Tableau Tutorial
Tableau Tutorial
Tableau provides easy to use, best in class, visual analytic capabilities but has nothing to do with the
data foundation or plumbing. But with an integration with a SQL server it can be the complete package.
On the other hand traditional BI tools have the before mentioned capabilities but then you have to deal
with significant amount of upfront costs. The cost of consulting, software and hardware is comparatively
quite high.
7. What are the different types of joins in Tableau?
The joins in Tableau are same as SQL joins. Take a look at the diagram below to understand it.
TABLEAU INTERVIEW Q & A
How many maximum tables can you join in Tableau? You can join a maximum of 32 tables in Tableau.
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.
TABLEAU INTERVIEW Q & A
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.
TABLEAU INTERVIEW Q & A
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.
Intermediate Level Tableau Interview Questions
15. 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.
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. 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.
The different filters in Tableau are: Quick , Context and Normal/Traditional filter are:
TABLEAU INTERVIEW Q & A
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.
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.
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.
23. 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.
TABLEAU INTERVIEW Q & A
Help -> Settings and Performance -> Start Performance Recording Help -> Setting and Performance -> Stop
Performance Recording.
Reviewing the Tableau Desktop Logslocated at C:\Users\\My Documents\My Tableau Repository. For
live connection to data source, you can check log.txt and tabprotosrv.txt files. For an extract, check
tdeserver.txt file.
The auto-filter provides a feature of removing ‘All’ options by simply clicking the down arrow in the
auto-filter heading. You can scroll down to ‘Customize’ in the dropdown and then uncheck the ‘Show
“All” Value’ attribute. It can be activated by checking the field again.
27. How to add Custom Color to Tableau?
Adding a Custom Color refers to a power tool in Tableau. Restart you Tableau desktop once you save
.tps file. From the Measures pane, drag the one you want to add color to Color. From the color legend
menu arrow, select Edit Colors. When a dialog box opens, select the palette drop-down list and
customize as per requirement.
TABLEAU INTERVIEW Q & A
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
TABLEAU INTERVIEW Q & A
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.
Mention whether you can create relational joins in Tableau without creating a new table?
Yes, one can create relational joins in tableau without creating a new table.
30. How to automate reports?
You need to publish report to tableau server, while publishing you will find one option to schedule
reports.You just need to select the time when you want to refresh data.
31. 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.
32. 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.
33. What is default Data Blending Join?
Dta 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.
34. 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.
TABLEAU INTERVIEW Q & A
35. 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.
36. 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.
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
TABLEAU INTERVIEW Q & A
What is the DRIVE Program Methodology? 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.
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.
39. 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.
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.
TABLEAU INTERVIEW Q & A
41. 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
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.
TABLEAU INTERVIEW Q & A
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.
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?
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.
46. 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.
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.
48. Can Tableau be installed on MacOS?
Yes, Tableau Desktop can be installed on both on Mac and Windows Operating System.
49. 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.
TABLEAU INTERVIEW Q & A
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
Tableau Interview Questions and Answers (Model -2)
What do you mean by addressing and partitioning?
When you add a table calculation, you must use all dimensions in the level of detail either for
partitioning (scoping) or for addressing (direction):
The dimensions that define how to group the calculation, that is, define the scope of data it is
performed on, are called partitioning fields. The table calculation is performed separately within each
partition.
The remaining dimensions, upon which the table calculation is performed, are called addressing fields, and
determine the direction of the calculation.
What is the difference between sets and groups?
Joining is a SQL term that refers to combining two data sources into a single data source. Blending is a
Tableau term that refers to combining two data sources into a single chart. The main difference
between them is that a join is done once at the data source and used for every chart, while a blend is
done individually for each chart.
How to do performance testing?
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.
TABLEAU INTERVIEW Q & A
Order of execution
LOD
Table Calculations
Reference lines
Can we draw 3 reference lines in a single chart?
No
What are limitations of context filter?
The context filter is not frequently changed by the user – if the filter is changed the database must
recomputed and rewrite the temporary table, slowing performance.
How do we select multiple values in parameters? We cannot select multiple values in parameters
No
How can we combine database and flat file data in Tableau desktop??
You can combine them by connecting data two times, one for database tables and one for flat file. The
Data->Edit Relationships. Give a join condition on common column from db tables to flat file.
Define fact table?
