tableau assignment questions

10 Practical Tableau Sample Projects for Skills Polishing

What is Tableau all about?

Tableau projects for practices , 1.  super sample superstore dashboard, 2. sales pipeline dashboard, 3. quarterly forecast dashboard, 4.  sales growth dashboard  , 5.  sales territory assignments  , 6.  social media dashboard, 7.  executive sales summary dashboard, 8.  sales cockpit: dashboard workflow, 9.  account management, 360-view-dashboard, 10.  healthcare data dashboard, how do i create tableau sample projects .

• To begin, launch the Tableau program and create a new project by clicking "New Dashboard" from the drop-down menu.
• Connect the Tableau sample project dataset. 
• Select the "Order" option to organize the data. 
• Create a new worksheet or choose a template from previous worksheets, views, and visualizations. 
• Move the worksheet, chart, or view to the dashboard for visualization. 
• Apply Filters to the relevant variables in the visualized data to emphasize important information. 

Conclusion 

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43 Tableau Interview Questions You Should Practice

Prepare for your next Tableau interview by brushing up on these questions

Originally founded in 2003 from a Stanford computer science project, Tableau has become a widely adopted data analysis and visualization tool over the years. The software company has now grown to over 5,000 employees , serving many high-profile companies including Deloitte and Walmart . Tableau’s popularity has made its tools increasingly valuable to learn for anyone interested in data science or business analytics. Many companies have even started hiring designated Tableau developers, a position that pays $81,514 per year on average, to focus mainly on creating solutions in Tableau to help improve business processes.

If you’re applying for a Tableau developer position or another role where you’ll be using the software, you’ll want to make sure you’re prepared for anything that comes up. We put together a list of 43 questions you’ll likely see in an interview and how to answer them.

General Introductory Questions

1. What is data visualization?

2. What is Tableau?

3. Why should you use Tableau?

4. How does Tableau compare to Microsoft Power BI?

How to answer them

Each of these questions may come in various forms, but your interviewer basically wants to make sure that you’re familiar with Tableau and experienced in data visualization. While they may figure that you probably know the answers to these questions, they want to make sure that you can give them a concise, detailed response. For each of these questions, have a few main points in mind, and be prepared to explain them further if necessary.

For example: Why should you use Tableau?

• Tableau is user-friendly and easy to learn even for non-technical users
• It can represent data in a more readable, visually appealing format
• It can pull data from public sources and combine it with your own proprietary data to give you new insights
• It can easily handle large amounts of data
• It can perform calculations quickly
• It can simplify processes and save time when updating periodic reports on spreadsheets

Data Visualization Questions

5. What’s a heat map?

6. What’s a treemap?

7. What’s a Bullet graph?

8. What’s a Gantt chart?

9. What’s dual-axis?

10. What’s a blended axis?

11. What are measures and dimensions?

This type of question is more applicable to general data analysis and doesn’t necessarily require any Tableau knowledge. Your interviewer will probably expect most of these concepts to be pretty familiar to you and will therefore be satisfied with a quick and simple response. We’ll touch on the answers to each of these questions, but a quick data analysis review could help prepare you for anything else that comes up in this category.

For example:

What’s a heat map.

A heat map is a graphical representation of data that represents values as colors. It helps observers to see basic patterns and trends in a dataset almost instantly.

What’s a tree map?

A tree map is a visual representation of hierarchical data that uses nested rectangles to represent categories, with the area of each rectangle corresponding to the amount of data inside of it.

What’s a Bullet graph?

A bullet graph is a variation of a bar graph that includes a distribution showing progress toward a goal behind the bar. It was originally created to replace dashboard gauges and meters.

What’s a Gantt chart?

A Gantt chart is a bar chart displays a picture of tasks scheduled over time. It’s useful for managing projects and planning out their timelines.

What’s a dual axis?

A dual axis chart creates two independent axes that allow you to plot two separate measures on the same chart.

What’s a blended axis?

A blended axis is when you have multiple measures on the same axis, as opposed to one on each for a dual axis. You’ll usually use a blended axis when you need to represent more than two measures.

What are measures and dimensions?

In data analysis, measures contain quantitative values that can be measured and aggregated. Dimensions, on the other hand, contain qualitative values like names and geography that can be used to categorize or segment your data.

Textbook Questions About Tableau Features

12. What are the different Tableau products?

13. What are the different data types in Tableau?

14. What are the different types of joins in Tableau?

15. How many maximum tables can you join in Tableau?

16. Name all of the types of filters available in Tableau?

17. What’s the order of operations for filters?

18. What are the components of a dashboard in Tableau?

19. What are the different connections you can make with your dataset?

If your interview asks this type of question, they want to see how familiar you are with how Tableau works. These should be pretty easy if you’ve used Tableau before, but if you’re nervous, it wouldn’t hurt to watch a quick Tableau crash course to brush up. In the meantime, we’ll go over the answers to these questions.

What are the different Tableau products?

• Tableau Desktop
• Tableau Server
• Tableau Online
• Tableau Reader
• Tableau Public

What are the different data types in Tableau?

• Date & time
• Geographical values
• Text/string
• Number (decimal)
• Number (whole)

What are the different types of joins in Tableau?

How many maximum tables can you join in tableau.

You can join at most 32 tables in Tableau.

Name all of the types of filters available in Tableau?

• Extract filters
• Data source filters
• Context filters
• Dimension filters
• Measure filters
• Table filters

What’s the order of operations for filters?

[Same order as above]

What are the components of a dashboard in Tableau?

• Horizontal component
• Vertical component
• Image extract

What are the different connections you can make with your dataset?

You can either connect live to the dataset or extract data onto Tableau.

In-Depth Questions About Tableau Features

20. What is data aggregation and disaggregation in Tableau?

21. What’s the rank function in Tableau?

22. What’s the difference between data blending and data joining?

23. What’s the difference between a worksheet, dashboard, story, and a workbook in Tableau?

24. What’s the difference between parameters and filters in Tableau?

25. What’s the difference between Tableau 7.0 and Tableau 8.0?

26. What’s the difference between .twb and .twbx file extensions?

27. When would you use Extract connection over Live connection?

28. What is VIZQL?

29. What’s the point of a fixed calculation?

30. Is it better to use a custom SQL join or a Tableau-made join?

Unlike with the textbook Tableau questions, your interviewer will probably be looking for more detailed and nuanced answers to these ones. To prepare for these questions, it’s a good idea to look through some of your past Tableau projects and think about how you used each of the features. You’ll also want to think about how you experimented with the data, why you made the decisions you did, and what the tradeoffs may have been. It can also be helpful to take a look at some of Tableau’s documentation and instructional videos to review how it all works.

Since Tableau is a pretty extensive software tool, you may not have time to prepare points on every single feature. However, for every feature, you’ll want to think about a few main ideas that to discuss if an interviewer asks about it.

For example: What’s the difference between Tableau 7.0 and Tableau 8.0?

• New visualizations (treemap, bubble chart, box-and-whisker plot)
• Functionality to copy a worksheet directly from one workbook to another
• Introduced R script

How-to Questions

31. How do you create a dual axis in Tableau?

32. How do you view underlying SQL queries in Tableau?

33. How do you conduct Performance Testing in Tableau?

34. How do you create a calculated field in Tableau?

35. How do you create a context filter in Tableau?

36. How do you handle null and other special values in Tableau?

37. How do you embed a webpage in a dashboard?

38. How do you create cascading filters without using a context filter?

In addition to quizzing your ability to work in Tableau, an interviewer may ask you this type of question to see how good you are at explaining your process.

To prepare for a how-to question, you’ll first want to make sure that understand how to perform all of the basic tasks that may come up. Then you’ll want to make sure that you can explain each one step-by-step. Make your explanations as intuitive as possible, as if you're talking to someone who knows very little about the platform.

For example: How do you create a context filter in Tableau?

• Pull your dimension onto Columns
• Drag measure A to Rows and measure B to Rows next to A
• You’ll have SUM(A) next to SUM(B)
• Right-click on SUM(B) and choose Dual Axis
• The two axes on your chart will have two scales
• If you want the axes to be synchronized, right-click on the B axis and select Synchronize Axis

Personal Experience Questions

39. Talk me through your design and build process.

40. How do you work with the Tableau Community?

41. What are some examples of times you’ve used parameters?

42. Have you ever had a dashboard run too slow, and how did you fix it?

43. What bothers you about Tableau?

This type of question is meant to gauge your level of experience in using Tableau. The interviewer wants to see how you communicate and solve problems. They also want to know how extensively you used Tableau in past projects. If the role you’re applying for doesn’t seem to require a lot of hands-on experience in Tableau, don’t worry about not having much to talk about. On the other hand, if you’re trying to prove how well you know your way around the software, it’s important to represent your experience as well as possible.

You can prepare by reflecting on how you used Tableau in the past, thinking about your involvement in the Tableau Community, and thinking of any challenges you’ve encountered while using it.

For example: Have you ever had a dashboard run too slow, and how did you fix it?

If you have a lot of experience using Tableau, odds are that you’ve wanted it to run faster at some point. Tell them about the situation, touching on all of the steps you went through troubleshoot it and eventually resolve the issue. Even if you haven’t had this experience, you can tell them what you would have done in order to optimize the dashboard’s performance, like:

• Reduce the scope of data to decrease the volume
• Reduce the number of marks in the view
• Try to use integer or Boolean calculations over strings where possible
• Exclude unused fields from the visualization
• Use context filters
• Reduce the number of filters
• Remove unnecessary calculations and sheets

Preparing for the Interview

Aside from mock-interviewing, the most useful way to prepare for a Tableau interview is to play around with the software. Look through your old projects, experiment with dummy data, and practice with some Tableau Community activities. Tableau Desktop is completely free for individuals, so you can experiment with it as much as you’d like.

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15 Tableau Projects for Beginners to Practice with Source Code

Sample Tableau Projects for Practice with Examples to help you master using the fundamental features and tools in Tableau for any data science project.

With the explosion of data in all industries, the need for user-friendly business intelligence tools to read them has also increased. Around 63,298 companies across the globe are reported to have been using Tableau, according to Enlyft.com . Its easy-to-use features and great compatibility with other software applications has helped  leverage the power of visualization in the IT world.

In the world of analytics, it is extremely important to pick up the skill of storytelling. Storytelling involves showing patterns in a given dataset and then trying to infer actionable insights from the same. With Tableau, the exercise of storytelling has become quite efficient and interesting at the same time. With so much data in hand, business intelligence tools like Tableau aid in giving a direction to the analysis so that one can present the correct inferences from the data.

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Tableau is a data visualization tool that can be used across different data-related profiles. These profiles include Data Engineers, Data Scientists, Data Analysts , and Business Analysts , to name a few. The stage at which Tableau can be used may vary from role to role and project to project. Most importantly, the tool is used in the exploration phase, where it showcases vast datasets in different visualizations. On the other hand, Tableau is also used to showcase inferences to end stakeholders and higher management.

Table of Contents

Beginner level tableau sample projects ideas, intermediate level tableau project ideas, advance level tableau project ideas, 15 sample tableau real time projects for practice in 2021.

With the need to learn Tableau as part of analytical skillset , it becomes essential to understand where to start and how to start simultaneously. This article is a one-stop solution for all data enthusiasts to understand Tableau and start working on some interesting datasets for tableau projects. The example Tableau projects for practice have been categorized into Beginner, Intermediate, and Advanced Level Tableau project ideas. 

1) Patient Risk Healthcare Dashboard

This beginner-level Tableau project idea is from the healthcare domain. This can be a part of a Data Analysis or Data Science project based on prediction-related analysis. 

The problem statement here is to analyze a massive dataset of patients in a particular hospital and, based on their information, predict and infer the risk of their health. You should then integrate all this analysis into Tableau for easy consumption of the end-users.  The dataset here has 17 variables for which a thorough analysis has to be done to get details about the patients at risk.

A sample of the dataset is given below for reference:-

Source :  powerbi

This project is highly critical, and hence accurate analysis has to be done for the same. Since the dataset is huge for this project, Tableau can be used in two ways. One is where the as-is information is taken, and the same is represented through visualizations and interactive capabilities. Another is where it is used to do exploratory data analysis , and then a model is built on the same to predict the risk for patients with similar health conditions.

One can use variables like age and gender to analyze categorical variables so that the appropriate gender and age category can take more precautions.

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2) Sales Forecast Analysis Dashboard

This sample Tableau project is a part of the Data Analysis and Data Science project since it involves forecasting. The problem statement here is to analyze the data of sales of a company. The main agenda of the project is to infer the past sales numbers of a company and then forecast their sales for the coming quarters and years. The dataset here has three variables for doing the analysis.

Source : Sap

With just three variables in the dataset, it becomes easier to analyze each variable and determine which store and type have given what kind of sales. You can use Tableau for creating simple bar charts on sales forecasts. Once that is done, modeling can be done to forecast the trends of sales in the future.

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3) Marketing Campaign Dashboard

An interesting Tableau project idea in the marketing domain that requires a lot of number crunching. The problem statement here is to analyze a dataset of marketing campaigns and visualize the performance of various marketing campaigns. The dataset here has six variables of multiple data types. A sample of the dataset is given below for reference:-

Source : Sisense

Marketing Analytics is one of the hottest topics across industries. With Tableau, one can easily analyze large datasets of various contacts and infer which segment type has been performing well. With the count and percentage numbers, a marketing analyst can show the aggregate level data on Tableau through area charts and simple pie charts as well.

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4) Product Availability Dashboard

This project is from the Product domain of the technology industry. The problem statement here is to analyze a dataset of product-related information. The project’s primary goal is to analyze the trends and showcase the availability of any product at any given point in time. The dataset here has 11 variables of different data types. A sample of the dataset is given below for reference:-

Source : Datapine

This project is an ideal case in an e-commerce industry where it becomes eessential to know if a particular product is in stock at any given moment or not. With all the variables given at the top, easily you can prepare a dashboard to analyze which product is searched the most and which product has the most stock. With URLs being in the dataset, drills capability can be built for a user to drill to the actual product to have a quick look at it.

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5) Flight Price Analysis Dashboard

This project is from the Airline Industry. The problem statement here is to analyze a dataset of flight-related information. The main objective is to consider different factors of a flight and infer accurate trends for flight prices. The dataset here has ten variables that involve date and time data types as well.  A sample of the dataset is given below for reference:-

This project allows an analyst to do a lot of exploratory data analysis to understand the pattern of flights with a higher price. With variables like route, one can analyze which routes cost more and also plot trend lines to see if a higher duration flight costs more. Once the pattern is understood,you can also implement models like Random Forest to do predictive analysis.

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6) Crime Analysis Dashboard

The problem statement here is to analyze a dataset of various crimes happening at a place. It should also showcase its intensity and provide some excellent action items to prevent them. The dataset here has eight variables . A sample of the dataset is given below for reference:-

Source : Powerbi

  The above dataset is also an excellent way to start your Tableau journey. With the above variables, Tableau can be used to see which area has the highest number of crime cases. This can be achieved by plotting a treemap on Tableau. Also, year-wise trends can be seen to infer if the cases have come down or have increased. With categorical analysis, numerical data types can also be used to see the intensity of the thefts across years and areas.

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7)  Air Quality and Pollution Analysis Dashboard

  This project is from the environment protection industry. 

The problem statement here is to analyze a dataset related to different air quality factors and pollution in a particular area. The primary aim is to get an understanding of its causes and take preventive measures. The dataset here has 12 variables for extensive analysis.

Source Link

Pollution and Air Quality is one of the most important challenges that leaders worldwide are trying to solve. With the above dataset and some knowledge about the similar industry, one can use the numbers of different gases to draw inferences about the composition of air in different cities and across different timelines. One can present the data visually and help the end-user infer from it based on their experience in this industry.

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8) Sales Pipeline Dashboard

This project is from the Sales domain of the technology industry. The problem statement here is to analyze a dataset of to understand how the entire sales funnel is moving. The objective here is to help Sales stakeholders understand how they are performing across different revenue segments. The dataset here has 13 variables which also involves currency-related inputs

For the Sales team, understanding their pipeline is of utmost importance. A business intelligence tool like Tableau can make visualizations using a funnel graph to see the entire sales pipeline. With such a view into the data, Sales stakeholders can make key decisions on their next move.

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9) Stock Exchange Analysis Dashboard

The problem statement here is to analyze a dataset of different stocks and derive meaningful information. This will help other individuals take correct decisions on investment. The dataset here has eight variables of integer data type. A sample of the dataset is given below for reference:-

This is one of the projects where the data volume is huge and the data change is very frequent. The Stock Market produces large amounts of data with more room for analysis. One can create various combinations of the area and trend charts to show how the index has been moving and what highs and lows they have made. Also, volume can be visualized with pie charts or bar charts.

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10)  Global Terrorism Analysis Dashboard

The problem statement here is to analyze a dataset of terrorism across the globe and then help different world leaders take corrective actions against any future attacks. The dataset here has 22 variables of different data types. A sample of the dataset variables is given below for reference:-

i_yearmonth

country_txt

specificity

alternative

alternative_txt

This Tableau dashboard above can be used extensively to infer which parts of the world have the most terrorist attacks. Also, with the event dates yearly, you can do analysis using line graphs to see the trend of these attacks. Prediction can be made to prevent any future attacks based on the analysis using Tableau. 

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11) Covid-19 Analysis Dashboard

The problem statement here is to analyze a dataset of covid cases worldwide and give real-time numbers for various regions. The dataset here has nine variables of different data types.

The Covid-19 pandemic has taken the world for a toss. With so many infections worldwide, it became extremely difficult for the government to measure the intensity of the pandemic. But with analytics and Tableau, various analysts were able to get government verified data and use them to show the real picture of the world. The above dataset is an ideal example of how you can use Tableau to visualize such volumes of data based on categorical or numerical data.

 12) Credit Card Fraud Detection Dashboard 

The problem statement here is to analyze different credit card transactions and understand the pattern of them to detect anomalies and identify fraudulent transactions. A sample of the dataset is given below for reference:-

grid_3x3V1sort

grid_3x3V2sort

grid_3x3V3sort

grid_3x3V4sort

grid_3x3V5sort

grid_3x3V6sort

grid_3x3V7sort

grid_3x3V8sort

grid_3x3V9sort

-1.3598071336738

-0.0727811733098497

2.53634673796914

1.37815522427443

-0.338320769942518

0.462387777762292

0.239598554061257

0.0986979012610507

0.363786969611213

1.19185711131486

0.26615071205963

0.16648011335321

0.448154078460911

0.0600176492822243

-0.0823608088155687

-0.0788029833323113

0.0851016549148104

-0.255425128109186

With the increase in credit cards, credit card fraud has also increased. With the above dataset, one can do some exploratory data analysis of different transactions and try and find some pattern in the data. Tableau will be extremely helpful to visualize such complex transactions using boxplots and other methods to identify outliers.

13) Twitter Sentiment Analysis Dashboard

The problem statement here is to analyse a dataset of tweets on Twitter. The main aim is to analyze the sentiment of these tweets and take action accordingly. The dataset here has 20 variables of different data types. A sample of the dataset is given below for reference:-

Sentiment Analysis is one of the most common data analytics problems that has been solved for the social media industry. With huge volumes of data as above, an analyst can see the importance and impact of positive and negative comments given across time and various segments of the industry.

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14)  Account Management Dashboard

The problem statement here is to analyze a dataset of accounts and present it so that the account managers can easily identify the accounts and manage them easily. The dataset here has five variables for string and integer data types. A sample of the dataset is given below for reference:-

It is crucial for any product based company to have a clear picture of where each of their account and client stands. In the above dataset with just a few variables, one can see how many Platinum, Gold, Silver, and Bronze customers are there using a bar chart in the decreasing order. One can also see how each account is contributing to their overall sales by using a pie chart.

15) Video Industry Dashboard

The problem statement here is to analyze a video dataset and its pattern based on user experience. With such analysis, the objective is to identify the patterns of different human behavior and then target their audiences better. The dataset here has 17 variables of different data types

  This is another example of a recommendation system where based on a user’s browsing history, they are suggested similar videos to watch. The above dataset is quite complex in a CSV format, but with tableau, one can easily create bar, line, and pie charts to see how users see their video content across regions and timelines. Once the pattern is understood through exploration, machine learning can be used for predicting future behavior.

The above Tableau sample project ideas just serve as a start to your career in enhancing and learning Tableau skills. The best way to go about it is to do hands-on, taking different problem statements from different industries and extensively exploring all variables. Once you have worked on various excellent projects using Tableau, you will be all set to use these skills to solve real-world data science problems.

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Table of Contents

Most asked tableau interview questions , tableau interview questions for beginners, tableau interview questions for experienced, scenario-based tableau interview questions, additional tableau interview questions, face the tableau interview questions like a pro, top 90+ tableau interview questions and answers for 2024: beginners, experienced and scenario based questions.

Reviewed and fact-checked by Sayantoni Das

Data is the currency of business, allowing smarter decision-making based on granular information. One of the leading tools for making sense of data in a business setting is Tableau, which enables interactive, data-based visualizations . As data-centric business processes continue to take hold, the demand for Tableau professionals grow too. And in order to get into one of these demanding fields, cracking those fierce tableau interview questions is paramount!

In this article you will learn a series of Tableau interview questions (and answers) you may encounter if you’re interviewing for a job using Tableau. Reviewing these Tableau interview questions and answers will help you ace your Tableau interview in one go! 

The video below will take you through some of the most asked Tableau interview questions and answers that will help you prepare for your next interview.

1. What is Tableau?

Tableau is a powerful data visualization tool that allows users to connect to various data sources, create interactive dashboards, and generate insightful reports. Tableau is the Business Intelligence (BI) industry's most potent and fastest tool for visualising data. It turns the raw data into a format that is easy to understand. Tableau makes it faster to look at the data. Dashboards can be used to create visualisations. Data visualisations or diagrams make it easy for employees at all levels of an organisation to understand the information.

2. What are the different data connection options available in Tableau?

Tableau provides various data connection options, including Excel spreadsheets, text files, databases (such as SQL Server, Oracle, MySQL), and web data connectors.

3. How can you create a calculated field in Tableau?

To create a calculated field in Tableau, you can right-click in the data pane, select "Create Calculated Field," and then enter the desired formula or expression using Tableau's calculation syntax.

4. What is the difference between a dimension and a measure in Tableau?

In Tableau, a dimension is a categorical or qualitative variable that represents the characteristics or attributes of the data, while a measure is a quantitative or numerical variable that can be aggregated or summarized.

5. How can you create a dashboard in Tableau?

A tableau dashboard is a final step in creating the visualisation. First, make all of the charts in separate sheets. Then, click "add new dashboard" in the tab where you add new worksheets. You can also right-click on the "Add new sheet" button and choose "Add new dashboard" instead of "sheet." To create a new dashboard differently, click Dashboard in the toolbar. Once you've done one of those three things, you'll be brought to a new dashboard where you can begin piecing together your story by dragging the relevant sheets from the left panel onto the dashboard individually.

6. What is data blending in Tableau?

Data blending is a technique in Tableau that allows you to combine data from multiple data sources based on a common field or key. It enables you to analyze and visualize data that resides in different databases or files. Data blending is a more advanced way of combining two different data sources. For example, one data source shows the annual sales of a product in other countries, and another shows the profit and loss for each country each month. Different levels of segregation mean that a simple join won't work in this case. The first step will be to add up all the values in the second data source based on the year. After that, a join will be done. Tableau makes it very easy to do all of these steps because Tableau can find the field of country and year that is shared by two data sources and do a post-aggregate join on its own.

7. What is the purpose of a parameter in Tableau?

Parameters in Tableau allow users to define dynamic values that can be used to control various aspects of the visualization, such as filtering data, changing calculations, or modifying colors.

8. How can you perform data aggregation in Tableau?

Tableau provides various aggregation functions, such as SUM, AVG, MAX, MIN, COUNT, etc., which can be applied to measure fields. To perform aggregation, you can drag a measure field to the visualization and choose the desired aggregation function.

9. What are the different types of charts available in Tableau?

Tableau offers a wide range of charts, including bar charts, line charts, pie charts, scatter plots, maps, treemaps, heat maps, and more. Each chart type is suitable for different types of data and analysis purposes.

10. How can you share your Tableau workbooks with others?

Tableau provides several options to share your workbooks, such as publishing them to Tableau Server or Tableau Public, exporting them as image files or PDFs, or creating interactive Tableau stories that can be shared as web links.

11. What Are the Data Types Supported in Tableau?

Following data types are supported in Tableau:

• Text (string) values
• Date values
• Date and time values
• Numerical values
• Boolean values (relational only)
• Geographical values (used with maps)

12. How Will You Understand Dimensions and Measures?

13. what is meant by ‘discrete’ and ‘continuous’ in tableau.

Tableau represents data depending on whether the field is discrete (blue) or continuous (green).

• Discrete - "individually separate and distinct."
• Continuous - "forming an unbroken whole without interruption."

The values are as shown:

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14. What Are the Filters? Name the Different Filters in Tableau.

This is one of the most frequently Tableau interview questions. And you must try giving a thorough answer to this one! Tableau filters are a way of restricting the content of the data that may enter a Tableau workbook, dashboard, or view. 

The Different Types of Tableau Filters are:

• Extract filters
• Context filters
• Data source filters
• Filters on measures
• Filters on dimensions
• Table calculation filter

15. There Are Three Customer Segments in the Superstore Dataset. What Percent of the Total Profits Are Associated with the Corporate Segment?

Follow these steps:

• Drag segment field to the rows shelf. Here, segment consists of Consumer, Corporate, and Home Office 
• Double-click on the profit field under Measures. 
• Right-click on SUM (Profit) under marks card, select Quick Table Calculation and click on Percent of the total. 

Looking above, the corporate segment has 32.12 percent of the total profits. 

16. What Are the Different Joins in Tableau?

Joining is a method for combining related data on a common key. Below is a table that lists the different types of joins:

17. What is the Difference Between Joining and Blending?

Combining the data from two or more different sources is data blending, such as Oracle , Excel, and SQL Server. In data blending, each data source contains its own set of dimensions and measures.

Combining the data between two or more tables or sheets within the same data source is data joining. All the combined tables or sheets contain a common set of dimensions and measures.

Also Read: Top SQL Server Interview Questions And Answers

18. What is the Difference Between a Live Connection and an Extract?

This is another frequently asked Tableau interview question. Tableau Data Extracts are snapshots of data optimized for aggregation and loaded into system memory to be quickly recalled for visualization.

Example: Hospitals that monitor incoming patient data need to make real-time decisions.

Live connections offer the convenience of real-time updates, with any changes in the data source reflected in Tableau.

Example: Hospitals need to monitor the patient’s weekly or monthly trends that require data extracts.

Did You Know?

When you create an extract of the data, Tableau doesn't need access to the database to build the visualization, so processing is faster.

If you have a Tableau server, the extract option can be set to a refresh schedule to be updated. 

19. What is a Calculated Field, and How Will You Create One?

A calculated field is used to create new (modified) fields from existing data in the data source. It can be used to create more robust visualizations and doesn’t affect the original dataset.

For example, let’s calculate the “average delay to ship.”

The data set considered here has information regarding order date and ship date for four different regions. To create a calculated field:

• Go to Analysis and select Create Calculated Field. 
• A calculation editor pops up on the screen. Provide a name to the calculated field: Shipping Delay.
• Enter the formula: DATEDIFF (‘day’, [Order Date], [Ship Date])
• Click on Ok.
• Bring Shipping Delay to the view.

• Drag Region field to Rows shelf and SUM(Average Shipping Delay) to the marks card; the average delay for each region gets displayed.

20. How Can You Display the Top Five and Bottom Five Sales in the Same View?

We can display it using the In/Out functionality of sets.

• Drag the Customer Name field to Rows shelf and Profit field to Columns shelf to get the visualization.
• Create a set by right-clicking on the Customer Name field. Choose to create an option and click on Set.
• Provide the name ‘Top Customers’ to the set. Configure the set by clicking on Top tab, selecting By field, and filling the values as Top, 5, Profit, and Sum. 
• Similarly, create a second set called ‘Bottom Customers’ and fill the By Field values as Bottom, 5, Profit, and Sum. 
• Select these two sets and right-click on it. Use the option Create Combined Set. Name it ‘Top and Bottom Customers’ and include all members of both sets. Pull the Top and Bottom Customers onto Filters.

The top five and bottom five are displayed:

21. Is There a Difference Between Sets and Groups in Tableau?

A Tableau group is one dimensional, used to create a higher level category by using lower-level category members. Tableau sets can have conditions and can be grouped across multiple dimensions/measures.

Example: Sub-category can be grouped by category.

Top Sales and profit can be clubbed together for different categories by creating a set:

• Continuing with the above example of Sets, select the Bottom Customers set where customer names are arranged based on profit. 
• Go to the ‘Groups’ tab and select the top five entries from the list. 
• Right-click and select create a group option. 
• Similarly, select the bottom five entries and create their group. Hide all the other entries.

A key difference here is that the groups will consist of the same customers even if their profits change later. While for sets, if the profit changes, the top five and bottom five customers will change accordingly.

We can’t use groups in calculated fields, but we can use sets.

22. What is a Parameter in Tableau? Give an Example.

A parameter is a dynamic value that a customer could select, and you can use it to replace constant values in calculations, filters, and reference lines.

For example, when creating a filter to show the top 10 products based on total profit instead of the fixed value, you can update the filter to show the top 10, 20, or 30 products using a parameter.

Continuing with the same example of top-five and bottom five customers, follow these steps:

• Select the drop-down arrow on the top right corner of the Data pane. 
• Click on Create Parameter and fill in the details:
• Name - Number of top/bottom customers 
• Select ‘Range’ for Allowable Values and fill the fields as:
• Minimum - 5
• Maximum - 20
• Edit the set ‘Top Customers’ by changing the ‘By Field’ value of 5 with ‘Select number of top/bottom customers.’ Do the same changes in the ‘Bottom Customers’ set. 
• Go to the created parameter on the Data pane, right-click on it and select ‘Show Parameter Control.’ Now, if you increase the step within the range, the data appears as per the parameter value set.

Following is the visualization for a step size of 10:

23. What is the Difference Between Treemaps and Heat Maps?

A Heat map is used to compare categories using color and size. In this, we can distinguish two measures.

Scenario: Show sales and profit in all regions for different product categories and sub-categories.

• Drag Region field to Columns shelf, and Category and Sub-Category fields in Rows shelf. 
• Use the ShowMe tool and select the Heat Map.
• Observe the hotter and colder regions in the heat map produced:

A heat map is not only defined by color, but you can also use its size. Here we define the size by sale by dragging the Sales tab to Size under marks card, comparing profit and sales through the color and size.

Analysis: Profit is represented by color and ranges from orange for loss to blue for profit. The total sales are represented by size.  

A Treemap is used to represent hierarchical data. The space in the view is divided into rectangles that are sized and ordered by a measure.

• Select two dimensions Category and Sub-Category
• Select two measures Sales and Profit from the data pane. 
• Use the Show-me tool and select tree-map.

This is how it looks:

Analysis: The larger the size of the node, the higher the profit in that category. Similarly, the darker the node, the more sales in that category.

24. What is the Difference Between .twbx And .twb?

This is one of the most frequently asked Tableau interview questions, and you must answer this one in detail.

The .twbx contains all of the necessary information to build the visualization along with the data source. This is called a packaged workbook, and it compresses the package of files altogether.

The .twb contains instructions about how to interact with the data source. When it's building a visualization, Tableau will look at the data source and then build the visualization with an extract. It can’t be shared alone as it contains only instructions, and the data source needs to be attached separately.

25. Explain the Difference Between Tableau Worksheet, Dashboard, Story, and Workbook?

• Tableau uses a workbook and sheet file structure, much like Microsoft Excel.
• A workbook contains sheets, which can be a worksheet, dashboard, or a story.
• A worksheet contains a single view along with shelves, legends, and the Data pane.
• A dashboard is a collection of views from multiple worksheets.
• A story contains a sequence of worksheets or dashboards that work together to convey information.

Also Read: Tableau Dashboard: Your One-Stop Solution For The Dashboards In Tableau

26. What Do You Understand the Blended Axis?

Blended Axis is used to blend two measures that share an axis when they have the same scale. 

Scenario: Show Min and Max profit in the same pane and have a unified axis for both, so that it is quicker and easier to interpret the chart.

First, create a visualization that shows sales over time. Next, see profit along with sales over the same time. Here, you get two visualizations, one for sales over time and the other for-profit over time.

To see a visualization that has a blended axis for sales over time and profit over time, we bring in Measure Values and select the properties that we want to keep (Sales and Profit), removing all of the rest. You can now see profit and sales over one blended axis.

27. What is the Use of Dual-axis? How Do You Create One?

Dual Axis allows you to compare measures, and this is useful when you want to compare two measures that have different scales.

Considering the same example used in the above question, first create a visualization with sales over time and profit over time. To create a dual-axis, right-click on the second pill of the measures and select Dual Axis.

Observe that sales and profit do not share the same axis, and profit is much higher towards the end. 

The difference between a blended axis and a dual-axis chart is that the blended axis uses the same scale, while a dual-axis could have two different scales and two marks cards.

Scenario: We want to show Sales by year and Profit Ratio by year in the same view.

We create a visualization of sales over time and profit ratio over time. Observe that sales and profit ratio can’t use the same scale as the profit ratio is in percentage. As we want the two parameters in the same area, we right-click on Profit Ratio and select Dual Axis.

28. What Will the Following Function Return?

Left(3, “Tableau”)

Choose the correct answer:

• None of the above

It will return an error because the correct syntax is: left(string, num_chars). So, it should be: Left(“Tableau,” 3)

Left returns a specific number of characters from the start of the given string. If the correct syntax is followed, the result would be ‘Tab.’

29. Find the Top Product Subcategories by Sales Within Each Delivery Method. Which Subcategory Is Ranked #2 for First-class Ship Mode? 

• First, draw a visualization using ship mode and subcategory. 
• Next, we take sales on to the visualization as a rank table calculation. 
• Right-click on Sales and select Add Table Calculation and change the Calculation Type to Rank. 
• Select Table Down, and you get the data as shown:

The chair is the subcategory, which is ranked #2 for the first class shipment mode.

30. What is the Rank Function in Tableau?

The ranking is assigning something a position usually within a category and based on a measure. Tableau can rank in several ways like:

• rank_modified 
• rank_unique

Consider five stores whose sales are as shown:

Let us understand how they are ranked based on their sales:

• Drag Store field to Rows shelf and Sales field to the marks card. 
• Create a Calculated Field named Rank and use the formula: RANK (SUM(Sales))
• Bring the Rank field to the marks card.
• Double-click on the Rank field, and you can see the rank assigned to the stores based on sales. 

Next, duplicate the Rank field by right-clicking on it and selecting Duplicate. Name the copy as ‘Rank Modified’ and use the formula:

RANK MODIFIED (SUM(Sales))

Bring Rank Modified to the marks card to view the data. 

Repeat the same steps to create ‘Rank Dense’ and use the formula:

RANK DENSE (SUM(Sales)) 

Similarly, create ‘Rank Unique’ and use the formula:

RANK UNIQUE (SUM(Sales)) 

31. What Would You Do If Some Countries/Provinces (Any Geographical Entity) are Missing and Displaying a Null When You Use Map View?

When working with maps and geographical fields, unknown or ambiguous locations are identified by the indicator in the lower right corner of the view.

Click the indicator and choose from the following options:

• Edit Locations - correct the locations by mapping your data to known locations
• Filter Data - exclude the unknown locations from the view using a filter. The locations will not be included in calculations
• Show Data at Default Position - show the values at the default position of (0, 0) on the map.

32. What is the Level of Detail (LOD) Expression?

A level of detail expression is used to run complex queries involving many dimensions at the data source level instead of bringing all the data to Tableau interface.

Consider a visualization as shown:

Here, the scales are shown for a category like Furniture and its sub-categories (Chairs, Tables, etc.). To look at sales for the furniture category as a whole and not its sub-categories, remove the sub-category from the calculation field as shown:

Now, the visualization looks like:

33. How Do You Calculate the Daily Profit Measures Using LOD?

LOD expressions allow us to easily create bins on aggregated data such as profit per day.

Scenario: We want to measure our success by the total profit per business day.

Create a calculated field named LOD - Profit per day and enter the formula:

FIXED [Order Date] : SUM ([Profit])

Create another calculated field named LOD - Daily Profit KPI and enter the formula:

IF [LOD - Profit per day] > 2000 then “Highly Profitable.”

ELSEIF [LOD - Profit per day] <= 0 then “Unprofitable”

ELSE “Profitable”

To calculate daily profit measure using LOD, follow these steps to draw the visualization:

• Bring YEAR(Order Date) and MONTH(Order Date) to the Columns shelf
• Drag Order Id field to Rows shelf. Right-click on it, select Measure and click on Count(Distinct)
• Drag LOD - Daily Profit KPI to the Rows shelf
• Bring LOD - Daily Profit KPI to marks card and change mark type from automatic to area.

The visualization is as shown:

34. How Can You Schedule a Workbook in Tableau after Publishing It?

• When you’re signed in to Tableau Server, go to Content > data sources or Content > Workbooks, depending on the type of content you want to refresh.
• Select the checkbox for the data source or workbook you want to refresh, and then select Actions > Extract Refresh.
• In the Refresh Extracts dialog, select Schedule a Refresh, and complete the following steps:
• Select the schedule you want.
• If available, specify whether you want a full or incremental refresh.

35. What Are the Different Types of Tableau?

The different types of Tableau are Desktop, Prep, Online, and Server.

36. How Do You Handle Null and Other Special Values?

If the field contains null values or if there are zeros or negative values on a logarithmic axis, Tableau cannot plot them. Tableau displays an indicator in the lower right corner of the view, and you can click the indicator and choose from the following options:

• Filter Data Excludes the null values from the visualization using a filter. In that case, the null values are also excluded from any calculations used in the view.
• Show Data at Default Position Shows the data at a default location on the axis.

37. Find the Customer with the Lowest Overall Profit. What is Their Profit Ratio?

Draw a visualization between Customers and their profit and sort it from smallest to biggest.

Here, Cindy Stewart is the one who has the lowest profit. To determine her profit ratio:

• Create a calculated field named Profit Ratio. 
• Right-click on Profit Ratio under Measures and select Edit. 
• Enter the formula: SUM (PROFIT) / SUM (SALES) 
• Next, drag the Profit Ratio to the Label to find out Cindy’s profit ratio.

38. How Can You Embed a Webpage in a Dashboard?

Follow these simple steps to embed a webpage in a dashboard:

• Go to dashboard
• Double click the ‘Webpage’ option available under ‘Objects.’ 
• Enter the URL (here https://en.m.wikipedia.org/wiki/ ) of the webpage in the dialog box that appears

You can see the webpage appears on the dashboard.

39. How Do You Make the Webpage Dynamic?

Begin by bringing Map by Sales into view. It shows the state's name and its sales.

• Go to the dashboard.
• Do not provide a URL in the dialog box that appears and click on Ok. 
• Click on the Dashboard in the menu and select ‘Action.’
• Click on ‘Add Action’ and select ‘Go to URL.’
• Enter ‘https://en.m.wikipedia.org/wiki/’ under the URL option. Click on the arrow adjacent to it and select ‘State.’
• Click on ‘Select option’ and hit ‘Ok.’

Now, when you click on any state like California, it brings up the California Wikipedia page. This is how to make it dynamic.

40. Design a View to Show Region Wise Profit and Sales.

Follow these simple steps to show region wise profit and sales:

• Drag Profit and Sales field to the Rows shelf
• Drag Region field to the Columns shelf

But for such Tableau interview questions, the interviewer may be looking for your mapping capabilities in Tableau. So, you need to follow these steps to show region wise profit and sales in a better way:

• Double click on the State field to get its view
• Go to Marks card and change the mark type from Automatic to Map.
• Bring Region field to Color on the Marks card
• Drag Profit, Sales, and State fields to Label on the Marks card

These steps produce a better view of region-wise profit and sales, as shown:

41. How Can You Optimize the Performance of a Dashboard?

There are multiple ways to optimize the performance of the dashboard like:

• Maximize the number of fields and records. You can exclude unused fields from your visualization or use extract filters.
• Limit the number of filters used, by avoiding quick filters and using action and parameter filters instead. These filters reduce query loads. 
• use Min/Max instead of Average because average functions require more processing time than Min/Max
• Use boolean or numerical calculations more than string calculations. Computers can process integers and boolean much faster than strings.

Boolean > int > float > date-time > string

42. Which Visualization Will Be Used in the given Scenarios?

• To show aggregated sales totals across a range of product categories and subcategories
• To show the duration of events or activities 
• To show quarter wise profit growth 

We would use the following visualizations for the given scenarios:

• Gantt chart
• Waterfall chart

43. What does it mean to data visualization?

Data visualisation is the process of showing data or information visually. We can use graphs, charts, bars, and many more things that are easy to see. Data visualisation tools make it easy to look at and understand the data.

44. What do Measures and Dimensions mean?

Measures and Dimensions are parts of a Tableau dataset that describe it.

Measures are amounts of data that can be counted and analysed against dimensions. Dimensions determine how many measures can be added to a single string. For example, an online shop's inventory can list the number of items, their prices, the number of things sold in the past, how they are paid for, etc. All of these can be thought of as steps.

On the other hand, dimensions are just descriptions that make it possible to see something. They let a user say different things about a single metric. All of these descriptions make up a dimension table.

45. Explain why data servers are essential in Tableau.

In Tableau, a data server has two jobs to do. One, it lets you keep your data, like datasets, past calculations, aliases, and definitions, in sync with the server so that you can access it from anywhere. This makes it possible to do any task more honestly. So, it gives you security and quick access.

Second, if you have a data server, you can download some of the data you need to a local machine to run a visualisation or report. Through the server, it is easy to get from the internet.

46. What's a heatmap? Describe a case.

A heatmap is a type of data visualisation that uses different shades of colours to show a data set. The darkest shade of a particular colour shows an extreme value (high intensity or density). Usually, it is used to compare two or more measurements.

A quick way to use a heatmap would be to learn about the human body's structure and see how warm it is based on the temperature of different organs. If the red and yellow colours are used, the red parts will show where the temperature is the highest.

47. In Tableau, what are aggregation and disaggregation?

Aggregation is the simple idea of taking the average of the values in a given column of a data set. If a report shows how the price of a product has changed over time, aggregation can help find its average value. Most of the time, Tableau automatically groups a set of data.

The opposite of averaging is disaggregation, which can be helpful if a user wants to look at each data point separately. You can also use both grouped and ungrouped data in the same worksheet.

48. Tell the difference between discrete and continuous.

There are two kinds of dimension flow in Tableau. They are discrete and continuous.

Discrete values are single points counted separately from a group of other issues. The number of states in a country is one example.

Continuous values let the user use values in a range that can be either finite or infinite—for example, how a company's stock price changes.

49. Give a story about Tableau as an example

A story is a set of worksheets or dashboards that work together to tell a message.

An example of this would be putting together two worksheets showing how well a company's employees are doing. On one worksheet, there are performance metrics and summaries for employees in levels L1 through L3. At the same time, the same information can be found on the second worksheet for employees in levels L3 and L4 (upper management). Since each employee's performance depends on the others' performance, this can give a big-picture view of how well the company's employees are doing as a whole.

This is used when the worksheets have different parameters and measures.

50. In Tableau, what is a context filter?

Context Filters can improve the dashboard's view when more than one filter is used. A filter in Tableau works on every row in the dataset, no matter what other filters are in place. By utilising a context filter, we can cut down on the size of the dataset. The rest of the filters will then be run on the smaller dataset, reducing the time it takes.

51. In Tableau, what is KPI?

By using the Key Performance Indicators in Shapes card, Tableau makes it easier to look at how well a company is doing based on some key indicators:

• Create a calculated field and mark the values as successful or unsuccessful based on the required parameter.
• Make a chart using a dimension and the calculated field you just made. In the marks card, change automatically to shapes.
• Put success and failure on the Kpi shapes card to make things easier to understand.

52. How to make a doughnut chart in Tableau?

Tableau doesn't have a direct way to make a donut chart, but there are two ways to do it. If you want to show a donut chart on a sheet, you should make a pie chart and add another measure to the rows shelf. Now you can see two pie charts on the sheet. Change the second pie chart's colour to match the background and make it smaller. Then, right-click on the second instance in the rows shelf and choose "dual axis." Finally, remove any details that aren't needed. The second way to make a donut chart will only work in a dashboard. First, create a pie chart in a sheet and import it to the dashboard. Then, put a round image in the middle that is the same colour as the background.

53. What is a tableau server?

Tableau server is used to organise, edit, share, and work together on Tableau dashboards made on the Tableau desktop. It's safer for organisations because the data will only be seen by people who work there, and the administrator can decide how much control each user has. For example, a user might only be able to view the data, or only be able to edit it, or both.

54. What does bin mean in Tableau?

In Tableau, bins are containers of the same size used to store data values that fit in the size of the bin. In other words, bins divide the data into groups of the same size, which can be used to look at the data systematically. All of Tableau's discrete fields can be thought of as "bins" instead.

55. In Tableau, what is analysis?

Tableau has built-in tools to help you analyse the data on a chart. We have several tools, such as adding an average line to a chart. Once we drop the tool on the chart, Tableau does the math. There are also tools to explore and inspect data, such as clustering, percentages, making bands of a specific size, and more. These tools can be found on the "Analyze" tab of every sheet used to create a chart. The features only show up when they can be used on the worksheet.

56. How do I make sets in tableau?

Sets are custom fields that let you compare and ask questions about a subset of data. To make a set on a dimension, right-click on a size in the data pane and choose to create > set. On the "General" tab, select the fields used to figure out the set. On the conditions tab, you can set the conditions for making a set. On the top tab, you can also choose the top N members of the dataset based on any field. When a set is made, the measure is split into two parts, "in" and "out" of the set, based on the user's conditions.

57. In Tableau, what is the quick filter?

When you use a filter in Tableau, you can easily change how it works. For example, you can use it as a single-value drop-down list, a single-value list, a multiple-value list, a multiple-value drop-down list, or something else. After we add a filter to a sheet, we can right-click on the sheet to see all the quick filter options. If you change any of these options, the way the filter looks on the sheet will also change.

58. What is the tableau desktop?

Tableau Desktop is a product made by Tableau that is used to create, edit, and store data visualisations locally on a system. You can publish the visualisations to a server, online, or to the public after they are done or maybe even in the middle of the process. Tableau Desktop users can also edit any file made on another system in the same or a lower version of Tableau.

59. What does "page shelf" mean in Tableau?

Page shelf in Tableau makes it easier to understand and use multiple charts. If there is more than one plot on a single sheet and you want to see them one at a time, drag and drop the dimension that makes more than one chart onto the page shelf. Then, a button on the right side lets us look at the data one chart at a time.

60. How to figure out percentage in Tableau?

To figure out how much of your worksheet's data it contains. To access percentage breakdowns, select Analyze > Percentages in the left-hand pane. Many other percentage breakdowns are available there, such as the percentage of the table, row, column, row in pane, pane, column in pane, and cell. Choose one of the options above, and then set the total amount for which the percentage is to be calculated. There is no way to give different options to rows and columns. The option you choose will be the same for all rows and columns.

61. What does "tableau developer" mean?

A tableau developer knows how to take raw data and use it to make data visualisations and get valuable insights. A tableau developer should be able to make advanced dashboards that are easy for other people to use and help them easily understand the data.

62. What is a tableau data engine?

The in-memory Data Engine used by Tableau is called Hyper. It makes it easier to import data and analyse it quickly. It lets the user make an extract file of a data set, which can be considered a smaller version of the dataset that still has all the data. This makes it faster to run different queries on the dataset. It makes it easier for the user to work with large datasets.

63. What's the difference between Power Bi and Tableau?

Tableau does a better job with large data sets than Power Bi. Tableau's customer service is better for both free and paid users, while Power Bi's customer service is only for paid users. Tableau's server-side storage and multiple data-source connectivities are two of its most appealing features. Power Bi, on the other hand, can only connect to a limited number of data sources and focuses more on reporting and analytical modelling than on storing data. Compared to Tableau, Power Bi has a better graphical user interface. It is also straightforward to use.

64. How do I hide the dashboard in Tableau?

Tableau doesn't have a way to hide a dashboard, but if you publish the dashboard to a website, you can set a command to show the dashboard only when a particular button is clicked. You can also hide sheets instead of dashboards before publishing the dashboard. So that when people first look at your viz, they only see the dashboard and not the individual sheets.

65. How do I use groups in calculated fields in Tableau?

You can make a group by right-clicking on a field in the data pane and choosing "Create" > "Group." Then, you can select the fields you want to group under the "General" tab and set the criteria for grouping under the "Conditions" tab. Then, right-click on this group and choose "create," "set," and "create a calculated field." You can then use this group as a set in this calculated field.

66. How to make hierarchy in Tableau?

Tableau creates a data source hierarchy based on the values in the fields by default. You can make your hierarchy in a way that fits your needs. Drag a field on the top of another field in the Data pane. When prompted, type the name of the hierarchy and press OK. After that, you can also add more fields to the hierarchy. By making a hierarchy, you can quickly move between the data categories you've made, which may be based on location, like country, state, city, or region.

67. How do I link R and Tableau?

First, download and install R on your computer. Then, use the command install.packages("Rserve") to install a package called Rserve. Once Rserve is installed, you can do this step only sometimes you want to use R from Tableau. The following steps, on the other hand, must be done every time you wish to link R to Tableau. Now, use the command library (Rserve) to bring the library into the current working environment, and then type Rserve() in the command window to connect R with Tableau. Now, go to Tableau's help menu and choose "Manage R connection." Enter "Localhost" as the server name and "6311" as the port. Click the "Test Connection" button to ensure everything is working correctly, and click "OK" to close the window.

68. What can't be done with Tableau?

Tableau is mainly used for visualising data, so it only does a small amount of pre-processing. When opened on a screen with a different resolution, dashboards look different. The price of Tableau is also high, and they don't offer any plans tailored to the needs of businesses. Users who use Tableau for free and post their work on Tableau Public can cause security problems because Tableau Public doesn't protect uploaded files.

69. Why do you need data aggregation or disaggregation to make charts in Tableau?

Depending on what the user wants, aggregation and disaggregation tell Tableau how to combine data. To make a chart, it must meet specific requirements, such as having one or two dimensions and one or two measures. And for measures, you have to choose the aggregation, such as sum, median, average, etc., or all the values will be shown as sum by default. And the person using the chart might want to see something different. So, it is essential to use the proper method of aggregation or, if necessary, to break up the data.

70. How does custom SQL work in Tableau?

Users can get the information they need with the help of a custom SQL. You can write your own SQL query when you connect Tableau to a data source. Once you're connected to a data source, on the data source page, double-click the "New Custom SQL" option. Then type the SQL query or copy and paste it into the text box, and when you're done, click OK.

71. How do I link MongoDB to Tableau?

To connect to Mongodb, you may need an extra driver. I suggest you get the driver from https://www.tableau.com/support/drivers and install it. Once it's installed, open Tableau and choose "Connect" > "Mongodb BI connector." If you can't find it in the main list, you can find it under "To a server" > "More" > "Mongodb BI connector." Then, type in the server's name, user name, and password for the database that goes with it. When you connect to an SSL server, check the "Require SSL" box. Then click "Sign in." The data source is now ready to go.

72. In Tableau, what is a cascading filter?

Cascading filters can also be thought of as giving priority to one filter and then using other filters on a data source that has already been filtered. Right-click on the filter you want to use as the primary filter and ensure it is set to "all values" in the dashboard. Then, select the following filter and choose only the relevant values to cascade the filters. This will improve the dashboard because you have reduced the time wasted running all of the filters over the whole data source.

73. What is the "Tableau Reporting Tool"?

Creating a dashboard is also a form of reporting because once you're done designing the dashboards to meet the client's needs, they can be used in ppt, pdf, or any other required file type, as long as they're compatible with the view you've made. These interactive dashboards allow the client to set the filters and parameters to see custom charts in different situations.

74. What does "view in tableau" mean?

The term "view" refers to how data from a source is shown in a worksheet. A view can be anything. It could be a plot, a chart, a graph, or even a table. Then, all of these points of view are put together on a dashboard to make a single story and show how they all fit together.

75. How can I make Tableau work better?

There are many ways to improve performance, but one of the simplest is to use the "extract" option on the data source. This is one of the most effective ways to improve performance. Once you're done making dashboards, run the performance recorder from the help menu. It will tell you which sheets are slowing down your Tableau and why. You should try to lower the marks. Try using fewer filters, or if you need to, use the include field instead of the exclude field. Use the context filter to sort through large amounts of data, and try to use cascade filters to cut down on the time it takes for a query to run.

76. In Tableau, what is a workbook?

A workbook is a complete set of sheets, dashboards, and stories you have made on tableau desktop or public, saved on your local system or published on tableau public. You can get the workbook for tableau public by clicking on the link to its website.

77. What is the most miniature version of the Android operating system that can be used with tableau mobile?

Tableau mobile works on devices that have Android 7 or higher. Visualisations made on the tableau desktop, tableau server, or Tableau online can be viewed on tableau mobile.

78. What do "live" and "extract" mean in Tableau?

The extract is a snapshot of the data set up so it can be added up. Extracts are loaded into the system, which makes Tableau run better. Whereas extracts won't help when data is constantly updated because we have to manually refresh the data for each change, a live connection might slow down the processing. Still, it will update the data source itself. So, you should only use a live connection when data is constantly being changed. Otherwise, you should use an extract file.

79. In Tableau, what is a scatter plot?

A scatter plot shows how two or more measures, with or without dimensions, relate to each other. To make a scatter plot, you need at least one measure in each row and column. You can then use different dimensions to add more details—marks over colour and information on the card. In a scatter plot, the data points are drawn in a space, and their shapes depend on the values in the measures.

80. What are cycle fields in Tableau used for?

Cycle fields let you try and switch between different colour combinations or views in a loop. It will only work if we have a chart showing more than one measure, like a stacked bar chart, and we can't finish the visualisations. In that case, we can use cycle fields. To use the cycle field, go to the toolbar and click on the analysis menu. Then, click on cycle fields to quickly look at a different way to display the data.

81. In Tableau, what are marks?

A Marks card helps add details to the chart because it can give different colours based on a category and change the size of a line, circle, or bar in the chart based on any measured value. Marks card is also used to put labels on the chart and add details to the view. It is also used to control the tooltip and how it looks, which should improve the visualisations.

82. How do you connect Tableau to your website?

A developer needs to know everything about Tableau's Javascript API to connect Tableau to a website. It allows you to examine and manipulate a Tableau spreadsheet or dashboard without ever having to leave the convenience of your browser. Tableau has given a complete list of all the functions used in the Javascript API. Some of the essential functions are also shown how to be used in the free tutorial section. When published on Tableau Public, Tableau Online, or Tableau Server, all dashboards and worksheets are automatically linked to the Javascript API. A developer only needs to call that API in HTML code to start interacting with it.

83. How do I display an axis in Tableau?

You can choose whether to show or hide an axis. To hide the axis, right-click on the axis and uncheck "Show header." To bring back the hidden axis, right-click on the fields in a row or column and choose "show header."

84. How do I add a logo to the dashboard in Tableau?

In the dashboard objects pane, there is a choice to import an image. Make sure you have chosen the floating type instead of the tiled type, which is the default. Drag the image object to the dashboard, and select the logo you saved on your computer in .png, .jpg, or.jpeg format. Users can use the small drop-down menu on the right side of the image and choose "Send to Back" to use it as a background. They can then make it bigger to use as a watermark logo.

85. What's the difference between .twb file and .twbx extension?

A.twb file has information about all the sheets, dashboards, and stories but needs to be about where the data came from. The .twbx file, on the other hand, has all the sheets, stories, dashboards, and compressed data sources. The data source needs to have an a.twbx extract done to save. If we send an a.twb file to someone else, they will be able to look at the worksheets and dashboards but not the dataset.

86. How do I clean up my data in Tableau?

At the top or bottom of a data file, there may be a description of what the file is about. Tableau won't be able to make sense of the data in its current form. After connecting to the data file, you need to turn on the data interpreter in the left panel. It will eliminate the unwanted rows from the data source in Tableau without changing the file the data is coming from.

87. How do I publish Tableau reports to Tableau Server?

Open the workbook you want to publish to Tableau Server. Make sure you are on a working sheet that will be sent to the server. If you don't, you won't be able to see "Publish Workbook" in the toolbar's "Server" menu. After you click "Publish Workbook," sign in to your tableau server account and give it the name you want it to have on the server.

88. In Tableau, what does it mean to assume referential integrity?

When you know that two data sources have the same references in a column, you can use the "assume referential integrity" option. Then, you can use the feature "assume referential integrity" to define the relationship between the two data sources and "join" them. To implement referential integrity, drop the second table on the side of the first table. It will then ask you to match the column to perform the join, after which you can choose the reference column, and Tableau will perform the join based on the reference and type of join.

89. How do I make a group in Tableau?

People in the same field are put together in a group. You can create groups in several ways, including selecting data in the view or from a lot in the Data pane. When you select multiple data points in view, the tooltip will show an option to group. You can use this option to create a group or right-click on a field in the Data pane and choose to Create > Group. Now you can select a few members you want to group and click the group button.

90. How do I use Tableau to make a longitude and latitude?

Tableau makes it very easy to get longitude and latitude. Drag and drop countries, states, cities, or any other geographical field into the view, and Tableau will automatically plot the places on the map. Then, choose all the data points, right-click, and select "view data." On the tab called "View Data," you can see the generated longitude and latitude next to the country name. You can also export this data from Tableau to use in another programme or another data source.

The best time to prepare for that all-important Tableau job interview is before you even start looking for a job. By participating in user groups, publishing your work, and doing the other activities suggested in this Tableau Interview Questions article, you’ll lay the groundwork for a better job interview by being more prepared but also by having tangible proof of your efforts. 

Certification is one of the best ways to prepare for a Tableau job interview if you’re still somewhat new to the analytics field. And Simplilearn has the right certification program for you. The Simplilearn Caltech Post Graduate Program in Data Science course will teach you the concepts of Tableau Desktop 10 as you become proficient with Tableau statistics and build interactive dashboards. Also, you’ll learn to master data sources, create data extracts, and organize and format data as well as learn visualization and data analysis techniques, among many other skills. This Tableau training is designed for professionals seeking to start to advance a career in data analytics, as well as business users who want to develop Tableau proficiency. The course will also prepare you to face any kind of Tableau interview questions and demonstrate your skills.

And in case you have any questions about these tableau interview questions, drop a comment below, and our experts will get back to you right away!

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• Table of Contents
• Basic Tableau Interview Questions
• Intermediate Tableau Interview Questions
• Additional Tableau Questions
• Tableau Interview Questions FAQS

Top 90+ Tableau Interview Question and Answers in 2024

A business intelligence software that can be used for visual representation of data from various sources. Tableau can be used to create shareable dashboards that can be interactive as well. Tableau simplifies the process of data analysis and representation, it also has several in-built features that are beneficial for data exploration. Tableau is in great demand as more companies are focusing on data analysis. Due to the increase in demand for Tableau skills, professionals are also being offered a high salary if they possess these skills.

Preparing for a Tableau interview and need a helping hand? You’ve come to the right place. Here are some of the most common questions asked in a Tableau interview, compiled through a closed survey of dozens of beginners as well as experienced applicants.

Going through this list will give you a fair idea about what type of questions will be asked and will help you attend the interview with confidence. It contains a mix of questions of all types of difficulty i.e. easy, intermediate and advanced. These Tableau questions and answers will, therefore, help you as a quick study.

Here are some of the commonly asked questions:

• What is Tableau?
• Explain the different data types of Tableau.
• What are Measures and Dimensions?
• State the importance of data servers in Tableau.
• What are the different filters in Tableau?
• How to create a calculated field in Tableau?
• What is a heatmap? Give an example.
• What is aggregation and dis-aggregation in Tableau?
• Differentiate between discrete and continuous.
• Give an example of a story on Tableau.

Let’s get started!

• Tableau Interview FAQs

1. What is Tableau?

Tableau is a business intelligence software that allows interactive visualization and handling of large amounts of data. It is used by businesses around the world to crunch numbers and use the insights for growth and development.

Tableau is one of the most important tools for data analytics and visualization only competed by Apache Superset, Qlik and Metabase to name a few alternatives.

2. Explain the different data types of Tableau .

There are 7 data types in Tableau:

• Boolean (True/False)
• Date (Individual Value)
• Date and Time
• Text or String
• Decimal Number
• Whole Number

A visualization is typically made up of these seven types.

Quick check – Tableau Data Visualisation Course

3. What are Measures and Dimensions?

Measures and Dimensions are attributes that define a specific dataset in Tableau.

Measures are measurable quantities of data which are analysed against dimensions. Any number of measures can be added to a single string, which is governed by dimensions. For example, an inventory of an online shop can have a total number of items, their prices, number of items sold historically, payment mode, etc. All of these can be considered measures.

On the other hand, dimensions are basically descriptions which allow visualization to take place. They allow a user to describe a single metric in different ways. A dimension table consists of all these descriptions.

4. State the importance of data servers in Tableau.

There are two functions of a data server in Tableau. One, it allows continuous syncing of all data – from datasets to past calculations, aliases to definitions – on the server which can then be accessed from anywhere. This allows for a more wholesome approach during any given task. Thus, it provides security and fast access.

Secondly, having a data server means one does not have to download all the required data to a local machine to run a visualization or a report. It can be pulled easily off the internet through the server.

Also Read: Introduction to Data Visualization

5. What are the different filters in Tableau?

There are mainly three filters in Tableau which are used to restrict data pull. They are:

• Normal Filter – it is used to restrict a string of data from the base on selected measure or dimension
• Quick – it is used to change values dynamically across worksheets in a dashboard
• Context – it creates a temporary data source for use in any worksheet without disturbing the main dataset

Each of these filters has specific usage in any given reporting.

6. How to create a calculated field in Tableau?

On Tableau desktop version 2019.2, access the menu on the Data pane and click on ‘Create > Calculated Field’. Name the field and create the required formula.

7. What is a heatmap? Give an example.

A heatmap is a type of visualization used to demonstrate a set of data through varying shades of colours where the darkest shade of a specific colour denotes an extreme value (high intensity/density). It is typically used to compare two or more measures.

A quick example of a heatmap would be to understand the anatomy of the human body and observe the level of warmth depending upon the temperature of specific organs. If the red-yellow combination of colours is used, the areas that show red will denote the maximum temperature.

Here’s an example of a heatmap showing the different locations of basketball shots.

8. What is aggregation and dis-aggregation in Tableau?

Aggregation is the simple concept of averaging values in a given data set column. If a specific report contains the historical change in prices of a product, aggregation will help in finding its average value. In most cases, Tableau automatically aggregates a given set of data.

Disaggregation is the opposite of averaging, which can be helpful if a user wants individual data points. Both aggregated and disaggregated data can also be utilized in a single worksheet.

9. Differentiate between discrete and continuous.

Discrete and continuous are types of dimension flow in Tableau.

Discrete values are individual points that are counted as distinct values, separated from a batch. Example – number of states in a country.

Continuous values allow a user to utilize values within a finite or infinite interval. Examples – stock price movements of a company.

10. Give an example of a story on Tableau.

A story is a combination of worksheets or dashboards that convey a message as a whole.

An example of this would be a combination of two worksheets that depict the employee performance of a company. While one worksheet has performance metrics and summaries of employees in the levels L1 to L3, the second one can have the same data of employees in the levels L3 and L4 (upper management). Since the employee performance is interdependent, this can provide a bird’s eye view of the whole performance of the company’s workforce.

This is used when the parameters and measures are different between the worksheets.

11. What is an embedded data source? How is it different from a published data source?

An embedded data source contains information that is connected to a workbook. A published data source works independently.

12. What is DRIVE Program Methodology?

It is a product of iterative sessions previously used and tested by enterprise deployments. It is based on best practises and allows a user to follow a specific set of actions to avoid errors and expedite reporting or visualization process.

13. Joins vs. Blending in Tableau.

Joining data means combining two sets of data from a single source (an Excel sheet, for example). Blending data involves the usage of two different sources (an Excel sheet and an Access report).

14. What is a TDE file?

TDE is a file extension type exclusive to Tableau which stores information sourced from third-party sources such as Microsoft Excel. It is similar to a spreadsheet.

15. What is a dual-axis?

It is a function in Tableau that showcases two scales of two measures in a single graph. This is very similar to the function found on Microsoft Office products where a single graph has line and bar elements. In most cases, it has either two X or two Y axes.

A dual-axis is typically used to show trend lines and historical data. An example would be total revenue vs profit across 12 months.

16. What is data blending in tableau?

Ans: Data blending is an advanced joining of two different data sources. For example, one data source contains annual sales of a product in different countries and second data source contains countries and their monthly profit and loss values. A simple join won’t work in this case because of different levels of segregation. First step will be to aggregate the values in second data source based on year and then perform a join. All these steps can be completed with great ease in tableau. Because tableau can identify the common field of country and year between two data sources and perform a post aggregate join by itself.

17. What is the full form of LOD in tableau?

Ans: The full form of LOD is Level of Details.

18. How to install tableau?

Ans: To install tableau on your system you need to download the installation file from: https://www.tableau.com/support/releases . Select the required type from left pane that is Desktop, Prep, Online, Server and Mobile. Once the installation file is downloaded just install the product on your system by following the steps and please note that tableau desktop comes with a trial period of 14 days for that you need to register using your email id and rest all the types of Tableau are paid and mostly used in industry. You can also go for the tableau public which is an open source tableau tool with lifetime validity. For using Tableau Public visit: https://public.tableau.com/en-us/s/download and enter your email id then click on download the app. The download will begin itself and after the download is completed install the file on your system and sign up using the same email id you used for downloading the file. The drawback for using tableau public is that you cannot save the file on local system you can only save on tableau public’s online server and hence making it visible to anyone with the link and giving them the authority to download your work.

19. What is a parameter in the tableau?

Ans: A parameter is used to replace a constant value from calculations, filters and reference line. A parameter can be a number, date or string datatype. A user can be given direct control over parameters to modify the filters and calculations based on the requirements.

20. What is context filter in tableau?

Ans: Context Filter can improve the view performance of the dashboard when using more than one filter. A filter in tableau will be executed over all the rows in the dataset independent of others filters in place. By using a context filter we can reduce the size of dataset and then rest of the filters will be executed on the leftover dataset hence reducing the time of execution.

21. What is KPI in tableau?

Ans: Tableau makes it easier to analyse the effectiveness of a company based on some key indicators by the use of Key Performance Indicators in shapes card. First step is to create a calculated field and then mark the values as success and failure based on the required parameter. Then plot a chart using a dimension and the created calculated field and change automatic to shapes in the marks card. Then assign success and failure to Kpi in shapes card for simplified and better understanding.

22. How to create donut chart in tableau?

Ans: There is no direct way to create a donut chart in tableau but there are two tricks to create it. If you want to show a donut chart in a sheet first of all plot a pie chart and then add another measure to rows shelf. Now you can see two pie charts on the sheet change the colour of second pie chart to match the background colour and reduce its size, now right click on second instance in rows shelf and select dual axis then remove all the details which are not required. The second way to create a donut chart will work only in a dashboard. First create a pie chart in a sheet and import it to dashboard then place a circular image with same colour as of the background and move it to the centre.

23. What is tableau server?

Ans: Tableau server is used to organize, edit, share, and collaborate on Tableau dashboards created on Tableau desktop. It is safer for organizations as the data will be private to the members of the company and also administrator has the power to give limited control to its user such as only view or edit or both depending on the requirement.

24. How to create dashboard in tableau?

Ans: A tableau dashboard is the final step in creating the visualization. First of all, create all the charts in different sheets and then click on add new dashboard in the bottom most tab from where you were adding new worksheets. You can also right click on the add new sheet button and there you can select add new dashboard instead of a sheet. There is one more way to add new dashboard, go to dashboard in toolbar then select new dashboard. After following any of the above three ways you will get a new dashboard where you can drag the required sheets from left panel to the dashboard one by one and start applying your creativity to create an understandable story.

25. What is bin in tableau?

Ans: Bins in tableau are containers of equal size used to store data values fitting in bin size. In other words, bins group the data into groups of equal size or data which can be used in systematic viewing of data. All the discrete fields in tableau can also be considered as set of bins.

26. What is analysis in tableau?

Ans: Tableau comes with inbuilt features to analyze the data plotted on a chart. We have various tools such as adding an average line to the chart which tableau calculates itself after we drop the tool on the chart. Some other features include clustering, percentages, forming bands of a particular range and various other tools to explore and inspect data. All these tools are available in analyze tab on each sheet used to create any chart. The features become visible only when they are applicable to the worksheet.

27. How to create sets in tableau?

Ans: Sets are custom fields used to compare and ask questions about a subset of data. For creating a set on dimension, right-click on a dimension in data pane and select create -> set. In general tab select the fields that will be considered for computing the set. Specify the conditions to create set in conditions tab and you also have the option to select top N members in dataset based on any field in the top tab. When a set is created it divides the measure into two parts namely in and out of the set based on the conditions applied by the user.

28. What is quick filter in tableau?

Ans: Whenever using a filter in Tableau, it comes with some options to change the functionality of filter very easily, such as using it as a single value drop down or single value list or multiple value list or multiple value drop down and various other options. After we set a filter to a sheet just right click on the sheet and there you can see all the quick filter options. Changes made to these options will also change the aesthetics of filter shown on the sheet.

29. What is tableau desktop?

Ans: Tableau desktop is a product of Tableau which is used to create, edit and store data visualizations locally on a system. You have an option to publish the visualizations to server, online or public after its completed or maybe in between the process also depending on the requirements. Tableau desktop also allows its user to edit any file created on another system and in a same or lower tableau version.

30. What is page shelf in tableau?

Ans: Page shelf in tableau helps to understand multiple charts in a more friendly and useful ways. If we are getting multiple plots in a single sheet and you want to view it one by one then drag and drop the dimension which is responsible for creating multiple charts instead of a single chart to the page shelf. Then we get a option on right side to scroll through different charts one by one and analyze the data.

31. How to calculate percentage in tableau?

Ans: To calculate the percentage of data on your worksheet. Go to Analysis pane and select Percentages of, there you will see a lot percentage options such as percentage of table, column, row, pane, row in pane, column in pane and cell. Select any of the above options then define the total value o which percentage is to be calculated. The option you choose will be uniform to all the rows and columns and there is no way to specify different options to rows and columns.

32. What is tableau developer?

Ans: A tableau developer is one who knows how to create data visualizations and meaningful insights from raw data in tableau. A tableau developer should know how to create advanced dashboards that are easy to be used by other people and will be handy to them to understand the data easily

33. What is tableau data engine?

Ans: Hyper is used for Tableau’s in-memory Data Engine. It helps importing and analysing the data at a faster rate. It allows user to create an extract file of data set which can be considered as a compressed version of dataset containing all the data hence increasing the speed of executing different queries on dataset. It helps the user to work on big datasets with greater ease.

34. What is the difference between tableau and power bi?

Ans: Tableau performs better as compared to Power Bi on huge data sets. Tableau’s customer support is better for free as well as paid users but Power Bi only have dedicated customer support for paid users. Tableau can connect multiple data sources and also allows the user to store information on the server whereas Power Bi have limited connections to data sources and focuses on reporting and analytical modelling instead of storing data. Power Bi has better graphical user interface as compared to Tableau, it is very easy to use software.

Also Read: Power BI vs Tableau: Which is better?

35. How to hide dashboard in tableau?

Ans: There is no way to hide a dashboard in tableau but it is possible to do so if you are publishing the dashboard to a website there you can set a command to show dashboard only when a particular button is clicked. And instead of hiding a dashboard you can go for hiding sheets before publishing the dashboard. So that by default when people view your viz only the dashboard will be visible to them and not the individual sheets.

36. How to use groups in calculated fields in tableau?

Ans: Create a group by right clicking on a field in data pane and select create -> group and select the fields to be grouped the general tab and define the condition for grouping in conditions tab. Then right click on this group and select create -> set and then right click on the set or any empty place in the data pane and select create calculated field then you can use this group as a set in this calculated field.

37. How to create hierarchy in tableau?

Ans: By default, tableau creates some hierarchy of data source based on the values in the fields. There is a custom way to create your own hierarchy. In Data pane just drag a field on top of another field then enter the name of hierarchy in the prompt and press ok. Then you can add additional fields into hierarchy also. Creating a hierarchy can help you to easily scroll through the categories of data you created which may be data based on location such as country, state, city, or region.

38. How to connect R with tableau?

Ans: First of all, download and install R to your system, then install a package known as Rserve using the command: install. packages (“Rserve”) and once installed you don’t need to perform this step every time you are trying to use R from tableau. Whereas the next steps are required to be executed every time you want to connect R with tableau. Now use the command: library (Rserve) to import the library to current working environment and then type Rserve() in the command window to connect R with Tableau. Now switch to Tableau and under help menu and select “Manage R connection”, enter sever name as “Localhost” and a port of “6311”. Click on “Test Connection” button to make sure that everything is working fine and finally click on Ok to close.

39. What are the limitations of tableau?

Ans: Tableau provides limited data pre processing because it is mainly designed for data visualizations. The layout of dashboards gets disturbed when opened on a different resolution screen. Price of Tableau is also high and they do not provide any custom plans for enterprises based on their requirements. For free users using Tableau and publishing their work on tableau public can create security issues as it does not provide any security to files uploaded on tableau public server.

40. Why is data aggregation or disaggregation necessary for creating charts in tableau?

Ans: Aggregation and disaggregation commands tableau to combine data based on user requirement. If you want to create any chart than there are specific requirements of the chart to be made such as 1 dimension or 2 dimension and 1 measure or 2 measure. And for measures one need to specify the aggregation that is sum, median, average etc. or else by default all the values will be shown as sum. And the user might want to see a different outcome from the chart. So, it is very important to use the correct aggregation method or to disaggregate the data if required.

