TDA-C01 Tableau Certified Data Analyst Exam Questions and Answers

A .hyper file is an extract file that contains a snapshot of data from a data source. It is a compressed and optimized file format that can be used to improve the performance and portability of dashboards and workbooks. A .twb file is a workbook file that contains the visualization and connection information, but not the data itself. A .csv file is a comma-separated values file that contains plain text data. A .mdb file is a Microsoft Access database file that contains tables, queries, forms, and other objects. References: https://help.tableau.com/current/pro/desktop/en-us/save_savework_packagedworkbooks.htm https://help.tableau.com/current/pro/desktop/en-us/extracting_data.htm https://help.tableau.com/current/pro/desktop/en-us/examples_csv.htm https://support.microsoft.com/en-us/office/introduction-to-access-database-files-9f9a0f8c-9a3c-4a0b-8e6c-6d1f1f7c2b7e

In Tableau, a .hyper file is an extract file created by the Hyper database engine. It contains a snapshot of the data pulled into Tableau and is used to perform data analysis without the need for a live connection to the data source.

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.

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.

1) Open Tableau prep

2) Create a new column ...

3) Union the sales ...

4) Join the sales ...

References: https://help.tableau.com/current/prep/en-us/prep_get_started.htm https://help.tableau.com/current/prep/en-us/prep_union.htm https://help.tableau.com/current/prep/en-us/prep_clean.htm https://help.tableau.com/current/prep/en-us/prep_join.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/datasource_replace.htm https://help.tableau.com/current/pro/desktop/en-us/datasource_replace_workbook.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/maps.htm https://help.tableau.com/current/pro/desktop/en-us/maps_howto_filled.htm https://help.tableau.com/current/pro/desktop/en-us/marks_markproperties_color.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/dashboards.htm https://help.tableau.com/current/pro/desktop/en-us/dashboards_showhide.htm https://help.tableau.com/current/pro/desktop/en-us/dashboards_create_layouts.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/filtering.htm https://help.tableau.com/current/pro/desktop/en-us/filtering_range.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/histograms.htm https://help.tableau.com/current/pro/desktop/en-us/calculations_bins.htm https://help.tableau.com/current/pro/desktop/en-us/buildmanual_histograms.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/analytics.htm https://help.tableau.com/current/pro/desktop/en-us/analytics_distributionband.htm https://help.tableau.com/current/pro/desktop/en-us/analytics_distributionband_edit.htm

To determine the Rank Score value for Student ID 4220, we look at the visualization provided and apply the table calculation of RANK(AVG([Score])). This function will rank the average scores in ascending order by default, with the lowest score receiving the rank of 1.

Based on the provided visualization, the scores for the students are as follows (from lowest to highest average score):

• Student ID 4183: 39 (Rank 1)
• Student ID 4220: 71 (Rank 6)
• Student ID 4247: 71 (Rank 6, same score as ID 4220 so they share the same rank)
• Student ID 4124: 75.5
• Student ID 4050: 64
• Student ID 4205: 67
• Student ID 4056: 66

Since Student ID 4220 has an average score of 71, which is the third-highest score, it shares the rank with Student ID 4247. However, since Tableau ranks without gaps, the actual rank assigned is 6, considering that there are two students with a rank of 4 (due to the same average score being the second lowest), making the next rank number 6.

Note: The actual ranks for the highest scores are not provided, but they are not needed to determine the rank for Student ID 4220.

https://help.tableau.com/current/prep/en-us/prep_calculations.htm

To schedule a refresh of the data, you need to ensure that Tableau Server or Tableau Online can access the database without prompting for credentials. This can be done by embedding the credentials in the workbook or the published data source. You also need to extract the data from the database and publish it as a separate data source or as part of the workbook. A live connection would not allow you to refresh the data on a schedule, as it would always query the database directly. A hyper file is a format for storing extracted data, but it is not a requirement for scheduling a refresh. References:

• Tableau Certified Data Analyst Exam Prep Guide, page 10, section “Publishing and Scheduling Data Refreshes”
• Tableau Help: Embedding Database Credentials
• Tableau Help: Extract Your Data

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.

