Tableau Certification Exam------------Tableau Certification Exam, Exams of Advanced Education

Tableau Certification Exam------------Tableau Certification Exam

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2025/2026

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Tableau Certification Exam
Which of the following is the best reason to use an extract instead of a live
connection?
a. Your data source only supports a live connection via ODBC.
b. You need the freshest possible data at all times.
c. You need to apply an aggregation that takes too long when using a live
connection.
d. You need to join tables that are in the data source. - correct answer c. You need to
apply an aggregation that takes too long when using a live connection.
2. You created a group by selecting field labels in a view. How can you remove
members from the group?
a. In the view, right-click the group members you want to remove and select
Exclude.
b. In the Data pane, right-click the group and select Edit Group.
c. In the view, right-click the group members you want to remove and select Format.
d. On a color legend, right-click a member you want to remove and select Format
legends. - correct answer b. In the Data pane, right-click the group and select Edit
Group.
Which of the following can you use to create a calculated field that returns data
independent of the data granularity in a view?
a. An INCLUDE LOD calculation
b. A table calculation
c. A basic calculation
d. A FIXED LOD calculation - correct answer d. A FIXED LOD calculation.
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Tableau Certification Exam

Which of the following is the best reason to use an extract instead of a live connection? a. Your data source only supports a live connection via ODBC. b. You need the freshest possible data at all times. c. You need to apply an aggregation that takes too long when using a live connection. d. You need to join tables that are in the data source. - correct answer c. You need to apply an aggregation that takes too long when using a live connection.

  1. You created a group by selecting field labels in a view. How can you remove members from the group? a. In the view, right-click the group members you want to remove and select Exclude. b. In the Data pane, right-click the group and select Edit Group. c. In the view, right-click the group members you want to remove and select Format. d. On a color legend, right-click a member you want to remove and select Format legends. - correct answer b. In the Data pane, right-click the group and select Edit Group. Which of the following can you use to create a calculated field that returns data independent of the data granularity in a view? a. An INCLUDE LOD calculation b. A table calculation c. A basic calculation d. A FIXED LOD calculation - correct answer d. A FIXED LOD calculation.

Interactive elements that you can add to a dashboard for users include ______. (Select all that apply.) a. URL actions b. edit tooltip options c. filter actions d. hide and unhide all sheet options - correct answer a. URL actions & c. filter actions. A field that shows average home values for the United States in 2016 is most likely: a. A discrete date part dimension b. A continuous date value dimension c. A geographical dimension d. An aggregated measure - correct answer d. An aggregated measure. A _____ field on a shelf indicates a discrete field - correct answer blue A _____ field on a shelf indicates a continuous field - correct answer green A ________ icon indicates a sorted field - correct answer SORT A_____ icon indicates that a field has a table calculation applied to it - correct answer delta The ____ and ___ controls appear when the field is part of a hierarchy in which you can drill up or drill down - correct answer plus and minus 3 steps of Desktop workflow - correct answer 1. Connect to data

  1. Analyze your data and build views
  2. Share insights using a Dashboard or Story

Sets - correct answer Subsets of data you define Analytics Pane includes: - correct answer Summarize Model Custom Summarize - Analytics Pane - correct answer Includes options to add pre-defined components such as constant and average lines, medians with quartiles, box plots, and totals Model - Analytics Pane - correct answer Adds modeling information to your view, such as trend lines, forecasting, and average distribution band Customer - Analytics Pane - correct answer Add custom lines, bands, and box plots 3 options of Data Connections - correct answer File Server Saved Data Source Split - correct answer You can automatically split regularly separated (delimited) strings in a column to create new columns In the Data Source window, click the drop down of the column you want to split, and select Split. OR Under Dimensions in the Data pane of a worksheet, right click the field you want to split, select Transform, and then click Split

Custom Split - correct answer Allows you to split a column into multiple columns and to specify the separator used for the splits On the Data Source tab, click the drop-down arrow of the column to be split and select Custom Split Enter a separator and set the options for splitting of the columns. First or Last, specify the number of columns to split. How many columns can you split - correct answer up to 10 Save a local data source - correct answer to save the file locally for personal use, on the Data menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources What is the Tableau Data Source File called - correct answer .tds Two ways to save a .tds file - correct answer 1. Save the file locally for personal use

  • On the Data, menu, select the connection you want to create as a data source, and choose Add to Saved Data Sources. Changes in the data source are not inherited.
  1. Export to Tableau Server - On the Data menu, select the connection you want to share, and choose Publish to Server. Subsequent workbooks can inherit the data source changes Does the .tds file contain data from underlying source? - correct answer No, data about modification and connection info added Rename a field - correct answer 1. On the Data pane, click and hold the field you want to rename
  2. Type new alias