Fact table consists of the measurements, metrics or facts of a business process. It is located at the
center of a star schema or a snowflake schema surrounded by dimension tables.
How do you automate reports using Tableau software?
Steps to automate the reports: while publishing the report to Tableau server, you will find the option to
schedule reports. Click on this to select the time when you want to refresh the data.
Can we display top five and last five sales in same view?
TABLEAU INTERVIEW Q & A
Yes. Using sets and combined set.
Can parameters have dropdown list?
Yes, parameters do have their independent dropdown lists enabling users to view the data entries
available in the parameter during its creation.
What is the purpose of using page shelf?
The Pages shelf lets you break a view into a series of pages so you can better analyze how a specific field
affects the rest of the data in a view.
Difference between scattere plot vs Tree map?
Tree Maps – Display data in nested rectangles. We use dimensions to define structure of the tree maps
and measures to design the size or color of the individual rectangle. We cannot add trend lines in Tree
maps.
Scatter plot – provides an easy way to visualize relationships between numerical variables. We can add
trend lines.
How To remove the All options from a Tableau auto-filter?
Edit the quick filter from the pull-down arrow. Go to “Customize” and uncheck the “Show “All” Value”
checkbox.
How do you optimize performance of dashboard?
Minimize the number of fields based on the analysis being performed. Use the hide all unused fields option to
remove unused columns from a data source.
Minimize the number of records. Use extract filters to keep only the data you need.
Optimize extracts to speed up future queries by materializing calculations, removing columns and the use of
accelerated views.
Remove unneeded dimension from the detail shelf
Reduce number of filters
Use context filter
Use Boolean calculations How to use group in calculations field?
TABLEAU INTERVIEW Q & A
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.
Tableau Interview Questions and Answers (Model -3)
what is Tableau?
Tableau is a business intelligence software that allows anyone to connect to respective data, and then
visualize and create interactive, sharable dashboards.
What is a data Source page?
A page where you can set up your data source. The Data Source page generally consists of four main
areas: left pane, join area, preview area, and metadata area.
what is a extract is Tableau?
A saved subset of a data source that you can use to improve performance and analyze offline. what is a
format pane in Tableau?
A pane that contains formatting settings that control the entire worksheet, as well as individual fields in
the view.
What is LOD expression in Tableau?
A syntax that supports aggregation at dimensionalities other than the view level. With level of detail
expressions, you can attach one or more dimensions to any aggregate expression.
What is the difference between Quick Filter and Normal filter?
Normal Filter is used to restrict the data from database based on selected dimension or measure. But
Quick Filters are used to give a chance to user for dynamically changing data members at run time. What
is Tableau Reader?
TABLEAU INTERVIEW Q & A
Tableau Reader is a free viewing application that lets anyone read and interact with packaged
workbooks created by Tableau Desktop.
Can we have multiple value selection in parameter?
No
Which join i sused in data blending?
There won't be any joins as such but we will just give the column references like primary and foreign key
relation.
What are the possible reasons for slow performance in Tableau?
More Extracts, filters and depends on data sources.
What is the criteria to blend the data from multiple data sources.?
There should be a common dimension to blend the data source into single worksheet. What is a
Dimension?
Tableau treats any field containing qualitative, categorical information as a dimension. This includes any
field with text or dates values.
What is a Measure?
A measure is a field that is a dependent on value of one or more dimensions. Tableau treats any field
containing numeric (quantitative) information as a measure.
What does the extension .twbx represent in Tableau?
It is a file which represents Tableau Packaged Workbook, in which the .twb file grouped together with
the datasources.
What are the types of filters in Tableau?
Custom Filters ,Context Filters, Normal Filters.
What is marks card in Tableau?
A card to the left of the view where you can drag fields to control mark properties such as type, color,
size, shape, label, tooltip, and detail.
What are shelves in Tableau?
TABLEAU INTERVIEW Q & A
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.
What is a Tableau workbook?
It is a file with a .twb extension that contains one or more worksheets (and possibly also dashboards and
stories).
In Tableau what is a worksheet?
A sheet where you build views of your data by dragging fields onto shelves.
What is an alais in Tableau?
An alternative name that you can assign to a field or to a dimension member.
What is a context filter?
In a context filter the filter condition is applied first to the data source and then some other filters are
applied only to the resulting records.
What is Dual Axis?
You can compare multiple measures using dual axes, which are two independent axes that are layered
on top of each other.
What is a page shelf in Tableau?
The Pages shelf is used to control the display of output by choosing the sequence of display. What are
the possible reasons for slow performance in Tableau?
More Extracts, filters and depends on data sources.
What is table calculation in Tableau?
These are inbuilt calculations in tableau which we normally use to calculate Percentange chages. What is
data blending?
Data blending is used to blend data from multiple data sources on a single worksheet. The data is joined
on common dimensions.
Can we have multiple value selection in parameter?
No
TABLEAU INTERVIEW Q & A
What is Connect live?
It Creates a direct connect to the data source and speed up access.
What is Import all data feature in Tableau?
It Imports the entire data source into Tableaus fast data engine as an extract and saves it in the
workbook.
What are parameters and when do you use it?
Parameters are dynamic values that can replace constant values in calculations.
What is TDE file in Tableau?
It refers to the file that contains data extracted from external sources like MS Excel, MS Access or CSV
file.
What is a story in Tableau?
A story is a sheet that contains a sequence of worksheets or dashboards that work together to convey
information.
What is a Published data source?
It contains connection information that is independent of any workbook and can be used by multiple
workbooks.
What is a Embedded data source?
It contains connection information and is associated with a workbook.
when to use Joins versus Blending in Tableau?
If data resides in a single source,we use Joins but when your data is not in one place blending is used.
How to automate reports using Tableau software?
You need to publish report to tableau server, while publishing you will find one option to schedule
reports.You just need to select the time when you want to refresh data.
what is Tableau Show me?
Show Me is used to apply a required view to the existing data in the worksheet. Those views can be a pie
chart, scatter plot or a line chart.
what is a Tableau data pane?
TABLEAU INTERVIEW Q & A
A pane on the left side of the workbook that displays the fields of the data sources to which Tableau is
connected.
What is a calculated field in Tableau?
A new field that you create by using a formula to modify the existing fields in your data source. What is
crosstab chart?
It is a text table view. Use text tables to display the numbers associated with dimension members. How
to check the meatadata of a table?
In the menu Data -> New connection drag the table to the data pane to view its meatdata. How to
create a column Alias?
In the menu Data -> New connection open the table metadata and click on the column name to create
alias.
How to get current date and time?
Use the NOW() function.
Ho wto check if a data is a of type date?
BY using the ISDATE() function.
GIve an expression to add 4 months to the date 014-03-12?
DATEADD('month', 3, #2014-03-12#) = 2004-07-15 12:00:00 AM What does REPLACE function do in
Tableau?
The REPLACE function searches a given string for a substring and replaces it with replacement string.
which function returns the number of items in a group?
The COUNT() function.
Which filter is used to get the top 10 values from a view?
TOP filter.
What is a Gannt Chart?
A Gantt chart shows the progress of the value of a task or resource over a period of time. So Gantt chart
a time dimension is an essential field.
TABLEAU INTERVIEW Q & A
What is Forecasting in Tableau?
Forecasting is about predicting the future value of a measure. There are many mathematical models for
forecasting. Tableau uses the model known as exponential smoothing.
What is a Trendline in tableau?
Trend lines are used to predict the continuation of certain trend of a variable. It also helps to identify the
correlation between two variables by observing the trend in both of them simultaneously.
Tableau Interview Questions & Answers (Model -4)
1) Who are the founders of Tableau?
The company was founded in Mountain View, California in January, 2003 by Chris Stolte, Christian
Chabot and Pat Hanrahan.
2) What is Tableau Software?
Tableau is business intelligence software that allows anyone to easily connect to data, then visualize and
create interactive, sharable dashboards. It’s easy enough that any Excel user can learn it, but powerful
enough to satisfy even the most complex analytical problems. Securely sharing your findings with others
only takes seconds.
3) What are the five main product offered by Tableau company?
Tableau offers five main products: Tableau Desktop, Tableau Server, Tableau Online, Tableau reader and
Tableau Public.
What is the current latest version of Tableau Desktop(as of Feb.2015)? Current versions: Tableau
Desktop version 9
Data visualization refers to the techniques used to communicate data or information by encoding it as
visual objects (e.g. points, lines or bars) contained in graphics.
6) What is Tableau Desktop?
