Tableau Knowledge & Skills Assessment

Tell Us About Your Current Tableau Skills

Please note, this is not an exhaustive list but does cover a large range of beginner to advanced skills.

Question Title

* 1. Please select all of the following terms you can define without needing to search for the answer.

Dimensions and Measures

Green vs Blue Pill

Discrete Fields

Continuous Fields

Extract vs Live Connection

Data Source/Extract Filters

Context Filter

Data and Analytics Pane

Shelves and Marks Cards

Show Me Feature

Groups

Sets

Hierarchies

Alias

Parameters

Calculated Fields

Level of Detail Calculation

Quick Table Calculation

Tooltip

Dashboard containers

Question Title

* 2. Please rate how easily you would be able to complete each of the following data source related Tableau tasks.

	I would need to look up how to do this	With support and enough time, I can do this.	I can do this on my own, it will just take a while.	I can do this quickly and easily.
Connect to an Excel or other flat file.	Connect to an Excel or other flat file. I would need to look up how to do this	Connect to an Excel or other flat file. With support and enough time, I can do this.	Connect to an Excel or other flat file. I can do this on my own, it will just take a while.	Connect to an Excel or other flat file. I can do this quickly and easily.
Connect to data source located on a server.	Connect to data source located on a server. I would need to look up how to do this	Connect to data source located on a server. With support and enough time, I can do this.	Connect to data source located on a server. I can do this on my own, it will just take a while.	Connect to data source located on a server. I can do this quickly and easily.
Customize the relationship/joins within a single data source.	Customize the relationship/joins within a single data source. I would need to look up how to do this	Customize the relationship/joins within a single data source. With support and enough time, I can do this.	Customize the relationship/joins within a single data source. I can do this on my own, it will just take a while.	Customize the relationship/joins within a single data source. I can do this quickly and easily.
Deciding to use an extract vs a live data connection.	Deciding to use an extract vs a live data connection. I would need to look up how to do this	Deciding to use an extract vs a live data connection. With support and enough time, I can do this.	Deciding to use an extract vs a live data connection. I can do this on my own, it will just take a while.	Deciding to use an extract vs a live data connection. I can do this quickly and easily.
Adding Extract or Data Source filters to the data.	Adding Extract or Data Source filters to the data. I would need to look up how to do this	Adding Extract or Data Source filters to the data. With support and enough time, I can do this.	Adding Extract or Data Source filters to the data. I can do this on my own, it will just take a while.	Adding Extract or Data Source filters to the data. I can do this quickly and easily.
Adding multiple data sources to a single workbook.	Adding multiple data sources to a single workbook. I would need to look up how to do this	Adding multiple data sources to a single workbook. With support and enough time, I can do this.	Adding multiple data sources to a single workbook. I can do this on my own, it will just take a while.	Adding multiple data sources to a single workbook. I can do this quickly and easily.
Blending multiple data sources using a common field	Blending multiple data sources using a common field I would need to look up how to do this	Blending multiple data sources using a common field With support and enough time, I can do this.	Blending multiple data sources using a common field I can do this on my own, it will just take a while.	Blending multiple data sources using a common field I can do this quickly and easily.
Create or use unions from multiple data sources.	Create or use unions from multiple data sources. I would need to look up how to do this	Create or use unions from multiple data sources. With support and enough time, I can do this.	Create or use unions from multiple data sources. I can do this on my own, it will just take a while.	Create or use unions from multiple data sources. I can do this quickly and easily.
Split a data field.	Split a data field. I would need to look up how to do this	Split a data field. With support and enough time, I can do this.	Split a data field. I can do this on my own, it will just take a while.	Split a data field. I can do this quickly and easily.

Question Title

* 3. Please rate how easily you would be able to complete each of the following Tableau tasks related to organizing your data.

