Analytics-DA-201 Salesforce Certified Tableau Data Analyst Questions and Answers

To filter the table to show the members of the Top10 set and the Bottom10 set, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the Disciplines worksheet.

Click on the Disciplines tab at the bottom of the workbook to open the worksheet. You will see a table that shows the disciplines, sales, and profit for each salesperson.

Click on the drop-down arrow next to Salesperson on the Filters shelf. This will open a menu that allows you to filter by different criteria.

Select Set from the menu. This will show you the sets that are available for the Salesperson field. You will see Top10 and Bottom10 as two sets that have been created based on the sales ranking.

Check the boxes next to Top10 and Bottom10. This will filter the table to show only the members of these two sets. You can also click on All to deselect all other values.

Click OK to apply the filter. You will see that the table now shows 20 rows, 10 for each set.

To modify the bar chart to show the percentage of sales for each Subcategory within every Category, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the CategoryPercentage worksheet.

Click on the CategoryPercentage tab at the bottom of the workbook to open the worksheet. You will see a bar chart that shows the total sales for each Subcategory across all Categories.

Right-click on Sales on the Columns shelf and select Add Table Calculation from the menu. This will open a dialog box that allows you to apply a calculation to your measure.

Select Percent of Total from the Calculation Type drop-down list. This will calculate the percentage of sales for each Subcategory out of the total sales for all Subcategories.

Select Category from the Compute Using drop-down list. This will calculate the percentage of sales for each Subcategory within every Category, instead of across all Categories. The total percentage for every Category will be 100%.

Click OK to apply the table calculation. You will see that the bar chart now shows the percentage of sales for each Subcategory within every Category.

To replace the existing data source with the Netflix_2019 data source, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the Movie Durations worksheet.

Click on the Movie Durations tab at the bottom of the workbook to open the worksheet. You will see a bar chart that shows the number of movies by duration for the existing data source.

Go to the Data Source tab at the bottom of the workbook to see the data source page. You will see a table that shows the fields and values from the existing data source.

Click on the drop-down arrow next to the data source name at the top of the page and select Replace Data Source from the menu. This will open a dialog box that allows you to replace your data source with another one.

Select Netflix_2019 from the list of available data sources and click OK. This will replace your existing data source with the Netflix_2019 data source and update your worksheet accordingly. You may need to fix any broken fields or calculations that result from the replacement.

To add a distribution band on Profit to show the standard deviation from -1 to 1, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the SalesVSProfit worksheet.

Click on the SalesVSProfit tab at the bottom of the workbook to open the worksheet. You will see a scatter plot that shows the relationship between Sales and Profit for each Sub-Category.

Click on the Analytics tab on the left side of the workbook to open the Analytics pane. You will see a list of analytical objects that you can drag and drop onto your worksheet.

Drag Distribution Band from the Analytics pane to Profit on the Rows shelf. This will add a distribution band on Profit that shows the average and confidence interval for each Sub-Category.

Click on the Edit button on the distribution band to open the Edit Distribution Band dialog box. You will see options to customize your distribution band.

Change the Band From value to -1 and the Band To value to 1. This will change the distribution band to show the standard deviation from -1 to 1, which means one standard deviation below and above the average.

Click OK to apply the changes. You will see that the distribution band now shows a narrower range of values for Profit.

To filter the table to show the Top 10 NOC based on the number of medals won, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the Disciplines worksheet.

Click on the Disciplines tab at the bottom of the workbook to open the worksheet. You will see a table that shows the NOC, discipline, and medals for each country.

Drag Medals from the Measures pane to the Filters shelf. This will open a dialog box that allows you to filter by different criteria.

Select Top from the dialog box. This will show you options to filter by the top or bottom values of a field.

Enter 10 in the text box next to By field. This will filter by the top 10 values of Medals.

Select NOC from the drop-down list next to By field. This will filter by the top 10 values of NOC based on Medals.

Click OK to apply the filter. You will see that the table now shows only 10 rows, one for each NOC with the highest number of medals.

To split the Customer Name field into two fields named First Name and Last Name, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that uses the Superstore data source.