References: https://help.tableau.com/current/pro/desktop/en-us/datasource_prepare.htm https://help.tableau.com/current/pro/desktop/en-us/split.htm https://help.tableau.com/current/pro/desktop/en-us/renamefield.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/sets.htm https://help.tableau.com/current/pro/desktop/en-us/filtering.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations.htm https://help.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_create.htm https://help.tableau.com/current/pro/desktop/en-us/calculations_tablecalculations_percentoftotal.htm

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.

References: https://help.tableau.com/current/pro/desktop/en-us/filtering.htm https://help.tableau.com/current/pro/desktop/en-us/filtering_topn.htm

To minimize the whitespace between the sheets, you should configure the padding of the sheets and the dashboard. Padding is the amount of space between the edge of a sheet or dashboard and its content. You can adjust the padding by using the Layout tab in the Format pane. You can reduce the padding for each sheet by selecting the sheet and changing the values for the inner and outer padding. You can also reduce the padding for the dashboard by selecting the dashboard and changing the values for the outer padding. Reducing the padding will make the sheets and the dashboard more compact and eliminate unnecessary whitespace. References:

• Format Dashboards - Tableau
• Tableau Certified Data Analyst Study Guide

Tableau provides various options to export data from a worksheet. The formats available are typically those that are best suited for visualization or further data analysis. The options include:

• .png for exporting images of the visualizations
• .xlsx for exporting data in a format that can be opened with Microsoft Excel
• .pptx for creating PowerPoint presentations with the visualization embedded

These formats are designed to facilitate sharing and presenting the insights derived from Tableau visualizations, or for conducting further analysis in tools like Excel.

The two formulas that will return a value of true if a month has sales greater than $50,000, otherwise the formula must return a value of false, are:

B. IIF(SUM([Sales]) > 50000, TRUE, FALSE) D. [Sales] > 50000

The IIF function is a logical function that returns one value if a condition is true, and another value if the condition is false. In this case, the condition is SUM([Sales]) > 50000, which means that the sum of sales for a month is greater than $50,000. The function will return TRUE if the condition is true, and FALSE if the condition is false.

The comparison operator > is a logical operator that returns TRUE if the left operand is greater than the right operand, and FALSE otherwise. In this case, the operands are [Sales] and 50000, which means that the sales for a month are greater than $50,000. The operator will return TRUE if the sales are greater than $50,000, and FALSE otherwise.

The other options are not correct for this scenario. The IN function is a logical function that returns TRUE if a value is in a set of values, and FALSE otherwise. In this case, the value is SUM([Sales]), which is not in the set of values (50000). The function will always return FALSE. The MAX function is an aggregation function that returns the maximum value in a field or expression. In this case, the field or expression is [Sales], 50000, which is not valid syntax. The function will return an error. References: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#IIF https://help.tableau.com/current/pro/desktop/en-us/operators.htm https://help.tableau.com/current/pro/desktop/en-us/functions_functions_aggregate.htm#MAX

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.

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

To create a map visualization that shows the concentration of data points in different locations, you need to change the mark type to Density. This will create a heatmap that uses color and size to indicate the density of the data points. You can also adjust the intensity and transparency of the density marks to suit your needs. References: The information is based on the following sources:

• Create Heatmaps that Show Trends or Density in Tableau
• Build a Simple Map - Tableau

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.

References: https://help.tableau.com/current/pro/desktop/en-us/analytics.htm https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en-us/dates.htm https://help.tableau.com/current/pro/desktop/en-us/analytics_forecast.htm https://help.tableau.com/current/pro/desktop/en-us/functions_functions_statistical.htm#MODEL_QUANTILE

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 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 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

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.