Tableau Desktop is based on breakthrough technology from Stanford University that lets you drag &
drop to analyze data. It is great data visualization tool, you can connect to data in a few clicks, then
visualize and crate interactive dashboards with a few more.
TABLEAU INTERVIEW Q & A
7) What is Tableau Server?
Tableau Server is browser- and mobile-based insight anyone can use. Publish dashboards with Tableau
Desktop and share them throughout your organization. It’s easy to set up and even easier to run.
8) What is Tableau Public?
Tableau Public is a free service that lets anyone publish interactive data to the web. Once on the web,
anyone can interact with the data, download it, or create their own visualizations of it. No programming
skills are required. Be sure to look at the gallery to see some of the things people have been doing with
it.
9) Why Tableau?
Whether your data is in an on-premise database, a database, a data warehouse, a cloud application or
an Excel file, you can analyze it with Tableau. You can create views of your data and share it with
colleagues, customers, and partners. You can use Tableau to blend it with other data. And you can keep
your data up to date automatically.
10) How does Tableau perform with huge datasets?
Tableau Performance is based on Data source performance. If data source takes more time to execute a
query then Tableau must wait up to that time
What are the differences between Tableau Software GoodData and Traditional BI (Business Objects,
etc.)?
At high level there are four major differences.How to view sql which is generated by Tab
What are Dimensions and Facts?
Dimensions is nothing but the descriptive text columns and facts are nothing but measures (numerical
values) dimension ex: Product Name, City. Facts:Sales, profit
13) What is the difference between heat map and tree map?
A heat map is a great way to compare categories using color and size. In this, you can compare two
different measures. Tree map is a very powerful visualization, particularly for illustrating hierarchical
(tree – structured) data and part – to – whole relationships.
14) How to view sql which is generated by Tableau Desktop?
The Tableau Desktop Log files are located in C:\Users\\My Documents\My Tableau Repository. If you
have a live connection to the data source, check the log.txt and tabprotosrv.txt files. If you are using an
extract, check the tdeserver.txt file. The tabprotosrv.txt file often shows detailed information about
queries.
TABLEAU INTERVIEW Q & A
15) How will you publish and schedule workbook in tableau server?
First create a schedule for particular time and then create extract for the data source and publish the
workbook for the server. Before you publish, there is a option called Scheduling and Authentication,
click on that and select the schedule from the drop down which is created and publish. Also publish data
source and assign the schedule. This schedule will automatically run for the assigned time and the
workbook is refreshed.
16) How Does Tableau Work?
While Tableau lets you analyze databases and spreadsheets like never before, you don’t need to know
anything about databases to use Tableau. In fact, Tableau is designed to allow business people with no
technical training to analyze their data efficiently.Tableau is based on three simple concepts: Connect:
Connect Tableau to any database that you want to analyze.
Note that Tableau does not import the data. Instead it queries to the database directly. Analyze:
Analyzing data means viewing it, filtering it, sorting it, performing calculations on it, reorganizing it,
summarizing it, and so on.Using Tableau you can do all of these things by simply arranging fields of your
data source on a Tableau worksheet. When you drop a field on a worksheet, Tableau queries the data
using standard drivers and query languages (like SQL and MDX) and presents a visual analysis of the
data.
Share: You can share results with others either by sharing workbooks with other Tableau users, by
pasting results into applications such as Microsoft Office, printing to PDF or by using Tableau Server to
publish or embed your views across your organization.
What are the difference between tableau 7.0 and 8.0 versions?
New visualizations are introduced like tree map bubble chart and box and whisker plot We can copy
worksheet directly from one workbook to another Workbook Introduced R script
17) What are the features of Tableau 8.3?
With Kerboros support, Tableau 8.3 advances enterprise-grade data analysis with these enhancements:
Provides seamless, single sign-on experience from Tableau client to back-end data sources
Protects sensitive data with delegated access and viewer credential management
Connects to live data sources through stable, automated back-end authentication
Leverages existing IT investments in enterprise-grade authentication and data security
Supports smart card authentication
TABLEAU INTERVIEW Q & A
18) How do I automate reports using Tableau software?
