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Tableau Desktop Foundations

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Tableau Desktop Foundations Study Checklist
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1.1.1 Create a live connection to a data source

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  • Kinds of data and connectors available in Tableau Desktop
  • Connect pane options on the Tableau Desktop Start page
  • Connecting Tableau Desktop to an Excel or text file
  • Connecting to a database server with To a Server
  • Data Source page layout after connecting to data
  • Live connection setting on the Data Source page
  • Refreshing a live connection after the underlying data changes

1.1.2 Explain the differences between using live connections versus extracts

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  • Live connection versus extract: data access and freshness
  • Benefits an extract adds over a live connection
  • When to use a live connection versus an extract

1.1.3 Create an extract

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  • Creating an extract from the Data Source page
  • Extract filters and row limits in the Extract Data dialog
  • Aggregating extract data and rolling up dates
  • Hidden fields and extract size
  • Full versus incremental extract refresh

1.1.4 Save metadata properties in a .TDS

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Contents of a Tableau data source (.tds) file

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Data source (.tds) versus packaged data source (.tdsx)

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Saving a data source with Add to Saved Data Sources

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Reconnecting to a saved data source and its default location

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1.1.5 Create a data source that uses multiple connections

0/2

  • Adding connections to a data source for cross-database joins
  • Relating tables from different connections in the logical layer

1.2.1 Add relationships to a data source

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  • Creating a relationship between tables on the Data Source page
  • Relationship field pairs and compound relationships
  • Root table role and removing tables from a relationship model
  • Requirements and unsupported cases for relationships

1.2.2 Add joins and unions

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  • Creating a join on the physical-layer join canvas
  • Join types and the rows each one returns
  • Join clauses: matching fields, operators and multiple conditions
  • Join field data types and common join issues
  • Union versus join for combining tables
  • Creating a union: manual union versus wildcard union

1.2.3 Explain when to use a join versus a relationship

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  • Logical layer versus physical layer of the Tableau data model
  • Relationships versus joins: defining characteristics
  • How Tableau queries related tables during analysis
  • Combining tables at different levels of detail: relationship versus join
  • When to choose a join instead of a relationship

1.3.1 Rename a data field

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  • Ways to rename a field in Tableau Desktop
  • Scope and persistence of a renamed field
  • Restoring a field's original data source name

1.3.2 Assign an alias to a data value

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  • Creating and clearing aliases for dimension members
  • Field types eligible for aliases and when the Aliases option is unavailable

1.3.3 Assign a geographic role to a data field

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  • Built-in geographic role types and the location data each fits
  • Assigning a geographic role to a field in Tableau Desktop
  • Geocoding, generated Latitude and Longitude fields and the map view
  • Unrecognized or ambiguous locations and custom geocoding

1.3.4 Change data type for a data field

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  • Data type icons in the Data pane
  • Where to change a field's data type in Tableau Desktop
  • Correcting a data type that Tableau misinterprets
  • Numeric IDs and postal codes: changing data type versus converting to a dimension

1.3.5 Change default properties for a data field

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  • Default Properties menu location and options by field type
  • Setting the default aggregation for a measure
  • Default number format versus formatting a single pill
  • Default date format and data source date properties
  • Default color and shape encodings for dimension values
  • Default sort order for a categorical field
  • Default comments on data fields
  • Dimension and measure shelf placement for vertical versus horizontal bars
  • Automatic Bar mark type and the Marks card mark type drop-down
  • Starting a view with Show Me and other build methods
  • When to use a bar chart and bar chart design practices
  • When a line chart fits the analysis question
  • Building a line chart from a date field and a measure
  • Starting a line chart with Show Me
  • When a scatterplot fits the analysis question
  • Measure placement on Rows and Columns for a scatterplot
  • Adding dimensions to the Marks card in a scatterplot
  • Disaggregating measures to plot individual rows in a scatterplot
  • Trend lines on a scatterplot
  • Building a map view from a geographic field
  • Encoding measures with size and color on a map
  • Creating a filled (choropleth) map with the Map mark type
  • Choosing between a proportional symbol map and a filled map
  • Building a combined axis by dropping a measure onto an existing axis
  • Measure Names and Measure Values in a combined axis view
  • Separate axes versus a shared axis for multiple measures
  • Combined axis versus dual axis for comparing two measures
  • Methods for creating a dual axis chart in Tableau Desktop
  • Per-measure Marks cards and mixed mark types in a dual axis view
  • Synchronizing the axes of a dual axis chart
  • Field arrangement for a stacked bar versus side-by-side bars
  • Stack Marks setting for bars versus lines
  • When to use a density map and what density marks show
  • Building a density map from latitude and longitude data
  • Density map color, intensity and size settings on the Marks card
  • Building a crosstab (text table) in Tableau Desktop
  • Duplicating a worksheet as a crosstab
  • Building a highlight table with the Square mark and Color
  • Highlight table color options and turning it into a heat map
  • Creating a group by selecting marks in the view
  • Creating a group by selecting headers in the view
  • Creating a group from a field in the Data pane
  • Editing members and names in an existing group field
  • Include 'Other' option for non-grouped members
  • When to use a group versus a set
  • Creating a fixed set from selected marks or headers
  • Creating a dynamic set from a dimension in the Data pane
  • Fixed sets versus dynamic sets
  • Showing a set as In/Out versus listing its members
  • Adding or removing marks from an existing set
  • Combining two sets into a combined set
  • Creating and editing a custom hierarchy in the Data pane
  • Drilling down and up through hierarchy levels in a view
  • Automatic date hierarchies and drilling through date levels
  • Hierarchies versus groups, folders and combined fields for related dimensions
  • Keep Only and Exclude filtering from selected marks or headers
  • Filter dialog tabs for dimension filters
  • Filtering a measure from the Filters shelf
  • Showing a filter card and choosing its mode
  • Top and bottom N filters on a dimension
  • Combined effect of settings across Filter dialog tabs
  • Date Filter Field dialog versus dimension and measure filter dialogs
  • Discrete date part filters versus individual date filters
  • Range of dates, starting date and ending date filters
  • Relative date filters for always-current views
  • Computed sort versus manual sort
  • Sort icons on axes, headers, and field labels
  • Toolbar ascending and descending sort buttons
  • Ways to create a manual sort in a view
  • Sort dialog options and sorting by a field not in the view
  • Nested versus non-nested sorts across panes
  • Clearing sorts and hiding sort controls
  • Adding a reference line from the Analytics pane
  • Reference line scope: table, pane, and cell
  • Choosing the value and aggregation for a reference line
  • Reference line labels, tooltips, and line formatting
  • Reference lines versus bands, distributions, and box plots
  • Applying a quick table calculation from a measure pill
  • Quick table calculation types available in Tableau Desktop
  • Choosing a quick table calculation for an analysis question
  • Quick table calculation defaults, Edit Table Calculation and Compute Using
  • Creating a binned dimension from a numeric measure
  • Setting and editing bin size in the Create Bins dialog
  • Binned field behavior and bin labels in the view
  • Building a histogram with Show Me
  • Building a histogram manually from a binned dimension
  • Histograms versus bar charts for showing distributions
  • Reasons to create a calculated field
  • Creating a calculated field and Calculation Editor basics
  • Calculated field indicators and dimension or measure placement in the Data pane
  • Simple arithmetic calculated fields from existing measures
  • String calculated fields and common string functions
  • Date calculated fields and common date functions
  • Row-level versus aggregate calculations
  • Editing a calculated field and its effect on existing views
  • Parameters as workbook variables in Tableau Desktop
  • Parameter data types and allowable values
  • Parameter controls and other ways to change a parameter value
  • Parameters in calculated fields for what-if thresholds
  • Parameters in Top N filters
  • Parameter-driven reference lines and bands
  • When a parameter fits better than a filter or set
  • Adding row and column grand totals from the Analytics pane
  • View requirements for displaying grand totals
  • Subtotals versus grand totals in a view with nested dimensions
  • Repositioning totals to the left or top of the view
