edit the bin size of a histogram?
a bin is the bucket size of each histogram bar. Right click the field you want to create a
bin for, go to create and select 'bin'
You can either input a number or you can create a parameter to edit the bin size.
How do you create a calculated field (ex. string, date, simple arithmetic)?
this is a new field from our existing data.
Right click the blank area in the data pane and select "create calculated field". You can
then select functions to help you create your calculated field
How to create a parameter?
Right click the empty area in the data pane and select 'create parameter'. You can then
click on the parameter and select 'view parameter control'.
Use this to find the top N or bottom N values of a set
Explain the difference between discrete date parts and continuous date values in
Tableau
date parts are the parts that make up the date
date values imply a level of detail in a timeline. It will determine how the timeline is
organized
Describe how an aggregated measure changes when dimensions are added to
the view
the level of detail changes when a dimension is added, so the aggregation will change
What do you need to create a scatter plot?
at least two continuous measures
