TDA-C01 Tableau Certified Data Analyst Exam 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.

References: https://help.tableau.com/current/pro/desktop/en-us/sets.htm https://help.tableau.com/current/pro/desktop/en-us/filtering.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 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 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 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 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 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 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 change the story point format to show the current story point number out of the total number of story points, you should use the Numbers option in the Layout tab. This option will display the story points as numbers in a horizontal or vertical sequence, such as 1/2, 2/2. You can also choose to show or hide the next and previous arrows for navigation. The Numbers option will help you indicate the progress and order of your story points more clearly than the other options. References:

• Creating a Story - Tableau
• New in 9.0: Formatting the Story Points Navigator - Tableau
• Tableau Certified Data Analyst Study Guide

Tableau provides various options to export data from a worksheet. The formats available are typically those that are best suited for visualization or further data analysis. The options include:

• .png for exporting images of the visualizations
• .xlsx for exporting data in a format that can be opened with Microsoft Excel
• .pptx for creating PowerPoint presentations with the visualization embedded

These formats are designed to facilitate sharing and presenting the insights derived from Tableau visualizations, or for conducting further analysis in tools like Excel.

To create a 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 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

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

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 create an image of the chart that you can add to the annual report, you can use either the Export option or the Copy option from the Worksheet menu. The Export option will allow you to save the image as a file in a specified location, name, and format. The Copy option will allow you to copy the image to the clipboard and paste it into another application, such as Microsoft Word. Both options will let you choose which elements to include in the image, such as title, caption, legend, etc. References:

• Export Views from Tableau Desktop to Another Application
• Copy and Paste Views from Tableau Desktop to Another Application

To combine the tables by using Tableau Prep and include only values from Table1 that do not match any values in Table2, you should use a left only join. A left only join is a type of join that returns only the rows from the primary table (Table1) that have no matching rows in the secondary table (Table2). The field values from Table2 will appear as null values in the combined table. A left only join is also known as an anti-join or an exclusion join. References:

• Tableau Certified Data Analyst Exam Prep Guide, page 9, section “Preparing Data”
• Tableau Help: Join Your Data
• Tableau Help: Left Only Join

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

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.

we need to create a calculated field that displays the count of returns only for the first year in the table. To do this, we can use the following formula:

IF FIRST () = 0 THEN COUNT (Returns) END

This formula uses the FIRST () function, which returns the number of rows from the current row to the first row in the partition. If the current row is the first row, then FIRST () returns 0. The IF statement checks if this condition is true, and if so, it returns the count of returns for that row. Otherwise, it returns NULL.

To complete the formula in the calculated field, you should select the following options from the drop-down menus:

• FIRST ()
• 0
• COUNT (Returns)

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm