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

https://kb.tableau.com/articles/howto/filtering-data-with-a-parameter?lang=fr-fr

After creating a parameter named Choose Region, you want to use it to filter the chart based on the user ' s selection. To do this, you would create a calculated field with the formula [Region] = [Choose Region] and add this calculated field to the Filters card. This will dynamically filter the chart to display data only for the region that matches the user’s selection in the Choose Region parameter.

To configure the dashboard to ensure that selecting a data point on the map only filters the Detail table, you should select Ignore Actions from the context menu of Sales over time. Ignore Actions is a feature that allows you to exclude a sheet from being affected by any actions on the dashboard, such as filters or highlights. You can select Ignore Actions by right-clicking on a sheet on the dashboard and selecting Ignore Actions from the menu.

In this case, you want to exclude Sales over time from being filtered by the map, so you should select Ignore Actions from its context menu. This will make Sales over time ignore any selections on the map and show all values. The Detail table will still be filtered by the map as usual.

The other options are not correct for this scenario. Removing Dashboard Item will delete Sales over time from the dashboard, which is not what you want. Deselecting Use as Filter will disable the map as a filter for any sheet on the dashboard, which is not what you want. Selecting Deselect will clear any selections on the map, but it will not prevent Sales over time from being filtered by future selections. References: https://help.tableau.com/current/pro/desktop/en-us/actions.htm https://help.tableau.com/current/pro/desktop/en-us/actions_ignore.htm

On a Tableau dashboard, when a map is used as a filter, it affects all other sheets in the dashboard by default. To restrict the filter action to only affect the Detail table and not the ' Sales over time ' chart, you would modify the action settings. By selecting " Ignore Actions " from the context menu of the ' Sales over time ' chart, it will no longer respond to the filtering action initiated by selecting data points on the map.

The correct order of the three actions is:

Add the date to the Columns shelf. Add the segment and the sales to the Rows shelf.

Aggregate the date to month and year.

From the Analytics pane, drag Forecast to the worksheet.

The first action is to add the date to the Columns shelf and the segment and the sales to the Rows shelf. This will create a line chart that shows the daily sales by segment over time. You can use the Show Me menu to choose a line chart if it is not selected by default.

The second action is to aggregate the date to month and year. This will group the daily sales into monthly sales and show the yearly trend. You can right-click on the date field on the Columns shelf and select Month (January 2017) from the menu. You can also drag Year from the Dimensions pane to the Columns shelf before or after Month.

The third action is to drag Forecast from the Analytics pane to the worksheet. This will add a forecast that predicts future sales by segment based on historical trends. You can customize the forecast by clicking on it and using the options on the Marks card.

The other options are not relevant for this scenario. Adding a trend line would show a linear or nonlinear relationship between two measures, but not a prediction of future values. Creating a calculated field that uses the model quantile function would return a value from a statistical model based on a given quantile, but not a forecast.

To create the dashboard as shown in the image, you need to use a vertical layout container that will adjust the height of the sheets according to the window size. You also need to set the Fit to Entire view option for both sheets so that they will resize proportionally when you click a category on the top sheet. This way, you can achieve the desired effect of having the bottom sheet expand to fill the space left by the top sheet when it filters out some categories. References:

Size and Lay Out Your Dashboard - Tableau

Create a Dashboard - Tableau

Format Dashboard Layout in Tableau - GeeksforGeeks

To create a boolean calculated field to place on the data source filter, you should use the formula USERNAME() = [Tableau_user]. This formula will return TRUE if the current Tableau user name matches the value in the Tableau_user field, and FALSE otherwise. You can use this formula as a data source filter by dragging it to the Filters shelf and selecting TRUE from the menu. This will filter the data to show only the rows that are relevant to the specific Tableau user.