	I would need to look up how to do this.	With support and enough time, I can do this.	I can do this on my own, it will just take a while.	I can do this quickly and easily.
Change the data type for a dimension or measure.	Change the data type for a dimension or measure. I would need to look up how to do this.	Change the data type for a dimension or measure. With support and enough time, I can do this.	Change the data type for a dimension or measure. I can do this on my own, it will just take a while.	Change the data type for a dimension or measure. I can do this quickly and easily.
Create a hierarchy from dimensions.	Create a hierarchy from dimensions. I would need to look up how to do this.	Create a hierarchy from dimensions. With support and enough time, I can do this.	Create a hierarchy from dimensions. I can do this on my own, it will just take a while.	Create a hierarchy from dimensions. I can do this quickly and easily.
Work with discrete and continuous dates.	Work with discrete and continuous dates. I would need to look up how to do this.	Work with discrete and continuous dates. With support and enough time, I can do this.	Work with discrete and continuous dates. I can do this on my own, it will just take a while.	Work with discrete and continuous dates. I can do this quickly and easily.
Change the default sorting on a dimension.	Change the default sorting on a dimension. I would need to look up how to do this.	Change the default sorting on a dimension. With support and enough time, I can do this.	Change the default sorting on a dimension. I can do this on my own, it will just take a while.	Change the default sorting on a dimension. I can do this quickly and easily.
Create aliases.	Create aliases. I would need to look up how to do this.	Create aliases. With support and enough time, I can do this.	Create aliases. I can do this on my own, it will just take a while.	Create aliases. I can do this quickly and easily.
Add visualization level filters.	Add visualization level filters. I would need to look up how to do this.	Add visualization level filters. With support and enough time, I can do this.	Add visualization level filters. I can do this on my own, it will just take a while.	Add visualization level filters. I can do this quickly and easily.
Add context filters to a visualization.	Add context filters to a visualization. I would need to look up how to do this.	Add context filters to a visualization. With support and enough time, I can do this.	Add context filters to a visualization. I can do this on my own, it will just take a while.	Add context filters to a visualization. I can do this quickly and easily.
Apply filters to effect multiple worksheets at once.	Apply filters to effect multiple worksheets at once. I would need to look up how to do this.	Apply filters to effect multiple worksheets at once. With support and enough time, I can do this.	Apply filters to effect multiple worksheets at once. I can do this on my own, it will just take a while.	Apply filters to effect multiple worksheets at once. I can do this quickly and easily.
Add sorting to my visualization.	Add sorting to my visualization. I would need to look up how to do this.	Add sorting to my visualization. With support and enough time, I can do this.	Add sorting to my visualization. I can do this on my own, it will just take a while.	Add sorting to my visualization. I can do this quickly and easily.
Create groups using the dimension pane or through my visualization.	Create groups using the dimension pane or through my visualization. I would need to look up how to do this.	Create groups using the dimension pane or through my visualization. With support and enough time, I can do this.	Create groups using the dimension pane or through my visualization. I can do this on my own, it will just take a while.	Create groups using the dimension pane or through my visualization. I can do this quickly and easily.
Create sets using the dimension pane through my visualization.	Create sets using the dimension pane through my visualization. I would need to look up how to do this.	Create sets using the dimension pane through my visualization. With support and enough time, I can do this.	Create sets using the dimension pane through my visualization. I can do this on my own, it will just take a while.	Create sets using the dimension pane through my visualization. I can do this quickly and easily.
Create calculated fields to add dimensions or measures to my data.	Create calculated fields to add dimensions or measures to my data. I would need to look up how to do this.	Create calculated fields to add dimensions or measures to my data. With support and enough time, I can do this.	Create calculated fields to add dimensions or measures to my data. I can do this on my own, it will just take a while.	Create calculated fields to add dimensions or measures to my data. I can do this quickly and easily.

Question Title

* 4. Please rate how easily you would be able to complete each of the following Tableau tasks related to creating visualizations.

