Hands-on Practice
Applied tasks — what you would actually click.
You need sales by month with every year pooled together. Use:
- Continuous MONTH(Order Date)
- Discrete MONTH(Order Date)
- Exact date
- YEAR(Order Date)
Answer: Discrete MONTH(Order Date) — A discrete date part gives twelve month headers regardless of year — the seasonality view.
To show profit and sales on the same chart with independent scales:
- Add both to Rows
- Create a dual axis
- Use a filter
- Use the Pages shelf
Answer: Create a dual axis — Dual axis layers two independent axes. Synchronise them if the units match.
You want to see the top 5 and bottom 5 products in one view. Approach:
- Two worksheets
- Create two sets and combine them
- Two dashboards
- A context filter
Answer: Create two sets and combine them — Build a top 5 set and a bottom 5 set, then combine them into a single 10-row view.
To view the SQL Tableau is generating, you would:
- Open the .twb in a text editor
- Start a Performance Recording or check the logs
- Use Show Me
- Publish to Server
Answer: Start a Performance Recording or check the logs — Help → Settings and Performance → Start Performance Recording, or read the Tableau Desktop logs.
To add a custom colour palette you edit:
- The .twb file
- Preferences.tps in My Tableau Repository
- The .tds file
- The extract
Answer: Preferences.tps in My Tableau Repository — Preferences.tps is XML; restart Desktop after saving, then Edit Colors on the legend.
You need a field grouping several dimension members into buckets. Use:
- A set
- A group
- A parameter
- A bin
Answer: A group — Groups combine members into higher-level categories.
You need "top 10 customers" to stay correct as data changes. Use:
- A group
- A dynamic set
- An alias
- A static filter
Answer: A dynamic set — Dynamic sets re-evaluate their condition, so membership tracks the data.
To display an image in a dashboard that filters other sheets when clicked:
- A URL action
- An image object with a filter action
- A parameter
- A story point
Answer: An image object with a filter action — Add the image, then configure a filter action triggered by selecting it.
To combine a database table with a flat file in one data source:
- Blend only
- Connect to both and define the relationship or join on a common column
- Publish first
- Use a parameter
Answer: Connect to both and define the relationship or join on a common column — Connect twice, then join on the common column or edit the relationship.
The NOW() function returns:
- Today's date only
- The current date and time
- The workbook creation date
- A string
Answer: The current date and time — NOW() returns current date and time; TODAY() returns the date alone.