TDA-C01 Tableau Certified Data Analyst Exam Questions and Answers

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 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 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 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 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 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

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.

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

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.

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 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 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 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

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.

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 connect to a tab-delimited data file named sales.tsv, you should select the option To a File > Text file in Tableau Desktop. This option will allow you to browse and select the file from your local or network drive and connect to it as a data source. You can then specify the text file properties, such as the delimiter, the text qualifier, and whether the first row contains column names. You can also join, union, or blend the data with other data sources if needed. References:

• Text File - Tableau
• Tableau Certified Data Analyst Study Guide

Replace Data Source

Replace Data Source is a feature that allows you to replace one data source with another one that has the same or similar fields and structure. It updates all the worksheets that use the original data source with the new one, without reloading the data. In this case, you want to replace the data source that contains order data from 2019 with the one that contains order data from 2020.

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

• 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 original 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 the data source that contains order data from 2020 from the list of available data sources and click OK. This will replace your original data source with the new one 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 ensure that the extract also refreshes on the last day of the month at 18:00, you need to add a new extract refresh task to the workbook on Tableau Server. You can do this by selecting the workbook, selecting Refresh Extracts, and then choosing Schedule a Refresh. You can then select an existing schedule that matches your desired frequency and time, or create a new schedule with a custom frequency and time. This will add a new extract refresh task to the workbook, in addition to the existing one that refreshes every Monday at 10:00. You can also modify or delete the extract refresh tasks as needed. References:

• Tableau Certified Data Analyst Exam Prep Guide, page 10, section “Publishing and Scheduling Data Refreshes”
• Tableau Help: Refresh Data on a Schedule
• Tableau Help: Manage Refresh Tasks

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.

Data interpreter is a feature that helps you clean and structure your data in Excel before importing it into Tableau. It detects and removes any headers, footers, subtotals, or other elements that are not part of the actual data. It also splits any merged cells and fills in any missing values. In this case, data interpreter provides the following results:

• It removes the first three rows and the last two rows that contain headers and footers.
• It splits the merged cells in column A and fills in the missing values with “Fiction” or “Non-Fiction”.
• It does not remove or change any other rows or cells.

Therefore, the number of rows of data that will be ingested into Tableau as values is 17, which is the number of rows left after removing the headers and footers. References: https://help.tableau.com/current/pro/desktop/en-us/importing_cleaning_up_data.htm https://help.tableau.com/current/pro/desktop/en-us/importing_data_interpreter.htm

Based on the Data Interpreter's results and the provided Excel dataset screenshot, the number of rows of data that will be ingested into Tableau as values is 17. The Data Interpreter has identified and excluded headers and footers, and the rows with actual data are considered for analysis.

To show the corresponding region when users hover their mouse over any of the bars, you need to drag Region to Tooltip on the Marks card. This will add Region as a field in the tooltip text that appears when users hover over a mark. You can also customize the tooltip text by editing it in the Tooltip dialog box. References: https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en-us/formatting_tooltips.htm

To show additional information such as the corresponding region when hovering over a bar in Tableau, you can drag the 'Region' field to the 'Tooltip' shelf on the 'Marks' card. This will ensure that when a user hovers over a bar representing a city, the tooltip will dynamically display the region associated with that city.

To add a comment to March 2020 on a line chart, you need to annotate that mark. You can right-click on the mark and select Annotate > Mark from the menu. This will open a dialog box where you can type your comment and format it as you like. You can also drag and drop the annotation to position it on the worksheet. Dragging the growth rate to Text on the Marks card will add a label to every mark on the line chart, enabling captions will show a description of the worksheet at the bottom, and adding a tooltip will show a text box when users hover over a mark. References: https://help.tableau.com/current/pro/desktop/en-us/formatting_annotations.htm https://help.tableau.com/current/pro/desktop/en-us/formatting_annotations_create.htm

To add a comment to a specific point on a line chart, such as March 2020 in the provided visualization, you would use the 'Annotate' feature. Right-clicking on the data point for March 2020 and selecting 'Annotate' allows you to add a text annotation directly to the chart, which can be used to highlight and comment on that particular data point.

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

• Using relationships: You can use relationships to link the secondary data source with the primary data source based on a common field. This will allow you to use fields from both data sources in your visualization without creating new fields or duplicating data. You can then replace references to update the dimension values. For example, you can use relationships to link the updated dorm codes with the primary data source and then replace Dorm_Code with Dorm_Code_New in your visualization.

https://community.tableau.com/s/question/0D54T00000C5ldZSAR/update-data-view-based-on-dimension

To update existing visualizations with new codes without changing the field name, using relationships to bring in the secondary data source is appropriate. Then using Replace References allows you to update the references from the old dorm codes to the new ones while maintaining the existing field name.

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.

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

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.