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

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.

To create a new calculated dimension field named Category that meets the given conditions, you can use either the IF or the CASE logical function. Both functions allow you to evaluate an expression and return a value based on different scenarios. Option A uses the IF function with multiple ELSEIF clauses to check the value of the Subject field and assign it to either ‘Sciences’ or ‘Humanities’. Option D uses the CASE function with multiple WHEN clauses to do the same thing. Both options will produce the same result, but the CASE function is more concise and easier to read. Option B is incorrect because it will assign ‘Humanities’ to any subject that contains ‘Science’ in its name, which is not the desired outcome. Option C is incorrect because it will only check if the subject ends with ‘Computer Science’ and ignore the other subjects. References:

Logical Functions - Tableau

Tableau Certified Data Analyst Study Guide

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 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 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 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 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 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 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 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.

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 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 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.

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 configure the dashboard action, you should select Filter as the action type, Select as the run action on option, and All Fields as the target filters option. This will ensure that when a user selects a city on the map, the bar chart will show only the data for the selected city based on all fields in common between the two worksheets. The action will run only when the user selects a different city. References: https://help.tableau.com/current/pro/desktop/en-us/actions.htm https://help.tableau.com/current/pro/desktop/en-us/actions_filter.htm

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.

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.

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 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 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.

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.

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 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.

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.

1) Open Tableau prep

2) Create a new column ...

3) Union the sales ...

4) Join the sales ...

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 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 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.