	I would need to look up how to do this.	With support and enough time, I can do this.	I can do this on my own, it will just take a while.	I can do this quickly and easily.
Create a bar, line, scatter plot or map.	Create a bar, line, scatter plot or map. I would need to look up how to do this.	Create a bar, line, scatter plot or map. With support and enough time, I can do this.	Create a bar, line, scatter plot or map. I can do this on my own, it will just take a while.	Create a bar, line, scatter plot or map. I can do this quickly and easily.
Create cross tab or highlight chart.	Create cross tab or highlight chart. I would need to look up how to do this.	Create cross tab or highlight chart. With support and enough time, I can do this.	Create cross tab or highlight chart. I can do this on my own, it will just take a while.	Create cross tab or highlight chart. I can do this quickly and easily.
Use the Show Me Feature to quick create visualizations.	Use the Show Me Feature to quick create visualizations. I would need to look up how to do this.	Use the Show Me Feature to quick create visualizations. With support and enough time, I can do this.	Use the Show Me Feature to quick create visualizations. I can do this on my own, it will just take a while.	Use the Show Me Feature to quick create visualizations. I can do this quickly and easily.
Change the level of aggregation for a measure on my visualization.	Change the level of aggregation for a measure on my visualization. I would need to look up how to do this.	Change the level of aggregation for a measure on my visualization. With support and enough time, I can do this.	Change the level of aggregation for a measure on my visualization. I can do this on my own, it will just take a while.	Change the level of aggregation for a measure on my visualization. I can do this quickly and easily.
Add Quick Table calculations and change it's scope & direction.	Add Quick Table calculations and change it's scope & direction. I would need to look up how to do this.	Add Quick Table calculations and change it's scope & direction. With support and enough time, I can do this.	Add Quick Table calculations and change it's scope & direction. I can do this on my own, it will just take a while.	Add Quick Table calculations and change it's scope & direction. I can do this quickly and easily.
Add row and column totals.	Add row and column totals. I would need to look up how to do this.	Add row and column totals. With support and enough time, I can do this.	Add row and column totals. I can do this on my own, it will just take a while.	Add row and column totals. I can do this quickly and easily.
Create and use Level of Detail calculations in my visualizations.	Create and use Level of Detail calculations in my visualizations. I would need to look up how to do this.	Create and use Level of Detail calculations in my visualizations. With support and enough time, I can do this.	Create and use Level of Detail calculations in my visualizations. I can do this on my own, it will just take a while.	Create and use Level of Detail calculations in my visualizations. I can do this quickly and easily.
Dual-axis and combo charts.	Dual-axis and combo charts. I would need to look up how to do this.	Dual-axis and combo charts. With support and enough time, I can do this.	Dual-axis and combo charts. I can do this on my own, it will just take a while.	Dual-axis and combo charts. I can do this quickly and easily.
Create/modify the basic Tableau map to show greater details.	Create/modify the basic Tableau map to show greater details. I would need to look up how to do this.	Create/modify the basic Tableau map to show greater details. With support and enough time, I can do this.	Create/modify the basic Tableau map to show greater details. I can do this on my own, it will just take a while.	Create/modify the basic Tableau map to show greater details. I can do this quickly and easily.
Create a visualization that measures against a goal.	Create a visualization that measures against a goal. I would need to look up how to do this.	Create a visualization that measures against a goal. With support and enough time, I can do this.	Create a visualization that measures against a goal. I can do this on my own, it will just take a while.	Create a visualization that measures against a goal. I can do this quickly and easily.
Use the forecasting and trend lines from the analytics pane.	Use the forecasting and trend lines from the analytics pane. I would need to look up how to do this.	Use the forecasting and trend lines from the analytics pane. With support and enough time, I can do this.	Use the forecasting and trend lines from the analytics pane. I can do this on my own, it will just take a while.	Use the forecasting and trend lines from the analytics pane. I can do this quickly and easily.

Question Title

* 5. Please rate how easily you would be able to complete each of the following Tableau tasks related to creating dashboards and stories.

