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Tableau Interview Questions and Answers

The document provides an overview of frequently asked Tableau interview questions and answers. It discusses what Tableau is, its key features like data blending and real-time analysis. It describes the different Tableau tools, data types, joins, number of tables that can be joined, connection types to datasets, shelves and sets.

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0% found this document useful (0 votes)
3K views14 pages

Tableau Interview Questions and Answers

The document provides an overview of frequently asked Tableau interview questions and answers. It discusses what Tableau is, its key features like data blending and real-time analysis. It describes the different Tableau tools, data types, joins, number of tables that can be joined, connection types to datasets, shelves and sets.

Uploaded by

amit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
  • What is Tableau?: Provides an introduction to Tableau, its use in data visualization, and mentions various features.
  • How many tools in Tableau?: Enumerates and describes the five main tools available in Tableau.
  • Explain all data terminologies in Tableau?: Defines key terminologies in Tableau, such as Bookmark, Dashboard, and Worksheet.
  • What is the difference between traditional BI tools and Tableau?: Compares traditional Business Intelligence tools with Tableau.
  • What are the different data types in Tableau?: Details the various data types supported by Tableau.
  • What is the difference between .twb and .twbx extension?: Explains the differences between two Tableau file extensions.
  • What are the different types of joins in Tableau?: Illustrates and explains different types of joins in Tableau, including cross join and inner join.
  • Explain the different connections you can make with your datasets?: Describes the different ways datasets can be connected in Tableau (live and extract connections).
  • How many tables you can join in Tableau?: Specifies the limit on the number of tables that can be joined in Tableau.
  • What are Shelves?: Defines shelves and their function in Tableau visualization settings.
  • What are Sets?: Explains the concept and functionality of sets in Tableau.
  • What are Groups?: Describes the use and creation of groups for dimensional data categorization in Tableau.
  • What is the Tableau Data Engine?: Introduces the Tableau Data Engine and its role in optimizing data processing.
  • What is a Tableau Data Server?: Describes the role and benefits of a Tableau Data Server in data collaboration.
  • What is the Hierarchical Field?: Explains hierarchical fields used for more granular data views in Tableau.
  • How to create a Calculated Field in Tableau?: Provides steps to create calculated fields in Tableau for custom data analysis.
  • What is the difference between the Tree map and Heat map?: Compares tree maps and heat maps used for visual data representation in Tableau.
  • Define Dual Axis.: Describes the concept and use of a dual axis in Tableau visualizations.
  • What is TDE file?: Explains the TDE file type and its relevance in Tableau.
  • What is the Story in Tableau?: Discusses the concept of a Story in Tableau, used to sequence dashboards or worksheets.
  • What is the difference between Data Joining and Data Blending?: Differentiates between data joining and data blending processes in Tableau.
  • Can Tableau be installed on macOS?: Confirms the compatibility of Tableau Desktop with macOS.
  • What is the difference between discrete and continuous data in Tableau?: Explains the distinction between discrete and continuous data treatment in Tableau.
  • Whether tableau software is suitable for strategic acquisition or not?: Evaluates Tableau's suitability for strategic acquisition and insightful data presentation.
  • How many numbers of rows Tableau can utilize at one time?: Clarifies the row limitations for Tableau's data utilization capabilities.
  • Can we place an excel file in a shared location in Tableau?: Discusses the ability to use shared Excel files with Tableau for collaborative data analysis.
  • What are the different Tableau files?: Identifies and explains different file types utilized in Tableau.
  • Suppose license expires today, will users be able to view dashboard or worksheet which published on the server?: Explains how licensing affects access to Tableau-distributed dashboards.
  • What is the difference between the published data source and an embedded data source?: Differentiates between published and embedded data sources in Tableau for data handling.

Tableau Interview Questions and Answers

A list of top frequently asked Tableau Interview Questions and answers are given below.

1) What is Tableau?
o Tableau is a powerful data visualization tool used in the business intelligence
industry.
o It simplifies the raw data into a very easily understandable format.
o It visualizes and creates interactive, sharable dashboards.
o Tableau is not required any technical or programming skills.

