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

1) Open Tableau prep

2) Create a new column ...

3) Union the sales ...

4) Join the sales ...

To refresh an extract on Tableau Server, you need to select the workbook, select Refresh Extracts, and then add a new extract refresh. You can specify the frequency and time of the refresh, as well as any custom options. You can have multiple extract refreshes for the same workbook with different schedules. References: https://help.tableau.com/current/server/en-us/refresh_extracts.htm https://help.tableau.com/current/server/en-us/refresh_extracts_add.htm

On Tableau Server, you can manage the scheduling of extract refreshes by selecting the specific workbook and configuring additional refresh schedules as needed. This allows for multiple refresh triggers, such as the regular Monday at 10:00 AM schedule, as well as an additional trigger for the last day of the month at 18:00.

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 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

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.

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 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: https://help.tableau.com/current/pro/desktop/en-us/multiplemeasures_dualaxes.htm https://help.tableau.com/current/pro/desktop/en-us/marks_markproperties_size.htm

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.

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.

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.

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.