Go to the Data Source tab at the bottom of the workbook to see the data source page. You will see a table that shows the fields and values from the Superstore data source.

Right-click on Customer Name in the table and select Split from the menu. This will split the field into two fields based on a separator, which is a space by default. You will see two new fields named Customer Name - Split 1 and Customer Name - Split 2 in the table.

Right-click on Customer Name - Split 1 and select Rename from the menu. Type First Name as the new name and press Enter. This will rename the field as First Name.

Right-click on Customer Name - Split 2 and select Rename from the menu. Type Last Name as the new name and press Enter. This will rename the field as Last Name.

To create a histogram on the Quantity field by using bin size of 3, you need to do the following steps:

Open the link to Book1 found on the desktop. This will open the Tableau workbook that uses the Superstore data source.

Click on the Histogram tab at the bottom of the workbook to open the Histogram worksheet. You will see a blank worksheet with no marks.

Right-click on Quantity in the Measures pane and select Create Bins from the menu. This will open a dialog box that allows you to create bins for the Quantity field. Bins are groups of values that are treated as one unit in a histogram.

Enter 3 in the Size of bins text box. This will set the bin size to 3, which means that each bin will contain values that are 3 units apart. For example, one bin will contain values from 0 to 2, another bin will contain values from 3 to 5, and so on.

Click OK to create the bins. You will see a new field named Quantity (bin) in the Measures pane with a # sign next to it.

Drag Quantity (bin) from the Measures pane to Columns on the worksheet. This will create a histogram that shows the distribution of Quantity by bins. You will see bars that represent the frequency or count of values in each bin.

Optionally, you can adjust the width, color, and labels of the bars by using the options on the Marks card. You can also add filters, tooltips, or annotations to enhance your histogram.

To build the scatter plot shown in the image, you need to place the Profit measure on the Rows shelf and the Sales measure on the Columns shelf. This will create a Cartesian chart with Profit as the y-axis and Sales as the x-axis. Then, you need to change the mark type to Circle on the Marks card. This will display the data points as circles that vary in size according to the Quantity measure. You can also add color or shape encoding to the marks to show additional dimensions or measures in the view. References:

Build a Scatter Plot

Understanding and Using Scatter Plots

Scatter plot in Tableau

The correct order of the three actions is:

From the connections pane, connect to both data sources

Join both datasets and select the join type

Specify Employee Name as the join key

The first action is to connect to both data sources from the connections pane in Tableau Prep. The connections pane is where you can access and add data sources to your flow. You can connect to various types of data sources, such as Excel, SQL Server, or Tableau Server. In this case, you want to connect to an Excel worksheet and a SQL Server table.

The second action is to join both datasets and select the join type. A join is a way of combining data from two or more tables based on a common field. You can join datasets by dragging one table to the canvas and dropping it on top of another table. This will create a join step in your flow. You can select the join type from the drop-down list on the join step. The join type determines which rows are returned from the tables.

The third action is to specify Employee Name as the join key. A join key is a field that is used to match rows from different tables. You can specify the join key by clicking on the field name in each table and dragging it to the center of the join step. This will create a join clause that shows the field name and the operator. In this case, you want to use Employee Name as the join key, because it is a common field between the two datasets.

The other options are not relevant for this scenario. Specifying Department and Team Size as a join condition will not work, because they are not common fields between the two datasets. Opening both data sources in Tableau Desktop will not help you join them in Tableau Prep. Adding a step to aggregate the data in the SQL Server table will not affect the join, but it may change the level of detail of your data. References: https://help.tableau.com/current/prep/en-us/prep_connect.htm https://help.tableau.com/current/prep/en-us/prep_join.htm https://help.tableau.com/current/prep/en-us/prep_join_types.htm

To complete the formula, you should drag the option MAX from the list of options and drop it into the first blank space, and then drag the option [Sales] and drop it into the second blank space. The formula will look like this: Option (MAX) Option ([Sales]). This formula will calculate the maximum value of the sales field for each country. You can use this formula to create a calculated field that will show the highest sales amount for each country in your data source. References:

Create a Simple Calculated Field - Tableau

MAX Function - Tableau

Tableau Certified Data Analyst Study Guide

To make Sales appear automatically as shown in the second table, you should change the default number format of the Sales field. The default number format is how Tableau displays a field when you drag it to a worksheet. You can change the default number format by right-clicking on the field and selecting Default Properties > Number Format from the menu. This will open a dialog box where you can choose a category, such as Currency or Percentage, and customize the options, such as decimal places or prefixes.

