Salesforce Analytics-DA-201 Dumps

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 .

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:

A standard dimension filter is evaluated after a FIXED Level of Detail expression in Tableau’s order of operations. FIXED LOD calculations establish their result using the dimensions specified in the expression without reference to the dimensions currently in the view, and they are computed before ordinary dimension filters. Consequently, applying a normal dimension filter changes which marks or records are displayed in the worksheet, but it does not recalculate the FIXED result based on that filter. If the analyst needs the filter to affect the FIXED LOD, the filter can be promoted to a context filter because context filters are evaluated earlier. The question specifies only a dimension filter, so the correct behavior is that the displayed data changes while the FIXED LOD calculation remains unaffected.

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

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:

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 create the dashboard as shown in the image, you need to use a vertical layout container that will adjust the height of the sheets according to the window size. You also need to set the Fit to Entire view option for both sheets so that they will resize proportionally when you click a category on the top sheet. This way, you can achieve the desired effect of having the bottom sheet expand to fill the space left by the top sheet when it filters out some categories. References:

Size and Lay Out Your Dashboard - Tableau

Create a Dashboard - Tableau

Format Dashboard Layout in Tableau - GeeksforGeeks

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.

To complete the formula, you should drag the option MAX from the list of options and drop it into the first blank space, and then drag the option [Sales] and drop it into the second blank space. The formula will look like this: Option (MAX) Option ([Sales] ). This formula will calculate the maximum value of the sales field for each country. You can use this formula to create a calculated field that will show the highest sales amount for each country in your data source. References:

Create a Simple Calculated Field - Tableau

MAX Function - Tableau

Tableau Certified Data Analyst Study Guide

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: com/current/prep/en-us/prep_join.htm

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:

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 unsubscribe from the views, you should use the My Content area of Tableau web pages. This area allows you to manage your subscriptions, as well as your workbooks, views, and data sources. You can select the views you want to unsubscribe from, click Actions, and then click Unsubscribe. You can also change the subscription options, such as the schedule, the format, or the message. References:

Create a Subscription to a View or Workbook - Tableau

Tableau Certified Data Analyst Study Guide

A dynamic Top 10 requirement should be implemented with a dynamic set, not with a manual selection or static group. The analyst can create a set on the Year dimension, configure its Top tab to retain the top 10 members according to the relevant medal-count measure, and then place the resulting IN/OUT set on Color on the Marks card. Tableau recalculates the set as the underlying data or ranking changes, so whichever ten years currently meet the Top 10 condition receive one color and the remaining values receive another. Manually selecting ten bars or manually creating a set from currently selected bars produces a fixed membership. A group is also static unless manually changed. Tableau’s Top N guidance demonstrates dragging a Top N set to Color to distinguish the dynamic subset.

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.

A suspended data-driven alert can be managed from the My Content area in Tableau’s web interface. Tableau’s current documentation states that when an alert has failed enough times to become suspended, an alert owner can locate the suspended alert in My Content and choose Resume Alert. Tableau now also supports resuming an alert directly from the notification email or from the Alerts panel of the affected view, but neither of those choices appears in this question. Shared with Me manages content shared by other users; Tableau Prep’s notification area does not administer Tableau Server or Cloud data alerts; and Tableau Desktop’s Data Source page is unrelated to server-side alert scheduling. Therefore, among the supplied answers, C remains valid.

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

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:

Published data sources are shown according to the user’s access within the Tableau site, not simply because the sources exist somewhere on the server. Tableau permissions govern whether a user can discover and connect to published data sources, and the Connect capability is specifically required for ordinary users to work with a published source. Site boundaries also matter: Tableau Server can host multiple sites, and content from another site is not automatically exposed to a signed-in user. Therefore, the best choice is that the list contains the data sources the analyst has access to within the current site. Options that describe every source on the whole Tableau Server are too broad, while restricting results to a particular project state is not the general rule.

