Top 100 Tableau Interview Questions And Answers

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1. What is Tableau?

Tableau is a leading data visualization and business intelligence tool that allows users to create interactive and shareable visualizations, reports, and dashboards from various data sources. It empowers organizations to gain insights and make data-driven decisions.


2. Explain the main components of Tableau.

Tableau Desktop: This is the authoring and development environment where users create, design, and publish visualizations.

Tableau Server: It enables the sharing and collaboration of Tableau content across the organization through web browsers or mobile devices.

Tableau Online: A cloud-based platform that allows users to publish, share, and collaborate on Tableau content without setting up on-premises infrastructure.


3. How do you connect Tableau to data sources?

In Tableau Desktop:

  1. Click “Connect to Data.”
  2. Choose the data source, such as Excel, SQL database, etc.
  3. Provide connection details and credentials.
  4. Use the Data Source tab to select tables or data to use.

4. Explain the difference between dimensions and measures in Tableau.

Dimensions are categorical data fields that provide context and group data. Examples include dates, categories, and geographic locations.

Measures are numerical data fields that can be aggregated, allowing for calculations. Examples include sales, profit, and quantity.


5. How do you create a calculated field in Tableau?

To create a calculated field:

  1. Right-click and select “Create Calculated Field.”
  2. Write the calculation using Tableau’s calculation syntax.
  3. Provide a name and description for the calculated field.
  4. Click “OK” to create the field.

Example: Calculating profit margin –

(SUM([Profit]) / SUM([Sales])) * 100

Reference – Tableau Calculations


6. What is a Tableau extract?

A Tableau extract is a compressed and optimized subset of data from a data source that is stored in a Tableau-specific format. Extracts improve performance by reducing the data transferred from the source.


7. Explain the concept of parameters in Tableau.

Parameters are dynamic values that users can input to modify aspects of a visualization. They can be used in calculations, filters, and reference lines.

To create a parameter:

  1. Right-click and select “Create Parameter.”
  2. Choose data type, allowable values, and other options.
  3. Use the parameter in calculations or filters.

8. How do you sort data in Tableau?

To sort data in Tableau:

  1. Click the field’s drop-down menu.
  2. Choose “Sort.”
  3. Select sorting options such as ascending or descending.

9. Explain the concept of blending data in Tableau.

Data blending involves combining data from multiple sources into a single visualization. This is useful when data comes from different databases or platforms.

To blend data:

  1. Connect to the primary data source.
  2. Drag fields from the secondary source onto the primary source’s visualization.

10. How do you create a dual-axis chart in Tableau?

A dual-axis chart combines two measures with different scales on one chart. To create it:

  1. Drag one measure to the Rows shelf.
  2. Drag the second measure to the same Rows shelf.
  3. Right-click the second measure and choose “Dual Axis.”

11. Explain the concept of groups in Tableau.

Groups in Tableau are custom collections of dimensions that allow you to aggregate data at a higher level. To create a group:

  1. Select dimensions in the view.
  2. Right-click and choose “Group.”
  3. Name the group and set group members.

12. How do you create a dashboard in Tableau?

To create a dashboard:

  1. Click “New Dashboard.”
  2. Drag visualizations onto the dashboard.
  3. Arrange and resize the elements.
  4. Add actions or filters for interactivity.

13. What are Tableau parameters?

Parameters allow users to input values to modify calculations, filters, and reference lines dynamically. They are versatile and improve interactivity.


14. Explain the use of filters in Tableau.

Filters restrict the data displayed in a visualization. They can be used to focus on specific dimensions, measures, or ranges.

To apply a filter:

  1. Drag a field to the Filters shelf.
  2. Set filter conditions, such as ranges or selections.

15. How do you create a map visualization in Tableau?

To create a map visualization:

  1. Drag a geographic dimension to the Rows or Columns shelf.
  2. Drag a measure to the “Color” or “Size” shelf.
  3. Tableau will generate a map with data points.