In this case, you want to change the default number format of Sales to Currency with zero decimal places and a custom prefix of “S”. This will make Sales appear as “S” followed by the rounded value in thousands.

The other options are not correct for this scenario. Changing the data type of Sales to String will not affect how it appears on a worksheet. Creating a calculated field that uses a formula will not change the default number format of Sales, but create a new field that you have to drag to a worksheet. Converting Sales to Attribute will return only one value for each partition of data, which will not show any variation over time. References: https://help.tableau.com/current/pro/desktop/en-us/formatting.htm https://help.tableau.com/current/pro/desktop/en-us/formatting_change_default.htm

To achieve the formatting as shown in the example, where sales figures are displayed with a "K" to represent thousands and rounded to the nearest thousand (e.g., $20K, $44K, etc.), you would need to adjust the default number format of the Sales field in Tableau. By changing the default number format, every instance where the Sales field is used would automatically reflect this new formatting. This is more efficient than creating a calculated field as it preserves the numeric nature of the field, allowing for further numerical operations and aggregations.

Data interpreter is a feature that helps you clean and structure your data in Excel before importing it into Tableau. It detects and removes any headers, footers, subtotals, or other elements that are not part of the actual data. It also splits any merged cells and fills in any missing values. In this case, data interpreter provides the following results:

It removes the first three rows and the last two rows that contain headers and footers.

It splits the merged cells in column A and fills in the missing values with “Fiction” or “Non-Fiction”.

It does not remove or change any other rows or cells.

Therefore, the number of rows of data that will be ingested into Tableau as values is 17, which is the number of rows left after removing the headers and footers. References: https://help.tableau.com/current/pro/desktop/en-us/importing_cleaning_up_data.htm https://help.tableau.com/current/pro/desktop/en-us/importing_data_interpreter.htm

Based on the Data Interpreter's results and the provided Excel dataset screenshot, the number of rows of data that will be ingested into Tableau as values is 17. The Data Interpreter has identified and excluded headers and footers, and the rows with actual data are considered for analysis.

To combine the lines to appear as shown in the second chart, you should set Discount to Dual Axis. Dual Axis is a feature that allows you to show two measures on two separate axes on one chart. You can create a dual axis by right-clicking on a measure on any shelf and selecting Dual Axis from the menu. This will create two axes on one chart and synchronize their scales.

In this case, you want to show Profit and Discount on two separate axes on one chart. You can right-click on Discount on any shelf and select Dual Axis from the menu. This will create a dual axis chart that shows Profit and Discount as two lines with different colors.

The other options are not correct for this scenario. Dragging Discount to Color on the Marks card will change the color of Profit based on Discount, but it will not show two lines. Converting Discount to Discrete will change Discount from a green pill to a blue pill, but it will not affect how it appears on the chart. Dragging Discount to Columns shelf will create two separate charts for Profit and Discount, but it will not combine them. References: https://help.tableau.com/current/pro/desktop/en-us/multiplemeasures.htm https://help.tableau.com/current/pro/desktop/en-us/multiplemeasures_dualaxes.htm

To create an image of the chart that you can add to the annual report, you can use either the Export option or the Copy option from the Worksheet menu. The Export option will allow you to save the image as a file in a specified location, name, and format. The Copy option will allow you to copy the image to the clipboard and paste it into another application, such as Microsoft Word. Both options will let you choose which elements to include in the image, such as title, caption, legend, etc. References:

Export Views from Tableau Desktop to Another Application

Copy and Paste Views from Tableau Desktop to Another Application

In Tableau, the RANK function assigns a rank to each row within a partition of the data, based on the value of the field being ranked. It is important to understand that the rank is recalculated whenever the underlying data or the partitioning changes.