You need to publish report to tableau server, while publishing you will find one option to schedule
reports.You just need to select the time when you want to refresh data. Speed
How fast can you get up and running with the system, answer questions, design and share dashboards
and then change them? This is Where systems like Tableau and GoodData are far better than old –
school business intelligence like Business Objects or Cognos. Traditional systems took months or years to
intelligence like Business Objects or Cognos. Traditional systems took months or years to implement,
with costs running to millions. Tableau has a free trail that installs in minutes and GoodData is cloud –
based, so they are faster to implement by orders of magnitude. They are also faster to results:
traditional BI requires IT and developers to make any changes to reports, so business users are struck in
a queue waiting to get anything done. Tableau and GoodData provide more of a self – service
experience.
Analysis layer
This is where Tableau excels. It has a powerful and flexible drag & drop visualization engine based on
some technology from Stanford. Traditional BI typically provide some canned reports but changing them
requires significant time and money.
Data layer
This is where the three options are most different:
GoodData requires you to move your data to its cloud. Traditional BI typically requires you to move your
data to its data warehouse system. Tableau connects to a variety of existing data source and also
provides a fast in – memory data engine, essentially a local database. Since most enterprises have their
data stored all over the place, this provides the most choice and lets companies use the investment
they’ve already made.
19) What is a parameter in Tableau ? And how it works.?
Parameters are dynamic values that can replace constant values in calculations and can serve as filters
What are Filters? How many types of filters are there in Tableau?
Filter is nothing but it is restricted to unnecessary, it is showing exact data. Basically filters are 3 types.
Quick filter
Context filter
Datasource filter
20) What is the difference between context filter to other filters?
Whenever we crate context filter >> Tableau will create a temporary table for this particular filter set
and other filters will be apply on context filter data like cascade parameters… suppose we have crated
context filter on countries >> we have chosen country as USA and India >> Tableau will create a
temporary table for this two countries data and if you have any other filers >>other will be apply on this
two countries data if we don’t have any context filter >> each and individual record will check for all
filters
TABLEAU INTERVIEW Q & A
21) What is disadvantage of context filters?
The context filter is not frequently changed by the user – if the filter is changed the database must
recomputed and rewrite the temporary table, slowing performance.
When you set a dimension to context, Tableau crates a temporary table that will require a reload each
time the view is initiated. For Excel, Access and text data sources, the temporary table created is in an
Access table format. For SQL Server, My SQL and Oracle data sources, you must have permission to
create a temporary table on your server. For multidimensional data source, or cubes, temporary tables
are not crated, and context filters only defined which filters are independent and dependent. What is
the Difference between quick filter and Normal filter in tableau?
Quick filter is used to view the filtering options and can be used to select the option. Normal filer is
Something you can limit the options from the list or use some conditions to limit the data by field or
value.
22) What is benefit of Tableau extract file over the live connection?
Extract can be used anywhere without any connection and you can build your own visualizations
without connecting to Database.
23) How to combine two excel files with same fields but different data (different years)?
I have 5 different excel files (2007.xls, 2008.xls..2011.xls) with same fields (film name, genre, budge,
rating, profitability) but with data from different year (2007 to 2011). Can someone tell me how can I
combine the film name, genre and profitability so that I can see the visualization of 2007 to 2011 in a
single chart.
24) What is the Max no of tables we can join in Tableau?
We can join max 32 table, it’s not possible to combine more than 32 tables.
25) How does the integration of Tableau with R works?
R is a popular open-source environment for statistical analysis. Tableau Desktop can now connect to R
through calculated fields and take advantage of R functions, libraries, and packages and even saved
models. These calculations dynamically invoke the R engine and pass values to R via the Rserve package,
and are returned back to Tableau.
Tableau Server can also be configured to connect to an instance of Rserve through the tabadmin utility,
allowing anyone to view a dashboard containing R functionality.
Combining R with Tableau gives you the ability to bring deep statistical analysis into a drag-and-drop
visual analytics environment.
TABLEAU INTERVIEW Q & A
26) What is Page shelf?
Page shelf is power full part of tableau That you can use to control the display of output as well as
printed results of output.
27) How can we combine database and flat file data in tableau desktop?
Connect data two times, one for database tables and one for flat file. The Data->Edit Relationships Give
a join condition on common column from db tables to flat file
How to add custom Color to Tableau?
Generate the Map using cities –>then Drag the Profit and sales to the Details–>Add the state as Quick
filter
How to create cascading filters without context filter ? I have filterl and filter2..Based on filterl I need to
filter2 data Ex: Filterl as Country and Filter 2: States
I have chosen country as USA and filter2 should display only USA states Choose options of Filter2 states :
select option of “Only relevant values “
What is dual axis?
