Tableau TDA-C01 Tableau Certified Data Analyst Exam Exam Practice Test

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

The correct order of the three actions is:

• From the connections pane, connect to both data sources
• Join both datasets and select the join type
• Specify Employee Name as the join key

The first action is to connect to both data sources from the connections pane in Tableau Prep. The connections pane is where you can access and add data sources to your flow. You can connect to various types of data sources, such as Excel, SQL Server, or Tableau Server. In this case, you want to connect to an Excel worksheet and a SQL Server table.

The second action is to join both datasets and select the join type. A join is a way of combining data from two or more tables based on a common field. You can join datasets by dragging one table to the canvas and dropping it on top of another table. This will create a join step in your flow. You can select the join type from the drop-down list on the join step. The join type determines which rows are returned from the tables.

The third action is to specify Employee Name as the join key. A join key is a field that is used to match rows from different tables. You can specify the join key by clicking on the field name in each table and dragging it to the center of the join step. This will create a join clause that shows the field name and the operator. In this case, you want to use Employee Name as the join key, because it is a common field between the two datasets.

The other options are not relevant for this scenario. Specifying Department and Team Size as a join condition will not work, because they are not common fields between the two datasets. Opening both data sources in Tableau Desktop will not help you join them in Tableau Prep. Adding a step to aggregate the data in the SQL Server table will not affect the join, but it may change the level of detail of your data. References: https://help.tableau.com/current/prep/en-us/prep_connect.htm https://help.tableau.com/current/prep/en-us/prep_join.htm https://help.tableau.com/current/prep/en-us/prep_join_types.htm

Sales: B. Columns

Profit: D. Rows

Customer Name: C. Detail on the Marks card

Category: A. Color on the Marks card

To create the visualization, you need to drag Sales to Columns, Profit to Rows, Customer Name to Detail on the Marks card, and Category to Color on the Marks card. This will create a scatter plot that shows the relationship between Sales and Profit for each Customer Name, with different colors for each Category.

References: https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en-us/buildexamples_scatter.htm

To use the City dimension to create a dynamic filter that shows the cities that have a population greater than one million, you should use a condition filter. A condition filter is a type of filter that shows only the values that meet a specified condition based on a measure or a calculation. You can create a condition filter by dragging a dimension to the Filters shelf and selecting Condition from the dialog box. Then you can enter a formula or choose an option that defines your condition.

In this case, you want to create a condition filter based on Population, which is a measure. You can drag City to the Filters shelf and select Condition from the dialog box. Then you can choose By field from the tab and select Population > Sum > Greater than > 1000000 from the drop-down lists. This will create a condition filter that shows only the cities that have a sum of population greater than one million.

The other options are not correct for this scenario. A general filter is not a specific type of filter, but a term that refers to any type of filter in Tableau. A wildcard filter is a type of filter that shows only the values that match a specified pattern or string, such as “New*” or “*ton”. A top filter is a type of filter that shows only the top or bottom N values of a measure or dimension based on a ranking or an aggregation. References: https://help.tableau.com/current/pro/desktop/en-us/filtering.htm https://help.tableau.com/current/pro/desktop/en-us/filtering_condition.htm https://help.tableau.com/current/pro/desktop/en-us/filtering_wildcard.htm https://help.tableau.com/current/pro/desktop/en-us/filtering_topn.htm

https://kb.tableau.com/articles/howto/filtering-data-with-a-parameter?lang=fr-fr

After creating a parameter named Choose Region, you want to use it to filter the chart based on the user's selection. To do this, you would create a calculated field with the formula [Region] = [Choose Region] and add this calculated field to the Filters card. This will dynamically filter the chart to display data only for the region that matches the user’s selection in the Choose Region parameter.

The formula in option B calculates the percent difference in sales relative to the same quarter the previous year. It subtracts the sales of the same quarter from the previous year from the current year’s sales, and then divides this by the previous year’s sales. This gives a percentage change, which aligns with what is shown in the Calculation field of your dataset. The LOOKUP function returns the value of a specified offset from the current row in the partition. In this case, the offset is -4, which means the value of the same measure four rows above the current row. This corresponds to the same quarter of the previous year, assuming the data is sorted by quarter. References:

• LOOKUP Function - Tableau
• Table Calculations - 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.

There are different ways to create a table calculation that shows sales growth over each year, but one possible answer is:

• SUM([Sales])
• LOOKUP(SUM([Sales]), -1)
• PREVIOUS_VALUE(0)

 To calculate the sales growth over each year, you need to compare the current year’s sales with the previous year’s sales and divide the difference by the previous year’s sales. You can use the SUM, LOOKUP, and PREVIOUS_VALUE functions to achieve this. The SUM function returns the total sales for each year. The LOOKUP function returns the value of an expression in a target row, specified as a relative offset from the current row. The PREVIOUS_VALUE function returns the value of the expression in the previous row, or a specified value if there is no previous row. The formula for the table calculation is:

(SUM([Sales]) - LOOKUP(SUM([Sales]), -1)) / PREVIOUS_VALUE(0)

This formula subtracts the sales of the previous year (LOOKUP(SUM([Sales]), -1)) from the sales of the current year (SUM([Sales])) and divides the result by the sales of the previous year. If there is no previous year, the formula uses 0 as the denominator (PREVIOUS_VALUE(0)) to avoid division by zero errors.

References:

• Tableau Certified Data Analyst Exam Prep Guide, page 11, section “Creating Calculated Fields”
• Tableau Help: SUM Function
• Tableau Help: LOOKUP Function
• Tableau Help: PREVIOUS_VALUE Function

A reference line is used in Tableau to display a line at a constant value or a computed value such as an average, median, minimum, or maximum in a bar chart. In this case, adding a reference line would allow you to show the median, upper quartile, and lower quartile, which corresponds to the changes shown in the bar chart.