41. How to use custom SQL in tableau?

Ans: A custom SQL can help a user to extract the information you need. A custom SQL query can be written after connecting tableau to a data source. Once connected to a data source, double-click the “New Custom SQL” option on the data source page. Then type or paste the SQL query to the text box and when finished click OK.

42. How to connect mongodb with tableau?

Ans: An additional driver may be required to connect with Mongodb. I suggest you to download and install driver from: https://www.tableau.com/support/drivers . Once installed now open tableau and under connect select Mongodb BI connector (if you can’t find it in the main list, under “To a server” menu you see an option named”More”, there you can find Mongodb BI connector). Then enter the name of server, enter username and password associated with the database. Select the “Require SSL” check box when connecting to an SSL server. Then select “Sign in”, now you are good to go with the data source.

43. What is cascading filter in tableau?

Ans: Cascading filters can also be understood as giving preference to a particular filter and then applying other filters on previously filtered data source. Right-click on the filter you want to use as a main filter and make sure it is set as all values in dashboard then select the subsequent filter and select only relevant values to cascade the filters. This will improve the performance of the dashboard as you have decreased the time wasted in running all the filters over complete data source.

44. What is tableau reporting tool?

Ans: Creating a dashboard is also considered as reporting because once you are done designing the dashboards per client’s requirement it can be used in ppt or pdf or any required filetype and its compatibility with the view created. These dashboards can be interactive so that the client can set the filters and parameters to view custom charts under different conditions.

45. What is view in tableau?

Ans: Any visualization created on a data source in a worksheet is known as view. A view can be anything, a plot, a chart, a graph or even a table can be a view. These views are then compiled on a dashboard to create final story and link them to each other.

46. How to improve performance in tableau?

Ans: There are a number of ways to improve the performance and very basic trick among all is to use extract option on data source it is one of most powerful tools to improve the performance. Once you have completed the dashboarding then run the performance recorder from help menu, it will give you the specific sheets which are slowing the performance of your tableau. You should try to reduce the marks in your view. Try use less numbers of filters or if required then use include instead of exclude field. Use the context filter to filter huge chunks of data and also try to use cascade filters to reduce the query execution time.

47. What is workbook in tableau?

Ans: A workbook is a complete set of sheets, dashboards and stories which you have created in tableau desktop or public and saved on your local system or either published it on tableau public. You download the workbook of tableau public from its website link.

48. What is the minimum version of android os required to run tableau mobile?

Ans: Tableau mobile can be run on devices with android 7 or higher versions. Tableau mobile is used to view visualizations created on tableau desktop, tableau server, tableau online.

49. What is live and extract in tableau?

Ans: Extract is a snapshot of the data optimized for aggregation. Extracts are loaded into the system and hence improve the performance of tableau. Whereas extracts won’t help in situations where data is updated continuously because then we manually need to refresh the data for all the updates but using a live connection might slow the processing but will definitely update the data source itself. So, live connection should be used only when data is continuously updating otherwise extract file is preferred.

50. What is scatter plot in tableau?

Ans: A scatter plot is used to create a visualization between two or more measures with or without dimensions. To plot a scatter plot atleast one measure in row and one measure in column is required then further detailing can be done using various dimensions marks card over colour and details. Scatter plot plots the datapoints on an empty place and those datapoints take some sort of shape based on the values in measures.

51. How to create stacked bar chart in tableau?

A stacked bar chart can be created by following steps:

• Drag a dimension to columns shelf.
• Use “Measure Names” on colour in the marks card.
• Right click on “Measure Names” and make it as a filter and select the checkboxes for the measures to display.
• Now drag “Measure Values” to rows shelf and change the chart type to bar in marks card.

Your stacked bar chart is ready now you can change the size and colours as per your creativeness.

52. What is the use of cycle fields in tableau?

Ans: Cycle fields help in switching and trying different colour combinations or views in a cyclic order. It will work only if we have a chart that allows more than one measure such as stacked bar chart and we are unable to finalize the visualizations then we can use cycle fields. To use cycle field, click on analysis menu in the toolbar then select cycle fields to take a quick look at an alternative visualization.

53. What are marks in tableau?

Ans: Marks card is very useful in detailing the chart as it can be used to give different colours based on a category and change the size of line or circle or bars in the charts based on any measure value. Marks card is also used to set labels on the chart and also provide detailing to the view. It is also used to manage the tooltip and format the tooltip which should improve the visualizations.

54. How to integrate tableau with website?

Ans: To integrate Tableau with a website, developer needs to have complete understanding of Javascript API for tableau. It contains all the types of functions required to view and control a tableau worksheet and dashboard directly from the website instead of interacting directly with the worksheet. Tableau has provided a complete list of functions used in Javascript API and implementation of some of the important functions is explained in the tutorial section also which is free for all users. All the tableau dashboards or worksheets when published on tableau public or online or server are integrated with the Javascrip API by default developer only needs to call that API in the HTML code and start interacting with it.

55. How to show axis in tableau?

Ans: You can show and hide axis based on your requirements. Right click on the axis and deselect show header to hide the axis. To show the axis right-click on the fields in row or column and select show header to bring back the hidden axis.

56. How to add logo in tableau dashboard?

Ans: In the objects pane in dashboard there is an option to import image. Make sure that you have selected the floating type instead of by default tiled option. Drag and drop image object to dashboard and then select the logo from your system saved in .jpg, .png or .jpeg format. To use it as a background user can use the small drop down option on the right side of the image and select send to back and then increase the size of image so as to make it as a watermark logo.

57. What is the difference between .twb and .twbx extension?

Ans: A .twb file contains information on all the sheets, dashboards and stories, but it won’t contain any information regarding data source. Whereas .twbx file contains all the sheets, dashboards, stories and also compressed data sources. For saving a .twbx extract needs to be performed on the data source. If we forward .twb file to someone else than they will be able to see the worksheets and dashboards but won’t be able to look into the dataset.

58. How to clean data in tableau?

Ans: Sometimes data file may contain some description at the top or bottom of the file. Tableau will not be able to understand the data as it is. After connecting to the data file, you need to turn on the data interpreter available in the left panel. It will remove the unwanted rows from the data source in tableau without making any effects on the file from where the data is being used.

59. How to publish tableau reports to tableau server?

Ans: Open the workbook which you want to publish to tableau server. Make sure you are on an active sheet which is to be published to the server. Otherwise you won’t be able to see the “Publish Workbook” under the “server” menu in the toolbar. Once you click on Publish Workbook then sign in to your tableau server account and give the name you want to save it with on the server.

60. How many maximum tables can you join in Tableau?

Ans: Tableau allows its user to join a maximum of 32 tables.

61. What is assume referential integrity in tableau?

Ans: Assume referential integrity is useful in cases where you know that two data sources have same references in a column. Then you can use the assume referential integrity feature to define the relation between both the data sources and perform a join on two data sources. To implement referential integrity, drop second table on side of the first table and then it will ask you to match the column to perform join then select the reference column and tableau will join based on the reference and type of join provided.

62. How to group in tableau?

Ans: A group is used to combine similar members in a field. There are multiple ways to create groups either by selecting data in view or from a field in the Data pane. Select multiple data points in view and then an option to group appears on the tool tip, you can use that option to create a group. Another way to create a group is from Data pane, Right click on a field and select create -> group. Now you can select several members that you want to group and then click group.

63. How to generate longitude and latitude in tableau?

Ans: Generating longitude and latitude is very easy in tableau. Drag and drop countries or states or cities or any geographical field to the view and tableau automatically plots the places on the map. Then select all the data points and right-click then select view data. In the view data tab, you can see the generated longitude and latitude in front of the related country name. This data can also be exported from tableau to be used in another software or maybe in another data source.

64. How to increase size of pie in tableau?

Ans: Creating a pie chart requires atleast one measure and one dimension in row and shelf column. Then you can select a pie chart from either the show me option on the right side of the screen or from the marks card change automatic to pie. Then give some detailing to the pie chart by using a dimension in colour and measure in angle. Option to increase the size also comes under marks card. Click on the size option and then move the slider towards right to increase its size.

65. How to add custom colors in tableau?

Ans: Tableau offers various colour palettes which a user can use to define a legend or to be used in formatting. But sometimes due to client’s requirements we need to use some specific colours in our view. So instead of defining the colour each and every time you can create a custom palette which can be used whenever you open a workbook. To create a custom colour palette, go to “My tableau Repository” in the documents folder of your system. Open “Preference.tps” file in a text editor to create the custom palette. By default, the file will be empty with just opening and closing line of workbook. You need to define the colour palette in between these two lines and there are three types of colour categories that can be defined. One of them is categorical which is defined using type = “Regular” and second one is sequential and it comes under the type = “ordered-sequential” and last comes diverging colour which is of the type = “ordered-diverging”. Also, kindly note that the colour should be defined in the HTML #RRGGB order.

66. What is the file extension for tableau packaged data source?

Ans: A tableau packaged data source is a zip file with extension (.tdsx) containing all the data source files(.tds) which contains all the calculated fields, groups and any other changes that have been made on the original data with original data as well. Tableau packaged data source also contains extract files (.hyper or .tde), excel files, access files. This .tdsx file can be used as a single file to handover the dataset to someone who does not have direct access to original data set.

67. What are the different Tableau Products and what is the latest version of Tableau?

Ans: Tableau comes with a range of products. Tableau desktop, Tableau Public, Tableau Server, Tableau Online, Tableau mobile and Tableau prep as well. Tableau also keeps on updating its product with new versions each year. Currently the latest version is 2020.3.

68. What is Tableau Data Server?

Ans: Tableau data server is a feature provided with Tableau server which allows its user to store Data extracts on one centralized server which can be accessed by different users to draw some visualization and analysis on data based on their understandings. This feature helps reducing the memory occupied by data storage because one extract can be used at multiple systems simultaneously.

69. What are sets and groups?

Ans: Sets and groups are used group data based on some specific conditions. The main difference between these two is that a group can divide the dataset into multiple groups whereas a set can have only two options which is either in or out. A user should choose to apply group or sets based on the requirements.

70. What is a dual axis?

Ans: For better visualization and comparison of two fields create two charts on same sheet by adding two fields either in the rows or columns shelf and use one field in another shelf. Now right click on the axis you want o perform dual axis on and select the dual axis to merge both the graphs. This comes in very handy for comparing two different measures on same dimension.

71. How to do Performance Testing in Tableau?

Ans: Performance testing in tableau is very important as it will let you know how your workbook will operate once you make it publish it into the real world scenarios. To perform the performance testing first step is to set up test environment in tableau server and disable any automated or scheduled extract refresh schedules. Second step is to capture performance metrics using Tabjolt or any other tool then upgrade the test environment and run Tabjolt to check workbook performance. If there is no difference in performance then use a subset of workbooks to again test the performance after doing an extract refresh.

72. Name the components of a Dashboard.

Ans: Left pane of the dashboard shows two tabs, named dashboard and Layout. By default, when you create a new dashboard the user will land of dashboard tab. First button is of device preview which allows the developer to understand the preview of the dashboard on different devices such as tablet, mobile and desktop. Next comes the size of dashboard which can be modified by the developer. After that there is the option to drag and drop sheets to be used in the dashboard. And then there is the option to use various objects such as image, webpage, text, horizontal container, vertical container, blank, navigation button and extensions. Then we have the option to switch to Tiles or Floating option before using the sheets or objects on the dashboard, although we have the option to change this setting at a later point but we should prefer using these buttons. And the last option in this tab is a checkbox of show dashboard title. Now the next tab “Layout” is used to define the size of various floating objects on the dashboard and also setting their x and y coordinates to define their locations. Then we have the option to draw the border on the outer side of the charts and objects and also, we can change the background colours of from here.

73. How to create stories in Tableau?

Ans: A Tableau story is similar to the dashboard and sometimes used in place of it. You can create different tabs dedicated to individual sheets and set a navigation button for the functionality of the same. First of all, create all the charts in different sheets and then click on add new story in the bottom-most tab from where you were adding new worksheets. You can also right-click on the add new sheet button and there you can select add new story instead of a sheet. There is one more way to add a new story, go to the dashboard in the toolbar then select a new story. After following any of the above three ways you will get a new story where you can drag the required sheets or objects from the left panel to the story one by one. You can also import dashboards to a story but vice versa is not possible. In a story mode, you have to define the buttons to shift from one page to another.

74. What is bar-plot?

A bar-plot is a pictorial representation with the help of which we can understand the distribution of categorical variables.

75. What is a histogram?

A histogram is a visual representation with the help of which we can understand the distribution of numerical data.

76. What is a scatterplot?

A scatter plot is a visual representation of with the help of which we can understand the  relation between two continuous variables.

77. How can you load an excel file in Tableau?

On the main page, you would have the “connect to” pane on the left side. From there, you can select “Microsoft Excel”

78. How can you load a PDF file in Tableau?

On the main page, you would have the “connect to” pane on the left side. From there, you can select “PDF File”

79. How can you load a JSON file in Tableau?

On the main page, you would have the “connect to” pane on the left side. From there, you can select “JSON file”

80. What is a box-plot?

With the help of a box-plot you can understand the relationship between a categorical variable and numerical variable.

81. What do you understand by inner join in Tableau?

With the help of inner join, we can combine two tables where the resultant table is a combination of common records of both the tables.

82. What do you understand by left join Tableau?

With the help of left join, we can combine two tables, where we will get all the records from the left table but only the matched records from the right table.

83. What do you understand by right join in Tableau?

With the help of right join, we can combine two tables, where we will get all the records from the right table but only the matched records from the left table.

84. What do you understand by full join in Tableau?

With the help of the left join, we can combine two tables, where we will get all the records from the right table and also all the records from the left table.

85. What do you understand by pivoting in Tableau?

There would be a lot of issues with raw data. Sometimes, we might have data in the form of  a wide-format instead of a long format. If we would want to convert this wide form data into long-form data, we can use pivot.

86. What is the use of a split in Tableau?

Sometimes the data present in a particular column could comprise of a lot of things. For example – “Full Name”. If we have a name such as ‘Adam Reddy’. Here, this ‘Full Name’ can be divided into two parts – ‘First Name’ and ‘Last Name’. For this purpose, we can use split.

87. What are the different data types in Tableau?

These are the different data types in tableau:

• Geographical Values

88. How can you rename a column in a table?

You can just double click the name of the column and give in the new name over there.

89. How can you hide a column from a table?

When you hover the mouse over the name of a column, you will get a triangle symbol. When you click the triangle symbol, you will have a lot of options over there. One of those options is ‘hide’. When you click on this, the column can be hidden.

90. How can you get more information about a particular column?

Every column gives you the describe option. When you click on the describe button, you will get more information about that particular column.

91. How can you sort a particular column in a table?

Every column has these three lines. When you click on that,you can either sort that in ascending order or descending order.

92. How can you convert a ‘number’ type column into a ‘string type’ column?

If it is a numerical column, it will have the # symbol above it. When you click on the # symbol, it will give you a drop-down list. From that drop-down list, you can select ‘String’.

93. Can you convert a string type column into a number type column?

No, it is not possible to convert a string type column into a number type column. When you do this, all the values would change to null.

In addition to these tool-specific questions, interviewers may also test whether you are capable of managing the tool and talking to the client. These questions may be asked to see if what you know about Tableau was not done through rote learning.

Here are some trick questions to be aware of:

• Is Tableau a good tool for business analysts? (Yes)
• Tableau is a Windows-only tool. True or False? (False, it is available for Mac too)
• Is there a limit in the number of rows and columns? (No)

To prepare for a tableau interview, you need to have a strong understanding of the basics and also create visualizations in Tableau. You must focus on the concepts, should know about the dimensions as well as facts, have good knowledge about the best practices of visualizations and how to create a dashboard. You must be sure about the charts that you like or dislike, etc.

It enables even non-technical users to come up with real-time visualization in minutes. In only a few clicks, the data sources can be combined, add filters, and breakdown into particular information.

The challenges faced in tableau include Troubleshoot Trusted Authentication, Handle an Unlicensed Server, Handle an Unlicensed VizQL Server Process, Cookie Restriction Error, Troubleshoot Desktop License Reporting, Troubleshoot Server Processes, Troubleshoot Run As User, Troubleshoot Disk Space Usage on Tableau Server Nodes, and Cleaning Up Tableau Server-Related Files.

You need a minimum Bachelor’s Degree in Computer Science or Business. You must be proficient in Structured Query Languages as well as extensive data sets. The analytical skills should be excellent and you should be able to analyze the requirements of the business and the client. You must find the solutions for systems during the stage of prototyping as well as consumer testing.

It is expensive, it has inflexible pricing, poor after-sales support, security issues, IT assistance for proper use, poor BI capabilities, poor versioning, embedment issues, and time- and resource-intensive staff training.

It is easy to access from several sources. You will not need any technical or programming knowledge. You will get fast response for making a dashboard.

Level of Detail (LOD) expressions are useful in running difficult queries that involve several dimensions at the data source level instead of getting the entire data to the Tableau interface. A very simple example is adding dimension to an aggregate value that is already calculated.

Tableau is an end-to-end platform for data analytics that enables you to prepare, evaluate, collaborate, and share big data insights. Tableau tops in self-service visual analysis, enabling people to come up with new questions of governed big data and simply share those understandings through the organization.

In a Tableau file store, the extracts, as well as workbook revisions, are stored. It is basically an in-built Tableau Server process that is locally installed on the Tableau Server. In the Tableau Server 2020.1, Tableau Server can be configured to use external storage to store the File Store data.

We hope these questions have given you a good idea about what to expect. If you wish to upskill in this domain, join Great Learning ’s PGP – Data Science and Analytics course today!

Finally, before appearing for the interview, we also recommend going through the community forums of Tableau to learn about recent tips, tricks, and hacks. This will give you an upper edge over others. Sometimes, it is the little things that count. You can also take up Tableau Courses that will help you enhance your foundational knowledge.

Also Read: Top 15 Hadoop Interview Questions

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Table of contents

Tableau Interview Questions And Answers

Tableau has gained significant popularity in the field of data visualization and business intelligence. As a result, there are many openings for Tableau professionals who can create compelling visualizations and provide valuable insights. That’s why we are presenting this collection of the most commonly asked Tableau-related interview questions and answers found in job interviews to get you started. Keep reading to find out how you can perform well

The practice of data visualization is becoming crucial to bridge the gap between the human and a machine to mediate analytical insight in a productive way.

Almost 50% of Fortune 500 companies have started using Tableau . So the demand for skilled tableau professionals has been increasing over the years. So, if you wish to start your career in data visualization, then get trained from the MindMajix Tableau Training.

We have compiled here Frequently Asked Tableau Interview Questions and Answers . The questions presented in this blog are collected based on the opinions of tableau experts.

To make it easy and understandable format, we have divided these questions into three categories as Freshers, Experienced, and Real-time.

Experienced

Top 10 Frequently Asked Tableau Interview Questions

• What is TABLEAU?
• Why Tableau?
• What is data visualization?
• What is the latest version of Tableau Desktop?
• What are the products offered by Tableau? Explain a few things about them.
• Define LOD Expression?
• List out Tableau File Extensions.
• What are the different Joins in Tableau?
• How to create a calculated field in Tableau?
• State some ways to improve the performance of Tableau.

Basic Tableau Interview Questions and Answers

1. what is tableau.

Tableau is the most powerful and fastest visualizing tool that is used in the Business Intelligence(BI) Industry. It simplifies the raw data into an understandable format. Analysis of the data becomes faster with Tableau. The visualizations can be created in the form of dashboards. The visualizations or diagrammatic representation of data can easily be understood by the employees of the organizations who are at different levels.

2. What is Data Visualization?

Data visualization means the graphical representation of data or information. We can use visual objects like graphs, charts, bars, and a lot more. Data visualization tools provide an accessible way to see and understand the data easily.

3. List out Tableau File Extensions.

Below are a few extensions in Tableau :

• Tableau Workbook (.twb)
• Tableau Data extract (.tde)
• Tableau Datasource (.tds)
• Tableau Packaged Datasource (.tdsx)
• Tableau Bookmark (.tbm)
• Tableau Map Source (.tms)
• Tableau Packaged Workbook (.twbx) – zip file containing .twb and external files.
• Tableau Preferences (.tps).

4. What is the latest version of Tableau Desktop?

Tableau Desktop's latest version is 2021.3(as of, 7thSep 2021).

5. Define LOD Expression?

LOD Expression stands for Level of Detail Expression, and it is used to run complex queries involving many dimensions at the data sourcing level.

6. Define HeatMap?

A heatmap is a graphical representation of data that uses the color-coding technique to represent different values of data. As the marks heat up due to their higher value, dark colors will be shown on the map.

7. Define TreeMap?

TreeMap is a visualization that organizes data hierarchically and shows them as a set of nested rectangles. The size and colors of rectangles are respective to the values of the data points they project. Parent rectangles will be tiled with their child elements.

8. What is the difference between a Heat map and Treemap?

TreeMap Heat MapIt represents the data hierarchically and shows them as a set of nested rectangles. It represents the data graphically which uses multiple colors to represent different values. It is used for comparing the categories with colors, and size, and it can also be used for illustrating the hierarchical data and part-to-whole relationships. It is used for comparing the categories based on color and size. And also it is great in spotting patterns based on the density of the information.

The colors and size of rectangles are respective to the values of the data points When their values are higher or the density of records, the data will represent in dark color.

9. What is a parameter Tableau? And how does it work?

Parameters are dynamic values, we can replace the constant values in calculations.

10. What are the different data types in Tableau?

Tableau supports below data types. Data TypeMeaningExamplesStringCharacter Sequence. Enclosed in ''.Tableau', 'World'Number (Whole)Integers9Number (decimal)Floating values.123.45BooleanThey are logical values.TRUE, FALSEDateDate"02/01/2015"Date & TJmeDate and Time01 January 2019 05:55:00 PMGeographic ValuesGeographical ValuesIndia, Italy, Canada

11. Give a brief about the tableau dashboard?

Tableau dashboard is a group of various views that allows you to compare different types of data simultaneously. Datasheets and dashboards are connected if any modification happens to the data that directly reflects in dashboards. It is the most efficient approach to visualize the data and analyze it.

[ Related Article: The Right Way to Build a Dashboard ]

12. Define Page Shelf in Tableau?

Page shelf breaks the views into a series of pages. It displays an alternate view on each page. Due to this feature, you can analyze the effect of each field on the rest of the data in the view.

13. Define the story in Tableau?

The story can be defined as a sheet which is a collection of series of worksheets and dashboards used to convey the insights of data. A story can be used to show the connection between facts and outcomes that impacts the decision-making process. A story can be published on the web or can be presented to the audience.

14. Give an overview of the facts and dimensions of the table?

Facts are numeric measures of data. They are stored in fact tables. Fact tables store the type of data that will be analyzed by dimension tables. Fact tables have foreign keys associated with dimension tables.

Dimensions are descriptive attributes of data. Those will be stored in the dimensions table. For example, customer information like name, number, and email will be stored in the dimension table.

15. State some ways to improve the performance of Tableau

• Use an Extract to make workbooks run faster
• Reduce the scope of data to decrease the volume of data
• Reduce the number of marks on the view to avoid information overload
• Try to use integers or Booleans in calculations as they are much faster than strings
• Hide unused fields
• Use Context filters
• Reduce filter usage and use some alternative way to achieve the same result
• Use indexing in tables and use the same fields for filtering
• Remove unnecessary calculations and sheets

16. Explain different connection types in Tableau?

There are 2 connection types available in Tableau.

Extract : Extract is a snapshot of data that will be extracted from the data source and put into the Tableau repository. This snapshot can be refreshed periodically fully or incrementally. This can be scheduled in Tableau Server .

Live : It creates a direct connection to the data source and data will be fetched directly from tables. So, data will be up-to-date and consistent. But, this also affects access speed.

17. What are the different Joins in Tableau?

Tableau works the same as SQL. So, it supports all Joins possible in SQL

• Left Outer Join
• Right Outer Join
• Full Outer Join

18. What is Data Modelling?

Data modeling is the analysis of data objects that are used in a business or other context and also used as identification of the relationships among these data objects. It is the first step of doing object-oriented programming.

19. Define Dual-axis?

Dual-axis is used to show 2 measures in a single graph. It allows you to compare 2 measures at once. Many websites like Indeed use this Dual-axis to show the comparisons and growth rate.

20. Define blended axis?

Multiple measures can share in a single axis so that all the marks will be shown in a single pane. We can blend measures by dragging the 1st measure on one axis and the 2nd on the existing axis.

21. Define shelves and sets?

Shelves: Every worksheet in Tableau will have shelves such as columns, rows, marks, filters, pages, and more. By placing filters on shelves we can build our own visualization structure. We can control the marks by including or excluding data.

Sets: The sets are used to compute a condition on which the dataset will be prepared. Data will be grouped together based on a condition. Fields which is responsible for grouping are known assets. For example – students having grades of more than 70%.