To display two measure in one graph
32) What is blended axis?
Multiple Measures are shown in single axis and also all the marks shown in single pane Drag a dimension
in a column
Drag the first measure in column Drag 2nd measure in existing axis
Http://onlinehelp.tableau.com/current/pro/online/mac/en-Us/multiplemeasures_blendedaxes.html
33) What is Data Visualization?
A much advanced, direct, precise and ordered way of viewing large volumes of data is called data
visualization. It is the visual representation of data in the form of graphs and charts, especially when you
can’t define it textually. You can show trends, patters and correlations through various data visualization
software and tools; Tableau is one such data visualization software used by businesses and corporates.
TABLEAU INTERVIEW Q & A
34) What are the differences between Tableau desktop and Tableau Server?
While Tableau desktop performs data visualization and workbook creation, Tableau server is used to
distribute these interactive workbooks and/or reports to the right audience. Users can edit and update
the workbooks and dashboards online or Server but cannot create new ones. However, there are limited
editing options when compared to desktop.
Tableau Public is again a free tool consisting of Desktop and Server components accessible to anyone.
35) Define parameters in Tableau and their working.
Tableau parameters are dynamic variables/values that replace the constant values in data calculations
and filters. For instance, you can create a calculated field value returning true when the score is greater
than 80, and otherwise false. Using parameters, one can replace the constant value of 80 and control it
dynamically in the formula.
36) Differentiate between parameters and filters in Tableau.
The difference actually lies in the application. Parameters allow users to insert their values, which can be
integers, float, date, string that can be used in calculations. However, filters receive only values users
choose to ‘filter by’ the list, which cannot be used to perform calculations.
Users can dynamically change measures and dimensions in parameter but filters do not approve of this
feature.
37) What are fact table and Dimension table in Tableau?
—>Facts are the numeric metrics or measurable quantities of the data, which can be analyzed by
dimension table. Facts are stores in Fact table that contain foreign keys referring uniquely to the
associated dimension tables. The fact table supports data storage at atomic level and thus, allows more
number of records to be inserted at one time. For instance, a Sales Fact 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 fact table, can
consist of product name, product type, size, color, description, etc.
38) What are Quick Filters in Tableau?
Global quick filters are a way to filter each worksheet on a dashboard until each of them contains a
dimension. They are very useful for worksheets using the same data source, which sometimes proves to
a disadvantage and generate slow results. Thus, parameters are more useful.
39) State limitations of parameters in Tableau.
Parameters facilitate only four ways to represent data on a dashboard (which are seven in quick filters).
Further, parameters do not allow multiple selections in a filter.
TABLEAU INTERVIEW Q & A
40) What is aggregation and disaggregation of data in Tableau?
Aggregation and disaggregation in Tableau are the ways to develop a scatterplot to compare and
measure data values. As the name suggests, aggregation is the calculated form of a set of values that
return a single numeric value. For instance, a measure with values 1,3,5,7 returns 1. You can also set a
default aggregation for any measure, which is not user-defined. Tableau supports various default
aggregations for a measure like Sum, average, Median, Count and others.
Disaggregating data refers to viewing each data source row, while analyzing data both independently
and dependently.
41) What is Data Blending?
Unlike Data Joining, Data Blending in tableau allows combining of data from different sources and
platforms. For instance, you can blend data present in an Excel file with that of an Oracle DB to create a
new dataset.
42) What is Content Filter?
The concept of context filter in Tableau makes the process of filtering smooth and straightforward. It
establishes a filtering hierarchy where all other filters present refer to the context filter for their
subsequent operations. The other filters now process data that has been passed through the context
filter.
Creating one or more context filters improves performance as users do not have to create extra filters
on large data source, reducing the query-execution time.
You can create by dragging a filed into ‘Filters’ tab and then, Right-Click that field and select ‘’Add to
Context”.
43) What are the limitations of context filters?
Tableau takes time to place a filter in context. When a filter is set as context one, the software creates a
temporary table for that particular context filter. This table will reload each time and consists of all
values that are not filtered by either Context or Custom SQL filter.
44) Name the file extensions in Tableau.
