Tableau Desktop Specialist Certification
Questions and Answers Rated A
What is the data source page?
This is where you connect to a data source and see sheets from the data source (on left , shown)
to bring into the
...
Tableau Desktop Specialist Certification
Questions and Answers Rated A
What is the data source page?
This is where you connect to a data source and see sheets from the data source (on left , shown)
to bring into the join area. Drag or double click sheets to bring onto the canvas.
What is a mark?
The shape used to represent data in the viz (bar, line, pie, etc) see "marks card" for full menu of
marks features
Dimensions
Qualitative or categorical data
Measures
Quantitative data
Remember the Undo button
Click to undo any action
Best view for showing Trends over Time?
Best choices are line, area and bar charts, with time on the X-axis and the measure on the Y-axis.
Note that area and bar charts treat data differently.
Best view for Comparison and ranking?
Bar Charts are best
Best view to show Correlations between measures?
Use a scatter plot
Best view to show a Distribution of data?
Use a Box-and-whisker plot or histogram
Part to whole
Avoid pie charts, use bar charts
Geographical data
Use maps and add pie charts
Connecting to data on a server
You will need your usual server login credentials and a driver for that server installed on the
machine your connecting from
Bullet chart
A bar chart with a reference line ideal for comparing actual and target numbers
Metadata
Metadata such as data type and field names displayed in the data source. Tableau indicates
number, date, string and geographic metadata by icon below each field name. You can
How to manage metadata?
To edit metadata either click directly in the data source view or click the manage metadata button
to (for example) change the data type or rename the field. Note that you cannot edit the table or
remote field names.
How do you refresh the data source while you work in Tableau?
Right Click the connection on the data pane (in a worksheet) and click "refresh". Tableau will
automatically refresh the data each time you open the workbook.
Tableau Desktop Workspace
This is where you Analyze and visualize your data.
Remember that a field is...
Just the name of any dimension or measure in the data pane of a worksheet
How to change dimensions to measures
Click and drag a dimension to the measures area, or vice versa
Change default properties of a field
Right click the field and select "Default Properties" then change things like numbers format,
colors or aggregation. These changes will work across all worksheets. However, if you make
changes to field properties by right clicking a pill in the view, the changes only apply to that
worksheet.
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