Filter on Measure - correct answer Show only values that meet filter criteria Select method of aggregation Options - range of values, at least, at most, special Add filter to view - correct answer Right click the field on filter shelf and choose Show Filter How to create hierarchy - correct answer 1. Right click

  1. Hierarchy
  2. Create hierarchy
  3. Drag to add hierarchy How to create group - correct answer 1. Right click
  4. "Create" group
  5. Select topics and click "Group" Create Visual Grouping - correct answer 1. Select fields on graph
  6. Right click and click "Group" Add a Date filter - correct answer 1. Drag date field to Filters shelf
  7. In the Filter Field, select the type of date filter you want Set a relative date filter - correct answer 1. In the Filter Field, select Relative Date and click Next
  8. Choose the time unit
  9. Set specific time to target

Set a range of dates filter - correct answer 1. Select Range of Dates in Filter Field box

  1. Choose Starting date and Ending date Select most recent date for filter - correct answer Select the Filter to latest date value when workbook is opened Computed sorts - correct answer organizes the data in the view by applying rules, such as sorting alphabetically or sorting quantities in descending order. These are dynamic. Sort using one click - correct answer Hover over an axis and click the sorting icon Sort using the sort dialog - correct answer 1. Right click on a dimension in the view and choose Sort from the context menu
  2. Click the desired Sort By and Sort Order settings Manual sorts - drag and drop - correct answer 1. Select the headers or labels for the items you want to sort
  3. Drag the headers or labels Manual Sorts - Sort dialog - correct answer 1. Click on the drop-down menu of a dimension in the view and choose Sort
  4. In the Sort dialog, under Sort By, click Manual sort and drag and reorder values Create a default sort - correct answer Can be computed or manual
  5. Right click dimension to sort on in Data pane.
  6. On context menu, select Default Properties and choose Sort
  7. In Sort dialog box, choose the Sort By and Sort Order options Show/Hide Sort Controls - correct answer 1. On Worksheet menu, select Show Sort Controls to turn the controls on or off

Custom dates - correct answer Calculated data parts you can save in Data pane, and can be discrete or continuous Similar to DATETRUNC()

  1. Right click data field you want and point to Create and select Custom Date
  2. Give the custom date field a meaningful name and choose which type in Detail drop down list Measure values and measure names - correct answer generated fields that serve as containers for more than one measure. Names are at the bottom of the list of Dimensions and Values are at the bottom of the list of Measures Build Combined-Axis Chart - correct answer 1. Drag measure to Rows
  3. Drag a second measure on to the vertical axis, dropping it when you see the light green double bar icon
  4. Drag a dimension to Columns Stacked Marks - correct answer For measures that add up to a whole, modify the combined axis chart to show stacked marks instead of side by side marks Creating Dual Axis Charts - correct answer Useful for showing how two different measures compare to each other Used to show: two measures with different measurement units, different scales, same units and scale, different mark types Right click measure and choose Dual Axis

What to choose if you have two measures with the same units and we want the scales to be the same - correct answer Choose Synchronize Axis Scatter plot - correct answer graph of plotted points used to compare two measures and show patterns across data sets Why Use a Scatter Plot? - correct answer To answer questions about relationship between variables To see data that deviates from primary trend What are correlations? - correct answer statistical relationship between values When you view a scatter plot, look for three types of correlations Positive correlation - correct answer high or low values in the variables show similar trends Negative correlation - correct answer high or low values in the variables show opposing trends Outliers - correct answer values that appear to diverge from the trend. very good to see outliers What should I do with outliers? - correct answer Exclude the outliers from your view (CTRL+click and hover over the marks to select Exclude on Tooltip menu) Call out the outliers using an annotation (right click, select Annotate, click Mark, use the Edit Annotation) Analyze Using the Highlighter - correct answer perform ad-hoc analysis of the data in scatterplots

Where are the fields for latitude and longitude displayed? - correct answer under Measures How to create a simple map? - correct answer 1. Under Dimensions, select a field with a globe icon and drag it to Detail

  1. Under Measures, select the value you want to show on the map and drag it to the generated map
  2. Use the Marks card to change the marks on the map Spatial Files - correct answer contain geographic data which identifies the physical location and boundaries. These are useful for geographic data that is not in the Tableau mapping engine encodes features as geometrical shapes automatically creates a new field called Geometry How to create a map using a spatial file - correct answer 1. Under Measures, select the Geometry field and drag it to Detail
  3. Click the Analysis and select Aggregate Measures or add more fields to the Detail What is the default selection field for mapping? - correct answer Rectangular Map Options - correct answer choose to allow pan and zoom, map search, view toolbar, map scale, and units Create Geographic Groups on a Map - correct answer 1. Use any of the map selection tools and click the Group icon
  4. Select level of detail for the grouped locations Create Geographic Groups from Data Pane - correct answer Right click the geographic groups from the Data pane, and click on the geographic field and choose Create and then Group