2) Explain the features of Tableau?


There are three main features of Tableau, such as:

1. Data Blending: Data blending is an essential feature in Tableau. It is used when we


combine related data from multiple data sources, which you want to analyze
together in a single view, and represent in the form of a graph.
2. Real-time Analysis: Real-Time Analysis makes users able to quickly understand
and analyze dynamic data when the Velocity is high, and real-time analysis of data is
complicated. Tableau can help extract valuable information from fast-moving data
with interactive analytics.
3. The Collaboration of Data: Data analysis is not isolating task. That's why Tableau
is built for collaboration. Team members can share data, make follow up queries,
and forward easy-to-digest visualizations to others who could gain value from the
data. Making sure everyone understands the data and can make informed decisions
is critical to success.

3) How many tools in Tableau?


There are five tools in Tableau, such as:

1. Tableau Desktop: Tableau Desktop establish connectivity between the Data


Warehouse and other various types of files. The dashboards and the workbooks
created here can be either shared locally or publicly. It allows us to code and
customizes reports. Right from establishing the stories, charts to blending them all to
form a dashboard, all the necessary work is created in Tableau Desktop.
2. Tableau Public: This Tableau version is specially built for cost-effective users. The
word 'Public' means that the created workbooks cannot be saved locally. They
should be kept on the Tableau's public cloud, which can be accessed and viewed by
anyone.
3. Tableau Online: Its functionality is similar to the Tableau server, but data is stored
on the server that hosted on the cloud, which is maintained by the Tableau group.
There is no storage limit on the data which is published in the Tableau Online.
Tableau Online creates a direct link over 40 data sources who are hosted in the cloud
such as the Hive, MySQL, Spark SQL, Amazon Aurora, and many more.
4. Tableau Server: The software is correctly used to share the workbooks,
visualizations, which is created in the Tableau Desktop application over the
organization. To share dashboards in the Tableau Server, you should first publish
your workbook in the Tableau Desktop. Once the workbook has been uploaded to the
server, it will be accessible only to the authorized users.
5. Tableau Reader: Tableau Reader is a free tool which allows us to view the
visualizations and workbooks, which is created using Tableau Desktop or Tableau
Public. The data can be filtered, but modifications and editing are restricted. There is
no security in Tableau Reader as anyone can view workbook using Tableau Reader.

4) Explain all data terminologies in Tableau?


There are several types of data terminologies in Tableau, such as:
1. Bookmark: A .tbm document in the bookmarks folder in the Tableau repository that
contains a single worksheet. It helps in improving data analysis. Unlike, web browser
bookmarks, .tbm files are a compatible way to display various studies quickly.
2. Workbook: A workbook is a file with .twb extension that holds one or more
worksheets as well as dashboards and stories.
3. Dashboard: The dashboard is a combination of several views that are arranged on a
single page. In Tableau, dashboards are used to observe and compare a variety of
data together, and also it allows interacting with other worksheets.
4. Data Source Page: Data Source is a page where you can set up your data source.
Does this data source page generally consist of four main areas? Join area, left pane,
a preview area, and metadata area.
5. Worksheet: The worksheet is a collection of sheets. It's a place where you build
views of your data by dragging various fields onto the shelves.
6. Dimensions: Dimension is commonly known as a field of categorical data.
Dimensions hold discrete data such as members and hierarchies that cannot be
aggregated. It also contains characteristic values such as dates, names, and
geographical data. The dimensions used to reveal details of your information.
7. Measures: measures are the measurable quantities of the data, which can be
analyzed by a dimension table. Measures are stored in a table which contains foreign
keys referring uniquely to the associated dimension tables. The table supports data
storage at the atomic level and thus, allows the number of records to be inserted at
one time.
For example, a Sales table can have a product key, customer key, promotion key,
items sold, referring to a specific event.
8. Filters shelf: Filter shelf is located on the left side of the workbook. Filters shelf is
used to exclude the data from a view by filtering it using both dimensions and
measures.
9. Pages shelf: Page shelf is on the left side of the view. With the help of the page
shelf, you can split a view into a sequence of pages based on the values and
members in a continuous or discrete field. Adding a field with the pages shelf is
similar to adding a field in rows shelf. For each new row, a new page is created.
10. Marks card: Marks card is on the left side of the worksheet. The user can drag fields
to the control mark properties such as color, type, shape, size, label, detail, and
tooltip.
5) What is the difference between .twb and .twbx extension?