The other options are not correct for this scenario. NAME([Tableau_user]) is not a valid function in Tableau. ISFULLNAME([Tableau_user] ) = USERNAME() is not a valid expression in Tableau. ‘S’ + STR([Sales]/1000) is not a boolean expression, but a string expression that converts sales to thousands with a prefix of “S”. References: https://help.tableau.com/current/pro/desktop/en-us/filtering_datasource.htm https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#USERNAME https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields.htm

In Tableau, the USERNAME() function returns the username of the user who is currently logged in. To create a filter that only shows data relevant to the logged-in Tableau user, a boolean calculated field can be created to compare the current username with the usernames listed in the Tableau_User_Name field of the dataset. Therefore, the correct formula for this filter is USERNAME() = [Tableau_USER_NAME] , which will return true for rows where the Tableau_User_Name matches the current user ' s username.

To make a workbook available in Tableau Online, you need to publish it from Tableau Desktop to Tableau Online. You can do this by selecting Publish Workbook from the Server menu, signing in to your Tableau Online account, choosing a project and a name for your workbook, and clicking Publish. This will upload your workbook and its data sources to Tableau Online, where you can view, edit, and share it with others. References:

Tableau Certified Data Analyst Exam Prep Guide , page 10, section “Publishing and Scheduling Data Refreshes”

Tableau Help: Publish a Workbook

we need to create a quick table calculation that shows the percent of total sales for each category and sub-category. To do this, we can follow these steps:

Drag Category to Columns and Sub-Category to Rows.

Drag Sales to Text on the Marks card.

Right-click Sales on the Marks card and select Quick Table Calculation > Percent of Total.

Right-click Sales on the Marks card again and select Compute Using > Category.

This will create a quick table calculation that shows the percent of total sales for each sub-category within each category. The visualization will look like this:

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.

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.

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 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.

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.

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.

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.

To create a filled map to show the distribution of total Sales by State across the United States, 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 Map tab at the bottom of the workbook to open the Map worksheet. You will see a blank worksheet with no marks.

Drag State from the Dimensions pane to Detail on the Marks card. This will create a map that shows each state as a mark. You may need to zoom in or out to see the whole map.

Drag Sales from the Measures pane to Color on the Marks card. This will create a filled map that shows the distribution of total Sales by State across the United States. The color legend will show you the range of values and colors for Sales.

Optionally, you can adjust the color scheme, transparency, size, and borders of the marks by clicking on the Color menu on the Marks card. You can also add labels, tooltips, or filters to enhance your map.

To add the Sales by State sheet in a Show/Hide button to the right side of the dashboard, 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 sales dashboard.

Click on the sales dashboard tab at the bottom of the workbook to open the dashboard. You will see a dashboard that shows various charts and filters related to sales data.

Drag Sales by State from the Sheets pane to the right side of the dashboard. This will add the sheet as a floating element on the dashboard. You can resize and position it as you like.

Right-click on Sales by State and select Add Show/Hide Button from the menu. This will add a button that allows you to show or hide the sheet on the dashboard. You can customize the appearance and behavior of the button by clicking on it and using the options on the Marks card.

Optionally, you can drag a vertical layout container from the Objects pane to the right side of the dashboard and place Sales by State and its button inside it. This will help you organize your dashboard elements and align them neatly.

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 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 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 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 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 modify the chart to show only min and max values of both measures in each region, 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 Line worksheet.

Click on the Line tab at the bottom of the workbook to open the worksheet. You will see a line chart that shows the sales and profit for each month by region.

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

Select Range of Dates from the dialog box. This will show you options to filter by a range of dates or values.

Select Minimum and Maximum from the drop-down list next to Month. This will filter by the minimum and maximum values of Month for each region. You can also enter specific values or use the sliders to adjust the range.

Click OK to apply the filter. You will see that the line chart now shows only min and max values of both measures in each region.

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.

we need to create a calculated field that displays the count of returns only for the first year in the table. To do this, we can use the following formula:

IF FIRST () = 0 THEN COUNT (Returns) END

This formula uses the FIRST () function, which returns the number of rows from the current row to the first row in the partition. If the current row is the first row, then FIRST () returns 0. The IF statement checks if this condition is true, and if so, it returns the count of returns for that row. Otherwise, it returns NULL.

To complete the formula in the calculated field, you should select the following options from the drop-down menus:

FIRST ()

0

COUNT (Returns)

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm