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

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 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 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

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 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 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 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 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

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 schedule a refresh of the data, you need to ensure that Tableau Server or Tableau Online can access the database without prompting for credentials. This can be done by embedding the credentials in the workbook or the published data source. You also need to extract the data from the database and publish it as a separate data source or as part of the workbook. A live connection would not allow you to refresh the data on a schedule, as it would always query the database directly. A hyper file is a format for storing extracted data, but it is not a requirement for scheduling a refresh. References:

• Tableau Certified Data Analyst Exam Prep Guide, page 10, section “Publishing and Scheduling Data Refreshes”
• Tableau Help: Embedding Database Credentials
• Tableau Help: Extract Your Data

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

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

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 where the current sheet (Sheet3) is. This will replace the existing visualization with the new one.

When you sign in to a Tableau Server site from Tableau Desktop and search for a published data source, you will see all the data sources published to the site within the folders to which you have access. You will not see data sources published to other sites or folders that you do not have permission to view. You can also filter your search by project, owner, or tag. References: https://help.tableau.com/current/pro/desktop/en-us/connect_basic.htm https://help.tableau.com/current/pro/desktop/en-us/connect_tableauserver.htm

When signed in to Tableau Server from Tableau Desktop, you'll only be able to see the data sources that have been published to the site and are within the folders that you have been granted access to. Tableau's permission and project structure mean that you won't see all data sources from the entire server unless you have permissions to do so.

To achieve the requirement of letting users navigate between different published dashboards directly from their current dashboard, you need to enable the "Show sheets as tabs" option. This setting allows each sheet in your workbook, including dashboards, to be displayed as a tab, making it easy for users to switch between different views or dashboards within the same published workbook.

Here is the option you should configure:

• Check the Show sheets as tabs checkbox in the 'More Options' section.

This action will ensure that all sheets, when published to the Tableau Server, appear as tabs, facilitating user navigation across multiple dashboards included in the workbook.

To add a column that shows the day of the week for each row, you should complete the formula as follows:

DATENAME

(

‘weekday’

, [Order Date])

 The DATENAME function in Tableau returns the name of a specified part of a date or datetime value, such as the year, month, or day. It takes two arguments: the date part and the date. In this question, you want to return the name of the weekday, such as Monday, Tuesday, or Wednesday, for each order date. Therefore, you need to use ‘weekday’ as the date part and [Order Date] as the date. The formula will return a string value that represents the name of the weekday for each order date.

References:

• Tableau Help: DATENAME Function
• Tableau Help: Date Functions

To add a column that shows the day of the week for each row, you should complete the formula as follows:

DATENAME

(

‘weekday’

, [Order Date])

 The DATENAME function in Tableau returns the name of a specified part of a date or datetime value, such as the year, month, or day. It takes two arguments: the date part and the date. In this question, you want to return the name of the weekday, such as Monday, Tuesday, or Wednesday, for each order date. Therefore, you need to use ‘weekday’ as the date part and [Order Date] as the date. The formula will return a string value that represents the name of the weekday for each order date.

References:

• Tableau Help: DATENAME Function
• Tableau Help: Date Functions

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

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

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 determine the Rank Score value for Student ID 4220, we look at the visualization provided and apply the table calculation of RANK(AVG([Score])). This function will rank the average scores in ascending order by default, with the lowest score receiving the rank of 1.

Based on the provided visualization, the scores for the students are as follows (from lowest to highest average score):

• Student ID 4183: 39 (Rank 1)
• Student ID 4220: 71 (Rank 6)
• Student ID 4247: 71 (Rank 6, same score as ID 4220 so they share the same rank)
• Student ID 4124: 75.5
• Student ID 4050: 64
• Student ID 4205: 67
• Student ID 4056: 66

Since Student ID 4220 has an average score of 71, which is the third-highest score, it shares the rank with Student ID 4247. However, since Tableau ranks without gaps, the actual rank assigned is 6, considering that there are two students with a rank of 4 (due to the same average score being the second lowest), making the next rank number 6.

Note: The actual ranks for the highest scores are not provided, but they are not needed to determine the rank for Student ID 4220.

https://help.tableau.com/current/prep/en-us/prep_calculations.htm

To calculate the month to date value of the prior year, you need to filter the order date to be between the first day of the same month of the previous year and the same day of the previous year. You can use the calculated fields [Calc1] and [Calc2] to get these dates. [Calc1] returns the date that is one year before today, and [Calc2] returns the date that is the first day of the month of [Calc1]. By using these fields in the filter condition, you can get the desired result.

References:

• Finding the Month-to-Date Values for the Prior Year
• [DATEADD Function]
• [DATETRUNC Function]