To have each record alternate between grey and white, you should change the row banding size to 1 in the Format Shading pane. This setting will ensure that each row has a different shading from the one above and below it, creating an alternating pattern of grey and white rows. References: The answer can be verified through practical application within Tableau or by consulting Tableau’s official learning resources, such as Tableau Help: Format Shading or Tableau Training Pass: Formatting.

A screenshot of a computer Description automatically generated

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.

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.

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.

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 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 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 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 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.

To replace the existing data source with the Netflix_2019 data source, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the Movie Durations worksheet.
• Click on the Movie Durations tab at the bottom of the workbook to open the worksheet. You will see a bar chart that shows the number of movies by duration for the existing data source.
• Go to the Data Source tab at the bottom of the workbook to see the data source page. You will see a table that shows the fields and values from the existing data source.
• Click on the drop-down arrow next to the data source name at the top of the page and select Replace Data Source from the menu. This will open a dialog box that allows you to replace your data source with another one.
• Select Netflix_2019 from the list of available data sources and click OK. This will replace your existing data source with the Netflix_2019 data source and update your worksheet accordingly. You may need to fix any broken fields or calculations that result from the replacement.

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

To create a histogram on the Quantity field by using bin size of 3, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that uses the Superstore data source.
• Click on the Histogram tab at the bottom of the workbook to open the Histogram worksheet. You will see a blank worksheet with no marks.
• Right-click on Quantity in the Measures pane and select Create Bins from the menu. This will open a dialog box that allows you to create bins for the Quantity field. Bins are groups of values that are treated as one unit in a histogram.
• Enter 3 in the Size of bins text box. This will set the bin size to 3, which means that each bin will contain values that are 3 units apart. For example, one bin will contain values from 0 to 2, another bin will contain values from 3 to 5, and so on.
• Click OK to create the bins. You will see a new field named Quantity (bin) in the Measures pane with a # sign next to it.
• Drag Quantity (bin) from the Measures pane to Columns on the worksheet. This will create a histogram that shows the distribution of Quantity by bins. You will see bars that represent the frequency or count of values in each bin.
• Optionally, you can adjust the width, color, and labels of the bars by using the options on the Marks card. You can also add filters, tooltips, or annotations to enhance your histogram.

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

To add the Sales by State sheet in a Show/Hide button to the right side of the dashboard, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the sales dashboard.
• Click on the sales dashboard tab at the bottom of the workbook to open the dashboard. You will see a dashboard that shows various charts and filters related to sales data.
• Drag Sales by State from the Sheets pane to the right side of the dashboard. This will add the sheet as a floating element on the dashboard. You can resize and position it as you like.
• Right-click on Sales by State and select Add Show/Hide Button from the menu. This will add a button that allows you to show or hide the sheet on the dashboard. You can customize the appearance and behavior of the button by clicking on it and using the options on the Marks card.
• Optionally, you can drag a vertical layout container from the Objects pane to the right side of the dashboard and place Sales by State and its button inside it. This will help you organize your dashboard elements and align them neatly.

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

To modify the 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 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 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

To add a distribution band on Profit to show the standard deviation from -1 to 1, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the SalesVSProfit worksheet.
• Click on the SalesVSProfit tab at the bottom of the workbook to open the worksheet. You will see a scatter plot that shows the relationship between Sales and Profit for each Sub-Category.
• Click on the Analytics tab on the left side of the workbook to open the Analytics pane. You will see a list of analytical objects that you can drag and drop onto your worksheet.
• Drag Distribution Band from the Analytics pane to Profit on the Rows shelf. This will add a distribution band on Profit that shows the average and confidence interval for each Sub-Category.
• Click on the Edit button on the distribution band to open the Edit Distribution Band dialog box. You will see options to customize your distribution band.
• Change the Band From value to -1 and the Band To value to 1. This will change the distribution band to show the standard deviation from -1 to 1, which means one standard deviation below and above the average.
• Click OK to apply the changes. You will see that the distribution band now shows a narrower range of values for Profit.

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

To split the Customer Name field into two fields named First Name and Last Name, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that uses the Superstore data source.
• Go to the Data Source tab at the bottom of the workbook to see the data source page. You will see a table that shows the fields and values from the Superstore data source.
• Right-click on Customer Name in the table and select Split from the menu. This will split the field into two fields based on a separator, which is a space by default. You will see two new fields named Customer Name - Split 1 and Customer Name - Split 2 in the table.
• Right-click on Customer Name - Split 1 and select Rename from the menu. Type First Name as the new name and press Enter. This will rename the field as First Name.
• Right-click on Customer Name - Split 2 and select Rename from the menu. Type Last Name as the new name and press Enter. This will rename the field as Last Name.

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

To filter the table to show the members of the Top10 set and the Bottom10 set, you need to do the following steps:

• Open the link to Book1 found on the desktop. This will open the Tableau workbook that contains the Disciplines worksheet.
• Click on the Disciplines tab at the bottom of the workbook to open the worksheet. You will see a table that shows the disciplines, sales, and profit for each salesperson.
• Click on the drop-down arrow next to Salesperson on the Filters shelf. This will open a menu that allows you to filter by different criteria.
• Select Set from the menu. This will show you the sets that are available for the Salesperson field. You will see Top10 and Bottom10 as two sets that have been created based on the sales ranking.
• Check the boxes next to Top10 and Bottom10. This will filter the table to show only the members of these two sets. You can also click on All to deselect all other values.
• Click OK to apply the filter. You will see that the table now shows 20 rows, 10 for each set.

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