22. Explain the limitation of context filters in Tableau?

Whenever we set a context filter, Tableau generates a temp table that needs to refresh each and every time, whenever the view is triggered. So, if the context filter is changed in the database, it needs to recompute the temp table, so the performance will be decreased.

23. What is Mark Card in Tableau?

There is a card to the left of the view where we can drag fields and control mark properties like color, size, type, shape, detail, label, and tooltip.

24. Define published data source?

When you are ready to make a data source available to other Tableau desktop users. You can publish it to the Tableau server or online. Or else you can make it available by saving the same like an embedded excel or text file.

25. Define Dual axis?

Dual-axis is used to show 2 measures in a single graph. It allows you to compare 2 measures at once. Many websites like Indeed use this dual-axis to show the comparisons and growth rate.

26. Define Bullet graph?

A bullet graph is a variant of Bar graph. It is responsible for comparing the performance of one measure with other measures.

27. Define Gantt chart?

Gantt Chart displays the progress of value over the period. It consists of bars along with the time axis. It is a project management tool. Here, each bar is a measure of a task in the project framework.

28. Define a Histogram chart?

A histogram chart shows the distribution of continuous information over a certain period of time. This chart helps us to find extreme points, gaps, unusual values, and more concentrated values.

29. What are the file size limitations with Tableau?

In Tableau, there are no limitations to the file sizes. Moreover, there is no row or column limit to import the data.

30. What is Tableau Reader?

Tableau Reader is a free desktop application, where you can read and interact with the Tableau packaged workbooks. It can only open the files but cannot create new connections to the workbook.

31. What is the difference between published data and embedded data sources?

The published data source contains connection information that is independent of workbooks and can be used by multiple workbooks.

The embedded data source contains connection information but it is associated with the workbooks.

32. What is the Hierarchy in Tableau?

When we are working with large volumes of data, incredible data may be messed up. With Tableau, you can easily create hierarchies to keep your data neat. Even if you don’t need it, it is built into your data, which you can easily manage or organize the data and you can track the data easily.

33. What is a Column chart?

A column chat visualizes the data as a set of rectangle columns, as their lengths are proportional to values when they represent the data. The horizontal axis shows the category to which they belong, and the vertical axis shows the values.

34. What is the Bar Chart in Tableau?

The bar chart visualizes the data as a set of rectangle bars, as their values are proportional to lengths when they represent the data. The vertical axis shows the category to which they belong to and the horizontal axis shows the values. So, the bar chart is a vertical version of the Column chart.

35. What is the Line Chart?

The line chart is a popular type of diagrammatic way for visualizing the data, it connects the individual data points to view the data. We can easily visualize the series of values, we can see trends over time or predict future values. The horizontal axis holds the category to which it belongs and the vertical axis holds the values.

36. What is a Stacked Bar chart?

Stacked Bar Chart, composed of multiple bars stacked horizontally, one below the other. The length of the bar depends on the value in the data point. A stacked bar chart makes the work easier, they will help us to know the changes in all variables presented, side by side. We can watch the changes in their total and forecast future values.

37. What is a Stacked Column Chart?

Stacked Column Chart, composed of multiple bars stacked vertically, one on another. The length of the bar depends on the value in the data point. A stacked column chart is the best one to know the changes in all variables. This type of chart should be checked when the number of series is higher than two.

38. What is an Area Chart?

An area chart is nothing but a line chart, the area between the x-axis and lines will be color or patterns. These charts are typically used to represent accumulated totals over time and are the conventional way to display stacked lines.

[ Check out Tableau Charts ]

39. How to download Tableau Public?

Step 1 : Go to public.tableau.com and enter your e-mail address and click “ Download the App “.

Step 2 : After downloading the file, run the file and follow the prompts to install Tableau.

Step 3 : Now, you can see the Tableau shortcut on your desktop.

Step 4 : Double click on the icon, to load Tableau public. Now you see the screen below.

40. What is a Context Filter and what are the steps to create the Context Filter Tableau?

Context Filters are applied to the data rows before any other filters. They are limited to views, but they can be applied on selected sheets. They define Aggregation and Disaggregation of data in Tableau

Step 1: Drag the subcategory dimensions to the row shelf and measure sales to the column shelf. Now choose the horizontal bar chart as chart type and again drag the sub-category dimensions to the filter shelf. Then we will get the following chart.

Step 2: Right-click on the Sub-Category field in the filter shelf and go to the Top fourth tab. Choose the option field, from the next drop-down and choose the option Top 10 by Sales Sum as shown in the following screenshot.

Step 3: Drag the dimension Category to the filter shelf. Right-click on the general tab to edit and under that choose Furniture from the list. As you can see the result shows three subcategories of products.

Step 4: Right-click the Category: Furniture filter and select the option Add to Context. This produces the final result, which shows the subcategory of products from the category Furniture which are among the top 10 subcategories across all the products.

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Tableau Interview Questions and Answers For Experienced

41. what are the products offered by tableau explain a few things about them..

Tableau has 4 main products.

• Tableau Prep: Tableau Prep is responsible for preparing data for analysis. This tool provides 3 coordinated views which provide us with a complete picture of data.
• Tableau Desktop: Tableau Desktop is the place where the analysis happens. It has powerful drag and drop analytics which is very easy to use. Through the desktop, you get your data insights quickly.
• Tableau Online: Tableau Online is a secure and scalable self-service analytics cloud tool. You can use it anywhere, anytime and it has eliminated the complexities of IT.
• Tableau Server: From small to large enterprises, Tableau server is used for fulfilling their BI requirements. This is an on-premise solution. This tool can take data from anywhere and shared it across the organization through the desktop or mobile browsers.

42. Differentiate parameters and filters in Tableau

Filters are the simpler and more straightforward feature in Tableau. It applies to dimensions or measures directly. For example, to only show Gujarat or Karnataka in a State dimension, we can apply the filter on that. In Tableau, there are multiple UI options available for filters like radio buttons, drop-down lists, checkboxes, sliders, and more. Filters on sheets are also available in Tableau.

Parameters are like variables. They are complex and more powerful. Like a variable, a parameter can be used in calculations. So, that means, it only allows a single value. Parameters have the same UI options except for checkboxes because checkboxes don’t have a single value. For example, we can create a parameter for interest rate and period, and then we can use these parameters to calculate interest and principal payments.

43. Explain how many types of filters are available in Tableau?

Filters are used to provide the correct information to viewers after removing unnecessary data. There are various types of filters available in Tableau.

• Extract Filters – Extract filters are used to apply filters on extracted data from the data source. For this filter, data is extracted from the data source and placed into the Tableau data repository.
• Datasource Filters – Datasource filters are the same as extract filters. They also work on the extracted dataset. But, the only difference is it works with both live and extract connections.
• Context Filters – Context Filters are applied on the data rows before any other filters. They are limited to views, but they can be applied on selected sheets. They define Aggregation and Disaggregation of data in Tableau
• Dimension Filters – Dimension filters are used to apply filters on dimensions in worksheets. Dimension filters are applied through the top or bottom conditions, formula, and wildcard match.
• Measure Filters – Measure filters are applied to the values present in the measures.

44. Differentiate between Tiled and Floating in Dashboards?

In a tiled layout, items don’t overlap. The layout will be adjusted according to the dashboard size. In the floating layout, items can be placed on some other layers. Floating items can have fixed positions and sizes.

45. Categorize dimensions in Tableau?

Dimensions are divided into 9 various categories

Slowly ever-changing dimension: The value of the dimension changes over an amount of time for slowly ever-changing dimensions.

Example – student of worker

Chop-chop ever - changing Dimension: Value in the dimension is rapidly changing for chop-chop ever-changing dimensions.

Example – Age (It changes every second)

Unchanged Dimension: Values are constant for unchanged dimensions.

Example – Traffic Signals

Shrunken Dimension: A set of 1 dimension is termed as Shrunken Dimension.

Example – A week is Shrunken dimension for the month

Junk Dimension: Junk values or unrelated dimensions are termed as Junk Dimension.

Conformed Dimension: If any dimension is provided by various business areas, then such a dimension is termed a Conformed Dimension.

Example – Time (9-5) for any company or hospital or college

Degenerated Dimension: Degenerated dimensions have primary keys only without any matter of info.

Role enjoying Dimension: If one dimension is employed in multiple roles, then they are termed as Role enjoying Dimensions.

Example – Date for e-commerce site order (Date of Order, Date of Shipment, Date of delivery)

Inferred Dimension: Empty dimensions are called inferred dimensions. They are usually used in ETL.

Example – Customer email which he may not enter while submitting any form will be filled as null.

46. What is VIZQL in Tableau?

VIZQL is Visual Inquiry Language. It is a combination of VIZ and SQL. It is similar to SQL language. But instead of SQL commands, the VIZQL language converts data queries into visual images.

47. Explain the disaggregation and aggregation of data in Tableau?

Aggregation → The process of summarizing the data and viewing a single numeric value is called aggregation. Example – sum/avg of salary for each employee

Disaggregation →The process of viewing each transaction for analyzing all the measures both dependently and independently. Example – individual salary transactions for each employee.

48. State the components of the Dashboard?

The dashboard consists of 5 components.

• Web: it consists of a web page embedded in the dashboard.
• Horizontal component: it is a horizontal layout container in which we can add objects.
• Vertical component: it is a vertical layout container in which we can add objects.
• Image Extract: it allows you to upload an image to the dashboard from a computer.
• Text: it is a small Wordpad where we can format and edit the text.

49. Differentiate discrete and continuous data roles in Tableau

Discrete data roles consist of values that are separate and distinct. Discrete data roles can take individual values within a range. For Example – cancer patients in the hospital, no. of threads in a sheet, state. Discrete values are displayed as blue icons in the data window and blue pills on shelves. Discrete fields can be sorted.

Continuous data roles consist of any value within the finite or infinite intervals. For Example – age, unit price, order quantity. Continuous values are displayed as green icons in the data window and green pills on shelves. Continuous fields cannot be sorted.

50. What is the difference between Traditional BI Tools and Tableau?

Traditional BI Tableau BI Architecture has hardware limitations. Tableau does not have dependencies. It does not support in-memory, multi-thread, and multi-core computing. It supports memory when using advanced technologies. It has a predefined view of data. It uses predictive analysis for various business operations. We should need a good knowledge of BI and skills. It is easy to work and understanding without the knowledge of BI and the skills data security is provided data security is not provided for the public, whereas in the professional version.

[ Check out Date Functions in Tableau ]

51. Define performance testing in terms of Tableau

We can check the performance of Tableau in the following 2 ways.

• We can create performance recordings to keep track of performance details of main events while interacting with workbooks. Then, these performance metrics can be viewed by the user and analyzed. Navigation to start/stop performance recording is Help→Settings and Performance>→ Start Performance Recording Help→ Setting and Performance → Stop Performance Recording
• Review the logs created by Tableau Desktop. The location for log files is C: Users My DocumentsMy Tableau Repository.
• For live connection, check the log files log.txt and tabprotosrv.txt.
• For Extract connection, check the log file tdeserver.txt

52. What is the difference between .twb and .twbx extensions?

.twb: .twb means Tableau workbook. .twb is an XML sheet, that stores the data about your documents, stories, and dashboards. This file is the reference to the source file such as Excel or tde. This file will be linked to your source file when you save the TWB file. If you want to share your workbook you need to send both the workbook and data source file.

.twbx: It is a compressed file, where you have all files. It includes data source files, twb, and other files to produce the workbook. TWBX is obsolete for sharing because it will share the copy of the file instead of an original source file. .twbx is used for reports and we can view them using the Tableau viewer.

53. Why Tableau?

• Tableau is very simple and user-friendly.
• Tableau helps in analyzing the data and using this one can change the raw data into an understandable format.
• Users can blend the data with the other data to create their own views on the data and to share it with the customers, and colleagues.
• Users can manage a large amount of data.
• It can easily integrate with multiple data sources.
• Tableau can create complex graphs which simply look like pivot table graphs in Excel.
• It gives quick calculations on datasets.
• Users can create the visuals easily and switch between the types, to find the model to represent the user messages.

54. How to create a calculated field in Tableau?

Step 1: Select Analysis -> drop down will open -> Select Create calculated field

Step 2: The Calculation Editor Box will open, and give the name to the calculated field.

Step 3: Enter a formula in the calculation editor.

Example: Sum(Profits)/Sum(Sales). (Calculation Editor validates the formula)

Step 4: Click, OK.

Now, the new calculated field added to the data pane.

Real-Time Tableau Interview Questions and Answers

55. are there any limitations of parameters in tableau if yes, give details..

Tableau dashboard allows the representation of parameters in four ways only. They don’t allow any multiple values like a filter can do. They only allow a single value.

56. State some reasons for the low performance of Tableau? Explain in detail.

The following are the reasons for low performance

• Filters - filters need to create an extra query and if it is used in large numbers and inefficiently then they can reduce the performance. So, it is advised to use filters whenever it is mandatory
• Live connection - Tableau extract works much better in comparison with a live connection.
• Data sources - a wrong query to a wrong data source can reduce performance. Also, the data source’s performance can also affect Tableau’s performance.

57. State some ways to improve the performance of Tableau.

Following are a few ways to improve the performance

• Remove unnecessary calculations and sheets.

58. Tell me different ways to use parameters in Tableau

• Calculated fields
• Measure-swaps
• Changing views
• Auto-updates.

59. Can we see SQL generated by Tableau Desktop?

Tableau Desktop Log files are placed in C: UsersMy DocumentsMy Tableau Repository. In case of live connection to any data source, check the log file “log.txt” and “tabprotosrv.txt” files. In case of extract connection to any data source, check the “tdeserver.txt” file which has detailed information about queries.

60. If the owner of the published workbook license expires, then can other users see those workbooks?

If the owner of a published workbook license expires then his/her role will change to “Unlicensed”. He/She cannot access those workbooks, but others can. Only site admin can change the ownership of those workbooks.

61. Can we remove the All options from a Tableau auto-filter?

Follow few steps

• Go to the Segment filter, Click on the small drop arrow which is on the right side.
• Select Customize.
• Then we can visible a small dropbox under customize, uncheck the option for “ All” Value.

62. Which one is better? Extract or Live connection?

Extract connection is better than live connection because extract connection can be used from anywhere, anytime without connecting to the database . We can construct our own visualizations on it irrespective of the database connection.

63. Tell me something about the workbook version controlled in Tableau.

Versioning of workbooks can be done in 2 ways in Tableau.

• At the desktop level, you keep copies of your changes and files or use 3rd party system like Microsoft TFS.
• At the server level, where you publish the data source and version will be saved in revision history on Tableau Server or Online. Reverting to a previous version is also possible here.

64. Where can we apply global filters?

Global filters can be applied to sheets, stories, and dashboards.

65. How to add custom color to Tableau?

To add custom color in Tableau, we need to follow 3 steps

• Generate a custom color code and create it in “Preferences.tps”
• Navigate to Documents→ My Table Repository→ Preferences.tps
• Add a note for custom color code

66. Can we create cascading filters without using context filters?

Cascading filters mean filter2 values are dependent on filter1 values. For Example, filter1 is country and if we select “India” for filter1, filter2 values should show all Indian states. This feature we can achieve by using the option “ Only Relevant Values ”.

67. How can we display the top and bottom 5 of records in a single Tableau view?

To achieve this, we need to create 2 views

• View1 which contains the top 5 records
• View2 which contains the bottom 5 records
• View3 which is a join of View1 and View2

68. State a few charts that we should not use with valid reasons

Below are a few charts that we should avoid.

• 3D Charts: Visual representation of numbers in 3D charts will be skewed and it makes it difficult to compare and analyze.
• Pie Charts: Pie charts are not as accurate as bar charts. In Pie charts, we have areas and angles to compare instead of length in a bar chart. Areas and angles cannot be analyzed with ease.
• Donut Charts: This is the same as the Pie chart, but here, we have a hole in the middle to make it look like a donut. Due to that hole, we need to compare arc length with other arcs to analyze the values. Comparing arc lengths is also a difficult task for our eyes.

69. Do we have any way to handle null values in Tableau?

Tableau cannot plot null values on the-axis. So, it will display an indicator at the lower right corner of the view. Once you click on that indicator, you have options to handle null values. Below are the options available to handle null values.

• Filter Data – If you choose this option, null values will be filtered out from the view.
• Show Data at Default Position – It replaces the null value with the default value and shows the data at the default position on-axis. These default values depend on the data type of field. Below are the defaults of a specific data type.
• Dates → 12-31-1899
• Geographic Location → (0,0)
• Negative Values → 1

70. Do we have any data limitations in Tableau Public?

Yes, Tableau Public can only allow 10 million rows to users for data visualization .

71. Can we download views or workbooks from the server? If yes, in which data formats?

We can download views or workbooks from the server. But, data formats available to us depend on the permissions granted by site administrators or content owners.

• Image: .png format
• Data: .csv file.

We can also download selected sheets into PDF format, but while generating PDF, web page objects won’t be included.

7 2. Can we use unused columns (Columns that are not used in reports but data source has columns) in Tableau Filters?

Yes, we can use unused columns in tableau filters.

Let us consider one example.

In the data source, I have columns like emp_id, emp_name, emp_sal, emp_dep, and emp_designation. But, in reports, I am using emp_name in columns and emp-sal in rows. I can use emp_designation on filters.

73. What is the benefit of the Tableau extract file over the live connection?

Extract files can be used without any connections and you can build your own visualization without connecting to the database.

74. How many tables join are possible in Tableau?

We can join 32 tables in Tableau.

75. Can we place an excel file in a shared location and use it to develop a report and refresh it in regular intervals?

Yes, we can place an excel file in a shared location and we can use it to develop a report, but for better performance, we need to extract the file.

76. How do we do testing in Tableau ?

Yes, we can do testing in Tableau by using tools and the easiest way is using the desktop application. We need to check it before we publish it on the Tableau server.

77. Can you get values from two different sources as a single input into a parameter?

Tableau, currently not supporting the multi-valued parameters. As Tableau parameters are not dynamic, we cannot filter the list of values at runtime.

78. Design a view in a map such that if a user selects any state the cities under that state have to show profit and sales.

If you want to show the profit and sales of each and every city under the state in the same worksheet, then follow a few steps.

The data which you want to display under the state, it must be in the same worksheet.

• Double click on the state filed.
• Drag the city and drop it under the state(Mark Card).
• Drag the Sales and drop into the size.
• Drag the Profit and drop it into the color.
• Click on the size legend and increase the size (75%).
• Give a right-click on State filed and select show filter.
• Select the state and check whether you got the required view or not.

In the View, Size indicates the Sales, and Color indicates the profit of the respective state(which you have selected).

79. How can u set permissions or protect the data in tableau public?

Tableau does not have any security permissions or to protect the data in Tableau public. Whatever we shared in Tableau public those files, workbooks can be viewed by all users. There is no security option in Tableau public.

80. If I delete a workbook from tableau public and there are links to other blogs and other web locations. What happens to them?

Tableau public is like a repository, if you delete anything in the Tableau public the data will be lost, even if links are in other locations and blogs. We cannot access those links.

81. Mention whether you can create relational joins in Tableau without creating a new table?

Yes, we can create relational joins in Tableau without creating a new table

82. When publishing workbooks on Tableau online, sometimes an error about needing to extract appears. Why does it happen occasionally?

It happens when the user is trying to publish the workbook which is connected to the internal or local server that means the company’s network.

83. Can parameters have a drop-down list?

Yes, Parameters have their own drop-down list, which enables the users to view the data entries which are available in the parameter during the creation.

84 . How do you optimize the performance of the dashboard?

• Minimize the number of fields.
• Minimize the number of records.
• Reduce the marks (data points) in your view( remove unneeded dimensions).
• Reduce the number of filters.
• Use an include filter.
• Use a continuous data filter.
• Use action filters and parameters.
• Reduce the number of nested calculations.
• Remove custom SQL.
• Clean up your workbooks.

85. How to use group in calculations field?

We can create the group by using the calculated field.

• Step 1: Select Analysis-> click the calculated field
• Step 2: Enter the field name (a dialogue box will appear)
• Step 3: Enter the calculation -> Click Ok.

The above calculation creates the group with four values: Little Containers, Big Containers, Small Containers, Midsize Containers.

Create a set from the group, and use the set in the calculated field.

Step 1: Right-click on the Data Pane and then select Create Set.

Step 2: Create a set dialogue box that will open, 

            Enter the field name.

            Select the group, on the general tab.

Step 3: Click Ok.

86 . Can Tableau be installed on macOS?

Yes, Tableau can be installed on both the Windows Operating system and macOS.

87. How to automate reports in Tableau?

When we are publishing the reports to Tableau Server, there we will find an option to schedule the report, just select the time when you want to refresh the data.

88. Which databases give the best performance when connected live?

Native Database gives the best performance when connected live.

89. What are the challenges faced when working with huge volumes of data?

• View running will be slow.
• Data Extraction.
• Alignment issues with data.
• Testing Data.

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90. State limitation of context filters in Tableau

Whenever we set a context filter, Tableau generates a temp table that needs to refresh each and every time the view is triggered. So, if the context filter will be changed, the database needs to recompute and rewrite the temp table, which in turn slows down the performance.

91. What is a marks card in Tableau?

92. define a published data source.

The published data source has connection information in it. It is independent of any workbook and can be accessed by multiple workbooks.

93. Define blended axis

Multiple measures can share a single axis so that all the marks will be shown in a single pane. We can blend measures by dragging the 1st measure on one axis and the 2nd on the existing axis.

94. Can we remove the “All” option from the auto-filter in Tableau?

Yes, we can. Navigate to filter→ Right-click on it→ select customize→ uncheck the option “Show All”

95. Define Bullet graph

A bullet graph is a variant of a Bar graph. It is responsible for comparing the performance of one measure with other measures.

96. Define Gantt chart

97. define histogram chart, 98) what is tableau public.

Tableau Public is an open-source and free service that allows anyone to publish the data source and visualizations to the web. These visualizations can then be embedded into blogs or web pages. They can also be distributed through email or social media. Moreover, they can be made downloadable by other end users. For Tableau Public, no programming skills are needed. It can be accessed by anyone free of cost.

Check out other Popular BI Tool Interview Questions

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Usha Sri Mendi is a Senior Content writer with more than three years of experience in writing for Mindmajix on various IT platforms such as Tableau, Linux, and Cloud Computing. She spends her precious time on researching various technologies, and startups. Reach out to her via LinkedIn and Twitter.

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• What Are Calculated Values and Table Calculations in Tableau?
• What are the advanced chart types in tableau?
• Tableau Dashboard Best Practices
• What are the common use cases for tabcmd in tableau?
• What are the licensing options for tableau server and tableau online?
• What are the Options for Securing Reports in Tableau?
• Sharing Connections, Data Models, Data Extracts in Tableau
• What are the tips, tricks and timesavers in tableau?
• What are the typical map errors and how to deal with them in tableau?
• What do tabcmd and tabadmin do in tableau’s command line tools?
• Tableau Aggregate Functions
• What is the right way to build a dashboard in tableau?
• What is the wrong way to build a dashboard in tableau?
• What kinds of tasks can be done with tabcmd commands
• When and how to deploy server on multiple physical machines in tableau?
• Tableau Extracts or Direct Connection - When to Use
• The Practicality of Using Tableau Mobile to Create Visualization
• Web Data Connector in Tableau Server
• Data Visualization and its influence on Businesses
• Tableau Charts Types
• How to Use Date Functions in Tableau
• Tableau Architecture & Server Components
• Looker vs Power BI
• How to Create Sets in Tableau
• Tableau Projects and Use Cases
• Tableau Integration with Salesforce
• Excel vs Tableau
• Explore real-time issues getting addressed by experts
• Test and Explore your knowledge

Top 100 Tableau Interview Questions and Answers (2024)

Tableau Interview Questions

Here are Tableau interview questions and answers for freshers as well as experienced candidates to get their dream job.

1) What is Tableau?

Tableau is a powerful data visualization tool used in the Business Intelligence Industry. It helps in simplifying raw data into a very easily understandable format.

Free PDF Download: Tableau Interview Questions and Answers

2) What are the popular features of Tableau?

The popular features of Tableau are:

• Data blending
• No need of technical knowledge
• Real-time analysis
• Data collaboration and data notifications
• DAX analysis function
• Patented technology from Stanford university
• Toggle view and drag-and-drop
• List of native data connectors
• Highlight and filter data
• Share dashboards
• Embed dashboards within
• Mobile-ready dashboards
• Tableau reader for data viewing
• Dashboard commenting
• Create “no-code” data queries
• Translate queries to visualizations
• Import all ranges and sizes of data

3) What is Tableau Public?

4) what are the properties of tableau combined sets.