To analyze the average revenue per product in different regions over time, you need to use two fields that contain numeric, quantitative values that you can measure and aggregate. Quantity and Revenue are both measures that fit this criterion. You can multiply Quantity and Revenue to get the total sales for each product, and then divide by the number of products to get the average revenue. You can also use these measures to create charts and tables that show the trends and comparisons over time and across regions. References:

Dimensions and Measures, Blue and Green - Tableau

Tableau Certified Data Analyst Study Guide

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 in clude 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 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:

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.

The target visualization shows a subtotal after the members of each Category while retaining the individual Sub-Category rows. In Tableau, Analysis > Totals > Add All Subtotals inserts subtotal rows or columns when multiple dimensions are present on Rows or Columns. Here, Category and Sub-Category are both on Rows, so Tableau can calculate a subtotal for each Category group. Show Column Grand Totals and Show Row Grand Totals create totals for the entire view along the corresponding direction; they do not insert a separate total inside every Category section. Column Totals to Top only changes the placement of existing column totals. Because the requirement is to add a Total row for Furniture, Office Supplies, and Technology individually, Add All Subtotals is the correct command.

The correct order of the three actions is:

Add the date to the Columns shelf. Add the segment and the sales to the Rows shelf.

Aggregate the date to month and year.

From the Analytics pane, drag Forecast to the worksheet.

The first action is to add the date to the Columns shelf and the segment and the sales to the Rows shelf. This will create a line chart that shows the daily sales by segment over time. You can use the Show Me menu to choose a line chart if it is not selected by default.

The second action is to aggregate the date to month and year. This will group the daily sales into monthly sales and show the yearly trend. You can right-click on the date field on the Columns shelf and select Month (January 2017) from the menu. You can also drag Year from the Dimensions pane to the Columns shelf before or after Month.

The third action is to drag Forecast from the Analytics pane to the worksheet. This will add a forecast that predicts future sales by segment based on historical trends. You can customize the forecast by clicking on it and using the options on the Marks card.

The other options are not relevant for this scenario. Adding a trend line would show a linear or nonlinear relationship between two measures, but not a prediction of future values. Creating a calculated field that uses the model quantile function would return a value from a statistical model based on a given quantile, but not a forecast.

To make Sales appear automatically as shown in the second table, you should change the default number format of the Sales field. The default number format is how Tableau displays a field when you drag it to a worksheet. You can change the default number format by right-clicking on the field and selecting Default Properties > Number Format from the menu. This will open a dialog box where you can choose a category, such as Currency or Percentage, and customize the options, such as decimal places or prefixes.

In this case, you want to change the default number format of Sales to Currency with zero decimal places and a custom prefix of “S”. This will make Sales appear as “S” followed by the rounded value in thousands.

The other options are not correct for this scenario. Changing the data type of Sales to String will not affect how it appears on a worksheet. Creating a calculated field that uses a formula will not change the default number format of Sales, but create a new field that you have to drag to a worksheet. Converting Sales to Attribute will return only one value for each partition of data, which will not show any variation over time. References:

To achieve the formatting as shown in the example, where sales figures are displayed with a " K " to represent thousands and rounded to the nearest thousand (e.g., $20K, $44K, etc.), you would need to adjust the default number format of the Sales field in Tableau. By changing the default number format, every instance where the Sales field is used would automatically reflect this new formatting. This is more efficient than creating a calculated field as it preserves the numeric nature of the field, allowing for further numerical operations and aggregations.

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

To apply a custom data role to a field, you need to select the data type of the field and then choose the data role from the list of available roles. This will validate the values in the field against the data role and mark any invalid values with a red exclamation mark. To fix the invalid values, you can use the Group Values option and select the Spelling algorithm, which will group values that are close in spelling and replace them with the most frequent value in the group. This will help you standardize the values in the Material field and match them with the Role1 data role. References: The information is based on the following sources:

Use Data Roles to Validate your Data - Tableau

New in Tableau Prep: Automatically identify data quality issues with Data Roles

Tableau Prep ' s Grouping feature includes various methods to group similar data. The Spelling option is used when the data has small variations in spelling, such as capitalization differences or common typos. Given that the names in the dataset vary in capitalization and punctuation but are spelled correctly, the Spelling grouping option would be the most appropriate choice to automatically group all five names.

