Desktop-Specialist Exam Dumps - Tableau Desktop Specialist Questions and Answers

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:

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:

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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If you’ve created a data connection that you might want to use with other workbooks or share with colleagues, you can export (save) the data source to a file. You might want to do this also if you’ve added joined tables, default properties, or custom fields—such as groups, sets, calculated fields, and binned fields—to the Data pane.

Visualisations and Data extracts are NOT saved in a .tds file!

You should use a union when you have two tables with similarly named columns of data that you want to combine. A union is a method for combining data by appending rows of one table onto another table. The tables that you union must have the same number of fields, the same field names, and the same data types2

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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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

To create a stacked bar chart in Tableau, you can drag a second dimension to the Color shelf on the Marks card. This action will segment the bars already present in the chart by the new dimension, stacking the segments on top of each other within each bar. This is a common method to add additional layers of detail to a bar chart and effectively compare parts to a whole across categories.

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

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