There are a number of file types and extensions in Tableau:
Tableau Workbook (.twb)
Tableau Packaged Workbook (.twbx)
Tableau Datasource (.tds)
Tableau Packaged Datasource (.tdsx)
Tableau Data extract (.tde)
Tableau Bookmark (.tdm)
Tableau Map Source (.tms)
Tableau Preferences (.tps)
TABLEAU INTERVIEW Q & A
45) Explain the difference between .twb and .twbx
.twb is the most common file extension used in Tableau, which presents an XML format file and
comprises all the information present in each dashboard and sheet like what fields are used in the
views, styles and formatting applied to a sheet and dashboard.
But this workbook does not contain any data. The Packaged workbook merges the information in a
Tableau workbook with the local data available (which is not on server). .twbx serves as a zip file, which
will include custom images if any. Packaged Workbook allows users to share their workbook information
with other Tableau Desktop users and let them open it in Tableau Reader.
46) 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.
47) 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
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.
Tableau Public: workbooks available publicly online for users to download and access the included data.
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.
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.
Q4. Can you create relational joins in Tableau without creating a new table?
Ans. Yes, you can create relational joins without creating a new table.
Q5. What are the traits to differentiate data source?
Ans. The data source are differentiated on the basis of following characteristics:
Connection type
Icon/Name
Connects to
Live or Last extract
Interface is simple
Doesn’t render feature to search content across all your data
Qlikview:
Easy to use and discover the hidden trends
TABLEAU INTERVIEW Q & A
Limit the amount of data you bring in – both rows and columns
TABLEAU INTERVIEW Q & A
Switch data source using the “extract function”
Dimensions
Descriptive attributes values defining multiple characteristics
Generate headers when added to rows and columns shelves
Independent variable
Considered more complex
Tableau will create a temporary table for this two countries data and if you have any other filers
>>other will be apply on this two countries data if we don’t have any context filter
Each and individual record will check for all filters
If we create joins on the fields in Tableau all the table names are suffixing with $. While performing the
joins on multiple tables, always go with the les amount of data tables, so that we can improve the
performance.
In Tableau the joins are divided into 2 types.
1.Equi Join,
2.Non Equi Join
Equi Join: in the join condition if we are using Equality”=”operator then such a kind of join called as
Equi join.
Non Equi Join: in the join condition apart from the Equality”=”if we use any other operator like <,>,<=,>=
and=! Then such a kind of joins are called as Non Equi Join
1.Inner Join: Inner join will loads the only matching records from the both tables. Inner join condition:
Tableaa.id = Tableb.id
2.Outer Join:
Again the outer join divided into 3 types.
a)Left Outer Join,
b)Right Outer Join,
c)Full Outer Join.
Left outer join: displays the complete data from the left + matching records from the left.
Condition: tablea.id(+).
Right Outer Join: displays the complete data from the right + matching records from the left.
Condition: tablea.id(+)=tableb.id
Full outer join: full outer join load the complete data from the left table and right table. Condition: Table
A full outer join Table B ON tablea.id= tableb.id
TABLEAU INTERVIEW Q & A
3.Self-Join: if we are performing join to the same table itself such a kind of join called as self-join
Non Equi Join:
In the join condition if we are using the operators apart from the equality “=” then such a kind of joins
are called as Non Equi join.
Data Blending in Tableau:
For ex: your client is same Healthcare Client. They are operating their services in Asia, Europe, NA and so
on & the are maintaining Asia data in SQL, Europe Data in SQL Server and NA data in MY SQL.
Now, your client wants to analyze their business across the world in a single worksheet. So you can’t
perform join here.
Now you have make use of Data Blending Concept.
Normally in the Tableau we can perform the analysis on the single data server. If we want to perform
the analysis from the multiple data sources in a single sheet then we have to make use of a new concept
called as data blending.
Data blending mix the data from the different data sources and allow the users to perform th analysis in
a single sheet. Blending means mixing. If we are mixing the data sources then it is called as data
blending.
Rules to perform the data blending
In order to perform data blending there are few rules.
If we are performing the data blending on 2 data source these 2 data sources should have at least 1
common dimension.
In that common dimension at least 1 value should match.
Automatic way
Custom way
Automatic way: In the automatic way Tableau automatically defines the relationship between the 2 data
sources based on the common dimensions and based on the matching values and the relationship is
indicated with Orange color.
Custom or Manual way: In the manual or custom way the user need to define the relationship manually.
while performing the data blending each work sheet has a primary connection and optionally it might
contains several secondary connections.
