TDA-C01 Tableau Certified Data Analyst Exam Questions and Answers

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 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 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 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

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.

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

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

To 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 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 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 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 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, 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.

A screenshot of a computer Description automatically generated

A screenshot of a computer Description automatically generated

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

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.

The LOOKUP function is used to return the value of a specified field in a different row, which can be defined relative to the current row. In this context, it can be used to include a number with the position of each state within each region by looking up the SUM([Quantity]) in each respective position. References: The information is inferred from general Tableau knowledge as well as the following sources:

• Tableau Functions (Alphabetical)
• LOOKUP
• Tableau Certified Data Analyst Exam Guide

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

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

To add a draft watermark to a Tableau dashboard, you would use an image object. You can overlay this image across your dashboard, possibly with some transparency, to achieve the watermark effect without interfering with the readability of the dashboard content.

Both the ZN and IFNULL functions in Tableau can be used to replace NULL values with zeros. The ZN function converts NULL to zero directly, while the IFNULL function allows you to specify that NULL should be replaced with zero. Both will result in showing zero for any NULL values in the Profits field.

References: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#IFNULL https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#IF https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#ZN https://help.tableau.com/current/pro/desktop/en-us/functions_functions_logical.htm#ISNULL

Common Characters: Find and group values that have letters or numbers in common. This option uses the ngram fingerprint algorithm that indexes words by their unique characters after removing punctuation, duplicates, and whitespace. This algorithm works for any supported language. This option isn't available for data roles. For example, this algorithm would match names that are represented as "John Smith" and "Smith, John" because they both generate the key "hijmnost". Since this algorithm doesn't consider pronunciation, the value "Tom Jhinois" would have the same key "hijmnost" and would also be included in the group.

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

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

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

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

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 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 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