In the given scenario, the Overall Rank is based on the Sales figures, while the Rank (presumably) is based on the Sales within the Category. When filtering on the condition where [Overall Rank] - 1, it means we are excluding the sub-category that has an Overall Rank of 2.

Looking at the data:

Furnishings has an Overall Rank of 8, which does not meet the filter condition ([Overall Rank] - 1). Therefore, its rank remains the same.

Tables have an Overall Rank of 3. When the sub-category with an Overall Rank of 2 is removed (Chairs in this case), Tables move up in the overall ranking. However, since Tables are the top-ranked within the Furniture category, their Rank within the category would remain unchanged at 1.

Chairs have an Overall Rank of 2, which meets the filter condition and thus will be removed from the view. We cannot determine the change in Rank for Chairs because they are filtered out.

Accessories have an Overall Rank of 5. If any sub-category with a higher Overall Rank (1 to 4) is removed, the rank of Accessories within the Technology category could change because it is currently ranked 3 in its category. With the removal of Phones (Overall Rank 1), the Rank of Accessories could potentially increase.

Copiers have an Overall Rank of 6, which does not meet the filter condition. Therefore, its rank remains the same.

Machines have an Overall Rank of 4. If we remove Phones (Overall Rank 1), Machines will move up in the overall ranking and potentially within the Technology category as well, changing its Rank from 2 to 1.

Phones have an Overall Rank of 1, which does not meet the filter condition of being Overall Rank 2. Therefore, its rank remains the same.

Bookcases have an Overall Rank of 7, which does not meet the filter condition. Therefore, its rank remains the same.

Based on this analysis, when the sub-category with an Overall Rank of 2 (Chairs) is removed, the Rank value will change for Tables, Accessories, and Machines, as they will move up in the overall ranking within their respective categories. However, it's important to note that while Tables will move up in the overall ranking, their rank within the Furniture category would not change as they are already at the top. The rank changes for Accessories and Machines are due to the removal of Phones, which is ranked higher overall and within the Technology category.

A reference line is used in Tableau to display a line at a constant value or a computed value such as an average, median, minimum, or maximum in a bar chart. In this case, adding a reference line would allow you to show the median, upper quartile, and lower quartile, which corresponds to the changes shown in the bar chart.

To share a dashboard that contains confidential information about patients health and needs to always be up to date for a team of healthcare workers, you should publish it to Tableau Server. This will allow you to control who can access and interact with your dashboard, as well as schedule automatic refreshes of your data source or extract. Publishing to Tableau Public would expose your data to anyone on the internet, printing to PDF would not update your data, and exporting as a .twbx would require sending a large file that might not be compatible with other versions of Tableau. References: https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_tableauserver.htm

When sharing sensitive and confidential information that needs to be kept up-to-date, such as patient health data for a team of healthcare workers, the best practice is to publish the dashboard to Tableau Server. Tableau Server is designed for secure, controlled access and can be configured to ensure that data is refreshed as needed. Publishing to Tableau Public is not secure for confidential data, printing to PDF or exporting as a .twbx does not allow for live data updates.

1) Open Tableau prep

2) Create a new column ...

3) Union the sales ...

4) Join the sales ...

The box plot visualization displays the distribution of average profits by region. The distribution of profits is represented by the range of the box (interquartile range) and the whiskers (which often represent the total range excluding outliers). From the image provided, the South region has the smallest visible range within its box and the shortest whiskers, indicating the smallest distribution of average profits among the choices provided.

To resume a suspended alert, you need to go to the My Content area of Tableau web pages, where you can see all the alerts that you own or subscribe to. You can click on the alert name and then select Resume from the menu. You can also edit or delete the alert from there. References: https://help.tableau.com/current/pro/desktop/en-us/alerts.htm https://help.tableau.com/current/pro/desktop/en-us/alerts_manage.htm

In Tableau, the "My Content" area on the web interface is the place where a user can manage their content, including workbooks, data sources, and alerts. If an alert is suspended, the owner of the alert can go to the "My Content" area to resume it.

