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

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.

Explanation

Follow along:

1) Drag Assortment and Year ID (choose Discrete Month) to Columns shelf, and Sales to the Columns Shelf.

For sales, click on the pill -> choose Quick Table calculation -> Year over Year growth.

The view should now look like:

It is clear that October with -55.3% had the lowest Year on Year growth.

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.

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.

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

According to the official Tableau documentation:

Graphical user interface, text, application Description automatically generated

Explanation

When you track data in Excel spreadsheets, you create them with the human interface in mind. To make your spreadsheets easy to read, you might include things like titles, stacked headers, notes, maybe empty rows and columns to add white space, and you probably have multiple tabs of data too.

When you want to analyze this data in Tableau, these aesthetically pleasing attributes make it very difficult for Tableau to interpret your data. That’s where Data Interpreter can help.

Upon clicking on a filter, we see the following options:

Clearly, Regex Match is not one of these options!

Explanation

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.

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

A union of these tables creates the following single table that contains all rows from all tables.

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

From the official documentation:

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.

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

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

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.

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.

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).

To make an axis bold, simply right click it, select format, and then click on Font to choose Bold:

None of the other options are valid ways to make the axis bold.

Read more about editing axis: https://help.tableau.com/current/pro/desktop/en-us/formatting_editaxes.htm

Explanation

Follow along to reach the correct answer:

1) First, drag Date to the Column shelf and Profit to the Rows shelf. We need to see the 2 consecutive months over this two year period (2012-2013) so this tells us we need to work with continuous dates:

Click on Date in the Column shelf and convert it to continuous month :

2) Now, click on the Profit pill in the Rows shelf, go to quick table calculation and choose Percent difference:

3) Finally, click on the Show mark Labels icon:

4) We finally have our view, and clearly, 10 Months have a NEGATIVE percent difference:

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.

 You can share a dashboard as an image file by using one of the following methods: Export Image on the Dashboard menu, or a dashboard export button. Export Image on the Dashboard menu allows you to export the dashboard as an image file in BMP, JPEG, PNG, or SVG format. A dashboard export button is a custom button that you can create on your dashboard to export it as an image file using a URL action

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

TWBX is all in one. It contains viz, info needed to build the viz, and a copy of the data source. It doesn’t contain extracts of the data but can contain both live and data extracts. Best if want to eliminate the barrier of data access.

Create a .twbx with file-based data sources

1) Select File > Save As.

2) Specify a file name for the packaged workbook in the Save As dialog box.

3)Select Tableau Packaged Workbooks on the Save as type drop-down list.

4) Click Save.

5) The default location is the Workbooks folder of the Tableau repository. However, you can save packaged workbooks to any directory you choose.

The following files are included in packaged workbooks:

--> Background images

--> Custom geocoding

--> Custom shapes

--> Local cube files

--> Microsoft Access files

--> Microsoft Excel files

--> Tableau extract files (.hyper or .tde)

--> Text files (.csv, .txt, etc.)

You can assign an alias to a field member before creating a visualization. An alias is an alternative name that you can assign to a value in a dimension field. You can use aliases to rename specific values within a dimension to make them more relevant or descriptive in your view than what the original data provides. For example, you can use aliases to shorten long names, correct spelling errors, or replace codes with meaningful labels6 You can create aliases for the members of discrete dimensions only. They cannot be created for continuous dimensions, dates, or measures. To create an alias for a dimension member, you can right-click the dimension in the Data pane and select Aliases, then enter a new name for each member under Value (Alias). You can also create an alias by right-clicking a dimension member in the view and selecting Edit Alias. You can do this before or after creating a visualization6 The other options are not accurate statements about aliases. You cannot create an alias for a discrete measure, because measures are not discrete fields. You cannot create an alias for a continuous dimension, because aliases are only available for discrete dimensions. When you assign an alias, the name does not change in the database, only in Tableau. Aliases are stored as part of the workbook or data source, and do not affect the original data6

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:

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.

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

According to Tableau's order of operations, the Extract filter is right at the top of the hierarchy. The data filtered in the Extract is then passed on to what we see in the Data Pane. See below:

Explanation

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

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

According to the official documentation:

Joins are a more static way to combine data. Joins must be defined between physical tables up front, before analysis, and can’t be changed without impacting all sheets using that data source. Joined tables are always merged into a single table. As a result, sometimes joined data is missing unmatched values, or duplicates aggregated values.

