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Tableau UI overview: A road to Tableau Desktop Specialist Certification
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Tableau UI overview: A road to Tableau Desktop Specialist Certification

Last Updated on March 24, 2022 by Editorial Team

Author(s): Daksh Trehan

Originally published on Towards AI the World’s Leading AI and Technology News and Media Company. If you are building an AI-related product or service, we invite you to consider becoming an AI sponsor. At Towards AI, we help scale AI and technology startups. Let us help you unleash your technology to the masses.

Chapter 2: A deep dive into TableauΒ UI

Welcome to the second chapter, In this piece, we are going for a virtual Tableau UIΒ tour.

If you want to navigate through other chapters, visit: Tableau: What it is? Why it is the best?; A road to Tableau Desktop Specialist Certification.

If you want to directly go on Tableau Desktop Specialist notes, access them here β†’ https://dakshtrehan.notion.site/Tableau-Notes-c13fceda97b94bda940edbf6751cf303

Use the link to get access to free Tableau certification dumps (Valid till 13 AprΒ 2022):

https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=1FA58837A74561DC1EFB

Table ofΒ Content:

  • Start Page
  • Data SourceΒ Page
  • Tableau Workplace
  • Sample Exam Questions from thisΒ Topic

Start Page

The Start page acts as a central repository, it allows usersΒ to:

  • Connect newΒ data
  • Access previous worksheets
  • Explore Tableau products, services & tutorials

Connecting NewΒ Data

In the Connect pane, TableauΒ allows:

  • Connecting to the data β†’ Tableau allows connecting data from two sources:
    – From local directory (JSON, CSV, PDF, XLSX, Stats File)
    – From a server (MySQL, RedShift, SAP, Hive, Google Cloud, Snowflake)
  • Opening Saved Data Source β†’ It allows opening data that have been saved past in My Tableau Repository directory.

Accessing Previous Worksheets

This pane allows you to open previous/most recent worksheets, you can also pin them for easyΒ access.

Exploring Tableau Products, Services & Tutorials

It provides easy access to documentation, tutorial videos, and other useful Tableau Products.

Data SourceΒ Page

Left Pane β†’ It shows connected data sources, sheets in your data & unionedΒ data.

Canvas β†’ Here users can define relationships between logical tables. (More about joining data to be covered in later chapters)

Connection β†’ Tableau allows users to either go for a live connection or extract a connection. Live is slow but real-time, extract is a snapshot of live data and isΒ fast.

Filters β†’ We can add data filters directly from the start page. (More about filters to be covered in later chapters)

Data Grid β†’ It displays the fields in our data. The pane also allows making generic modifications such as sorting, hiding, renaming, resetting, creating calculations, addingΒ aliases.

Tableau Workspace

Data & Analytics Pane β†’ This pane contains the information about data i.e. dimension & measures(more about dimension and measures to be covered in later chapters), selected data connection, and Analytics Pane that includes statistical summarizations such as Median, Mode, Average lines,Β etc.

Cards & Shelves β†’ Here the data fields from the data pane are dragged and dropped to add fields to the view. It consists of Rows & Column shelves and Pages, Filters, and MarksΒ cards.

Toolbar β†’ It is used to access commands and navigate.

View β†’ This is the place where we create visualization a.k.aΒ viz.

Show Me β†’ This pane provides different options users can use to create viz, depending on selected dimension orΒ measure.

Sheets, Dashboards & Stories β†’ This pane allows users to create and access Sheets, Dashboards & Stories. (More about Dashboard & Stories to be covered in later chapters)

Sample Exam Questions from thisΒ Topic

Where can you find Tableau saved dataΒ sources?

  1. My Tableau Repository
  2. My Documents
  3. Tableau DataΒ Sources
  4. Downloads

Solutions: My Tableau Repository

Explanation: By default, Tableau saves your data sources, files, custom shapes, etc. at My Tableau Repository

Which option would you choose to connect to a CSV file in DataΒ Pane?

  1. Text file
  2. Statistical File
  3. PDF file
  4. JSON File

Solution: TextΒ File

What are the two data sources from where you can connect files in Tableau? [Multiple Choice Question]

  1. From File
  2. From Local Repository
  3. From Server
  4. From ExternalΒ Disk

Solution: From File & FromΒ Server

What are two types of connections allowed in Tableau? [Multiple Choice Question]

  1. Live
  2. From LocalΒ Repo
  3. Extract
  4. Snapshots

Solution: Live,Β Extract

What are the default options available in Marks Card? [Multiple Choice Question, Choose anyΒ 3]

  1. Detail
  2. Tooltip
  3. Shapes
  4. Path

Solution: Detail, Tooltip,Β Shapes

Use the link to get access to free Tableau certification dumps (Valid till 13 AprΒ 2022):

https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=1FA58837A74561DC1EFB

References:

[1] Tableau Help | TableauΒ Software

[2] PersonalΒ Notes

[3]Tableau Desktop Specialist Exam (New Patternβ€Šβ€”β€Š2021)β€Šβ€”β€ŠApisero

Thanks forΒ Reading!

Feel free to give claps so I know how helpful this post was for you, and share it on your social networks, this would be very helpful forΒ me.

If you like this article and want to learn more about Machine Learning, Data Science, Python, BI. Please consider subscribing to my newsletter:

Daksh Trehan’s Newsletter.

Find me on Web: www.dakshtrehan.com

Connect with me at LinkedIn: www.linkedin.com/in/dakshtrehan

Read my Tech blogs: www.dakshtrehan.medium.com

Connect with me at Instagram: www.instagram.com/_daksh_trehan_

Want to learnΒ more?

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Cheers


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