TDA-C01 Tableau Certified Data Analyst Exam Question and Answers

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 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, 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.

A screenshot of a computer Description automatically generated

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.

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

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 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 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.

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 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

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 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.

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 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 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

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.

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.