3.

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

Here is the Tableau Product family.

(i)Tableau Desktop:

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.

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?

The joins in Tableau are same as SQL joins. Take a look at the diagram below to

understand it.

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.

Learn Tableau From Experts

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.

16. 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:

o 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.
o 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.
o 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.

17. 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:

18. 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:
19. 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.

A tree map also does the same except it is considered a very powerful visualization as it
can be used for illustrating hierarchical data and part-to-whole relationships.
20. 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.

21. 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.
22. 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.

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.
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.

24. 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.

25. 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.

26. How to remove ‘All’ options from a Tableau auto-filter?

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.
28. What is TDE file?

TDE is a Tableau desktop file that contains a .tde extension. It refers to the file that
contains data extracted from external sources like MS Excel, MS Access or CSV file.
There are two aspects of TDE design that make them ideal for supporting analytics and
data discovery.

 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.

29. 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?

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.

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.

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.

37.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.

38. 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.

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.

 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.

40. 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.

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

Expert level Tableau Interview Questions

42. 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.

43. 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.

44. 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.

<!DOCTYPE html>

<html lang="en">

<head>

<title>Tableau JavaScript API </title>

<script type="text/javascript"
src="http://servername/javascripts/api/tableau_v8.js"></script>

</head>

<div id="tableau Viz"></div>

<script type='text/javascript'>

var placeholderDiv = document.getElementById("tableau Viz");

var url = "http://servername/t/311/views/Mayorscreenv5/Mayorscreenv2";

var options={

hideTabs:True,

width:"100%",

height:"1000px"

};

var viz= new tableauSoftware.Viz(placeholderDiv,url,options);

setInterval (function() {viz.refreshDataAsync()},5000);

</script>

</body>

</html>
Some Additional Tricky Tableau Interview Questions
45. 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.

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.

47. 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.

50. 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.