	I would need to look up how to do this.	With support and enough time, I can do this.	I can do this on my own, it will just take a while.	I can do this quickly and easily.
Create a basic dashboard using a title & one visualization.	Create a basic dashboard using a title & one visualization. I would need to look up how to do this.	Create a basic dashboard using a title & one visualization. With support and enough time, I can do this.	Create a basic dashboard using a title & one visualization. I can do this on my own, it will just take a while.	Create a basic dashboard using a title & one visualization. I can do this quickly and easily.
Add filters to a dashboard.	Add filters to a dashboard. I would need to look up how to do this.	Add filters to a dashboard. With support and enough time, I can do this.	Add filters to a dashboard. I can do this on my own, it will just take a while.	Add filters to a dashboard. I can do this quickly and easily.
Use highlighting on my dashboards.	Use highlighting on my dashboards. I would need to look up how to do this.	Use highlighting on my dashboards. With support and enough time, I can do this.	Use highlighting on my dashboards. I can do this on my own, it will just take a while.	Use highlighting on my dashboards. I can do this quickly and easily.
Apply dashboard actions.	Apply dashboard actions. I would need to look up how to do this.	Apply dashboard actions. With support and enough time, I can do this.	Apply dashboard actions. I can do this on my own, it will just take a while.	Apply dashboard actions. I can do this quickly and easily.
Use horizontal & vertical containers.	Use horizontal & vertical containers. I would need to look up how to do this.	Use horizontal & vertical containers. With support and enough time, I can do this.	Use horizontal & vertical containers. I can do this on my own, it will just take a while.	Use horizontal & vertical containers. I can do this quickly and easily.
Apply color & border formatting.	Apply color & border formatting. I would need to look up how to do this.	Apply color & border formatting. With support and enough time, I can do this.	Apply color & border formatting. I can do this on my own, it will just take a while.	Apply color & border formatting. I can do this quickly and easily.
Use good design principles when using multiple worksheets in one dashboard.	Use good design principles when using multiple worksheets in one dashboard. I would need to look up how to do this.	Use good design principles when using multiple worksheets in one dashboard. With support and enough time, I can do this.	Use good design principles when using multiple worksheets in one dashboard. I can do this on my own, it will just take a while.	Use good design principles when using multiple worksheets in one dashboard. I can do this quickly and easily.
Use colors and boundaries to help my end-user understand my data better.	Use colors and boundaries to help my end-user understand my data better. I would need to look up how to do this.	Use colors and boundaries to help my end-user understand my data better. With support and enough time, I can do this.	Use colors and boundaries to help my end-user understand my data better. I can do this on my own, it will just take a while.	Use colors and boundaries to help my end-user understand my data better. I can do this quickly and easily.
Combine dashboards into a story.	Combine dashboards into a story. I would need to look up how to do this.	Combine dashboards into a story. With support and enough time, I can do this.	Combine dashboards into a story. I can do this on my own, it will just take a while.	Combine dashboards into a story. I can do this quickly and easily.
Effectively communicate my data story in a dashboard.	Effectively communicate my data story in a dashboard. I would need to look up how to do this.	Effectively communicate my data story in a dashboard. With support and enough time, I can do this.	Effectively communicate my data story in a dashboard. I can do this on my own, it will just take a while.	Effectively communicate my data story in a dashboard. I can do this quickly and easily.
Give my end-user choices on what appears on my dashboards.	Give my end-user choices on what appears on my dashboards. I would need to look up how to do this.	Give my end-user choices on what appears on my dashboards. With support and enough time, I can do this.	Give my end-user choices on what appears on my dashboards. I can do this on my own, it will just take a while.	Give my end-user choices on what appears on my dashboards. I can do this quickly and easily.
Know when to separate my worksheets onto multiple dashboards vs combining them into one.	Know when to separate my worksheets onto multiple dashboards vs combining them into one. I would need to look up how to do this.	Know when to separate my worksheets onto multiple dashboards vs combining them into one. With support and enough time, I can do this.	Know when to separate my worksheets onto multiple dashboards vs combining them into one. I can do this on my own, it will just take a while.	Know when to separate my worksheets onto multiple dashboards vs combining them into one. I can do this quickly and easily.