Properties of Tableau combined sets are:

• Name: It is used to specify the unique name of a tableau set.
• Sets: Users can select the existing set from the menu. The first set in the menu acts as a left set. The second set act as the right set.
• All members in both sets: This is an option to combined set that holds all the members from left as well as right set.
• Shared members in both sets: This option holds matching members from both left and right sets. It means every record must match the condition present in these sets.
• Left set except shared members: This Tableau set is used to hold all the members from the left set except matching members from the righsst set.
• Right set except shared members: It holds all the members from the right set by matching members from the left set.

5) What are the different Tableau files?

Different Tableau files include:

• Workbooks: Workbooks hold one or more worksheets and dashboards.
• Bookmarks: It contains a single spreadsheet, and it’s an easy way to quickly share your work.
• Packaged workbooks: It includes a workbook having supporting background images and local file data.
• Data extraction files:  Data extract files are basically a local copy of the entire data source or a subset.
• Data connection files:  It is a XML file containing various information related to connection.

6) What is the basic difference between published data sources and embedded data sources in Tableau

The basic difference between a published data source and an embedded data source is:

The public data source contains connection information that is independent of any workbook. On the other hand, embedded data source connection information and is associated with a workbook.

7) Mention the characteristics that distinguish data source

The characteristics that distinguish data source are:

• Connection Type
• Connects to
• Live or the last extract

8) What are Joins?

Tableau can “join” tables. It can join up to 32 tablets in a data source. Two or more tables can be specified while joining the relationship. The tables present in the data source can be related to each other using the joins such as inner join, left join, right join, and outer join.

9) Explain Tableau Data Extract

A Tableau data extract is a compressed snapshot of data stored on disk. It is loaded into memory to render a Tableau.

10) Explain the primary differences between blending and joining in Tableau?

Joining terms is helpful when you are combining data from the same source. On the other hand, blending would require two completely defined data sources in your report.

11) How many maximum numbers of tables can be joined in Tableau?

The maximum number of tables that can be joined in Tableau is 32.

12) Name the different type of Tableau

The other kind of Tableau products are:

 13) Explain Longitude and Latitude in tableau

Longitude and Latitude (generated) fields are associated with the geographical detail present in the data. The dataset should consist of geographic information like City, Country, or State.

The longitude and latitude values are auto-generated in Tableau. These fields can be used to build maps in Tableau.

14) Why use a hierarchical field in tableau?

A hierarchical field in tableau helps you to drill down data. It allows you to view your data in a more granular level.

15) Explain Connect live

Connect live creates a direct connection to the data source and speed up access.

16) Define the term analytics pane concerning Tableau

The analytics pane offers quick and easy access to everyday analytic objects in Tableau. It allows you to drag forecasts, reference and trend lines, and other objects into your view from the Analytics pane.

17) Explain the term filter actions

Filter actions show related information between a source sheet and one or more target sheets. This type of activities best suited when a developer is building a guided logical path using a workbook or in a dashboard.

18) How to view SQL generated by Tableau Desktop?

A developer can click on My Tableau Repository folder available in My documents in PC to view SQL. If the user is using a live connection to the data source, then check tabprotosrv.txt and log.txt files. If the user is using extract, check the tdeserver.txt file. This file shows details about queries.

19) List out Three Tableau limitation

Here are some notable limitations in Tableau:

• The parameter doesn’t accept multiple sections.
• User can’t define the width and columns individually.
• Users can’t control the selection, display, sorting of columns in view data option for a worksheet view.

20) How can you perform load testing in Tableau?

Users can do load testing with the help of Tableau Server performance testing solution called TabJolt. However, this is third-party software that is not supported by tableau directly. Therefore, it may be installed using other open-source products.

21) Where can a developer use global filters?

A developer can use global filters in sheets, dashboards, and stories.

22) What is a parameter in Tableau?

Parameters in Tableau are dynamic values that you can replace as constant values in calculations. These values serve as context filters.

23) What is the use of showing me in Tableau?

The show me clause is used to applying a required view to existing data in the worksheet. Views are displayed in graphical formats like a line chart, pie chart, and scatter plot.

24) How to get the current date and time in Tableau?

A developer can get the current date and time in Tableau using the NOW() function.

25) What is Forecasting in Tableau?

Forecasting means predicting the future value of a measure. There are various methods for forecasting. However, in Tableau, the user can only use exponential smoothing.

26) What is the calculated field in Tableau?

A calculated field is a new field that you can create using a formula to modify the existing filed in your data source.

27)  What is the use of formatting pane in Tableau

A formatting pane contains a setting that controls the entire worksheet and individual fields in

28) Explain Tableau Product Suite

The Tableau Product Suite consists of

Tableau Desktop

Tableau Public

Tableau Online

Tableau Server

Tableau Reader

For a clear understanding, data analytics in the tableau can be classified into two section

Tableau Desktop has a rich feature set and allows you to code and customize reports. It ables users to create charts, reports, and dashboards.

It is the Tableau version specially build for cost-effective users. By the word “Public,” it means that the workbooks created cannot be saved locally. In turn, it should be saved to Tableau’s public cloud, which can be viewed and accessed by anyone.

The software is specifically used to share the workbooks, visualizations that are created in the Tableau Desktop application across the organization.

As the name suggests, it is an online sharing tool for Tableau. Its functionalities are similar to Tableau Server, but the data is stored on servers hosted in the cloud, which are maintained by the Tableau group.

Tableau Reader is a free tool that enables the user to view the workbooks and visualizations created using Tableau Desktop or Tableau Public. The data can be filtered, but editing and modifications are restricted. The security level is zero in Tableau Reader as anyone who gets the workbook can view it using Tableau Reader.

29) Differentiate between Excel and Tableau?

The difference between Excel and Tableau is:

30) Explain the classification of tableau

Tableau is classified into two sections:

• Developer Tools: The Tableau tools that are used for development, such as the creation of dashboards, charts, report generation, visualization, fall into this category. Tableau products, under this category, are the Tableau Desktop and Tableau Public.
• Sharing Tools: As the name suggests, the purpose of the tool is to share the visualizations, reports, dashboards that were created using the developer tools. Products that fall into this category are Tableau Online, Server, and Reader.

31) What is the difference between Traditional BI Tools and Tableau?

The difference between Traditional BI Tools and Tableau is:

32) List the various datatypes in Tableau?

Various data types in the tableau are: 1) Boolean, 2) date, 3) date and time, 4) geographical values, and 5) text/string, number.

33) Explain Tableau Desktop Professional

Tableau Desktop Professional is pretty much similar to Tableau Desktop. The difference is that the work created in the Tableau Desktop can be published online or in Tableau Server. The professional version provides full access to all sorts of the datatype. It is best suitable for those who wish to publish their work in Tableau Server.

33) What are the dimensions?

Dimensions are the values of attributes used for multiple dimensions. It has a reference of a product key form the table. It can contain product name, color, size, product type, description, etc.

34) What is a group?

A group is a collection of dimension members which can make categories of higher level.

35) What is the key difference between .twb and .twbx extension?

Twb is a one of the XML document that contains all the layouts and selections made by the user whereas Twbx is a ‘zipped’ archive which contains .twb and external files like background images and extracts.

36) What is Set?

Set is a custom filed that defines a data subset based on some computed condition or data point.

37) Explain various types of Joins in tableau

Various types of Joins in Tableau are:

Inner Join:

It joins all the common records between two tables or sheets. The joining condition can be given based on the primary key. One or more joining conditions can be specified to join the tables. Many tables can be joined together in Tableau for visualization.

A left join is used to join all the records from a left table and common records from the right table. One or more join conditions can be specified to left join two different tables.

Right Join:

A right join is used to join all the records from the right table and common records from the left table. Based on the requirements, one or more joining conditions can be set.

Outer Join:

An Outer join is used to join all the records from both the left and right table. Joining conditions can be set to join common records.

38) Explain the context filter

A Context filter is an independent filter that can create a separate dataset out of the original data set and compute the selections made in the worksheet. One or more categorical filter that separates the dataset into major parts can be used as a context filter. All other filters used in the worksheet works based on the selection of context filter. The functions of context filters can be explained through an excel sheet.

39) What is Dimension Filters?

When a dimension is used to filter the data in a worksheet, it is called a Dimension filter. It is a non-aggregated filter where a dimension, group, sets, and the bin can be added. A dimension filter can be applied through the top or bottom conditions, wildcard match, and formula.

40) What is Dimension Filters?

A measure filter can filter the data based on the values present in a measure. The aggregated measure values can be used in measure filters to modify the data.

41) What are the advantages of Using Context Filters?

The advantages of Using Context Filters

• Improve Performance: When context filter is used in large data sources, it can improve the performance as it creates a temporary dataset part based on the context filter selection. The performance can be effectively improved through the selection of major categorical context filters.
• Dependent Filter Conditions: Context filters can be used to create dependent filter conditions based on the business requirement. When the data source size is large, context filters can be selected on the primary category, and other relevant filters can be executed.

42) Mention the primary difference between joining and blending in Tableau

Joining is a term that is used when the user combines data from the same source like tables in oracle or excel file while Blending needs two completely defined data sources report

43) Name the components of a Dashboard

Important components of a Dashboard are:

• Horizontal: A horizontal layout allows the designer to group dashboard components and worksheets across the page.
• Vertical: Vertical containers enables the user to group dashboard components and worksheets top to bottom down your page. It also allows users to edit the width of all elements at once.
• Text: It contains all textual files
• Image Extract: Tableau applies some code to extract the image that is stored in XML.
• URL action: It is a hyperlink that points to file, web page, or other web-based resources.

44) Explain story in Tableau

A story is a sheet containing a dashboard or worksheet sequence that works together to convey particular information.

45) Explain Tableau drive

Tableau drive is one methodology that can be used for scaling out analytics. It is based on best practices from successful deployments of an enterprise.

46) Explain the Tableau architecture

Different components of Tableau architecture are:

Data server: The primary component of Tableau Architecture is the Data sources it can connect to it.

Data Connectors: The Data Connectors provide an interface to connect external data sources to the Tableau Data Server.

Components of Tableau Server:

1) Application Server:

The application server is used to provide the authentications and authorizations. It handles the administration and permission for web and mobile interfaces.

2) VizQL Server:

VizQL server is used to convert the queries from the data source into visualizations. Once the client request is forwarded to VizQL process, it sends the query directly to the data source and retrieves information in the form of images.

3) Gateway:

The gateway channelizes the requests from users to Tableau components. When the client makes a request, it is forwarded to the external load balancer for processing. The gateway works as a distributor of processes to various components.

4) Clients:

The dashboards and visualizations in Tableau server can be viewed and edited using different clients. The Clients are Tableau Desktop, web browser, and mobile applications.

47) Explain Measure filter

A measure filter can filter the data based on the values present in a measure. The aggregated values can be used in measure filters to modify the data.

48) Distinguish between Treemaps and Heat Maps

The difference between Treemaps and Heat Maps are:

49) What is the use of toolbar Icon?

Toolbar icon present below the menu bar can be used to edit the workbook using different features such as undo, redo, save, new data source, slideshow, and so on.

50) What is the use of a blended axis?

Blended axis is used to blend measures that share the axis when they have the same scale.

51) What is the use of dual-axis?

Dual Axis enables users to compare measures. It is useful when they like to compare two measures having different scales.

52) What is LOD expression?

A LOD or (Level of Detail) expression is used to run complicated queries that involve many dimensions at the data source level.

53) Explain data modeling

Data modeling (data modeling) is the process of creating a data model for the data to be stored in a database.

This data model is a conceptual representation of Data objects, the associations between different data objects, and the rules. Data modeling helps in the visual representation of data and enforces business rules, regulatory compliances, and government policies on the data.

54) Explain stacked bar chart

Stacked Bar Chart is a chart that is composed of more than one bar that is stacked horizontally. The length of the bar is depended on the value given in the data point. This type of chart makes work more comfortable and helps the user to know changes in all the variables. Users can match the wanted changes in their future values.

55) Explain Page shelf

Page shelf can be used to view the visualization in video format by keeping the relevant filter on the page shelf.

56)  Explain filter shelf

The filters that can control the visualization can be placed on the filter shelf, and the required dimensions or measures can be filtered in.

57) Define a bullet graph

A bullet graph is a modification of a bar graph. It is responsible for comparing the performance of measures.

58) Explain bar chart in Tableau

A bar chart can compare the data across different categories. The height of the bars represents the measured value of each category. It can be represented as vertical and horizontal type bar charts.

59) Explain VIZQL in Tableau

VIZQL stands for Visual Inquiry Language. It is a combination of SQL and VIZ. Visual query languages are similar to the SQL language. This language converts queries of data into visual images.

60) Mention various types of functions commonly used in Tableau

Various types of  functions commonly used in the tableau are:

• String functions: It includes LEFT, LOWER, LTRIM, MID, and more.
• Logical functions: This function contains and, else, else if, if, ifnull, isdate, isnull, max, min, etc.
• Aggregate functions: It includes attr, collect, count, covar, and covarp.
• User functions: User define functions contain full name, is the full name, is member of, username, username, user domains, etc.

61) What is Line Chart?

A-Line Chart is used to compare the data over different periods. A line chart is created by a series of dots. These dots represent the measured value in each period. The procedure to create a line graph is shown below.

62) List the categories of dimensions in Tableau

The categories of dimensions in Tableau are:

• Slowly ever
• Chop-chop ever
• Unchanged dimension
• Shrunken dimension
• Junk dimension
• Conformed dimension
• Degenerated dimension
• Role enjoying dimension
• Inferred dimension

63) What are the various ways to use parameters in Tableau?

Various ways to use parameters in Tableau are: 1) filters, 2) calculated fields, 3) actions, 4) measure-swaps, 5) changing views, and 6) auto-updates

64) What is the user filter?

User filter secures the row-level data present in a dataset. It can be used when publishing the workbook on a server. Different filter conditions can be applied to different users.

65) Define Histogram chart

A histogram can show the values present in a measure and its frequency. It shows the distribution of numerical data. As it shows both frequency and measure value by default, it can be useful in many cases.

66) What are the user functions in Tableau?

The user functions in Tableau are unique functions that Tableau developers can use to perform operations on the registered users on Tableau Online or Tableau Server.

67) Explain paged workbook

A paged workbook in Tableau consists of different pages based on specific criteria.

68) Define shelves in Tableau

The Shelves in Tableau are demarcated areas that are used for particular purposes. There are several shelves on a Tableau sheet-like, Filter shelf, Page shelf, Rows and Column shelf, Marks shelf, etc.

69) Explain bin

Bin is a user-defined set of data that are of the equal interval that stores data values according to or which fits in bin size.

70) Explain bubble Chart

A bubble chart visualizes the measures and dimensions in the form of bubbles. The sizes of the bubbles determine the size of the measured value for effective visualization. The color of bubbles can be set to differentiate the members present in a dimension.

71) Define Hyper

Hyper is a high-performance in-memory information engine innovation. It allows clients to analyze complex or large informational sets speedier. This can be done by proficiently assessing analytically questions which are in the value-based database.

72) What are the combined Sets?

The combined Sets in Tableau are handy to compare two existing sets for further analysis.

73) What is Backgrounder?

The backgrounder refreshes planned extracts, conveys notifications, and handle other assignments run in the background. The backgrounder is responsible for expending as much as the processor is accessible to finish the background action as fast as possible.

74) Explain data visualization

Data visualization is one of the forms of visual communication. It includes producing images that communicate relationships among the data. This process can be achieved using a systematic mapping between data values and graphic marks.

75) How to perform performance testing in Tableau?

User can perform performance testing in Tableau using by:

• Recording performance information about the events that interact with the workbook.
• Reviewing the tableau desktop logs.

76) What is Aggregation?

Aggregation is the process of viewing measures or numeric values at higher and more summarized data.

78) Why use Disaggregation in Tableau?

Disaggregation is a Tableau used to view every row of the data source. It is useful while analyzing measures for both independent and dependent data in the view.

79) What the limitations of setting channels

The limitations of setting channels are:

• If the channel is changed by the customers on a regular basis, the database should be reprocessed and modify the short-lived table.
• The transient table needs to reload every time when the view is begun.

80) What is the difference between Tableau and QlikView?

The difference between Tableau and QlikView is:

81) What is the Tableau data engine?

Tableau data engine manages to open, refresh, create, and query extracts of the user.

82) What is metadata in Tableau?

Metadata in tableaus refers to the editing of original data in Tableau. It includes custom data and formatting of data.

83) Explain dashboard lifecycle

Dashboard lifecycle in Tableau:

Functional Knowledge: Business Analysts give a current functional knowledge of the organization.

Requirement Analysis: Requirements that are kept in consideration are:

• The requirement of the dashboard.
• How is data flowing in the current system?
• Blueprint or layout of the system.
• Dashboard scope.
• The value that is added to the business
• required tools for the development of the project and its costs.

Planning Phase: It includes:

• Timeline and needed resources.
• Work and leave plan.
• Dependencies and future challenges.

Methodologies to follow: Scrum, Agile, Waterfall, etc.

Technical Specs: It includes:

• Technical details.
• SQL, relations, and Joins.
• Credentials for database access.
• Business logic.

Development: It includes:

• Query generation.
• Connecting databases and creating dimension model
• Publish it to the server.
• Unit testing.

Q&A Testing: It includes:

• Functionality and UI testing.
• SQL testing and data validation
• Security testing
• Testing of applied customization.

Performance testing: Report opening time, with or without any webpage.

User Acceptance Testing (UAT): User validates data and functionality.

Production and Support: System is produced, and support is given once it goes live.

84) What are the advantages of Tableau over excel?

The advantages of Tableau over excel are:

• Tableau handles big data problems.
• Excel does not have large columns and rows.
• Excel has lesser resources than tableau.

85) What is the use of marks cards?

Marks cards can be used to design the visualization. The data components of the visualization, like color, size, shape, path, etc. used in the visualizations. It can be modified in the marks card.

86) List the types of maps available in Tableau

There are six types of maps in Tableau:

• Choropleth maps (filled maps)
• Proportional symbol maps
• Spider maps (origin-destination maps)
• Heatmaps (density maps)
• What are Discrete data in tableau
• Point distribution maps
• Flow maps (path maps)

87) What is the use of a custom data view?

A custom data view is used by tableau users to extend the normal data views to gain the advantage of additional features.

88) What is Tableau Table Report?

Table Report in Tableau provides the primary ways to display data in tabular format.

89) What are the types of data sources that can be connected to Tableau’s native connectors?

What are the types of data sources that can be connected to Tableau’s native connectors are:

• File systems like Excel and CSV.
• Relational systems like SQL Server , Oracle, DB2, etc.
• Cloud systems like Google BigQuery and Microsoft Azure.
• Database connection sources such as ODBC.

90) What is the use of data blending?

Data blending is used when the is a possibility of related data in multiple sources that you need to analyze in a view.

91) What is Worksheet in Tableau?

The worksheet is the place where the actual visualization can be viewed in the workbook. The design and functionalities of the visual can be viewed in the worksheet.

92) What is the data source page?

The data source page is a page where users can set up their sources of data. It generally contains four main areas: 1) left pane, 2) join area, 3) preview area, and 4) metadata area.

93) What is format pane?

A pane that contains formatting settings to control the worksheet and fields available in the view is called format pane. It appears on the left side of the tableau workbook.

94) Explain Tableau Navigation

The navigation of workbook contains:

• Data Source: The addition of a new data source of modification of existing data sources can be done using the ‘Data Source’ tab present at the bottom of the Tableau Desktop Window.
• Current Sheet: Current Sheet can be viewed with the name of the sheet. All the sheets, dashboards, and storyboard present in the workbook can be viewed here.
• New Sheet: The new sheet icon present in the tab can be used to create a new worksheet in the Tableau Workbook.
• New Dashboard: The new dashboard icon present in the tab can be used to create a new dashboard in the Tableau Workbook.
• New Storyboard: The new storyboard icon present in the tab can be used to create a new storyboard in the Tableau Workbook.

95) What are the types of Level of Detail?

There are three main types of LOD expressions.

• Fixed LOD: It is a LOD expression that computes values using the mention dimensions without reference to any dimensions.
• Include LOD: This expression compute values using the mention dimensions along with those who are present in view.
• Exclude LOD: These LOC expressions subtract dimensions from the view.

96) What are the ways to sort out data in Tableau?

The ways to sort out data in Tableau are:

Computed sorting: It is a sort that can be applied on an axis using a sort button.

Manual sorting: It can be used to rearrange the dimension field order by dragging them to each other in an ad hoc manner.

97) What is the data server?

The data server is used to manage and store the data from external data sources. It is a central data management system. It provides metadata management, data security, data storage, data connection, and driver requirements. It stores the relevant details of data set such as metadata, calculated fields, sets, groups, and parameters. The data source could extract data as well as make live connections to external data sources.

98) What is the use of trend lines?

Trend lines are used to know the continuation of a trend of variables. It helps users to search the correlation between two or more variables. There is a wide range of mathematical models for establishing trend lines. These models are 1) Logarithmic, 2) Linear, 3) Exponential, and 4 ) Polynomial.

99) Explain alias in Tableau

Alias in Tableau can refer as an alternative name that the user can assign to a dimension member a field.

100) What are Data Labels in Tableau Reports?

Data Labels in Tableau reports or any other Business Intelligence reports play a vital role in understanding the report data.

101) What is Tableau Crosstab Report?

Table Crosstab in Tableau is the best way to display data in multi-level.

102) What is the waterfall Chart?

Waterfall Chart can visualize the cumulative effect of a measure over dimension. It can show the contribution of growth or decline by each member in a dimension. For example, you can see the contribution of profit by each sub-category using a waterfall chart.

103) Explain measure names

Measure names and Measure values are the two fields created in Tableau by default. These fields are created when a data set is imported into Tableau.

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Tableau Interview Questions

Top 50 tableau interview questions and answers for freshers, bi and visualization.

• 31 Comments

In this Tableau interview questions and answers blog, I have collected the most frequently asked questions by interviewers. These questions are collected after consulting with top industry experts in the field of Data analytics and visualization. If you want to brush up with the Tableau basics, which I recommend you to do before going ahead with this Tableau Interview Questions for freshers and experienced, take a look at Tableau Tutorial blog.

Tableau Interview Questions & Answers | Tableau Career Path | Tableau Jobs | Edureka

This Edureka Tableau interview questions and answer tutorial gives you an overview of Tableau job market trends, career path in Tableau and how to get your dream Tableau job along with interview questions answered by a Tableau expert.

In case you have attended a Tableau interview in the recent past, do paste those Tableau developer interview questions in the comments section, and we’ll answer them ASAP. You can also comment below if you have any questions in your mind that you might face in your Tableau interview. In the meantime, maximize the data visualization career opportunities that will come your way by taking Tableau Training with Edureka. You can even get a Tableau certification after the course. Click below to know more.

This Tableau Interview questions is divided into the following parts:

• Beginners level Tableau Interview Questions
• Intermediate Level Tableau Developer Interview Questions
• Expert Level Tableau Interview Questions
• Tricky Tableau Interview Questions

Let’s begin this Tableau Interview Questions and Answers for Beginners level questions first.

Beginners Level Tableau Interview Questions for Freshers

Lets start on your Tableau journey with beginner-level Tableau interview questions crafted for freshers, enabling a solid foundation and confidence for entry-level roles.

1.  What is the difference between Traditional BI Tools and Tableau?

2. what is tableau.

• Tableau is a business intelligence software .
• It allows anyone to connect to the respective data.
• Visualizes and creates interactive, shareable dashboards.

3. What are the different Tableau Products and what is the latest version of Tableau?

Here is the Tableau Product family.

It is a self service business analytics and data visualization that anyone can use. It translates pictures of data into optimized queries. With tableau desktop, you can directly connect to data from your data warehouse for live upto date data analysis. You can also perform queries without writing a single line of code. Import all your data into Tableau’s data engine from multiple sources & integrate altogether by combining multiple views in a interactive dashboard.

(ii)Tableau Server:

It is more of an enterprise level Tableau software. You can publish dashboards with Tableau Desktop and share them throughout the organization with web-based Tableau server. It leverages fast databases through live connections.

(iii)Tableau Online:

This is a hosted version of Tableau server which helps makes business intelligence faster and easier than before. You can publish Tableau dashboards with Tableau Desktop and share them with colleagues.

(iv)Tableau Reader:

It’s a free desktop application that enables you to open and view visualizations that are built in Tableau Desktop. You can filter, drill down data but you cannot edit or perform any kind of interactions.

(v)Tableau Public:

This is a free Tableau software which you can use to make visualizations with but you need to save your workbook or worksheets in the Tableau Server which can be viewed by anyone.

Explore the differences between Tableau Desktop, Tableau Reader, and Tableau Public to choose the perfect solution for your data visualization needs.

4. What are the different datatypes in Tableau?

Tableau supports the following data-types:

5. What are Measures and Dimensions?

Measures  are the numeric metrics or measurable quantities of the data, which can be analyzed by dimension table. Measures are stored in a table that contain foreign keys referring uniquely to the associated dimension tables. The table supports data storage at atomic level and thus, allows more number of records to be inserted at one time. For instance, a Sales table can have product key, customer key, promotion key, items sold, referring to a specific event.

