TDA-C01 Questions and Answers

The object that you should add to the dashboard to allow users to switch to a different dashboard in the workbook is Navigation.

Navigation objects are used to create links between dashboards or sheets in a workbook. You can add a navigation object to a dashboard by dragging it from the list of objects and dropping it on the dashboard. You can then configure the navigation object to specify the destination dashboard or sheet that you want users to navigate to when they click on it.

You can learn more about navigation objects and how to use them in this article: https://help.tableau.com/current/pro/desktop/en-us/dashboards_navigation.htm

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

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.

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

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 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

1) Open Tableau prep

2) Create a new column ...

3) Union the sales ...

4) Join the sales ...

References: https://help.tableau.com/current/prep/en-us/prep_get_started.htm https://help.tableau.com/current/prep/en-us/prep_union.htm https://help.tableau.com/current/prep/en-us/prep_clean.htm https://help.tableau.com/current/prep/en-us/prep_join.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 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 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 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 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 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 create a histogram on the Quantity field by using bin size of 3, you need to do the following steps:

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

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

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

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

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