To configure the shapes to be much larger than the line, you need to duplicate Population and drag it to the second Marks card. This will create a dual axis chart with two measures on one axis. You can then select Shape on one Marks card and Line on another Marks card, and adjust the size of each mark independently using the Size slider or menu. References: https://help.tableau.com/current/pro/desktop/en-us/multiplemeasures_dualaxes.htm https://help.tableau.com/current/pro/desktop/en-us/marks_markproperties_size.htm

In a dual-axis chart in Tableau, if you want to have two different visual mark types (like a shape and a line) and configure them differently (such as making one larger than the other), you would need to duplicate the measure. You then drag this duplicate to the second Marks card (which represents the second axis). There, you can adjust the size of the marks (shapes, in this case) independently of the line marks on the first Marks card.

To add a comment to March 2020 on a line chart, you need to annotate that mark. You can right-click on the mark and select Annotate > Mark from the menu. This will open a dialog box where you can type your comment and format it as you like. You can also drag and drop the annotation to position it on the worksheet. Dragging the growth rate to Text on the Marks card will add a label to every mark on the line chart, enabling captions will show a description of the worksheet at the bottom, and adding a tooltip will show a text box when users hover over a mark. References: https://help.tableau.com/current/pro/desktop/en-us/formatting_annotations.htm https://help.tableau.com/current/pro/desktop/en-us/formatting_annotations_create.htm

To add a comment to a specific point on a line chart, such as March 2020 in the provided visualization, you would use the 'Annotate' feature. Right-clicking on the data point for March 2020 and selecting 'Annotate' allows you to add a text annotation directly to the chart, which can be used to highlight and comment on that particular data point.

To refresh an extract on Tableau Server, you need to select the workbook, select Refresh Extracts, and then add a new extract refresh. You can specify the frequency and time of the refresh, as well as any custom options. You can have multiple extract refreshes for the same workbook with different schedules. References: https://help.tableau.com/current/server/en-us/refresh_extracts.htm https://help.tableau.com/current/server/en-us/refresh_extracts_add.htm

On Tableau Server, you can manage the scheduling of extract refreshes by selecting the specific workbook and configuring additional refresh schedules as needed. This allows for multiple refresh triggers, such as the regular Monday at 10:00 AM schedule, as well as an additional trigger for the last day of the month at 18:00.

In Tableau dashboards, floating elements are those that can be freely moved over the dashboard canvas without being snapped into the tiled layout. The floating elements are often indicated by their standalone frames and the ability to overlap with other dashboard items. From the provided image, the state filter and the Rate of Obesity chart can be identified as floating if they can be moved independently of the tiled grid layout that constrains other elements.

A screenshot of a computer Description automatically generated

Based on the line chart provided, each point on the line chart represents the average sales for a given month, and the percentage values indicate the change in average sales compared to the previous month. The month of November shows a significant increase from the month of October, indicated by a large upward spike on the chart and a high percentage increase.

The correct Level of Detail (LOD) expression to calculate the grand total of sales across all regions would be {SUM(Sales)}. The FIXED expression is not needed here because we are not computing the sum at the level of each region, but rather the total sum across all regions. The FIXED keyword is typically used to aggregate at a certain level regardless of the view.

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.htm#TOTAL

To calculate the ranking shown in the Rank field, you need to use the RANK_UNIQUE function, which returns the unique rank of each value in a partition. You need to specify the expression as SUM([Sales]), which calculates the total sales for each product. You also need to specify the order as descending, which means that the highest sales will have the lowest rank. Finally, you need to specify the restart as every [Category], which means that the ranking will reset for each category. References: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.htm https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_rank.htm

To combine two sets, they must have at least one dimension in common. In this case, Customers of 2020 and Top N Customers both have Customer Name as a dimension, so they can be combined using set operations such as union, intersection, or difference. Sellers of 2020 and Top N Products have different dimensions (Seller Name and Product Name), so they cannot be combined. References: https://help.tableau.com/current/pro/desktop/en-us/sets.htm https://help.tableau.com/current/pro/desktop/en-us/sets_create.htm#combine-sets

In Tableau, sets can be combined if they are created from the same dimension. From the options provided, "Customers of 2020" and "Top N Customers" are likely created from the same dimension (Customers). Therefore, these two sets can be combined to create a new set that includes or excludes members based on the combined criteria. Combining sets like "Top N Products" with "Customers of 2020" would not be feasible unless they are from the same dimension, which is typically not the case.