16. Explain the use of calculated fields in Tableau.

Calculated fields allow you to perform custom calculations using existing fields. They are useful for creating new dimensions or measures based on your data.

Example: Creating a calculated field for total sales including discounts –

[Sales] * (1 - [Discount])

17. How can you create a set in Tableau?

A set is a custom field used to create subsets of data based on conditions. To create a set:

  1. Right-click a field and choose “Create Set.”
  2. Define the condition using the “By field” or “By formula” option.
  3. Customize the set’s name, color, and members.

18. Explain the concept of data densification in Tableau.

Data densification is the process of creating additional rows in your data to include missing combinations of dimensions. This can affect how Tableau displays data and performs calculations.


19. How do you perform data blending in Tableau?

Data blending involves combining data from multiple sources. To blend data:

  1. Connect to the primary data source.
  2. Drag fields from the secondary source to the primary source visualization.
  3. Define relationships between the data sources.

20. What is the “Show Me” feature in Tableau?

The “Show Me” feature in Tableau suggests appropriate visualizations based on the data you’ve selected. It helps users quickly create effective visualizations.


21. Explain the concept of context filters in Tableau.

Context filters are filters that are computed before other filters. They help in improving performance when dealing with complex dashboards.

To create a context filter:

  1. Right-click a field and choose “Add to Context.”
  2. Other filters will consider the context filter’s values.

22. How can you create a calculated date field in Tableau?

To create a calculated date field:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s date functions.

Example: Creating a calculated field for month from a date field –

DATEPART('month', [Order Date])

23. Explain the LOD (Level of Detail) expressions in Tableau.

LOD expressions allow you to compute values at different levels of detail than the visualization. They are used to create custom aggregations that might not be possible with regular aggregations.

Example: Calculating average profit per customer while ignoring filters –

{ FIXED [Customer ID] : AVG([Profit]) }

Reference – LOD Expressions


24. How can you create a calculated field that returns a string?

To create a calculated field that returns a string:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s string functions.

Example: Creating a calculated field for a custom message –

"Issue with Order #" + STR([Order ID])

25. Explain the concept of sets in Tableau.

Sets are custom fields used to create subsets of data based on conditions. They allow you to highlight specific data points or compare different data points.

To create a set:

  1. Right-click a field and choose “Create Set.”
  2. Define the condition using the “By field” or “By formula” option.
  3. Customize the set’s name, color, and members.

Reference – Tableau Sets


26. How do you use the “Rank” function in Tableau?

The “Rank” function in Tableau assigns a rank to data points based on a measure. It’s often used to identify top-performing or bottom-performing items.

Example: Calculating rank of products by sales –

RANK(SUM([Sales]))

Reference – RANK Function


27. Explain the use of the “Path” shelf in Tableau.

The “Path” shelf in Tableau is used to create motion charts that show the movement of data points over time. It’s useful for visualizing trends and patterns.

To use the “Path” shelf:

  1. Drag a dimension to the “Path” shelf.
  2. Set time-based dimensions on the Columns shelf.
  3. Use measures to define the size and color of the marks.

Reference – Motion Charts


28. How can you add reference lines in Tableau?

Reference lines help you compare data against a fixed value. To add a reference line:

  1. Right-click the axis and select “Add Reference Line.”
  2. Choose the type of reference line, such as a constant, average, or percent.

29. Explain the concept of data scaffolding in Tableau.

Data scaffolding involves creating rows of data to fill in gaps in the data and make visualizations more accurate. It’s used when dealing with missing data points.


30. How do you create a hierarchy in Tableau?

To create a hierarchy in Tableau:

  1. Right-click a dimension and select “Create Hierarchy.”
  2. Add dimensions to the hierarchy.
  3. Use the hierarchy in visualizations for drilling down data.

Reference – Hierarchy in Tableau


31. How can you create a combined field in Tableau?

A combined field combines the values of multiple fields into a single field. To create a combined field:

  1. Right-click the field and select “Combine Fields.”
  2. Choose the fields you want to combine and set a separator.

32. Explain the concept of data densification in Tableau.

Data densification is the process of creating additional rows in your data to include missing combinations of dimensions. This can affect how Tableau displays data and performs calculations.