To ensure that users can see other published dashboards from their current dashboard when publishing a workbook to Tableau Server, you need to enable the option that shows sheets as tabs. This allows users to navigate between different sheets (dashboards) within the published workbook.

In the provided Publish Workbook to Tableau Server dialog box, you should check the option labeled:

" Show sheets as tabs "

This setting will display the sheets as tabs on Tableau Server, enabling users to switch between dashboards easily.

This formula uses a parameter (Pick Measure) to switch between the Sales and Profit measures. When the user selects ' 1 ' , it shows Sales, and when ' 2 ' is selected, it shows Profit. This dynamic switching is enabled by the Case function.

You can create aliases for the members of a dimension by right-clicking the dimension in the Data pane or in the view and selecting Aliases. This changes how the values are displayed in the view, but not the underlying data. For example, you can create an alias for “Central” as “Midwest”.

In Tableau, aliases can be used to change the way dimension members appear without altering the underlying data. This is useful for display purposes and does not create a new field within the dataset.

The LAST() function in Tableau returns the number of rows from the current row to the last row in the partition. When you compute using ' Order Date ' , it will change the partitioning of the calculation. If ' Consumer ' in ' 2018 ' is the last row in its partition when computed by ' Order Date ' , then LAST() will return 0 for that cell.

The LAST() function in Tableau is a table calculation that returns the number of rows from the current row to the last row in the partition. The value of LAST() is 0 for the last row, increases by 1 for each row above the last row, and can be negative for rows below the current row if there are such rows in the partition.

In the provided visualization, LAST() is set to compute using Table (across). Changing the compute mode to use " Order Date " will adjust the partitioning of the data upon which the LAST() function is calculated. Since " Order Date " is likely to be a unique value per row (assuming each order has a unique date), each row becomes its own partition.

For the Consumer segment of the year 2018, if " Order Date " is unique for each row, then the last row in each partition (in this case, each individual row) will have a LAST() value of 0 because there are no other rows in the partition - it ' s the last row of its own partition.

Therefore, when you change the compute mode of LAST() to use " Order Date " , each cell under the Consumer segment for the year 2018 will have the LAST() value of 0, because each order date creates a partition of one, making every row the last in its partition.

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.

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:

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.

Tableau relationships provide a logical-layer approach to combining tables without requiring a fixed join type when the data source is created. The related tables remain separate, preserving their native level of detail. When a visualization is queried, Tableau evaluates the fields currently being used and automatically determines the appropriate joins required for that analytical context. This makes relationships dynamic and context-aware. Option A is incorrect because the matching fields that define the relationship are established when the relationship is configured; they do not change simply because of user interactions. Option B is incorrect because relationships do not store the entire data source in a pre-aggregated format. Option D describes physical joining more closely because relationships specifically avoid merging all related tables into one physical table. Therefore, C accurately describes the principal advantage.

RANK is a table calculation, and Tableau evaluates ordinary dimension filters before table calculations. Filtering out Phones , which is the highest-sales Technology sub-category, removes that mark before Tableau recalculates Rank for the remaining Technology members. Machines therefore moves from Rank 2 to Rank 1, Accessories from Rank 3 to Rank 2, and Copiers from Rank 4 to Rank 3. The Furniture members—Chairs, Tables, Bookcases, and Furnishings—remain in their existing partition and therefore retain their current ranks. Phones itself disappears rather than receiving a new displayed rank. Tableau documents RANK as ranking values within a partition and confirms through its order of operations that dimension filtering takes place before table calculations are evaluated. Therefore, Machines, Copiers, and Accessories are the three affected sub-categories.

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.

