Free Practice Questions for Tableau Desktop-Specialist Exam

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)

From the official documentation, the following are the major advantages of using Tableau Data Extracts:

From Tableau 2020.2 onwards, .hyper is the recommended way since it is faster than .tde!

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.

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!

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.

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.

You can perform two actions when you join tables from multiple connections: add a data source filter and create an extract. A data source filter is a filter that you can apply to the data source before it is loaded into Tableau. This can help improve performance and reduce the amount of data in the view. A data source filter can be applied to any data source, including those that use cross-database joins2 An extract is a snapshot of data that is stored locally on your computer or on Tableau Server. An extract can also improve performance and enable offline analysis. You can create an extract from any data source, including those that use cross-database joins3 You cannot perform the other two actions when you join tables from multiple connections: create a union or use a stored procedure. A union is a method for combining data by appending rows of one table onto another table. To union your data in Tableau, the tables must come from the same connection. You cannot union tables from different data sources or connections4 A stored procedure is a set of SQL statements that can be executed on a database server. Tableau does not support using stored procedures as part of a cross-database join. You can only use stored procedures with some single-connection relational data sources, such as Microsoft SQL Server, Oracle, or PostgreSQL5

A parameter is a global placeholder value such as a number, date, or string that can replace a constant value in a calculation, filter, or reference line.

For example, you may create a calculated field that returns True if Sales is greater than $500,000 and otherwise returns False. You can replace the constant value of “500000” in the formula with a parameter. Then, using the parameter control, you can dynamically change the threshold in your calculation.

For example -

After creating a dual axis chart, make sure to synchronise their axis since they both might not be having the same y-axis.

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.

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