Joins -

1) Are displayed with Venn diagram icons between physical tables

2) Require you to select join types and join clauses

3) Joined physical tables are merged into a single logical table with a fixed combination of data

4) May drop unmatched measure values

5) May duplicate aggregate values when fields are at different levels of detail

6) Support scenarios that require a single table of data, such as extract filters and aggregation

To perform a union in Tableau, the tables must have a related field with matching data types, and they must have the same number of fields. This allows the tables to be appended vertically in the data source. Different names or tables from different connections do not affect the ability to union the tables.

Explanation

As the question mentions, we need to create a SET with the following conditions -> Choose only those customers whose Sales > 30,000

1) Right click on customer name --> Create --> Set

2) Let's Name the Set - Customer>30k ( you can name it anything you want :) )

Select USE ALL, and then move to the CONDITION TAB:

3) In the Condition Tab, Choose BY FIELD -> Select Sales -> Sum -> Greater than 30000 , and click OK

4) You should now have a new Set in the Data Pane as follows:

5) Drag this set to the rows shelf, and click on SHOW MEMBERS IN SET. Now drag Sales to the Column Shelf.

6) Click on the Show Mark Labels, and Sort ascending icons as shown:

7) Voila! We have our answer:

c

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!

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.

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

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

AND

According to Tableau's official documentation:

A picture containing application Description automatically generated

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 -

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.

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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Explanation

As the names suggest, if we subtract the order date from the shipping date, we simply get the number of days between these 2 dates.

We can these use this calculated field in our charts, and can use COUNT, SUM, AVG etc with them according to our need.

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

Explanation

You can export the data in a Tableau data source, including all or part of the records from your original data. Alternatively, you can export only the portion of data used to generate the view.

Since the question mentions the data used to build the view, we'll focus on that :

*Export data in the view to Microsoft Access or .csv*

Export the data that is used to generate the view as an Access database (Windows only) or .csv file (Mac only).

1) In Tableau Desktop, select Worksheet > Export > Data.

2) Select a location and type a name for your Access database or .csv file.

3) Click Save.

4) If you're on Windows, the Export Data to Access dialog box displays to give you the option to immediately use the new Access database and continue working in Access without interrupting your work flow.

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According to the official Tableau documentation:

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

To visually group marks in Tableau, you typically start by selecting the marks directly in the view. Once the desired marks are selected, you can then create a group from them. This will visually group the selected marks, as indicated by the blue color in the example provided.

Explanation

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

Follow the steps below:

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Tables that you drag to the logical layer of the Data Source page canvas must be related to each other. When you drag additional tables to the logical layer canvas, Tableau automatically attempts to create the relationship based on existing key constraints and matching fields to define the relationship. If it can't determine the matching fields, you will need to select them.

If no constraints are detected, a Many-to-many relationship is created and referential integrity is set to Some records match. These default settings are a safe choice and provide the most a lot of flexibility for your data source.

The default behavior of Tableau when you add a measure to the view is to automatically apply an aggregation to that measure. The type of aggregation applied can vary depending on the context of the view. For example, if no other measures or dimensions affect the measure, Tableau might default to SUM. However, if there are other dimensions in the view that define the level of detail, the aggregation might be different to reflect the context.

To change a measure so that it automatically aggregates as an average instead of a sum, you should right-click the field in the Data pane and select Default Properties. In the Default Properties menu, you can set the default aggregation for the measure, such as setting it to calculate an average by default when added to a view.

Explanation

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

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

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.

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!

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.

The basic building blocks for a histogram are as follows:

Demo :

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

Explanation

The INNER JOIN keyword selects all rows from both tables as long as there is a match between the columns. Consider 2 tables "Orders" and "Customers".

If there are records in the "Orders" table that do not have matches in "Customers", these orders will not be shown!

 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 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

According to Tableau's official documentation -

This is a tricky question. We are talking about story POINTS, and not entire stories in the question.

To create a story, lets say I have a blank story with 1 dashboard and 1 worksheet.

I can simply drag the dashboard into the view to create a new story point.

Now, if I try to adjust the worksheet beside it in this same view, I cannot. See below:

The only option available is to replace the existing view. Therefore, the answer is NO since they both cannot be added.

Read more about stories in Tableau: https://help.tableau.com/current/pro/desktop/en-us/story_create.htm

Explanation

To interactively display information from the web INSIDE a dashboard, you can use a URL action with a web page object.