33. How do you create a reference distribution in Tableau?

A reference distribution in Tableau shows how a selected value compares to a distribution of values. To create a reference distribution:

  1. Right-click a data point and select “Describe.”
  2. Choose “Reference Distribution” and select the measure you want to compare.

34. How can you create a parameter in Tableau?

Parameters are dynamic values that can be used in calculations and filters. To create a parameter:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Parameter” and set its properties.
  3. Use the parameter in calculations, filters, and more.

Reference – Creating Parameters


35. Explain the concept of context filters in Tableau.

Context filters are filters that are computed before other filters. They help improve performance when dealing with complex dashboards.

To create a context filter:

  1. Right-click a field and choose “Add to Context.”
  2. Other filters will consider the context filter’s values.

36. How can you create a calculated date field in Tableau?

To create a calculated date field:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s date functions.

Example: Creating a calculated field for month from a date field –

DATEPART('month', [Order Date])

37. Explain the concept of actions in Tableau.

Actions in Tableau allow you to create interactive dashboards by linking sheets and providing dynamic interactions between them.

Example: Creating a highlight action –

  1. Select a source sheet and choose “Dashboard” > “Actions.”
  2. Add a new action, choose the target sheet, and define the interaction.

Reference – Actions in Tableau


38. How can you create a calculated field that returns a string?

To create a calculated field that returns a string:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s string functions.

Example: Creating a calculated field for a custom message –

"Issue with Order #" + STR([Order ID])

39. Explain the use of the “Show Me” feature in Tableau.

The “Show Me” feature in Tableau suggests appropriate visualizations based on the data you’ve selected. It helps users quickly create effective visualizations.


40. How do you create a parameterized calculated field in Tableau?

A parameterized calculated field is a calculated field that uses a parameter. To create one:

  1. Create a parameter.
  2. Write the calculation using the parameter in the formula.

Example: Creating a parameterized calculated field for dynamic discount –

[Sales] * (1 - [Discount Parameter])

41. Explain the use of the “Data Interpreter” feature in Tableau.

The “Data Interpreter” feature helps clean and transform messy data by detecting and fixing common issues such as extra spaces and header rows.


42. How can you connect to a data source in Tableau?

To connect to a data source in Tableau:

  1. Open Tableau Desktop.
  2. Click on “Connect to Data” and choose the data source type.
  3. Provide the necessary connection details and credentials.
  4. Drag and drop tables or sheets into the data pane to start analysis.

Reference – Connecting to Data


43. Explain the concept of data blending in Tableau.

Data blending involves combining data from multiple sources. To blend data:

  1. Connect to the primary data source.
  2. Drag fields from the secondary source to the primary source visualization.
  3. Define relationships between the data sources.

44. How can you create a dual-axis chart in Tableau?

A dual-axis chart combines two measures with different scales on a single chart. To create a dual-axis chart:

  1. Create a chart using the first measure.
  2. Drag the second measure to the right axis of the chart.
  3. Right-click the second measure and select “Dual-Axis.”

45. Explain the use of the “Table Calculation” feature in Tableau.

Table calculations allow you to perform calculations on the data in a visualization. They can be used to compute percentages, running totals, and more.

Example: Calculating a running total of sales –

RUNNING_SUM(SUM([Sales]))

Reference – Tableau Table Calculations


46. How can you format

numbers in Tableau?

To format numbers in Tableau:

  1. Right-click a measure.
  2. Choose “Format” to open the Format dialog.
  3. Apply formatting options for number type, decimal places, currency symbols, etc.

Reference – Number Formatting in Tableau


47. Explain the concept of data extracts in Tableau.

Data extracts are a compressed and optimized snapshot of data stored in a Tableau-specific format (.hyper). They improve performance and enable working offline.


48. How can you create a calculated field that returns a Boolean value?

To create a calculated field that returns a Boolean value:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s logical functions.

Example: Creating a calculated field to check if sales exceed $1000 –

SUM([Sales]) > 1000

49. How can you sort data in Tableau?

To sort data in Tableau:

  1. Right-click a dimension or measure.
  2. Choose “Sort” and set sorting options.

50. Explain the use of “Parameters” and “Filters” in Tableau.

Parameters are dynamic values that can be used in calculations, filters, and more. Filters restrict the data displayed in a visualization.

Reference – Parameters in Tableau
Reference – Filters in Tableau


Certainly! Here’s a continuation of the list of Tableau interview questions and answers with code snippets, along with separators between each question and answer:


51. How can you create a calculated field that returns a date?

To create a calculated field that returns a date:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s date functions.

Example: Creating a calculated field for next year’s date –

DATEADD('year', 1, [Order Date])

52. Explain the concept of dashboard actions in Tableau.

Dashboard actions allow you to create interactive dashboards by linking different sheets and dashboards together with specific interactions.

Example: Creating a filter action to highlight related data –

  1. Choose “Dashboard” > “Actions” and add a new action.
  2. Set the source and target sheets, define the action type, and configure filtering.

Reference – Dashboard Actions


53. How can you create a “Group” in Tableau?

To create a group in Tableau:

  1. Select the dimension members you want to group.
  2. Right-click and choose “Group.”
  3. Name the group and click “OK.”

54. Explain the use of “Data Source Filters” in Tableau.

Data Source Filters restrict the data that gets loaded into Tableau. They are applied at the data source level and can improve performance by reducing unnecessary data.

Reference – Data Source Filters


55. How can you create a calculated field that returns a color?

To create a calculated field that returns a color:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using a string that represents a color.

Example: Creating a calculated field to color sales based on performance –

IF SUM([Sales]) > 1000 THEN 'Green'
ELSE 'Red' END

56. Explain the concept of parameter actions in Tableau.

Parameter actions allow you to create dynamic interactions by changing parameter values based on user interactions.

Example: Creating a parameter action to control chart colors –

  1. Choose “Dashboard” > “Actions” and add a new parameter action.
  2. Set the source and target parameters and define the action.

Reference – Parameter Actions


57. How can you create a “Set” in Tableau?

To create a set in Tableau:

  1. Select the dimension members you want to include in the set.
  2. Right-click and choose “Create Set.”
  3. Name the set, define its properties, and click “OK.”

58. How do you create a “Hierarchy” in Tableau?

To create a hierarchy in Tableau:

  1. Drag a dimension onto a shelf.
  2. Right-click the dimension and choose “Create Hierarchy.”
  3. Add additional dimensions to the hierarchy.

59. How can you create a calculated field that returns a URL?

To create a calculated field that returns a URL:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using a string that represents a URL.

Example: Creating a calculated field for a product’s Amazon link –

"https://www.amazon.com/search?q=" + [Product Name]

60. Explain the concept of LOD (Level of Detail) expressions in Tableau.

LOD expressions allow you to perform calculations across different levels of detail without changing the view’s level of detail.

Example: Calculating average sales across all products irrespective of the view’s dimension –

{ FIXED : AVG([Sales]) }

Reference – LOD Expressions


61. How can you create a calculated field that returns a percentage?

To create a calculated field that returns a percentage:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s percentage functions.

Example: Creating a calculated field for profit margin percentage –

([Profit] / [Sales]) * 100

62. Explain the concept of reference lines in Tableau.

Reference lines in Tableau are lines that mark specific values on an axis. They provide a visual reference point for comparison.


63. How do you create a dual-axis map in Tableau?

To create a dual-axis map in Tableau:

  1. Create a map using the first measure.
  2. Drag the second measure to the right axis of the map.
  3. Right-click the second measure and select “Dual-Axis.”

64. How can you create a calculated field that returns a rank?

To

create a calculated field that returns a rank:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RANK function.