Dimensions are the descriptive attribute values for multiple dimensions of each attribute, defining multiple characteristics. A dimension table ,having reference of a product key form the table, can consist of product name, product type, size, color, description, etc.

6. What is the difference between .twb and .twbx extension?

• A .twb is an xml document which contains all the selections and layout made you have made in your Tableau workbook. It does not contain any data.
• A .twbx is a ‘zipped’ archive containing a .twb and any external files such as extracts and background images.

7. What are the different types of joins in Tableau?

8. how many maximum tables can you join in tableau.

You can join a maximum of 32 tables in Tableau.

9. What are the different connections you can make with your dataset?

We can either connect live to our data set or extract data onto Tableau.

• Live: Connecting live to a data set leverages its computational processing and storage. New queries will go to the database and will be reflected as new or updated within the data.
• Extract: An extract will make a static snapshot of the data to be used by Tableau’s data engine. The snapshot of the data can be refreshed on a recurring schedule as a whole or incrementally append data. One way to set up these schedules is via the Tableau server.

The benefit of Tableau extract over live connection is that extract can be used anywhere without any connection and you can build your own visualization without connecting to database.

10. What are shelves?

They are Named areas to the left and top of the view. You build views by placing fields onto the shelves. Some shelves are available only when you select certain mark types.

11. What are sets?

Sets are custom fields that define a subset of data based on some conditions. A set  can be based on a computed condition, for example, a set may contain customers with sales over a certain threshold. Computed sets update as your data changes. Alternatively, a set can be based on specific data point in your view.

12. What are groups?

A group is a combination of dimension members that make higher level categories. For example, if you are working with a view that shows average test scores by major, you may want to group certain majors together to create major categories.

13. What is a hierarchical field?

A hierarchical field in tableau is used for drilling down data. It means viewing your data in a more granular level.

14. What is Tableau Data Server?

Tableau server acts a middle man between Tableau users and the data. Tableau Data Server allows you to upload and share data extracts, preserve database connections, as well as reuse calculations and field metadata. This means any changes you make to the data-set, calculated fields, parameters, aliases, or definitions, can be saved and shared with others, allowing for a secure, centrally managed and standardized dataset. Additionally, you can leverage your server’s resources to run queries on extracts without having to first transfer them to your local machine.

15. How can you create a dashboard in Tableau?

To create a dashboard in Tableau, follow these steps:

• Connect to Data: Launch Tableau and connect to the data source you want to visualize. Tableau supports various data sources, including spreadsheets, databases, cloud services, and more.
• Build Individual Worksheets: Create individual worksheets by dragging and dropping fields from the data pane onto the Rows and Columns shelves. Customize the visualization by choosing chart types, colors, labels, and formatting options.
• Create a New Dashboard: Once you have built the necessary worksheets, navigate to the dashboard tab by clicking on the “New Dashboard” option on the bottom left corner.
• Add Worksheets to Dashboard: Drag and drop the worksheets you created in step 2 onto the dashboard canvas. You can arrange them as desired and resize them to fit the layout.
• Add Objects and Filters: Enhance the dashboard by adding objects like text, images, and web pages. You can also add filters to enable interactivity and allow users to explore the data.
• Customize and Format: Format the dashboard to make it visually appealing and easy to understand. Tableau provides various formatting options for text, colors, size, and layout.
• Create Dashboard Interactions: Set up interactivity between different worksheets in the dashboard. For example, you can create filter actions to update one worksheet based on selections in another.
• Test and Refine: Preview the dashboard and test its functionality. Make any necessary adjustments to ensure that it provides the desired insights and meets your requirements.
• Save and Share: Once the dashboard is complete, save it in Tableau format (.twb) or publish it to Tableau Server or Tableau Online for sharing with others.

By following these steps, you can create an interactive and visually appealing dashboard in Tableau, allowing users to explore and gain insights from your data visualization.

• What is data blending in Tableau?

In Tableau, data blending is the process of combining data from different sources or links to make a single view that can be used for analysis. It is used when there is no direct link between the data sources or a key that they both share. Tableau finds similar dimensions and makes sensible connections between the main and secondary data sources. This lets users work with complicated sets of data and get insights from data that can’t be easily put together using standard joins. But there may be some limits to data blending, such as the possibility of data duplication and speed issues. Still, it is a powerful Tableau tool that lets you analyze many different datasets in depth.

• What is the purpose of a parameter in Tableau?

In Tableau, a parameter is a dynamic placeholder that allows users to input values that can be used in calculations, filters, and various other aspects of a visualization. The purpose of a parameter is to make a Tableau dashboard or report more interactive and flexible by allowing users to control certain aspects of the data analysis without needing to modify the underlying data.

Key purposes and benefits of using parameters in Tableau:

• Interactivity: Parameters enable interactivity in Tableau visualizations. Users can change the parameter value, and the visualization updates dynamically, providing real-time exploration of data.
• Flexible Filtering: Parameters can be used as dynamic filters, allowing users to filter data by selecting values from a dropdown or inputting specific values.
• Conditional Calculations: Parameters can be incorporated into calculations and formulas, making calculations dynamic and adaptable to user preferences.
• Comparisons: Parameters facilitate comparing different scenarios or data subsets. Users can switch between various parameter values to see how different settings impact the visualization.
• Storytelling: Parameters enhance storytelling capabilities by allowing users to interactively control the visual elements and view different perspectives of the data.
• Dashboard Customization: Parameters allow users to customize dashboard elements, such as titles, captions, and labels, making the dashboards more personalized and user-friendly.
• Ad Hoc Analysis: Parameters enable ad hoc analysis by allowing users to experiment with different data views without altering the original data or report.

Using parameters in Tableau provides a level of user control and flexibility, allowing for a more interactive and insightful data analysis experience. It empowers users to explore data, make data-driven decisions, and gain deeper insights from visualizations without requiring technical changes to the underlying data sources or calculations.

• Define Heat Map.

A heat map is a type of color-coded matrix used in Tableau to graphically show data values along two axes. In this case, darker colors represent greater values while lighter hues represent lower ones. since a result, it is an effective instrument for data analysis and visualization, since it can be used to spot trends and patterns even in massive datasets.

• Define LOD Expression.

LOD (Level of Detail) Expression in Tableau is a powerful feature that allows users to compute aggregations at different levels of granularity than the visualization’s primary data source. It provides the ability to control and manipulate the level of detail in calculations, regardless of the dimensions used in the view.

With LOD expressions, users can create calculations that consider specific dimensions while ignoring others, resulting in more precise and flexible aggregations. There are three types of LOD expressions in Tableau:

• Fixed LOD: The fixed LOD expression allows users to compute an aggregation using specific dimensions, irrespective of the dimensions in the visualization. It is denoted by the `{FIXED}` keyword and enables users to create calculations that stay consistent across different levels of granularity.
• Include LOD: The include LOD expression computes an aggregation that includes the specified dimensions in addition to the dimensions in the visualization. It is represented by the `{INCLUDE}` keyword and is useful when users want to perform calculations that consider specific dimensions in addition to the dimensions on the view.
• Exclude LOD: The exclude LOD expression computes an aggregation excluding the specified dimensions from the dimensions in the visualization. It is denoted by the `{EXCLUDE}` keyword and is used to exclude specific dimensions while performing calculations.

LOD expressions are valuable in various scenarios, such as comparing subsets of data, creating dynamic filters, and achieving complex calculations without the need for data reshaping or aggregation at the data source level. They provide users with fine-grained control over calculations and enhance the analytical capabilities of Tableau.

• List out Tableau File Extensions.

In Tableau, various file extensions are used to save and manage different types of files. Here are some common Tableau file extensions:

• .twb: Tableau Workbook (.twb) files contain a single worksheet and its associated visualizations, calculations, and data connections. They are used to save individual Tableau worksheets and can be shared with others for analysis.
• .twbx: Tableau Packaged Workbook (.twbx) files are similar to .twb files but include all the necessary data sources and files needed to view the workbook. They are used to package and share workbooks along with their data sources for easy distribution.
• .tds: Tableau Data Source (.tds) files are XML-based files that store information about a data source connection. They contain the connection details, such as server information, database credentials, and query details, but do not include the actual data.
• .tdsx: Tableau Packaged Data Source (.tdsx) files are similar to .tds files but include the actual data source along with its connection details. They are used to package and share data sources with others for easy access.
• .tde: Tableau Data Extract (.tde) files are a proprietary file format used to store data in a highly compressed and optimized form. They are used to create extract files that improve performance by reducing data query times.
• .twm: Tableau Window Metadata (.twm) files store metadata about Tableau window settings, such as window size, position, and the state of sheets and dashboards. These files help restore the layout and state of the Tableau window when reopened.
• .tdc: Tableau Data Connection (.tdc) files are XML files used to customize and modify data connections. They can be used to specify custom connection settings and configurations for specific data sources.
• .tfl: Tableau Font List (.tfl) files are XML-based files that store font information used in Tableau workbooks. These files help maintain font consistency when sharing workbooks across different computers.

These are some of the common Tableau file extensions that users encounter while working with Tableau workbooks, data sources, and related files. Each extension serves a specific purpose in the Tableau ecosystem.

• Define TreeMap.

TreeMaps are a type of data visualization in Tableau that display hierarchical data as nested rectangles where the size and color of the rectangles indicate the values associated with the categories, revealing both the structure of the data and its quantitative aspects.

• What is a parameter Tableau? And how does it work?

In Tableau, a parameter is a dynamic placeholder that allows users to input values that can be used in calculations, filters, and various other aspects of a visualization. It is a powerful feature that enhances the interactivity and flexibility of Tableau dashboards and reports.

How Parameters Work in Tableau:

• Creating a Parameter: To create a parameter in Tableau, you define its data type (integer, float, string, date, etc.) and set its allowable values, which can be a range, list, or a set of individual values.
• Interactivity: Once a parameter is created, it appears as a control element on the Tableau dashboard. Users can interact with the parameter by changing its value using a dropdown, slider, or input field.
• Parameter in Calculations: Parameters can be incorporated into calculations and formulas in Tableau. For example, you can create a calculated field that uses a parameter to dynamically adjust the calculation based on the user’s input.
• Dynamic Filters: Parameters can be used as dynamic filters, allowing users to filter data by selecting values from the parameter dropdown. This allows users to interactively control what data they want to view.
• Comparisons and Scenarios: Parameters are valuable for creating comparisons and scenarios. Users can change the parameter value to view different subsets of data or compare different aspects of the visualization.
• Customizing Dashboards: Parameters can also be used to customize dashboard elements, such as titles, captions, and labels. This helps in creating more personalized and user-friendly dashboards.
• Storytelling: Parameters enhance storytelling capabilities by allowing users to interactively control visual elements and view different perspectives of the data.

Parameters provide a level of user control and flexibility, allowing for a more interactive and insightful data analysis experience. They empower users to explore data, make data-driven decisions, and gain deeper insights from visualizations without needing to modify the underlying data or calculations.

• What are the different data types in Tableau?

In Tableau, data types define the nature and format of the data present in each column of a dataset. Tableau supports various data types to accommodate different types of data. Here are the main data types in Tableau:

• Integer: Whole numbers without decimal points, used for counting or ordinal values.
• Float: Numeric values with decimal points, used for continuous numerical data.
• String (Text): Alphanumeric characters, used for text data, names, labels, and categorical values.
• Boolean: Logical values representing True or False, used for binary data or conditional statements.
• Date: Dates without time information, used for date-based analysis and time series.
• Datetime: Dates with time information, used for more granular time-based analysis.
• Geographic Role: Special data type for geographical data, such as latitude and longitude, used for creating maps.
• Duration: Represents time duration, used for calculating time differences.
• Currency: Used to display currency symbols and values with proper formatting.
• Percentage: Used for percentage values with formatting to show percentage symbol.
• Whole Number (Discrete): Similar to Integer but treated as a discrete (categorical) dimension.
• Decimal Number (Discrete): Similar to Float but treated as a discrete (categorical) dimension.
• Ordinal: Categorical data with a specific order, used for data with inherent ranking.
• Measure Names: Special data type used for representing the names of measures in Tableau.
• Measure Values: Special data type used for representing the values of measures in Tableau.

Each data type serves a specific purpose in Tableau and affects how the data is interpreted and displayed in visualizations. Choosing the correct data type is crucial for accurate analysis and effective data visualization in Tableau.

• Give a brief about the tableau dashboard.

A Tableau dashboard is a collection of visualizations and worksheets that provide a consolidated view of data insights and analysis. It is a user-friendly and interactive interface that allows users to explore, interact, and gain insights from data in a visually appealing manner.

Key features of a Tableau dashboard:

• Multiple Visualizations: A dashboard can contain multiple visualizations, such as charts, graphs, tables, and maps, organized on a single screen to provide a comprehensive view of the data.
• Interactivity: Dashboards are highly interactive, allowing users to drill down, filter, sort, and highlight data points to explore different aspects of the data.
• Data Filters: Users can apply data filters to focus on specific subsets of data, making it easier to analyze and interpret relevant information.
• Layout and Design: Tableau dashboards offer flexible layout and design options, allowing users to arrange visualizations, add text, images, and web pages to create a visually appealing and informative dashboard.
• Parameter Controls: Parameters can be added to dashboards to enable dynamic user control over calculations, filters, and other aspects of data analysis.
• Real-time Updates: Dashboards in Tableau are connected to live data sources or data extracts, ensuring that the visualizations update in real-time as the underlying data changes.
• Storytelling: Dashboards can be used to tell data-driven stories, presenting insights and findings in a logical and engaging manner.
• Sharing and Collaboration: Tableau dashboards can be shared with others within the organization or published to Tableau Server or Tableau Online for wider dissemination and collaboration.

Tableau dashboards are widely used in data analysis, business intelligence, and data visualization projects, as they provide a clear and concise representation of complex data, enabling users to make data-driven decisions more effectively.

• What is the Hierarchy in Tableau?

In Tableau, a hierarchy is a logical arrangement of fields that represents a parent-child relationship between dimensions. It allows users to create drill-down or roll-up views of data, enabling them to explore data at different levels of granularity.

Key points about hierarchies in Tableau:

• Parent-Child Relationship: Hierarchies are created by grouping related dimensions together to form a parent-child relationship. The hierarchy has one or more levels, with each level representing a different dimension.
• Drill-Down and Roll-Up: With hierarchies, users can drill down to view more detailed data or roll up to view aggregated data at higher levels. For example, a time hierarchy might have levels such as Year, Quarter, Month, and Day, allowing users to drill down from Year to Quarter, Month, and Day.
• Nested Structure: Hierarchies are represented as a nested structure in the Tableau data pane, with the parent dimension at the top and the child dimensions indented below.
• Creating Hierarchies: To create a hierarchy, users simply drag and drop dimensions onto each other in the data pane to form the desired parent-child relationship.
• Hierarchy Sorting: Tableau automatically sorts hierarchies in ascending or descending order based on the data. Users can also customize the sorting order if needed.
• Hierarchical Filters: When filtering data, hierarchical filters allow users to filter data at different levels within the hierarchy, making it easier to focus on specific subsets of data.

Hierarchies in Tableau are useful for organizing and presenting data in a structured manner, allowing users to explore data at different levels of detail and gain insights from various perspectives. They are commonly used in data analysis and data visualization to provide users with a flexible and interactive way to navigate and analyze data at different hierarchical levels.

• What is a Column chart?

In Tableau, a column chart is a type of data visualization that represents data using vertical bars. Each column corresponds to a specific category or dimension, and the height of the column indicates the value of a measure associated with that category.

Key features of a column chart in Tableau:

• Vertical Bars: The primary feature of a column chart is the vertical bars, where the length or height of each bar represents the magnitude of the associated measure.
• Categorical Data: Column charts are suitable for visualizing categorical data, where each category is represented by a separate column.
• Aggregated Values: The height of the columns can represent aggregated values such as sum, average, count, or any other measure based on the data analysis requirements.
• Grouped or Stacked Columns: Tableau allows users to create grouped or stacked column charts. In a grouped column chart, each category has its set of columns side-by-side, while in a stacked column chart, the columns are stacked on top of each other for each category.
• Color Encoding: Users can use color to encode additional information, such as differentiating between subcategories or segments within a column.
• Axis Labels and Titles: Column charts come with axis labels and titles to provide context and explanation for the data being visualized.

Column charts are commonly used to compare values between different categories and identify patterns or trends in the data. They are effective for presenting data in a straightforward and intuitive manner, making them a popular choice for data analysis and reporting tasks in Tableau.

• What is the Line Chart?

In Tableau, a line chart is a type of data visualization that represents data using connected data points plotted on a Cartesian coordinate system. It is used to display trends and patterns in the data over time or any continuous dimension.

Key features of a line chart in Tableau:

• Connected Data Points: The primary feature of a line chart is the line that connects the data points, representing the trend or progression of the measure over the continuous dimension.
• Time Series Analysis: Line charts are especially useful for time series analysis, where the X-axis represents time or date and the Y-axis represents the values of the measure.
• Continuous Data: Line charts are suitable for visualizing continuous data, such as temperature, sales, stock prices, or any other data that varies continuously.
• Smooth or Stepped Lines: Tableau provides options to display lines as smooth curves or stepped lines, depending on the data and the desired visualization.
• Data Labels and Annotations: Users can add data labels and annotations to highlight specific data points or significant events.
• Trend Lines and Forecasting: Tableau allows users to add trend lines and perform forecasting to visualize and predict future trends based on historical data.
• Color Encoding: Users can use color to encode additional information, such as differentiating between multiple lines representing different categories or groups.

Line charts are effective for visualizing and analyzing data that shows trends, changes over time, or any continuous progression. They are widely used for data exploration, time-based analysis, and making data-driven decisions based on patterns and insights revealed by the visualization.

• What is a Stacked Bar chart?

A stacked bar chart is a type of data visualization that represents data using horizontal or vertical bars, where each bar is divided into segments or stacked sections to show the contribution of different categories or subgroups to the total value.

Key features of a stacked bar chart:

• Segments (Stacks): The primary feature of a stacked bar chart is the segments or stacks within each bar. Each segment represents a specific category or subgroup, and the length or height of the segment corresponds to the value of that category.
• Total Value: The total height (for vertical bars) or width (for horizontal bars) of the bar represents the total value, which is the sum of the values of all segments.
• Categorical Data: Stacked bar charts are suitable for visualizing categorical data with multiple subcategories.
• Comparison of Proportions: Stacked bar charts are useful for comparing the proportions of different subcategories within each category.
• Color Encoding: Each segment in the stacked bar chart is typically assigned a different color to visually differentiate between the subcategories.
• Axis Labels and Titles: Stacked bar charts come with axis labels and titles to provide context and explanation for the data being visualized.

Stacked bar charts are commonly used to display the composition of data, showing how different subcategories contribute to the whole. They are effective for visualizing data with multiple categories and subgroups, making it easy to identify patterns and comparisons within the data. However, it’s important to use stacked bar charts with caution, as they can become visually cluttered and less effective when dealing with large numbers of subcategories or complex data.

• What is an Area Chart?

An area chart is a type of data visualization that represents data using a series of data points connected by a line, with the space between the line and the axis filled with color to form a shaded area. It is used to display the cumulative data over time or any continuous dimension and is similar to a line chart, but with the area under the line filled.

Key features of an area chart:

• Connected Data Points: Like a line chart, an area chart has data points connected by a line, representing the trend or progression of the measure over time or any continuous dimension.
• Cumulative Representation: The area between the line and the axis is filled with color, representing the cumulative sum of the measure at each data point.
• Time Series Analysis: Area charts are commonly used for time series analysis, where the X-axis represents time or date and the Y-axis represents the values of the measure.
• Continuous Data: Area charts are suitable for visualizing continuous data, such as population growth, revenue over time, or any data that varies continuously.
• Stacked Area Chart: Tableau provides the option to create a stacked area chart, where multiple area charts are stacked on top of each other to show the contribution of different categories or subgroups to the total.
• Color Encoding: The color of the area can be used to differentiate between multiple lines representing different categories or groups.

Area charts are effective for visualizing data trends, showing the cumulative impact of data over time, and comparing the contributions of different categories to the total. They are widely used in data analysis, time-based analysis, and forecasting to gain insights into data patterns and changes over time.

• What is Context Filter and show the steps on how to create the Context Filter Tableau?

In Tableau, a context filter is a special type of data filter that allows you to control the order in which filters are applied to the data. It creates a temporary table containing only the data that passes through the context filter, and all subsequent filters are applied to this reduced dataset. Context filters are particularly useful when dealing with complex data relationships and large datasets, as they help improve performance and optimize query execution.

Steps to create a context filter in Tableau:

• Connect to Data: Start by connecting to your data source in Tableau and importing the relevant data.
• Create Initial Filters: Before creating the context filter, you may want to add some initial filters to your visualization to narrow down the data.
• Right-click on a Filter: In the data pane or on the Filters shelf, right-click on the filter you want to convert to a context filter.
• Select “Add to Context”: From the context menu that appears, select “Add to Context.” This action will change the filter icon, indicating that it has been added to the context.
• Order of Filters: Move the context filter to the top of the list of filters on the Filters shelf. This ensures that it will be applied first when the visualization is computed.
• Recompute the Visualization: After adding the context filter, recompute the visualization by clicking the “Refresh” or “Run” button on the toolbar to see the impact of the context filter on your data.

By adding a context filter, you’re instructing Tableau to create a temporary table with the data that meets the conditions of the context filter, and then apply subsequent filters only to this reduced dataset. This can significantly improve performance, especially when dealing with complex data models and large datasets.

Keep in mind that using context filters should be done with consideration, as they can impact the accuracy of certain calculations and aggregations, depending on the order in which filters are applied. It is essential to understand the data and the specific requirements of your analysis before applying context filters.

Tableau Interview Questions and Answers for Intermediate Level Developers

Explore a curated collection of Tableau interview questions and answers tailored for intermediate-level developers, designed to deepen expertise and excel in interviews.

31. What is Tableau Data Engine?

Tableau Data Engine is a really cool feature in Tableau. Its an analytical database designed to achieve instant query response, predictive performance, integrate seamlessly into existing data infrastructure and is not limited to load entire data sets into memory.

If you work with a large amount of data, it does takes some time to import, create indexes and sort data but after that everything speeds up. Tableau Data Engine is not really in-memory technology. The data is stored in disk after it is imported and the RAM is hardly utilized. 

32. What are the different filters in Tableau and how are they different from each other?

In Tableau, filters are used to restrict the data from database.

The different filters in Tableau are: Quick , Context and Normal/Traditional filter are:

• Normal Filter is used to restrict the data from database based on selected dimension or measure. A Traditional Filter can be created by simply dragging a field onto the ‘Filters’ shelf.
• Quick filter is used to view the filtering options and filter each worksheet on a dashboard while changing the values dynamically (within the range defined) during the run time.
• Context Filter is used to filter the data that is transferred to each individual worksheet. When a worksheet queries the data source, it creates a temporary, flat table that is uses to compute the chart. This temporary table includes all values that are not filtered out by either the Custom SQL or the Context Filter.

33. How to create a calculated field in Tableau?

• Click the drop down to the right of Dimensions on the Data pane and select “ Create > Calculated Field” to open the calculation editor.
• Name the new field and create a formula.

Take a look at the example below:

34. What is a dual axis?

Dual Axis is an excellent phenomenon supported by Tableau that helps users view two scales of two measures in the same graph. Many websites like Indeed.com and other make use of dual axis to show the comparison between two measures and their growth rate in a septic set of years. Dual axes let you compare multiple measures at once, having two independent axes layered on top of one another. This is how it looks like:

35. What is the difference between a tree map and heat map?

A heat map can be used for comparing categories with color and size. With heat maps, you can compare two different measures together.

36. What is disaggregation and aggregation of data?

The process of viewing numeric values or measures at higher and more summarized levels of the data is called aggregation. When you place a measure on a shelf, Tableau automatically aggregates the data, usually by summing it. You can easily determine the aggregation applied to a field because the function always appears in front of the field’s name when it is placed on a shelf. For example, Sales becomes SUM(Sales).  You can aggregate measures using Tableau only for relational data sources. Multidimensional data sources contain aggregated data only. In Tableau, multidimensional data sources are supported only in Windows.

According to Tableau, Disaggregating your data allows you to view every row of the data source which can be useful when you are analyzing measures that you may want to use both independently and dependently in the view. For example, you may be analyzing the results from a product satisfaction survey with the Age of participants along one axis. You can aggregate the Age field to determine the average age of participants or disaggregate the data to determine what age participants were most satisfied with the product.

37. What is the difference between joining and blending in Tableau?

• Joining term is used when you are combining data from the same source, for example, worksheet in an Excel file or tables in Oracle database
• While blending requires two completely defined data sources in your report.