Option D is the only series whose functions can all operate as string-oriented functions in Tableau. CONTAINS evaluates whether one string contains another substring, and LEN returns the number of characters in a string. MIN can also be applied to string values; for strings, Tableau returns the value that comes first according to the applicable alphabetical or database sort order. The other choices mix string functions with functions from different categories. CEILING is numeric and COUNT is an aggregate; FIRST and LAST are table-calculation functions; DATEADD and NOW are date functions. Although MIN is also documented as an aggregate or comparison function, Tableau’s function reference explicitly supports string arguments for MIN. Therefore, MIN, CONTAINS, and LEN is the valid series.

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.

Tableau ' s Layer Control is specifically designed for maps containing multiple geographic mark layers. When enabled, it gives users an interactive panel from which individual map layers can be shown or hidden and interactions with particular layers can also be enabled or disabled. Tableau Desktop authors enable this feature through Map > Map Options > Layer Control before publishing the workbook. A parameter could theoretically drive custom calculations, but it is unnecessary because Tableau already supplies native layer-visibility controls. The Filter shelf filters underlying data values rather than directly controlling geographic mark-layer visibility. A dual-axis map is also unnecessary and is more limited than Tableau ' s current multi-layer mapping architecture. Therefore, C is the direct, officially supported method for allowing users to toggle map layers independently.

To make a workbook available in Tableau Online, you need to publish it from Tableau Desktop to Tableau Online. You can do this by selecting Publish Workbook from the Server menu, signing in to your Tableau Online account, choosing a project and a name for your workbook, and clicking Publish. This will upload your workbook and its data sources to Tableau Online, where you can view, edit, and share it with others. References:

Tableau Certified Data Analyst Exam Prep Guide , page 10, section “Publishing and Scheduling Data Refreshes”

Tableau Help: Publish a Workbook

The question presents a scenario where a geographic map visualization in Tableau needs to be transformed from a series of discrete circles representing data points to a density map visualization. The density map shows concentrations of data points with a gradient of color, where denser areas are indicated by a darker color.

Here ' s the explanation for each option:

A. Change the mark type to Density: This is the correct answer because changing the mark type to ' Density ' in Tableau creates a density map, which displays the concentration of data points with a color gradient. This is exactly what is needed to achieve the visual effect shown in the second image, where regions with a higher concentration of data points are represented by darker shades.

B. Drag Location to Size on the Marks card: This option would adjust the size of the marks based on the number of locations, which is not relevant to creating a density map. It would result in varying sizes of circles, not a continuous gradient.

C. Change the mark type to Map: The visualization is already using a map. This option would not change the visualization to the desired density map.

D. Drag Population to Size on the Marks card: This would change the size of the circles based on the population values, making some circles larger and others smaller. This is not how a density map is created, which uses color intensity rather than size to show concentration.

E. Change the opacity to 75%: Changing the opacity would affect the transparency of the marks on the map but would not transform the visualization into a density map.

To achieve the visualization shown in the second image, the mark type must be changed to ' Density, ' which will produce a heat map-like effect where the color intensity represents the concentration of data points. Therefore, the correct answer is A. Change the mark type to Density .

To create a density map from a scatter plot of data points, you would change the mark type to Density. This mark type allows you to visualize the concentration of data points in an area, which can be useful for identifying clusters or patterns in geospatial data.

A URL action is Tableau’s mechanism for opening an external web page or web-based resource from a worksheet or dashboard. Because the requirement says the page must open when the user clicks the sheet, the action should be configured as Go to URL with Run action on set to Select. Select runs the action when the user clicks a mark, while Menu requires the user to open a context or tooltip menu and choose the action explicitly. A navigation button and a Go to Sheet action move between Tableau sheets or dashboards rather than opening an external webpage. A Web Page object embeds web content within a dashboard and does not satisfy the requirement to open the specific page in the default browser when the sheet is clicked. Therefore, option C is the appropriate configuration.

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:

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.