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Peay
Desktop Specialist
Exam GuideThis document provides information on the structure of the exam, along with the knowledge and skills
being measured. It will suggest resources to help you prepar
build product knowledge.
1 success, This document is not intended to
Awarded Credentials
Upon successfull completion of this exam, you will be awarded the title of Tableau Desktop Specialist. This
title does not expire.
Target Audience
‘This exam is for those who have foundational skills and understanding of Tableau Desktop and at least three
months of applying this understanding in the product.
There are no required prerequisites for this exam. Everyone learns differently and every day use of Tableau
varies. Recommendations for learning resources and experience with the product are guidelines, not
requirements.
Learning Resources
‘The best preparation is experience and time with the product. During the exam, you will have access to
public, online resources aside from private websites that require a login or websites & applications allowing
for communication with others. ‘To be successful, we strongly encourage you to complete the Desktop I
Fundamentals classroom course.
We also recommend exploring these additional resources:
Free How-To Training Videos
‘Tableau Product Support
‘Tableau Product Help
Visual Analysis Best Practices Guidebook
Exam Format
Time Limit: 60 minutes
Question Format: Multiple choice, multiple response, hands-on
Number of Questions: 30
Scoring: Automatically scored; point value varies per question type with hands-on worth more
Passing Score: 70%
Language(s) Offered: English, Japanese, Simplified Chinese, German, French, Brazilian Portuguese,
International Spanish
Delivery Platform: Windows Virtual Machine containing Tableau Desktop
System Preparation
For a successful exam experience, ensure your computer, network, and the physical environment are
properly configured. This includes running a system tech-check before the exam. Review our Required:
details.
Exam Setup document for complete
For questions, email certification@tableau.com or visit tableau. com/certification.Skills Measured
Connecting to & Preparing Data
+ Create and save data connections
Create a live connection to a data source
Explain the differences between using live
connections versus extracts
Create an extract
Save metadata properties in a. TDS
Modify data connections
Add a join
‘Add a blend
Adda union
Manage data properties
Rename a data field
Assign an alias to a data value
Assign a geographic role to a data field
Change data type for a data field (number,
date, string, Boolean, etc)
Change default properties for a data field
(number format, aggregation, color, date
format, etc)
Exploring & Analyzing Data
Create basic charts
Create a bar chart
Create a line chart
Create a scatterplot
Create a map using geographic data
Create a combined axis chart
Create a dual axis chart
Create a stacked bar
Create a chart to show specific values
(crosstab, highlight table)
Organize data and apply filters
Create a visual group
Create a group using labels
Create a set
Organize dimensions into a hierarchy
Add a filter to the view
Add a context filter
Add a date filter
Apply analytics to a worksheet
‘Add a manual or a computed sort
Add a reference line or trend line
Use a table calculation
Use bins and histograms
Create a calculated field (eg, string, date,
simple arithmetic)
‘Add a parameter
Sharing Insights
Format view for presentation
Use color
Use bolding
Use shapes
Use viz animations
Change size of marks
Select fonts
rate and modify a dashboard
Create a dashboard layout
‘Add interactive or explanatory elements
Add dashboard actions
‘Modify existing dashboard layout for mobile
devices
Create a story using dashboards or views
Share a twbx as a PDF
Share a twbx as an image
Continued on next page.Skills Measured
Understanding Tableau Concepts
Dimensions and measures
Explain what kind of information dimensions
usually contain
Explain what kind of information measures
usually contain
Discrete and continuous fields
Explain how discrete fields are displayed in
‘Tableau
Explain how continuous fields are displayed
in Tableau
Explain the difference between discrete date
parts and continuous date values in ‘Tableau
Aggregation
Explain why Tableau aggregates measures
Describe how an aggregated measure changes
when dimensions are added to the view
Timeliness
Completing a task effectively and efficiently has
become a standard that organizations expect from
‘employees. This exam is timed because we view time
as a critical competency needed to be successful.Sample Questions
‘The questions below are examples intended to give you a sense of how questions will look on the exam.
They are not a learning resource for the Desktop product, nor do they provide the experience needed to
successfully pass the exam.
You are encouraged to work through your own solutions first before looking at the solutions provided,
1. Which of the following is the best reason to use an extract instead of a live connection?
a, Your data source only supports a live connection via ODBC.
b. You need the freshest possible data at all times.
You need to apply an aggregation that takes too long when using a live connection.
e
You need to join tables that are in the data source.
2. You created a group by selecting field labels in a view. How can you remove members from the group?
a, In the view, right-click the group members you want to remove and select Exclude,
b. In the Data pane, right-click the group and select Edit Group.
In the view, right-click the group members you want to remove and select Format.
e
On a color legend, right-click a member you want to remove and select Format legends,
3. Which of the following can you use to create a calculated field that returns data independent of the data
granularity in a view?
a. An INCLUDE LOD calculation
b. A table calculation
. Abasic calculation
4. AFIXED LOD calculation
4, Interactive elements that you can add to a dashboard for users include __
a. URL actions
(Select all that apply)
b, edit tooltip options
filter actions
a
hide and unhide all sheet options
5. A field that shows average home values for the United States in 2016 is most likely:
a. A discrete date part dimension
b. A continuous date value dimension
¢. Ageographical dimension
d. An aggregated measure‘The following questions use the tables in the tds_sample_data_all.xlsx file, which can be downloaded here.