All the primary connections are indicated in the Blue in the work sheet and all the secondary data
sources indicated with the Orange color tick mark.
TABLEAU INTERVIEW Q & A
In the data blending 1 sheet contains 1 primary data source and 1 sheet can contain end number of
secondary data sources.
Select any state and check whether you got the required view or not. In this view size indicates the
amount of sales and color indicates the Profit values.
Analysis layer: This is where Tableau excels. It has a powerful and flexible drag & drop visualization
engine based on some technology from Stanford. GoodData and traditional BI typically provide some
canned reports but changing them requires significant time and money.
Data layer: This is where the three options are most different:
GoodData requires you to move your data to its cloud. Traditional BI typically requires you to move your
data to its data warehouse system. Tableau connects to a variety of existing data source and also
provides a fast in – memory data engine, essentially a local database. Since most enterprises have their
data stored all over the place, this provides the most choice and lets companies use the investment
they’ve already made.
Enterprise readiness: Traditional BI and Tableau do well here, with enterprise – level security and high
scalability.
Q. What is the Difference between quick filter and Normal filter in tableau?
Quick filter is used to view the filtering options and can be used to select the option. Normal filer is
something you can limit the options from the list or use some conditions to limit the data by field or
value.
Q. How do I automate reports using Tableau software?
You need to publish report to tableau server, while publishing you will find one option to schedule
reports.You just need to select the time when you want to refresh data.
Q. How is Tableau so fast when working with databases?
Tableau compiles the elements of your visual canvas into a SQL or MDX query for the remote database
to process. Since a database typically runs on more powerful hardware than the laptops / workstations
used by analysts, you should generally expect the database to handle queries much faster than most in
memory BI applications limited by enduser hardware. Tableau’s ability to push computation (queries)
close to the data is increasingly important for large data sets, which may reside on a fast cluster and may
be too large to bring in memory.Another factor in performance relates to data transfer, or in Tableau’s
case resultset transfer. Since Tableau visualizations are designed for human consumption, they are
tailored to the capabilities and limits of the human perception system. This generally means that the
amount of data in a query result set is small relative to the size of the underlying data, and visualizations
focus on aggregation and filtering to identify trends and outliers. The small result sets require little
network bandwidth, so Tableau is able to fetch and render the result set very quickly. And, as Ross
mentioned, Tableau will cache query results for fast reuse.The last factor involves Tableau’s ability to
use in memory acceleration as needed (for example, when working with very slow databases, text files,
etc.). Tableau’s Data Engine uses memory mapped I/O, so while it takes advantage of in memory
acceleration it can easily work with large data sets which cannot fit in memory. The Data Engine will
TABLEAU INTERVIEW Q & A
work only with the subsets of data on disk which are needed for a given query, and the data subsets are
mapped into memory as needed.
Q. What is Tableau Desktop?
Tableau Desktop is a data visualization application that lets you analyze virtually any type of structured
data and produce highly interactive, beautiful graphs, dashboards, and reports in just minutes. After a
quick installation, you can connect to virtually any data source from spreadsheets to data warehouses
and display information in multiple graphic perspectives. Designed to be easy to use, you’ll be working
faster than ever before.
Q. How Does Tableau Work?
While Tableau lets you analyze databases and spreadsheets like never before, you don’t need to know
anything about databases to use Tableau. In fact, Tableau is designed to allow business people with no
technical training to analyze their data efficiently.Tableau is based on three simple concepts:
– Connect: Connect Tableau to any database that you want to analyze.
Note that Tableau does not import the data. Instead it queries to the database directly.
– Analyze: Analyzing data means viewing it, filtering it, sorting it, performing calculations on it,
reorganizing it, summarizing it, and so on.Using Tableau you can do all of these things by simply
arranging fields of your data source on a Tableau worksheet. When you drop a field on a worksheet,
Tableau queries the data using standard drivers and query languages (like SQL and MDX) and presents a
visual analysis of the data.
– Share: You can share results with others either by sharing workbooks with other Tableau users, by
pasting results into applications such as Microsoft Office, printing to PDF or by using Tableau Server to
publish or embed your views across your organization.
What is the difference between tableau 7.0 and 8.0 versions.
New visualizations are introduced like tree map bubble chart and box and whisker plot
We can copy worksheet directly from one workbook to another Workbook
Introduced R script