Example: Creating a calculated field to rank products by sales –

RANK(SUM([Sales]))

65. Explain the concept of context filters in Tableau.

Context filters allow you to define a subset of data to be used for specific calculations. They help improve performance when dealing with complex calculations.

Reference – Context Filters


66. How can you create a calculated field that returns a running total?

To create a calculated field that returns a running total:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RUNNING_SUM function.

Example: Creating a calculated field for running total of profit –

RUNNING_SUM([Profit])

67. Explain the concept of data blending in Tableau.

Data blending is the process of combining data from multiple sources to create a single view. It’s useful when data is stored in different databases or files.

Reference – Data Blending


68. How can you create a calculated field that returns a moving average?

To create a calculated field that returns a moving average:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the WINDOW_AVG function.

Example: Creating a calculated field for a 3-period moving average of sales –

WINDOW_AVG(SUM([Sales]), -2, 0)

69. Explain the concept of data scaffolding in Tableau.

Data scaffolding is the process of generating synthetic data points to fill gaps in a time series, ensuring consistent intervals for analysis.

Reference – Data Scaffolding


70. How can you create a calculated field that returns a conditional string?

To create a calculated field that returns a conditional string:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the IF-THEN-ELSE logic.

Example: Creating a calculated field for a custom order status –

IF [Order Quantity] >= 10 THEN 'High'
ELSE 'Low' END

71. Explain the concept of data extracts in Tableau.

Data extracts are a snapshot of data from a data source, optimized for Tableau’s performance. They allow for faster querying and analysis.

Reference – Data Extracts


72. How can you create a calculated field that returns a difference between two dates?

To create a calculated field that returns the difference between two dates:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s date functions.

Example: Creating a calculated field for the days between order date and ship date –

DATEDIFF('day', [Order Date], [Ship Date])

73. Explain the concept of data densification in Tableau.

Data densification involves creating additional data points to fill gaps in the data, particularly in time-series data, to improve visualization accuracy.

Reference – Data Densification


74. How can you create a calculated field that returns a Z-score?

To create a calculated field that returns a Z-score:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the ZN function.

Example: Creating a calculated field for Z-score of sales –

(ZN([Sales]) - WINDOW_AVG(ZN([Sales]))) / WINDOW_STDEV(ZN([Sales]))

75. Explain the concept of data governance in Tableau.

Data governance involves managing and ensuring the quality, availability, usability, and security of data within an organization.

Reference – Data Governance


76. How can you create a calculated field that returns a custom aggregation?

To create a calculated field that returns a custom aggregation:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s aggregation functions.

Example: Creating a calculated field for weighted average sales –

SUM([Sales] * [Quantity]) / SUM([

Quantity])

77. Explain the concept of LOD (Level of Detail) expressions in Tableau.

LOD expressions allow you to perform calculations across different levels of detail without changing the view’s level of detail.

Example: Calculating average sales across all products irrespective of the view’s dimension –

{ FIXED : AVG([Sales]) }

Reference – LOD Expressions


78. How can you create a calculated field that returns a percentage?

To create a calculated field that returns a percentage:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s percentage functions.

Example: Creating a calculated field for profit margin percentage –

([Profit] / [Sales]) * 100

79. Explain the concept of reference lines in Tableau.

Reference lines in Tableau are lines that mark specific values on an axis. They provide a visual reference point for comparison.


80. How do you create a dual-axis map in Tableau?

To create a dual-axis map in Tableau:

  1. Create a map using the first measure.
  2. Drag the second measure to the right axis of the map.
  3. Right-click the second measure and select “Dual-Axis.”

81. How can you create a calculated field that returns a rank?

To create a calculated field that returns a rank:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RANK function.

Example: Creating a calculated field to rank products by sales –

RANK(SUM([Sales]))

82. Explain the concept of context filters in Tableau.

Context filters allow you to define a subset of data to be used for specific calculations. They help improve performance when dealing with complex calculations.

Reference – Context Filters


83. How can you create a calculated field that returns a running total?

To create a calculated field that returns a running total:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RUNNING_SUM function.