Question Title

* 6. Please rate how easily you would be able to complete each of the following Tableau tasks publishing workbooks and using Tableau server.

	I would need to look up how to do this.	With support and enough time, I can do this.	I can do this on my own, it will just take a while.	I can do this quickly and easily.
Share a workbook without data attached.	Share a workbook without data attached. I would need to look up how to do this.	Share a workbook without data attached. With support and enough time, I can do this.	Share a workbook without data attached. I can do this on my own, it will just take a while.	Share a workbook without data attached. I can do this quickly and easily.
Save and export a packaged workbook.	Save and export a packaged workbook. I would need to look up how to do this.	Save and export a packaged workbook. With support and enough time, I can do this.	Save and export a packaged workbook. I can do this on my own, it will just take a while.	Save and export a packaged workbook. I can do this quickly and easily.
Publish a workbook to a Tableau Server with permission embedded.	Publish a workbook to a Tableau Server with permission embedded. I would need to look up how to do this.	Publish a workbook to a Tableau Server with permission embedded. With support and enough time, I can do this.	Publish a workbook to a Tableau Server with permission embedded. I can do this on my own, it will just take a while.	Publish a workbook to a Tableau Server with permission embedded. I can do this quickly and easily.
Publish a workbook to a Tableau Server without permissions embedded.	Publish a workbook to a Tableau Server without permissions embedded. I would need to look up how to do this.	Publish a workbook to a Tableau Server without permissions embedded. With support and enough time, I can do this.	Publish a workbook to a Tableau Server without permissions embedded. I can do this on my own, it will just take a while.	Publish a workbook to a Tableau Server without permissions embedded. I can do this quickly and easily.
Publish a stand alone data source to a Tableau Server.	Publish a stand alone data source to a Tableau Server. I would need to look up how to do this.	Publish a stand alone data source to a Tableau Server. With support and enough time, I can do this.	Publish a stand alone data source to a Tableau Server. I can do this on my own, it will just take a while.	Publish a stand alone data source to a Tableau Server. I can do this quickly and easily.
Update a previously published data source.	Update a previously published data source. I would need to look up how to do this.	Update a previously published data source. With support and enough time, I can do this.	Update a previously published data source. I can do this on my own, it will just take a while.	Update a previously published data source. I can do this quickly and easily.
Use Tableau Online to modify an existing workbook.	Use Tableau Online to modify an existing workbook. I would need to look up how to do this.	Use Tableau Online to modify an existing workbook. With support and enough time, I can do this.	Use Tableau Online to modify an existing workbook. I can do this on my own, it will just take a while.	Use Tableau Online to modify an existing workbook. I can do this quickly and easily.
Set up custom views on a Tableau Server.	Set up custom views on a Tableau Server. I would need to look up how to do this.	Set up custom views on a Tableau Server. With support and enough time, I can do this.	Set up custom views on a Tableau Server. I can do this on my own, it will just take a while.	Set up custom views on a Tableau Server. I can do this quickly and easily.
Manage who can view projects and published workbooks.	Manage who can view projects and published workbooks. I would need to look up how to do this.	Manage who can view projects and published workbooks. With support and enough time, I can do this.	Manage who can view projects and published workbooks. I can do this on my own, it will just take a while.	Manage who can view projects and published workbooks. I can do this quickly and easily.
Set-up subscriptions for users or self for published workbooks.	Set-up subscriptions for users or self for published workbooks. I would need to look up how to do this.	Set-up subscriptions for users or self for published workbooks. With support and enough time, I can do this.	Set-up subscriptions for users or self for published workbooks. I can do this on my own, it will just take a while.	Set-up subscriptions for users or self for published workbooks. I can do this quickly and easily.