For example, you might have a dashboard that shows profits by country. In addition to showing the profit data in your dashboard, you also want to display supplemental information about the countries from a web site.

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.

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

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

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.

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 :

To update the font of an entire workbook in Tableau, you should use the "Format Workbook" pane. This feature allows you to set and modify the default font settings for the entire workbook, ensuring consistency in font style across all sheets and dashboards. It's a global setting that applies to all visual elements in the workbook, including titles, captions, axis labels, and other text elements.

When creating a date filter in Tableau, anchor refers to the date in a relative-date filter to which you anchor a unit of time. A relative-date filter is a type of filter that allows you to dynamically filter data based on a range of time relative to the current date or a specific date. For example, you can use a relative-date filter to show data for the last 7 days, the next 3 months, or the current quarter1 To create a relative-date filter, you need to specify the following options: The date field that you want to filter. The unit of time that you want to use for the filter, such as days, weeks, months, quarters, or years. The range of time that you want to show relative to the anchor date, such as last, next, this, or to date. The anchor date that you want to use as the reference point for the filter. You can use the current date or a custom date as the anchor date1 For example, if you want to create a relative-date filter that shows data for the last 3 months from January 1st, 2022, you would select the following options: Date field: Order Date Unit of time: Months Range of time: Last 3 Anchor date: Custom (01/01/2022) 1 The other options are not valid definitions of anchor when creating a date filter in Tableau. The mid-point in the range of displayed dates is not related to the anchor date, but rather to the center of the axis that represents the date field. The date in a range-of-dates filter to which you anchor units of time is not correct, because a range-of-dates filter does not use an anchor date, but rather a start and end date that can be fixed or dynamic. The latest date in the data source that can be found is not related to the anchor date, but rather to the maximum value of the date field in the data source2

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

Sets are custom fields that are created within Tableau Desktop based on dimensions from your data source. They are subsets of your data, which can be created manually or computed. Either dimensions or measures can be used to determine what is included or excluded from a set using conditional logic, but to CREATE a set we use dimensions.

Reference : https://interworks.com/blog/rcurtis/2016/10/26/tableau-deep-dive-sets-introduction-sets/

In Tableau, you can rename a field directly in the Data pane by clicking and holding on the field name until it becomes editable, allowing you to type a new name. Alternatively, you can use the drop-down menu associated with the field in the Data pane and select the "Rename" option. Both methods provide a quick and easy way to change the name of a field without affecting the underlying data structure. The "Format menu" and "Replace References" option do not apply to renaming fields.

Names and Categories would be mostly used as dimensions (categorical data).

Profit and measures contain quantitative data and would be more suitable for Measures!

*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:

Explanation

Relative date filters dynamically update to show a time period relative to when you open the view, such as the current week, the year to date, or the past 10 days. Relative date filters make it easy to create views that always show the most recent data.

Step 1: Drag a date field to the filter shelf

Right-click (control-click on Mac) and drag a date field from the Data window to the Filters shelf. In the Filter Field dialog box, click Relative Date, and then click Next.

Step 2: Select a time unit

In the Filter dialog box, click Relative dates, and then select the unit of time for the filter. For example, to show only the three most recent weeks, select Weeks.

Here, you can clearly see that the default date is TODAY

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.

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

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

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.

Tableau will automatically create a hierarchy for date and geographic data. 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. Tableau recognizes date and geographic data based on their data types and formats, and creates hierarchies for them by default. Tableau does not automatically create hierarchies for date & time or string data3

Explanation

THIS IS A VERY IMPORTANT QUESTION

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

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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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!

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

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

For the 2020.1 version the new features were:

1) Viz animations:

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

2) Dynamic Parameters:

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

3) Buffer Calculations:

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

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

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

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.

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.

Explanation

After making changes to Data, we can save that new data source as a .tds file. To do so, go to data menu on top and then choose your current connected data source. Then next click on Add to Saved Data sources. This will save all calculated fields, changes to fields etc. It will be saved in My Tableau Repository -> Mydatasources. This will then also appear on Tableau Home Page under saved data sources like SampleSuperStore.

Note: 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.

twb and .twbx are not the BEST solutions since the questions nowhere mentions that we need to store our workbooks as well.

twm is a bookmark which contains a single worksheet and are an easy way to quickly share your work.

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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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Explanation

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

Explanation

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:

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

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