  • Automatic totals versus Total All Using aggregation
  • Single mark color and color effects from the Color button
  • Discrete versus continuous fields on Color
  • Edit Colors for categorical and quantitative palettes
  • Workbook-level versus worksheet-level font formatting
  • Worksheet-level font formatting with the Format Font pane
  • Fonts for a single field, field label or control card
  • Fonts in worksheet titles, captions, and tooltips
  • Mark label font settings on the Marks card
  • Shape mark type on the Marks card
  • Encoding a dimension on Shape and editing shape assignments
  • Workbook default versus selected sheet animation settings
  • Simultaneous versus sequential animation styles
  • View changes that trigger viz animations
  • Replaying an animation from the toolbar
  • Resetting animation settings versus disabling animations entirely
  • Marks card Size slider and its effect on different mark types
  • Discrete versus continuous fields on the Size property
  • Edit Sizes dialog for adjusting size distribution
  • Legends generated by Color, Shape, and Size encoding
  • Hiding and restoring legend cards on worksheets and dashboards
  • Worksheets versus dashboards versus stories in a workbook
  • Creating a dashboard and adding worksheets from the Sheets list
  • Replacing a dashboard sheet with Swap Sheets
  • Showing a filter card to consumers on a worksheet or dashboard
  • Applying one filter card to several worksheets on a dashboard
  • Use as Filter option on a dashboard sheet
  • Turning on the data highlighter for a field
  • Data highlighter behaviour across dashboard worksheets
  • Editing tooltip content with static and dynamic text
  • Tooltip command buttons and selection by category
  • Viz in Tooltip
  • Navigation and Download objects on a dashboard
  • Dashboard action types and what each does
  • Creating a filter action with source and target sheets
  • Run action on trigger options for dashboard actions
  • Filter action behavior when the selection is cleared
  • Filter actions versus highlight actions in a dashboard
  • Inserting field values into a URL action
  • Displaying a parameter control on a dashboard
  • Parameter controls versus change parameter actions
  • Fixed size versus Range versus Automatic dashboard sizing
  • Tiled versus floating dashboard items
  • Horizontal and vertical layout containers
  • Positioning, sizing, and ordering items with the Layout pane
  • Text, Image, Web Page and Blank dashboard objects
  • Default dashboard versus device layouts
  • Device Preview and adding device layouts
  • Size settings for a custom device layout
  • Auto-generated versus manually edited phone layouts
  • Publishing device-specific dashboards and which layout a viewer sees
  • Dashboard layout and design best practices
  • Stories and story points in Tableau Desktop
  • Creating a new story and adding a sheet to a story point
  • Blank versus Duplicate versus Save as New for the next story point
  • Story toolbar actions for updating, reverting and deleting a story point
  • Connection between a story point and its original sheet
  • Story size and fitting a dashboard to a story
  • Story navigator layout and Format Story options
  • Best practices for building an effective Tableau story
  • Tableau file types used for sharing work
  • Creating a packaged workbook for recipients without data access
  • Copying versus exporting a view as an image
  • Printing sheets or a workbook to PDF
  • Publishing a workbook to Tableau Server from Tableau Desktop
  • Publish Workbook dialog options for sheets and data
  • Choosing a sharing method for a given audience
  • Opening View Data from marks, the Analysis menu, the Data pane, and the Data Source page
  • Summary data versus underlying row-level data in the View Data window
  • Exporting underlying data to CSV from View Data and the Data Source page
  • Exporting view data from the Worksheet menu and which shelf fields it includes
  • Exporting or copying a view as a crosstab for Excel
  • Export as PowerPoint workflow in Tableau Desktop
  • Contents and interactivity of an exported PowerPoint presentation
  • Exporting a story and its story points to PowerPoint
  • Dashboard sizing and Page Setup options for PowerPoint output
  • Kind of information dimensions typically contain
  • Default dimension and measure assignment in the Data pane
  • Quantitative information that measures typically contain
  • Numeric fields that hold categorical rather than quantitative information
  • Dimensions versus measures in how they shape a view
  • Recognizing a measure pill versus a dimension pill
  • Dimension and measure roles versus discrete and continuous field types
  • Converting a measure to a dimension in the view versus the Data pane
  • Headers, labels, panes and blue pills of discrete fields
  • Converting between discrete and continuous on a shelf versus in the Data pane
  • Axes created by continuous fields on Rows and Columns
  • Data types and roles that can be continuous
  • Discrete versus continuous fields on Color and other Marks card properties
  • View changes when a pill is switched between discrete and continuous
  • Discrete date parts versus continuous date values
  • View structure from a discrete versus a continuous date pill
  • Default discrete date and default date level in the view
  • Choosing a date level from a date pill's context menu
  • Drilling into a discrete date field from year to quarter
  • Automatic aggregation of a measure added to the view
  • Predefined aggregations and the results they return
  • Setting a default aggregation versus changing it on a pill
  • Choosing a fitting aggregation when the default sum is misleading
  • Aggregated versus disaggregated views with the Aggregate Measures setting
  • Aggregated measure values after adding a dimension to the view
  • Shelves and Marks card properties that set a view's level of detail
  • Counting the marks in a view as dimensions are added

