Core Tableau Concepts Flashcards

What is the difference between a Tableau extract and a live connection?

Answer: An extract is a saved snapshot of data, while a live connection queries the source in real time

Extracts store a compressed snapshot locally, whereas live connections query the source directly.

Which Tableau file type packages a workbook together with its data extract and resources?

Answer: .twbx

A .twbx (packaged workbook) bundles the workbook with data and supporting files.

What does a 'context filter' do in Tableau?

Answer: Creates a temporary subset of data that other filters then operate on

A context filter first reduces the dataset, and remaining filters apply to that subset.

In Tableau, what is a parameter?

Answer: A dynamic value users can input to control calculations or filters

Parameters are user-controllable values that can feed calculations, filters, or reference lines.

Which aggregation does Tableau apply to a measure by default when you drag it to a view?

Answer: SUM

Tableau aggregates numeric measures using SUM by default.

What is the purpose of a Tableau 'Story'?

Answer: Present a sequence of visualizations to convey a narrative

A Story is a sequence of sheets or dashboards arranged to communicate insights.

When you double-click a measure in an empty worksheet, what does Tableau most commonly create?

Answer: A single aggregated mark or basic chart

Double-clicking a field adds it to the view, producing an initial aggregated visualization.