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 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.

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 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 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

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 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, 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.

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.

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 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.

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 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, 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 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 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.

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 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.

To customize a layout for mobile users, you should select the Device Preview option first. This option will allow you to see how your dashboard will look on different types of devices, such as phones, tablets, or desktops. You can also choose different models and orientations to preview different screen sizes and resolutions. From the Device Preview mode, you can add, edit, or delete device layouts for each device type. You can also adjust the size, position, and formatting of the dashboard elements for each device layout. References:

Create Dashboard Layouts for Different Device Types - Tableau

Tableau Certified Data Analyst Study Guide

The question presents a scenario where a geographic map visualization in Tableau needs to be transformed from a series of discrete circles representing data points to a density map visualization. The density map shows concentrations of data points with a gradient of color, where denser areas are indicated by a darker color.

Here ' s the explanation for each option:

A. Change the mark type to Density: This is the correct answer because changing the mark type to ' Density ' in Tableau creates a density map, which displays the concentration of data points with a color gradient. This is exactly what is needed to achieve the visual effect shown in the second image, where regions with a higher concentration of data points are represented by darker shades.

B. Drag Location to Size on the Marks card: This option would adjust the size of the marks based on the number of locations, which is not relevant to creating a density map. It would result in varying sizes of circles, not a continuous gradient.

C. Change the mark type to Map: The visualization is already using a map. This option would not change the visualization to the desired density map.

D. Drag Population to Size on the Marks card: This would change the size of the circles based on the population values, making some circles larger and others smaller. This is not how a density map is created, which uses color intensity rather than size to show concentration.

E. Change the opacity to 75%: Changing the opacity would affect the transparency of the marks on the map but would not transform the visualization into a density map.

To achieve the visualization shown in the second image, the mark type must be changed to ' Density, ' which will produce a heat map-like effect where the color intensity represents the concentration of data points. Therefore, the correct answer is A. Change the mark type to Density .

To create a density map from a scatter plot of data points, you would change the mark type to Density. This mark type allows you to visualize the concentration of data points in an area, which can be useful for identifying clusters or patterns in geospatial data.

To get the number of different types of awards that have been won, you should use the formula COUNTD({Award}). This formula will return the count of distinct values in the Award field, which are the different types of awards that have been won.

The other options are not correct for this scenario. COVAR({Award}) is not a valid function in Tableau. MAX({Award}) will return the maximum value in the Award field, which may not be a type of award. INDEX() will return the index or rank of each row in a partition, which is not related to the types of awards. References: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_aggregate.htm#COUNTD https://help.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.htm#INDEX

The COUNTD function in Tableau calculates the number of distinct (unique) items in a field. When looking to get the number of different types of awards that have been won, the COUNTD([Award]) function will count each unique award name only once, regardless of how many times it appears in the dataset. This will return the total number of unique award types.

The object that you should add to the dashboard to allow users to switch to a different dashboard in the workbook is Navigation.

Navigation objects are used to create links between dashboards or sheets in a workbook. You can add a navigation object to a dashboard by dragging it from the list of objects and dropping it on the dashboard. You can then configure the navigation object to specify the destination dashboard or sheet that you want users to navigate to when they click on it.

You can learn more about navigation objects and how to use them in this article: https://help.tableau.com/current/pro/desktop/en-us/dashboards_navigation.htm

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.

Extensions in Tableau are web-based programs that can interact with dashboards. To add a button that allows users to export the dashboard as an image, you would use an Extension object. This could be a custom extension designed to trigger the download of the dashboard view as an image.

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 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

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 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 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.