38. What are Extracts and Schedules in Tableau server?

Data extracts are the first copies or subdivisions of the actual data from original data sources. The workbooks using data extracts instead of those using live DB connections are faster since the extracted data is imported in Tableau Engine.After this extraction of data, users can publish the workbook, which also publishes the extracts in Tableau Server. However, the workbook and extracts won’t refresh unless users apply a scheduled refresh on the extract. Scheduled Refreshes are the scheduling tasks set for data extract refresh so that they get refreshed automatically while publishing a workbook with data extract. This also removes the burden of republishing the workbook every time the concerned data gets updated.

39. How to view underlying SQL Queries in Tableau?

Viewing underlying SQL Queries in Tableau provides two options:

• Create a Performance Recording to record performance information about the main events you interact with workbook. Users can view the performance metrics in a workbook created by Tableau. Help -> Settings and Performance -> Start Performance Recording Help -> Setting and Performance -> Stop Performance Recording.
• Reviewing the Tableau Desktop Logs located at C:UsersMy DocumentsMy Tableau Repository. For live connection to data source, you can check log.txt and tabprotosrv.txt files. For an extract, check tdeserver.txt file.

40. How to do Performance Testing in Tableau?

Performance testing is again an important part of implementing tableau. This can be done by loading Testing Tableau Server with TabJolt, which is a “Point and Run” load generator created to perform QA. While TabJolt is not supported by tableau directly, it has to be installed using other open source products.

41. Name the components of a Dashboard.

• Horizontal – Horizontal layout containers allow the designer to group worksheets and dashboard components left to right across your page and edit the height of all elements at once.
• Vertical – Vertical containers allow the user to group worksheets and dashboard components top to bottom down your page and edit the width of all elements at once.
• Text – All textual fields.
• Image Extract  – A Tableau workbook is in XML format. In order to extracts images, Tableau applies some codes to extract an image which can be stored in XML.
• Web [URL ACTION] – 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 link to more information about your data that may be hosted outside of your data source. To make the link relevant to your data, you can substitute field values of a selection into the URL as parameters.

42. How to remove ‘All’ options from a Tableau auto-filter?

43. how to add custom color to tableau, 44. what is tde file.

• Firstly, TDE is a columnar store.
• The second is how they are structured which impacts how they are loaded into memory and used by Tableau. This is an important aspect of how TDEs are “architecture aware”. Architecture-awareness means that TDEs use all parts of your computer memory, from RAM to hard disk, and put each part to work what best fits its characteristics.

45. Mention whether you can create relational joins in Tableau without creating a new table?

46. how to automate reports, 47. what is assume referential integrity.

In some cases, you can improve query performance by selecting the option to Assume Referential Integrity from the Data menu. When you use this option, Tableau will include the joined table in the query only if it is specifically referenced by fields in the view.

48. Explain when would you use Joins vs. Blending in Tableau?

If data resides in a single source, it is always desirable to use Joins.  When your data is not in one place blending is the most viable way to create a left join like the connection between your primary and secondary data sources.

49. What is default Data Blending Join?

Data blending is the ability to bring data from multiple data sources into one Tableau view, without the need for any special coding. A default blend is equivalent to a left outer join. However, by switching which data source is primary, or by filtering nulls, it is possible to emulate left, right and inner joins.

50. What do you understand by blended axis?

In Tableau, measures can share a single axis so that all the marks are shown in a single pane. Instead of adding rows and columns to the view, when you blend measures there is a single row or column and all of the values for each measure is shown along one continuous axis. We can blend multiple measures by simply dragging one measure or axis and dropping it onto an existing axis.

51. What is story in Tableau?

A story is a sheet that contains a sequence of worksheets or dashboards that work together to convey information. You can create stories to show how facts are connected, provide context, demonstrate how decisions relate to outcomes, or simply make a compelling case. Each individual sheet in a story is called a story point.

52. What is the difference between discrete and continuous in Tableau?

There are two types of data roles in Tableau – discrete and continuous dimension.

• Discrete data roles are values that are counted as distinct and separate and can only take individual values within a range. Examples: number of threads in a sheet, customer name or row ID or State. Discrete values are shown as blue pills on the shelves and blue icons in the data window.
• Continuous data roles are used to measure continuous data and can take on any value within a finite or infinite interval. Examples: unit price, time and profit or order quantity. Continuous variables behave in a similar way in that they can take on any value. Continuous values are shown as green pills.

53.How to create stories in Tableau?

There are many ways to create story in Tableau. Each story point can be based on a different view or dashboard, or the entire story can be based on the same visualization, just seen at different stages, with different marks filtered and annotations added. You can use stories to make a business case or to simply narrate a sequence of events.

• Click the New Story tab.
• In the lower-left corner of the screen, choose a size for your story. Choose from one of the predefined sizes, or set a custom size, in pixels.
• By default, your story gets its title from its sheet name. To edit it, double-click the title. You can also change your title’s font, color, and alignment. Click Apply to view your changes.
• To start building your story, drag a sheet from the Story tab on the left and drop it into the center of the view
• Click Add a caption to summarize the story point.
• To highlight a key takeaway for your viewers, drag a text object over to the story worksheet and type your comment.
• To further highlight the main idea of this story point, you can change a filter or sort on a field in the view, then save your changes by clicking Update above the navigator box.

54. What is the DRIVE Program Methodology?

Tableau Drive is a methodology for scaling out self-service analytics. Drive is based on best practices from successful enterprise deployments. The methodology relies on iterative, agile methods that are faster and more effective than traditional long-cycle deployment.

A cornerstone of this approach is a new model of partnership between business and IT.

55. How to use group in calculated field?

By adding the same calculation to ‘Group By’ clause in SQL query or creating a Calculated Field in the Data Window and using that field whenever you want to group the fields.

• Using groups in a calculation. You cannot reference ad-hoc groups in a calculation.
• Blend data using groups created in the secondary data source: Only calculated groups can be used in data blending if the group was created in the secondary data source.
• Use a group in another workbook. You can easily replicate a group in another workbook by copy and pasting a calculation.

56. Mention what is the difference between published data sources and embedded data sources in Tableau?

The difference between published data source and embedded data source is that,

• Published data source : It contains connection information that is independent of any workbook and can be used by multiple workbooks.
• Embedded data source : It contains connection information and is associated with a workbook.

57. Mention what are different Tableau files?

Different Tableau files include:

• Workbooks: Workbooks hold one or more worksheets and dashboards
• Bookmarks : It contains a single worksheet and its an easy way to quickly share your work
• Packaged Workbooks: It contains a workbook along with any supporting local file data and background images
• Data Extraction Files: Extract files are a local copy of a subset or entire data source
• Data Connection Files: It’s a small XML file with various connection information

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Advanced Tableau Interview Questions for Experienced Professional

Now Lets explore some advanced tableau interview questions and answers for Experienced Professional.

58. How to embed views onto Webpages?

You can embed interactive Tableau views and dashboards into web pages, blogs, wiki pages, web applications, and intranet portals. Embedded views update as the underlying data changes, or as their workbooks are updated on Tableau Server . Embedded views follow the same licensing and permission restrictions used on Tableau Server . That is, to see a Tableau view that’s embedded in a web page, the person accessing the view must also have an account on Tableau Server .

Alternatively, if your organization uses a core-based license on Tableau Server, a Guest account is available. This allows people in your organization to view and interact with Tableau views embedded in web pages without having to sign in to the server. Contact your server or site administrator to find out if the Guest user is enabled for the site you publish to.

You can do the following to embed views and adjust their default appearance:

• Get the embed code provided with a view: The Share button at the top of each view includes embed code that you can copy and paste into your webpage. (The Share button doesn’t appear in embedded views if you change the showShareOptions parameter to false in the code.)
• Customize the embed code: You can customize the embed code using parameters that control the toolbar, tabs, and more. For more information, see Parameters for Embed Code.
• Use the Tableau JavaScript API: Web developers can use Tableau JavaScript objects in web applications. To get access to the API, documentation, code examples, and the Tableau developer community, see the Tableau Developer Portal.

59. Design a view in a map such that if user selects any state, the cities under that state has to show profit and sales.

According to your question you must have state, city, profit and sales fields in your dataset.

Step 1: Double click on the state field

Step 2: Drag the city and drop it into Marks card.

Step 3: Drag the sales and drop it into size.

Step 4: Drag profit and drop it into color.

Step 5: Click on size legend and increase the size.

Step 6: Right click on state field and select show quick filter.

Step 7:  Select any state now and check the view.

60. Think that I am using Tableau Desktop & have a live connection to Cloudera Hadoop data. I need to press F5 to refresh the visualization. Is there anyway to automatically refresh visualization every ‘x’ seconds instead of pressing F5?

Here is an example of refreshing the dashboard for every  5 seconds.

All you need to do is replace the api src and server url with yours.

Some Additional Tricky Tableau Interview Questions

Here are some tricky Tableau Interview questions which are frequently asked in interview:

61. Suppose my license expires today, will users be able to view dashboards or workbooks which I published in the server earlier?

If your server license expires today, your username on the server will have the role ‘unlicensed’ which means you cannot access but others can. The site admin can change the ownership to another person so that the extracts do not fail.

62. Is Tableau software good for strategic acquisition?

Yes! For sure. It gives you data insight to the extent that other tools can’t. Moreover, it also helps you to plan and point the anomalies and improvise your process for betterment of your company.

63. Can we place an excel file in a shared location and and use it to develop a report and refresh it in regular intervals?

Yes, we can do it. But for better performance we should use Extract.

64. Can Tableau be installed on MacOS?

Yes, Tableau Desktop can be installed on both on Mac and Windows Operating System.

65. What is the maximum no. of rows Tableau can utilize at one time?

Tableau is not restricted by the no. of rows in the table. Customers use Tableau to access petabytes of data because it only retrieves the rows and columns needed to answer your questions.

66. When publishing workbooks on Tableau online, sometimes a error about needing to extract appears. Why does it happen occasionally?

This happens when a user is trying to publish a workbook that is connected to an internal server or a file stored on a local drive, such as a SQL server that is within a company’s network.

I hope that these Tableau Interview Questions were helpful to you. I will be coming up with more Tableau blogs for you all soon.

If you wish to master Business Intelligence tools, Edureka has a curated Business Intelligence Course which covers various concepts of data visualization in depth, including conditional formatting, scripting, data ware housing, power bi, linking charts, dashboard integration, Tableau integration with R, and more. It comes with 24*7 support to guide you throughout your learning period. New batches are starting soon.

Got a question for us? Please mention it in the comments section, and we will get back to you at the earliest.

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which chart we should use if we have sales,profit,year other than bar and line charts

dis is nice blog dear…. send me some more tricky questions on Tableau ….this is nice collecton

Hey Subba Reddy, thanks for checking out our blog. We’re glad you liked it. You can check out our interview questions tutorial here: https://www.youtube.com/watch?v=SEctitOFm0I . We will be coming up with more such tutorials and blogs. Do subscribe to stay posted. Cheers!

What is the maximum no. of Columns Tableau can utilize at one time?

Hi blog this is awesome interview question.

thanks for the simple Q&A format for the Tableau beginning stage

Hey Roshan, thanks for the wonderful feedback! We thought you might like this blog too: https://www.edureka.co/blog/tableau-career-opportunities-101 . Cheers!

Tableau released the new version of 10.1.1 which has improved visual analytics to analyze the data even faster and we can directly connect CSV file to JSON file.

Hey Meera, thanks for checking out the blog. This improved functionality is available in the later version, but we have used the older version in the webinar. Cheers!

Hi Blog this is very useful for me like interview patten and answers also single word ans thank you much.. please share if you have more to this mail id: [email protected]

Again Thanks..

Hey Ashok, thanks for checking out the blog. We’re glad you found it useful. Do subscribe to our blog to stay posted on the upcoming interview questions blogs. Cheers! :)

Hi. Can you help me with this question which is asked in one of the interviews. Question: What would be the reason if a dashboard is working fine on Tableau desktop where as it is very slow on Tableau server.

Hey Prasanna, thanks for checking out the blog. At this juncture all we can say is that you should check the Webbook design and implement in such a way that it will take less memory. Let us dig around a bit more and get back with more inputs. Cheers!

Its very helpful … thanks for making this :)

Thanks for checking out the blog, Amy! We’re glad you found it useful. Also, check out this Tableau career opportunities blog: https://www.edureka.co/blog/tableau-career-opportunities-101 . We believe you will find it relevant.

My freiend is recently passed on Tableau certification from ExcelR Solutions and now he preparing for his Tableau Interview. I will share these Interview questions with his as it;s may help him for being ready for interview.

Hope you are doing great. I am planning to give Tableau Certificate exam, can you please share the questions with me. my id is [email protected] number is 8806577744

Hey Nishant, stay tuned. :)

Please share the certification questions..helps many people here.Thanks

Hey Pawan, we taken your feedback and will incorporate the certification questions soon. Cheers!

Join the discussion Cancel reply

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Tableau Assignment

Displaying selected parameter over the chart.

In this Tableau assignment series, I will give you a simple practice exercise asking you how to go about displaying selected parameter over the chart and encourage you to solve it. I recently posted a blog – How to dynamically change a chart based on dimension selection in Tableau. See below, the chart developed as […]

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Requirements for a Tableau dashboard

As part of  Tableau Questions and Answers series, I am asking questions related to Tableau and data warehousing concepts. On of these is the requirements for a Tableau dashboard. I will encourage my students and other readers to explore the answers and reply with comments. ——————————————————————————- I have data in the excel sheet, with the following fields […]

Steps to start a dashboarding project using Tableau

As part of  Tableau Questions and Answers series, I am asking questions related to Tableau and data warehousing concepts. One question is what are steps to start a dashboarding  project using Tableau.  I will encourage my students and other readers to explore the answers and reply with comments. ————————– Can you please let me know what all […]

The objective of this section is to motivate students to explore Tableau as a data visualization and BI application. It will contain series of questions on various aspects of Tableau and  visitors are encouraged to provide their answers in the comments. This section will act as a step-by-step guide to Tableau implementation.

Why Tableau

As part of  Tableau Questions and Answers series, I am asking questions related to Tableau and data warehousing concepts. I will encourage my students and other readers to explore the answers and reply with comments. —————————————————————– I am looking for a BI solution for my fictitious company AWC Inc. My objective is to know the status for […]

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Tableau desktop specialist practice questions [2023].

Table of Contents

About the Specialist Certification

If you’re new to Tableau, start with the Tableau Desktop Specialist certification. The Specialist exam includes 45 multiple-choice questions. But there are no hands-on lab questions on the Specialist exam. Because there are no lab questions, the Specialist exam is shorter than the Data Analyst – you have one hour to complete the exam. You cannot use any outside resources (Tableau or the internet) during the exam.

Knowledge-based Practice Questions

The Tableau Desktop Specialist covers four domains. Go through these questions to identify and correct any knowledge gaps.

• Questions on Domain 1: Connecting to & Preparing Data
• more Knowledge-based questions on Exploring & Analyzing Data
• more  Knowledge-based questions on Sharing Insights
• more  Knowledge-based questions on Understanding Tableau Concepts ‘
• Hands-on Questions on Exploring & Analyzing Data

Full-Length Practice Tests

The best way to prepare for a test is to take practice tests. This free test follows the same format at the official exam!

• Free Full Length Practice Test

Hands-on Practice Questions

The Specialist exam doesn’t actually have any hands-on questions, but doing some hands-on questions helps to reinforce skills. This person posting on Reddit tried to take the exam without having any hands-on experience with Tableau Desktop. Everyone agreed you need hands-on experience before attempting the exam!

• Hands-on Connecting to and Preparing Data
• Hands-on Sharing Insights

More Specialist Exam Resources

• PDF with all Specialist quizzes and step-by-step solutions
• How difficult is the Tableau Specialist exam?
• More Tableau Specialist Practice Exams use promo code SPECIALISTPASS

Data Analyst Job Search Resources

• Remote data analyst jobs at the link https://jooble.org/jobs-remote-data-analyst

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Rajeev Pandey (Member) asked a question.

Can anyone please help me in solving the below sample questions

1)Using Orders in Global Superstore, which Sub-Category has Standard Deviation for Sales and Profit one point more than the Mean of Sales and Profit?

2)Using Global Superstore, identify the Sub-Categories where Top 20 Customers that have Sales more than the other Sub-Categories in the same Region.

3)Using Global Superstore, identify the Regions where Top 20 Customers that have overall Profit Ratio (Profit as % of Sales) which is double the Profit Ratio of other Customers in the Region.

4)Using Orders and Returns on Global Superstore, identify the Manager whose Region Sales were greater than the Overall Average Sales?

Jonathan Drummey : Sir I am asking you a big favor,need your Guidance on this . How should I approach the above mentioned Problems? I did try to solve but I m not sure whether my approach is appropriate or not.

• Show more actions
• Calculations

Arvind Salunkhe (Member)

Answer to the question is calculating Z-Scores for both sales and profit seperately

Z-Score Sales

(SUM([Sales])-WINDOW_AVG(SUM([Sales])))/WINDOW_STDEVP(SUM([Sales]))

Z-Score Profit

(SUM([Profit])-WINDOW_AVG(SUM([Profit])))/WINDOW_STDEVP(SUM([Profit]))

Drag both in column shelf and product subcategory in rows

CLick on traingle for table calculation for Z-Score Sales and Z-Score Profit and select Compute using SubCategory.

Make it Dual Axis then Synchronise Axis

Create a Reference line of 1 .

Check which subcategory has both Z-Scores above 1 .

I have published Workbook on Tableau Public . HOpe this helps

Tableau Community (Tableau)

Rather than asking the community to solve your problems for you, you'd probably benefit more from breaking the individual problems down into sub questions. As an example - what have you tried for question 1? Where are you getting stuck? Is there a feature you're not sure of? I for one would benefit from seeing a Tableau Packaged Workbook to see how far you've gotten in solving this problem as well.

I'd prefer to help you learn the features versus just straight up doing the work for you.

I hope this makes sense

1). You've written - "Below is my final result but I am not able to see any of the my desired Result". What is your desired result? You need to re-read the question so you understand what you're meant to be looking for - you've calculated the result which will give you the answer to the question.

2). Do you have a question or a problem here?

4). In the example you've attached, I see a bar chart, not an empty view like you've shown:

Rajeev Pandey (Member)

Thanks for your reply .Truly appreciate your time and Guidance.

1 )Regarding Question 1: I am little bit confused between the "Phone" and "chair" Subcategory option. As per my understanding both are correct ,so I just wanted to confirm with you one more time.

2) Regarding Question 2:" identify the Sub-Categories where Top 20 Customers that have Sales more than the other Sub-Categories in the same Region." In my approach i didn't even consider Region because when I am adding region, the whole sorting process is getting distorted. So I am not sure I have fully Solved the Problem.

3) Regarding Question 3: I am having no Idea how should I tackle this problem. What should be first step ?

4) Regarding Question 4: Have you made any changes in the Workbook because I m preety sure I applied the correct logic but no luck. Sir are you using the same database.

1. Confused between phone and chair how? What are you confused about?

2. I think you've misinterpreted the question here. You need to break it down into smaller problems.

3. Break the question down into smaller problems and try and solve each piece individually.

4. No, I just opened your workbook and that was how it displayed. I am using Tableau 9.3/

May I ask the purpose of this exercise? Whats the source of these questions? Is it a Tableau exam?

I am not sure about the Tableau Exam but I got this Question from one of my friend who is trying to solve the above mentioned Questions.When I myself tried, I was also facing the same Issue so thought of asking the Community.

1)Regarding Question 1: which Sub-Category has Standard Deviation for Sales and Profit one point more than the Mean of Sales and Profit? Could you please make me understand the hidden statistical meaning of "one point more than "   which is used in the Question.How to actually decide which sub category justify the answer.

2) Regarding 2 and 3: Could you please help me in solving 2 and 3 because I seriously I m having no idea how to deal with this problem.

3)I will recheck again .As I have prepared the workbook through Tableau 9.3 .Currently I m in office and I m having Tableau 9.2 installed .Cant really check .May be while taking screenshot I accidentally applied Filter

A large part of the problem here is that you're asking us to interpret what is meant by the questions themselves, not how to actually implement them in Tableau. This is why I asked "Where have these questions come from?". The source is important because I think in some instances only they can explain what they mean / what there intention was with the questions.

A great example "one point more than" - a point could be a percentage point or even just "1" above the previous.

Given that this is you, asking on behalf of a friend, I would recommend you go back and ask your friend to drill back to the source of the questions to get more guidance. I don't really have the time to go through the exercise of preparing the analysis you've asked, but I'm happy to answer specific questions you have or help you solve specific problems. But please understand that what you're asking is more along the lines of "please do this for me and solve this problem" which is time consuming and a lot of people would consider it outside of the bounds of the types of things we normally answer on here.

Whatever You said, I truly respect every word of you . I m still struggling in few part of the Questions and you beautifully pointed out with "One more Point "  example. I was also having the same confusion. To be very honest ,even I can leave that Question but I cant sleep without solving those problems.The sentence used in the question is quite confusing . Sorry to bother you so much but I m sure I can crack this problem with your little Guidance.

Sorry Once again I am asking too much .

Hi Tableau team

Still struggling to get the answer. Please Guide me

Gowthami Sathiyanathan (Member)

I have followed the same procedure to achieve the result, but the axis values are different. Please correct me, where i am wrong

Vidhyasri Setti (Member)

hope this would be helpful

Tableau Public https://public.tableau.com/profile/vidhyasri#!/vizhome/Superstore_1854/Sheet4?publish=yes

hey gowthami

z score formula = (x-mean)/sd

so, it has be like (sum(sales)- window_avg(sum(sales)))/ window_stdep(sum(sales))

your wrote the calculation correct but closing brackets missing creating an error.

hope this was helpful,

Blue Mesa (Member)

I am new to Tableau and preparing for QA certification. I tried to solve the 3rd question "3)Using Global Superstore, identify the Regions where Top 20 Customers that have overall Profit Ratio (Profit as % of Sales) which is double the Profit Ratio of other Customers in the Region."

Here is how I solved it:

Tableau Public

Ans. ALL Regions. Please let me know if that is right. Appreciate your help!

Thank you so much for detailed explanation

Can you please clarify in real time application of z-score concept

Thanks in advance

JORGE DANIEL LEZCANO (Member)

Hello Dear.

BEFORE ANYTHING, the answers have been very useful to me.

Regarding the answer number 4 solved as follows:

Shruti Singhal (Member)

For question #1 : I am still now getting why is every body evaluating Z scores?

Can this be simply answered by finding out difference of ration of STDEV of Sales: Profit and Avg Sales/Avg Profit?

For question #1:

Use the following format to find a z - score : z = X - μ / σ. This formula allows you to calculate a z - score for any data point in your sample. Remember, a z - score is a measure of how many standard deviations a data point is away from the mean.

Best regards,

INTHIYAZ SHAIK MAHAMMAD (Member)

The answer to the question is calculating Z-Scores for both sales and profit separately

Click on the triangle for table calculation for Z-Score Sales and Z-Score Profit and select Compute using Sub-category.

Make it Dual Axis then Synchronize Axis

Create a Reference line of 1.

Check which subcategory has both Z-Scores above 1.

kuldeep panwar (Member)

click on the below link to create tableau dashboard step by step using sample superstore data

https://youtu.be/gLs5o2-GHWU?si=IG9nQhWdu3AdMuhu

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Tutorial: Get Started with Tableau Desktop

Learn how to connect to data, create data visualizations, present your findings, and share your insights with others..

This tutorial walks you through the features and functions of Tableau Desktop version 2022.4 . As you work through this tutorial, you will create multiple views in a Tableau workbook. The steps you'll take and the workbook you'll work in are based on a story about an employee who works at headquarters for a large retail chain. The story unfolds as you step through asking questions about your business and its performance.

You'll learn how to connect to data in Tableau Desktop; build, present, and share some useful views; and apply key features along the way. Budget between one and three hours to complete the steps.

Here's the story...

Suppose you are an employee for a large retail chain. Your manager just got the quarterly sales report, and noticed that sales seem better for some products than for others and profit in some areas is not doing as well as she had expected. Your boss is interested in the bottom line: It's your job to look at overall sales and profitability to see if you can find out what's driving these numbers.

She has also asked you to identify areas for improvement and present your findings to the team. The team can explore your results and take action to improve sales and profitability for the company's product lines.

You'll use Tableau Desktop to build a simple view of your product data, map product sales and profitability by region, build a dashboard of your findings, and then create a story to present. Then, you will share your findings on the web so that remote team members can take a look.

Expand Learn more sections for background and examples. Give it a try:

The first time around, follow along with the Sample - Superstore data source. (We'll show you how.) After you've gotten the hang of the core functionality in Tableau Desktop, give these steps a try with your own data.