.twb .twbx

A .twb is an xml document that contains It doesn't contain any data so to share your
the information about your dashboards, workbook, and you have send both
sheets, and stories. workbook file and the data source file of Tableau.

A .twbx is a package of files It includes data source file and any other
"compressed" together. file used to produce the workbook,
including images.

6) What is the difference between traditional BI tools and


Tableau?

Traditional BI tools Tableau

Traditional BI architecture has hardware limitations. Tableau doesn't have dependencies.

It based on the complex set of technologies. Tableau based associative search that makes it
fast and dynamic.

It does not support in-memory, multi-thread, and It supports in-memory when used with advanced
multi-core computing. technologies.

It has a predefined view of data. It uses predictive analysis for various business
operations.

7) What are the different data types in Tableau?


Tableau expresses fields and assigns data types automatically. If the data source appoints
the data type, Tableau will use that data type. If the data source doesn't individually assign
a data type, Tableau will assign one. Tableau consist of the following data types:

o Date values
o Text values
o Numerical values
o Date and time values
o Boolean values (True or False conditions)
o Geographic values (longitude and latitude used for maps)

8) What are the different types of joins in Tableau?


The joins in Tableau are the same as SQL joins. There are five main joins, such as:

1) Cross Joins: Cross join produces rows which combine each row from the first table with
each row from the second table.

2) Inner Joins: An inner join returns the matching rows from the tables that are being
merged.
3) Left Outer Join: The left outer join returns matching rows from the tables being joined,
and also non-matching rows from the left table in the result and places NULL values in the
attributes that come from the right table.
4) Right Outer Join: The right outer join operation returns matching rows from the tables
being merged, and also non-matching rows from the right table as the result and
places NULL values in the attributes that come from the left table.

4) Full Outer Join: The full outer join is used to combine tables. As a result, it contains all
values from both tables.
9) How many tables you can join in Tableau?
In Tableau, you can join an atmost 32 tables.

10) Explain the different connections you can make with your
datasets?
We can connect the datasets in two ways, such as:

1. Live: Live connection sends queries to your database and retrieves data. These
queries will return whatever data is currently in the database.
2. Extract: Extracts connection saved subsets of data that use to improve performance
or to take the advantages of Tableau functionality which are not supported or
available in your original data.
11) What are Shelves?
Shelves are the named areas placed on the left and top of the view in the worksheet. You
can build a view by drag and drop fields onto the shelves. Some shelves are available when
you select a specific mark type.

12) What are the Sets?


In Tableau, sets are used to create subsets of data based on the specific condition defined
by the user. Sets are only created based on the dimension field.

There are two types of sets in Tableau, such as:

1. Dynamic Sets: The values or members in the dynamic sets get change when the
underlying data changes.
2. Fixed Sets: The values or members in the fixed sets does not change when the
underlying data changes.

13) What are Groups?


A group is a combination of the members of the dimension which make higher-level
categories.
14) What is the Hierarchical Field?
In Tableau a hierarchical field is used for drilling down data. It means viewing your data at a
more granular level.

15) What is a Tableau Data Server?


Tableau server acts as a middle man between the data and Tableau uses. Tableau Data
Server allows you to share and upload data extracts, preserve database connections, as well
as reuse calculations and field metadata.

This means any changes you can make for the calculated field, data-set, aliases, definitions
or parameters, can be saved and shared with others, that allows for a secure, centrally
managed and standardized dataset as well as you can leverage your server's resources to
run queries on extracts without having first to transfer them to your local machine.

16) What is the Tableau Data Engine?