Example: Creating a calculated field for running total of profit –

RUNNING_SUM([Profit])

84. Explain the concept of data blending in Tableau.

Data blending is the process of combining data from multiple sources to create a single view. It’s useful when data is stored in different databases or files.

Reference – Data Blending


85. How can you create a calculated field that returns a moving average?

To create a calculated field that returns a moving average:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the WINDOW_AVG function.

Example: Creating a calculated field for a 3-period moving average of sales –

WINDOW_AVG(SUM([Sales]), -2, 0)

86. Explain the concept of data scaffolding in Tableau.

Data scaffolding is the process of generating synthetic data points to fill gaps in a time series, ensuring consistent intervals for analysis.

Reference – Data Scaffolding


87. How can you create a calculated field that returns a conditional string?

To create a calculated field that returns a conditional string:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the IF-THEN-ELSE logic.

Example: Creating a calculated field for a custom order status –

IF [Order Quantity] >= 10 THEN 'High'
ELSE 'Low' END

88. Explain the concept of data extracts in Tableau.

Data extracts are a snapshot of data from a data source, optimized for Tableau’s performance. They allow for faster querying and analysis.

Reference – Data Extracts


89. How can you create a calculated field that returns a difference between two dates?

To create a calculated field that returns the difference between two dates:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s date functions.

Example: Creating a calculated field for the days between order date and ship date –

DATEDIFF('day', [Order Date], [Ship Date])

90. Explain the concept of data densification in Tableau.

Data densification involves

creating additional data points to fill gaps in the data, particularly in time-series data, to improve visualization accuracy.

Reference – Data Densification


91. How can you create a calculated field that returns a Z-score?

To create a calculated field that returns a Z-score:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the ZN function.

Example: Creating a calculated field for Z-score of sales –

(ZN([Sales]) - WINDOW_AVG(ZN([Sales]))) / WINDOW_STDEV(ZN([Sales]))

92. Explain the concept of data governance in Tableau.

Data governance involves managing and ensuring the quality, availability, usability, and security of data within an organization.

Reference – Data Governance


93. How can you create a calculated field that returns a custom aggregation?

To create a calculated field that returns a custom aggregation:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s aggregation functions.

Example: Creating a calculated field for weighted average sales –

SUM([Sales] * [Quantity]) / SUM([Quantity])

94. Explain the concept of LOD (Level of Detail) expressions in Tableau.

LOD expressions allow you to perform calculations across different levels of detail without changing the view’s level of detail.

Example: Calculating average sales across all products irrespective of the view’s dimension –

{ FIXED : AVG([Sales]) }

Reference – LOD Expressions


95. How can you create a calculated field that returns a percentage?

To create a calculated field that returns a percentage:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using Tableau’s percentage functions.

Example: Creating a calculated field for profit margin percentage –

([Profit] / [Sales]) * 100

96. Explain the concept of reference lines in Tableau.

Reference lines in Tableau are lines that mark specific values on an axis. They provide a visual reference point for comparison.


97. How do you create a dual-axis map in Tableau?

To create a dual-axis map in Tableau:

  1. Create a map using the first measure.
  2. Drag the second measure to the right axis of the map.
  3. Right-click the second measure and select “Dual-Axis.”

98. How can you create a calculated field that returns a rank?

To create a calculated field that returns a rank:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RANK function.

Example: Creating a calculated field to rank products by sales –

RANK(SUM([Sales]))

99. Explain the concept of context filters in Tableau.

Context filters allow you to define a subset of data to be used for specific calculations. They help improve performance when dealing with complex calculations.

Reference – Context Filters


100. How can you create a calculated field that returns a running total?

To create a calculated field that returns a running total:

  1. Right-click a blank area in the “Data” pane.
  2. Select “Create Calculated Field.”
  3. Write the calculation using the RUNNING_SUM function.

Example: Creating a calculated field for running total of profit –

RUNNING_SUM([Profit])