Tableau Interview Questions

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In Tableau, measures or dimensions are colored by placing them on the Color Shelf.

-The color of a data element is decided by it being continuous or discreet.

-A discreet field on the Color shelf produces a “color palette”. A continuous field creates a “gradient”.

-Click on the color shelf to Edit Colors. To display consistent color, double click on the color and provide HTML code or RGB values.
A Custom color palette can be provided to Tableau by modifying the Preferences.tps file. It is an XML file and is located under the “My Tableau Repository” folder on your machine or where Tableau Desktop is installed.

If no custom color is specified, this file appears with place holder such as

-?xml version='1.0'?>

-workbook>

-/workbook>

Custom color can be specified in this file by using the HTML tags for Color Type and hexadecimal value.
Sets are used to create sub-set of the data based on a condition such as Top 10 Customers by sales.

-Sets can be created manually from the visualization in view canvas. On a scatter graph, highlight the marks which you want to use to create a Set, and select Create Set by clicking on the overlapping circle icon from the pop-up toolbar.

-Sets can also be created dynamically from the data section. Right-click on any dimension and select Create/Sets. On the dialogue box, navigate to Top

A developer wants to create a “subset of data” such as “Top 10 customers by sales”. This subset of data can be used as a filter in other sheets. What visualization technique should be used in such a scenario?



-Sets can be used with other sets. Sets can be used as a filter. They can also be used in a calculated field.

-Sets once created, show up in the data section below Measures.

-Sets are available in all the sheets and can be used in multiple visualizations.

-Exercise: Use Tableau sample data source Sample- Superstore.xls Use Orders datasheet. Create a SET for Top 10 Customers by Sales.
Sets and filters are similar with few differences.

- A set can be used as a filter. Filters are available only in one sheet but Sets are available as a part of data and therefore available in any sheet you create.

- Since Set becomes a part of the data, it is available when the data source is saved as a.TDS file and shared across other dashboards.

- Sets get created automatically when Action is used in a dashboard.

- Sets get created, when User filter is applied to the dashboard for security.
Best practices should be followed to keep the design clean. Data should be organized and visualization should be easy to understand.

- Use folders to organize related fields or calculations.

- Name the data connections appropriately.

- Use standard naming conventions for the calculated fields.

- Use a standard naming convention for the parameters.

- Use standard naming conventions to name the sheets and dashboards.