Tableau Data Engine is a cool feature in Tableau. It?s an analytical database that designed
to achieve instant query response, predictive performance, integrate seamlessly into
existing data infrastructure, and it is not limited to load entire data sets into the memory.

If you are work with a large amount of data, it does take some time to create indexes,
import, and sort data, but after that everything speeds up. Tableau Data Engine is not in-
memory technology. The data is stored in disk after its import, and the RAM is hardly
utilized.

17) How to create a Calculated Field in Tableau?


o Click on the drop-down option to the right of dimension on the data pane and go to
the create options and select the calculated field to open the calculation editor.
o Name the calculated field and create a formula.
18) Define Dual axis.
The dual-axis is used to visualize two different measures in two different chart types. A date
column and two measures are necessary to build a dual-axis chart.

The different scales are used in the graph that helps the user to understand both measures.

19) What is the difference between the Tree map and Heat map?

Tree map Heat map

A treemap also does the same thing as well as A heat map can compare categories with color
it can be used for illustrating hierarchical data And Size In the heat map, you can compare
and part of whole relationships. Two different measures together.
20) What is the difference between Data Joining and Data
blending?

Data joining Data blending

Data joining is used when you are Data blending is required two completely
combing the data from the same source. defined data sources in a report.

21) What is TDE file?


TDE is a Tableau desktop file which contains a .tde extension. It refers to the file to include
data extracted from external sources like MS Access or CSV file, MS excel.

There are two aspects of TDE file that make them ideal for supporting analytics and data
discovery.

o TDE is a columnar store.


o TDE uses all parts of the computer memory from RAM to the hard disk and puts each
piece to work what is the best for its characteristics.

22) What is the Story in Tableau?


A story is a sheet which contains a sequence of dashboards or worksheets that work
together to deliver information.

You can create stories to show how the facts are connected, provide context, and
demonstrate how decisions relate to outcomes or make a compelling case. Each sheet in a
story is known as a story point.
23) What is the difference between discrete and continuous data
in Tableau?

Discrete Continuous

Discrete data is the value that is counted as Continuous data is used to measure continuous data.
distinct or separate.

Only It can take individual values within a It can take any values within a finite and infinite range.
range.

24) How many numbers of rows Tableau can utilize at one time?
Tableau is not restricted by the number of rows in the table. Tableau is used to access
petabytes of data because it only retrieves the rows and columns.

25) Can Tableau be installed on macOS?


Yes, Tableau Desktop can be installed on Mac as well as window operating system.

26) Tableau software is suitable for strategic acquisition or not?


Yes, Tableau software is suitable for strategic acquisition because it gives data insight to the
extent that other tools can't.

27) Can we place an excel file in a shared location in Tableau?


Yes, we can place an excel file in a shared location, but for better performance, we should
use extract.
28) Suppose license expires today, will users be able to view
dashboard or worksheet which published on the server?
If Tableau Desktop license expires today, then you cannot access the dashboard or
worksheet because the username on the server will have to unroll unlicensed.

But others can access because the site admin can change the ownership to another person,
so the extracts do not fail.

29) What are the different Tableau files?


o Bookmarks: It contains only single worksheet and its easy way to share your work.
o Workbooks: Workbook can hold one or more dashboards and worksheets.
o Packaged workbooks: It contains the workbook along with any supporting local file
data and background images.
o Data extraction files: Data extraction files are a local copy of a data source or a
subset.
o Data connection files: Data connection file is a small XML file that contain various
connection information.

30) What is the difference between the published data source and
an embedded data source?

Published data source Embedded data source

It contains connection information which is It contains connection information, and it is associated


independent of any workbook, and multiple with a workbook.
workbooks can use it.

Common questions

Powered by AI

Tableau supports real-time data analysis by allowing users to connect live to various data sources, enabling instant reflection of any changes or updates in the source data within the visualizations. This feature leverages Tableau’s ability to query databases directly for the most current data . Additionally, Tableau’s architecture supports in-memory capabilities with advanced technologies, making it possible to handle high-velocity, dynamic data effectively . The seamless integration with existing data infrastructure and the interactive nature of Tableau’s analytics further enhance its real-time analysis capabilities .

