Salesforce Analytics-DA-201 - Salesforce Certified Tableau Data Analyst

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.

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 build the scatter plot shown in the image, you need to place the Profit measure on the Rows shelf and the Sales measure on the Columns shelf. This will create a Cartesian chart with Profit as the y-axis and Sales as the x-axis. Then, you need to change the mark type to Circle on the Marks card. This will display the data points as circles that vary in size according to the Quantity measure. You can also add color or shape encoding to the marks to show additional dimensions or measures in the view. References:

Build a Scatter Plot

Understanding and Using Scatter Plots

Scatter plot in Tableau

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.

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 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.