Tableau UI overview: A road to Tableau Desktop Specialist Certification

Chapter 2: A deep dive into Tableau UI

Daksh Trehan

Published in

Towards AI

5 min readMar 14, 2022

Welcome to the second chapter, In this piece, we are going for a virtual Tableau UI 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 → https://dakshtrehan.notion.site/Tableau-Notes-c13fceda97b94bda940edbf6751cf303
Use the link to get access to free Tableau certification dumps (Valid till 6 July 2022):
https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=E3F08189FA4BAFAE72BC

Table of Content:

Start Page
Data Source Page
Tableau Workplace
Sample Exam Questions from this Topic

Start Page

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

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

Connecting New Data

In the Connect pane, Tableau allows:

Connecting to the data → 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 → 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 easy access.

Exploring Tableau Products, Services & Tutorials

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

Data Source Page

Left Pane → It shows connected data sources, sheets in your data & unioned data.

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

Connection → 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 is fast.

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

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

Tableau Workspace

Data & Analytics Pane → 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, etc.

Cards & Shelves → 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 Marks cards.

Toolbar → It is used to access commands and navigate.

View → This is the place where we create visualization a.k.a viz.

Show Me → This pane provides different options users can use to create viz, depending on selected dimension or measure.

Sheets, Dashboards & Stories → 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 this Topic

Where can you find Tableau saved data sources?

My Tableau Repository
My Documents
Tableau Data Sources
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 Data Pane?

Text file
Statistical File
PDF file
JSON File

Solution: Text File

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

From File
From Local Repository
From Server
From External Disk

Solution: From File & From Server

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

Live
From Local Repo
Extract
Snapshots

Solution: Live, Extract

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

Detail
Tooltip
Shapes
Path

Solution: Detail, Tooltip, Shapes

Use the link to get access to free Tableau certification dumps (Valid till 6 July 2022):
https://www.udemy.com/course/tableau-desktop-specialist-certification-dumps-2022/?couponCode=E3F08189FA4BAFAE72BC