The Tableau Data Engine plays a crucial role in optimizing data processing by acting as an analytical database designed for rapid query response and predictive performance, even with large datasets. It integrates smoothly into existing data infrastructure, allowing users to process data efficiently without loading it entirely into memory . The Data Engine is not limited to in-memory technology; instead, it uses disk storage effectively while minimizing RAM usage. This setup ensures that users can handle substantial amounts of data with improved performance after initial data import and indexing . These features make the Tableau Data Engine ideal for supporting fast and dynamic analytics, particularly when working with complex datasets .

Tableau is built for collaboration by allowing users to share datasets and visualizations seamlessly across the organization. This is achieved through Tableau Server, where workbooks and dashboards created in Tableau Desktop can be published and accessed by authorized users . Moreover, Tableau provides the flexibility to create and share interactive dashboards that enable team members to conduct follow-up analyses and contribute insights collectively . The Tableau Data Server further enhances collaboration by enabling the sharing and management of centralized datasets, preserving calculations, aliases, and metadata for consistent organizational use . The platform thus ensures that insights are not isolated and that team members across different levels can make informed decisions together .

Data blending in Tableau is used to combine related data from multiple sources into a single view for analysis, representing this combined data in the form of a graph . This differs from data joining, which combines data from the same data source. While data joining deals with tables from a single database, data blending requires two independent data sources and overlays the data visually rather than merging them into a single table .

Tableau differs from traditional Business Intelligence (BI) tools primarily in its hardware and software dependencies and its user interaction approach. Traditional BI tools have hardware limitations and rely on complex technologies, whereas Tableau operates without such dependencies, allowing for more dynamic and flexible data handling . Tableau leverages an associative search model that enhances speed and dynamism compared to the predefined views in traditional BI, and it supports advanced technologies like in-memory, multi-thread, and multi-core computing . Additionally, Tableau offers predictive analytics for business operations, providing insights that traditional BI tools often lack .

Creating a calculated field in Tableau involves accessing the data pane, clicking on the drop-down menu next to a dimension, selecting 'Create Calculated Field,' and then naming the calculated field while entering a formula in the calculation editor . This feature is critical in data analysis as it allows users to perform customized, complex calculations that aren't available directly from the data source, enabling tailored analyses and insights. Calculated fields provide the capability to derive additional metrics, segment data, and apply conditional logic for more nuanced visualizations and storytelling .

A .twbx file in Tableau offers significant advantages over a .twb file by packaging together the workbook and all associated data sources and files needed to create the workbook, including images. This creates a comprehensive, portable file that is easier to share . In contrast, a .twb file is simply an XML document that holds information about the dashboards, sheets, and stories but does not contain the actual data, thus requiring separate sharing of both the workbook and the data source file .

Dynamic sets and fixed sets in Tableau differ primarily in their adaptability to changes in underlying data. Dynamic sets automatically update their members based on any changes in the data, offering a flexible approach to data analysis when the underlying data varies over time . In contrast, fixed sets remain constant, retaining their initial members regardless of any changes in the source data, thus providing stability for analyses that require consistent conditions . These capabilities enable users to choose between flexibility and consistency according to the analytical context .

A Tableau Story is a visual narrative composed of a sequence of dashboards or worksheets, each representing a story point that collectively conveys how different aspects of a dataset are interconnected . It facilitates storytelling by providing context, linking data-driven insights to outcomes, and strengthening the presentation of compelling arguments or evidence . Stories enhance insights communication by making complex data more accessible and understandable to diverse audiences, helping to illustrate the evolution of an analysis or the implications of business decisions .

Tableau intelligently assigns data types based on information provided by the data source or defaults to its own classifications when such information is unavailable . It supports a wide range of data types to accommodate diverse datasets, including date values, text values, numerical values, date and time values, Boolean values, and geographic values using longitude and latitude . This automatic assignment simplifies data integration and analysis, ensuring consistent data representation across different visualizations and analyses .

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