If you are unable to download the file, try accessing it from another internet browser.
6, Using the Stocks 2010-2013 table, create a chart to see the monthly change in volumes of stocks, beginning
of 2010 to the end of 2013. Which two consecutive months saw the least fluctuation in increase or decrease?
a, December 2011 - January 2012
b, March 2012 - April 2012
c. November 2012 - December 2012
d. January 2012 - February 2012
7. Using the Stocks 2010-2013 table, create a crosstab showing the sum of Volume per Company per Year, then
add grand totals to the view. What was the total volume for Apple in 2013 and the total volume for Apple for
2010 through 2013, respectively?
a, 25,606,397,999 and 127,322,019,216
b. 25,606,397,999 and 26,695,067,569
26,695,067,569 and 134,,264,642,523
365,212,953 and 134,264,642,523,
ao
8, Using the Stocks 2010-2013 table, create a chart that shows the percent difference in Volume for each
company by year and quarter. How many quarters did Biogen Idec show a positive percent difference in
volume?
ad
ba
5
a6
49. Union the Stocks 2010-2013 and Stocks 2014 tables, and then create a chart showing the average Close
price by year and quarter for each Company from 2010 to 2014. How many quarters was Amazon’s average
closing price over $300?
ao
b4
a6
10. Using the Flights table, create a bar chart showing the average of Minutes of Delay per Flight broken
down by Carrier Name, and filtered by State to only show Minnesota (MN). What was the average minutes of
delay per flight for United in Minnesota?
a 2,582
b. 6174
©. 6298
d. 53.69Solutions
1. Which of the following is the best reason to use an extract instead of a live connection?
The correct answer is c. You need to apply an aggregation that takes too long when using a live
connection,
2. You created a group by selecting field labels in a view. How can you remove members from the group?
The correct answer is b. In the Data pane, right-click the group and select Edit Group.
3. Which of the following can you use to create a calculated field that returns data independent of the data
granularity in a view?
The correct answer is d. A FIXED LOD calculation.
4, Interactive elements that you can add to a dashboard for users include __
The correct answers are a. URL actions & c. filter actions.
(Select all that apply)
5. A field that shows average home values for the United States in 2016 is most likely:
The correct answer is d. An aggregated measure.Below there is guidance on a suggested method of finding each answer. You may find there are other ways
determine the correct answer, ‘The focus for this exam is the destination (.e. accuracy), rather than the
journey.
6. Using the Stocks 2010-2013 table, create a chart to see the monthly change in volumes of stocks, beginning
saw the least fluctuation in increase or decrease?
of 2010 to the end of 2013. Which two consecutive month:
‘The correct answer is b. March 2012 - April 2012.
‘The answer to this question can be found by placing the continuous month date value (May 2015)
format on Columns, and placing SUM(Volume) on Rows.7. Using the Stocks 2010-2013 table, create a crosstab showing the sum of Volume per Company per Year, then
add grand totals to the view. What was the total volume for Apple in 2013 and the total volume for Apple for
2010 through 2013, respectively?
‘The correct answer is a. 25,606,397,999 and 127,322,019,216.
The answer to this question can be found by placing YEAR(Date) on columns and Company on rows.
Drag SUM(Volume) to labels.
Use the Analysis menu to add a grand total for rows.
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reosserss9 warsrzensais8, Using the Stocks 2010-2013 table, create a chart that shows the percent difference in Volume for each
company by year and quarter. How many quarters did Biogen Idec show a positive percent difference in
volume?
‘The correct answer is d. 6.
‘The answer to this question can be found by placing Company and Volume on Rows, and Date on
Columns. On Columns, click the plus sign on YEAR(Date) to add QUARTER(Date) to the view.
On the Marks card, change the chart type to Bar.
reed
Br.
On Rows, right-click SUM(Volume), click Quick Table Calculation, and then select Percent Difference.
Click Label on the Marks card, and then click Show mark labels.9. Union the Stocks 2010-2013 and Stocks 2014 tables, and then create a chart showing the average Close
price by year and quarter for each Company from 2010 to 2014. How many quarters was Amazon’s average
closing price over $300?
‘The correct answer isc. 5.
‘The answer to this question can be found by first creating a union, On the Data Source tab, double-click
New Union, Drag Stocks 2010-2013 into the dialog box. Then drag Stocks 2014 into the dialog box, click
OK, and then click Sheet 1
In the view, place Company and Close on Rows, and Date on Columns. On Columns, click the plus sign
on YEAR(Date) to add Quarter to the view.
On the Marks card, change the chart type to Bar. On Rows, right-click SUM(Close), click Measure (Sum), and
then select Average.You can also add mark labels to the final view to easily identify the average close for each quarter.
10. Using the Flights table, create a bar chart showing the average of Minutes of Delay per Flight broken
down by Carrier Name, and filtered by State to only show Minnesota (MN). What was the average minutes of
delay per flight for United in Minnesota?
‘The correct answer is c. 62.98.
‘The answer to this question can be found by placing Carrier Name on Rows. Then place SUM(Minutes of De-
lay per Flight) on Columns and change the measure’s aggregation to Average.Drag State to Filters and then select 'MUN’ to filter to only show values for Minnesota,
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