To show the corresponding region when users hover their mouse over any of the bars, you need to drag Region to Tooltip on the Marks card. This will add Region as a field in the tooltip text that appears when users hover over a mark. You can also customize the tooltip text by editing it in the Tooltip dialog box. References: https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en-us/formatting_tooltips.htm

To show additional information such as the corresponding region when hovering over a bar in Tableau, you can drag the 'Region' field to the 'Tooltip' shelf on the 'Marks' card. This will ensure that when a user hovers over a bar representing a city, the tooltip will dynamically display the region associated with that city.

In Tableau, you can manage the visibility of different visualizations on a dashboard using various techniques. Among the options provided, the most straightforward method to allow users to switch between two visualizations is to use show/hide buttons.

Here's why each option is or isn’t suitable for the requirement:

A. A parameter and a calculated field: While it's possible to use a parameter and a calculated field to control which visualization is displayed, it requires creating a calculated field that responds to a parameter and then using that field to filter the view. This method can become complex and is not as user-friendly for simply showing and hiding visualizations.

B. Worksheet actions: Worksheet actions in Tableau typically allow users to interact with the data within a visualization, such as filtering data or highlighting related data points when clicking or hovering. They are not designed to control the visibility of entire visualizations on a dashboard.

C. Show/hide buttons: Show/hide buttons are a feature specifically designed to manage the visibility of dashboard elements. When you create a show/hide button, it can be configured to display or hide a particular visualization, container, or any other dashboard element when clicked. This provides a very intuitive interface for users to switch between visualizations.

D. Dashboard actions: Dashboard actions, like worksheet actions, are used to create interactions between sheets, such as filtering data or navigating to other sheets or URLs based on user interactions. They are not intended for toggling the visibility of visualizations.

Therefore, the correct answer is C. Show/hide buttons as they provide a user-friendly way to switch between visualizations on a dashboard without the need for complex calculations or actions that aren't meant for this purpose. The show/hide button feature is specifically designed for toggling visibility and offers a simple and effective solution for the requirement.

In Tableau, to replace a sheet on a dashboard, you can simply drag the desired sheet (Sheet2 in this case) from the sheets list onto the dashboard area where the current sheet (Sheet3) resides. This action will replace the existing sheet with the new one. Right-clicking and adding to the dashboard adds an additional sheet rather than replacing, and the context menu options mentioned in the other choices are not the standard methods for replacing sheets within a dashboard.

To ensure that the data is updated every hour, you need to select Extract Refreshes from the data source menu on Tableau Server. This will allow you to add a new extract refresh schedule or edit an existing one. You can specify the frequency and time of the refresh, as well as any custom options or credentials. New will create a new data source, Connected Workbooks will show you which workbooks use this data source, and Connections will show you which tables or files are connected to this data source. References: https://help.tableau.com/current/server/en-us/refresh_extracts.htm https://help.tableau.com/current/server/en-us/refresh_extracts_add.htm

To ensure that the data is updated every hour on Tableau Server, you would need to go to the "Extract Refreshes" option. Here, you can schedule the data extracts to refresh at the desired frequency, which in this case would be every hour.

To connect a Tableau workbook to a dataset in a Microsoft Excel spreadsheet, you need to select New Data Source from the Data menu. This will open the Connect pane, where you can choose Microsoft Excel as your data source and browse for your spreadsheet file. You can then drag and drop your sheets or tables to join or union them in the data source page. References: https://help.tableau.com/current/pro/desktop/en-us/connect_basic.htm https://help.tableau.com/current/pro/desktop/en-us/connect_excel.htm

When connecting to a dataset in Tableau Desktop, you would go to the 'Data' menu and select 'New Data Source'. This allows you to connect to various types of data sources, including Microsoft Excel spreadsheets, where you can then select the specific file you wish to connect to.