Create Nested Geographic Groups - correct answer Right click on previously created group in Data pane and choose Create and then Group Create a new crosstab - correct answer 1. Drag dimension to Columns shelf

  1. Drag dimension to Rows shelf
  2. Drag a measure to Text on Marks card Sort Table Column in crosstab - correct answer If your table contains a single value per pane for all rows, you can choose Nested or Field sort for that column. You can also sort columns that have discrete measures
  3. Drag dimension to Columns shelf
  4. Drag dimension to Rows shelf
  5. Choose Add All Members
  6. Drag measure to Text
  7. Right click dimension and choose Sort Create a crosstab from an existing view - correct answer Right click the tab for the worksheet you want to duplicate and choose Duplicate as Crosstab Where are grand totals most commonly used? - correct answer crosstabs How to show row and column totals? - correct answer 1. On Analysis menu, select Totals, and choose Show Row Grand Totals or Show Column Grand Totals How to show subtotals? - correct answer 1. On Analysis menu, select Totals, and choose Add All Subtotals Show totals and subtotals using the Analytics Pane - correct answer Using Analytics pane to drag Totals to view. Choose Subtotals, Row Grand Totals, and Column Grand Totals

Why use calculated fields? - correct answer use when underlying data does not contain all of the values you need for analysis Calculation - Fields - correct answer Includes both data source fields and calculated fields Calculation - Functions - correct answer can use to create formula Calculation - Operators - correct answer must be typed manually <>, AND, OR, NOT Table Calculations - correct answer Computed locally using only the data in the view. Some are also Quick Table Calculations 2 ways to create calculated fields - correct answer 1. Type them directly on Columns, Rows, or Marks card (ad-hoc)

  1. Use the Calculated Field editor Calculated Field Editor - correct answer 1. Analysis>>Create Calculated Field; right click empty area in Data pane and choose Create Calculated Field; Right click data field in Data pane, point to Create, choose Calculated Field Calculations - //Gray text - correct answer comments Calculations - [Orange Text] - correct answer field names Calculations - Blue Text() - correct answer functions

Calculations - [Purple Text] - correct answer Parameters Calculations - Bold Text - correct answer Calculation is computed locally within Tableau Calculations - Plain Text - correct answer calculation computed at database level Most commonly used Calculated Fields in Tableau - correct answer math operations logic statements aggregating data manipulating strings date formulas How to replace null values with 0 - correct answer ZN function Which character do you use to concatenate strings - correct answer + Date parts to use in date functions - correct answer year, month, day, hour, minute, second DATEPARSE function - correct answer allows you to change a string into a recognized date field DATEPARSE("MMMM, dd, yy", "September,4,12") = 9/4/ Table calculations - correct answer computations that are applied to the values for a measure in the view allow for a second pass aggregation Table calculations scope - correct answer Table, Pane, and Cell

Tree map - correct answer good option for showing part to whole relationships, especially data sets with long tails, because tree maps show all of data at once What to do if desired dimension is not already in view, what should we show? - correct answer Show Highlighter Reference lines - correct answer mark specific values or regions on an axis based on constant or computed values reference line scope - correct answer Entire Table, Per Pane, or Per Cell Options to label reference line - correct answer none, value, computation, custom reference bands - correct answer show data that falls within a certain window value, and display as shared areas between two constant or computed values Dashboard - correct answer collection of worksheets and supporting information shown in a single view, so you can compare and monitor a variety of data simultaneously Connection between dashboards and worksheets - correct answer views in a dashboard are connected to the worksheets they represent when changes are made to the view or dashboard, changes with reflect in both places How to see where the worksheet is being used within the workbook - correct answer right click the worksheet tab and selecting Used In Tiled components - correct answer arranged in a grid consisting of layout containers select tiled instead of floating

Fitting a View to its Container - correct answer click small white drop down arrow on view's toolbar and select Fit and choose desired fit How to distribute tiled components - correct answer 1. select layout container by clicking a sheet or object within the container to select it, and click Select Layout Container

  1. click Distribute Evenly Floating components - correct answer can be layered on tope of other items Formatting components available for dashboard - correct answer add a border around component add background color to component set both inner and outer padding for each side of component Devices available to show - correct answer phone tablet desktop What is added by default to worksheets in dashboard - correct answer filters and legends are added by default how to extend worksheet filters - correct answer on filter drop down menu, select Apply to Worksheets Actions that Tableau offers - correct answer highlight