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  1. Tableau Desktop Foundations Checklist
  3. Connecting to and Preparing Data

Saving a data source with Add to Saved Data Sources

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This is one of 258 concepts on the Salesforce Tableau Desktop Foundations exam.

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Next conceptReconnecting to a saved data source and its default location

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  1. Tableau Desktop Foundations Checklist
  3. Connecting to and Preparing Data
Saving a data source with Add to Saved Data Sources

Explainer

Learn More

Practice Question

Studying for this exam?

This is one of 258 concepts on the Salesforce Tableau Desktop Foundations exam.

Looking for practice exams? Click below to try one!

Keep going

Next conceptReconnecting to a saved data source and its default location

Explainer

Add to Saved Data Sources saves a Tableau Desktop data source to its own file, so you can reuse it in other workbooks or share it without redoing your setup. The file keeps the connection details plus your customizations, such as calculated fields, groups, and default field properties. You choose between a .tds file, which holds connection information only, and a .tdsx file, which also packages a copy of local data.
Core information
  • Save a data source as a file when you have built a connection you want to reuse in other workbooks or share with colleagues. It is also worth doing after you add joined tables, default properties, or custom fields (groups, sets, calculated fields, binned fields) to the Data pane, so that work goes with the data source.
More details and nuances
  • The saved data source keeps your metadata changes apart from the workbook. For example, if you rename fields, use Add to Saved Data Sources, then close Tableau and click No when asked to save changes, the data source still appears under Saved Data Sources with the renamed fields when you reopen Tableau.

Explainer

Add to Saved Data Sources saves a Tableau Desktop data source to its own file, so you can reuse it in other workbooks or share it without redoing your setup. The file keeps the connection details plus your customizations, such as calculated fields, groups, and default field properties. You choose between a .tds file, which holds connection information only, and a .tdsx file, which also packages a copy of local data.
Core information
  • Save a data source as a file when you have built a connection you want to reuse in other workbooks or share with colleagues. It is also worth doing after you add joined tables, default properties, or custom fields (groups, sets, calculated fields, binned fields) to the Data pane, so that work goes with the data source.
More details and nuances
  • The saved data source keeps your metadata changes apart from the workbook. For example, if you rename fields, use Add to Saved Data Sources, then close Tableau and click No when asked to save changes, the data source still appears under Saved Data Sources with the renamed fields when you reopen Tableau.