Tableau TDA-C01 - Tableau Certified Data Analyst Exam

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 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.

To create a map visualization that shows the concentration of data points in different locations, you need to change the mark type to Density. This will create a heatmap that uses color and size to indicate the density of the data points. You can also adjust the intensity and transparency of the density marks to suit your needs. References: The information is based on the following sources:

Create Heatmaps that Show Trends or Density in Tableau

Build a Simple Map - Tableau

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 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 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

References: https://help.tableau.com/current/pro/desktop/en-us/dates.htm https://help.tableau.com/current/pro/desktop/en-us/dates_continuous.htm https://help.tableau.com/current/pro/desktop/en-us/formatting.htm

To ensure the dates are shown in a continuous axis, you should convert the date to a continuous field. This will display the months in a sequence without any breaks, which is needed for showing a trend over time like the cumulative sum of sales.

To filter regions based on the highest sales and allow users to specify the number of regions shown, you should perform these actions in order:

Answer area:

Create an integer data type parameter named Param1.

Drag Region to the Filters shelf.

Configure a Top filter by field. Use Param1 and filter by the sum of Sales.

 To create a dynamic filter that lets users choose the number of regions to display, you need to use a parameter and a top filter. A parameter is a user-defined variable that can be used in calculations, filters, and reference lines. A top filter is a type of filter that shows only the top or bottom N values based on a specified field or expression.

In this question, you want to filter regions based on the highest sales. You also want users to be able to specify the number of regions shown. To achieve this, you need to follow these steps:

First, you need to create an integer data type parameter named Param1. This parameter will allow users to enter a number that will determine how many regions to show. You can create a parameter by right-clicking on the Data pane and selecting Create Parameter. Then, you need to specify the name, data type, current value, and allowable values for the parameter. In this case, you can choose Integer as the data type, 10 as the current value, and All as the allowable values. You also need to show the parameter control by right-clicking on the parameter and selecting Show Parameter Control. This will display a slider or a text box where users can enter or adjust the parameter value.

Next, you need to drag Region to the Filters shelf. This will open the Filter dialog box, where you can choose how to filter the Region field. You can filter by general, wildcard, condition, or top. In this case, you want to filter by top, so you need to select the Top tab.

Finally, you need to configure a top filter by field. Use Param1 and filter by the sum of Sales. This will filter the Region field by showing only the top N regions based on the sum of Sales, where N is the value of the parameter Param1. You can configure a top filter by field by selecting By field in the Top tab, then choosing the parameter Param1 from the drop-down list, and selecting the aggregation function Sum and the field Sales from the other drop-down lists. This will create a filter expression that looks like this: Top Param1 by SUM(Sales).

By following these steps, you will create a filter that shows only the regions with the highest sales, and allows users to change the number of regions shown by adjusting the parameter value.

References:

Tableau Certified Data Analyst Exam Prep Guide, page 10, section “Filtering Data”

Tableau Help: Parameters

Tableau Help: Top Filters

To configure the dashboard to ensure that selecting a data point on the map only filters the Detail table, you should select Ignore Actions from the context menu of Sales over time. Ignore Actions is a feature that allows you to exclude a sheet from being affected by any actions on the dashboard, such as filters or highlights. You can select Ignore Actions by right-clicking on a sheet on the dashboard and selecting Ignore Actions from the menu.

In this case, you want to exclude Sales over time from being filtered by the map, so you should select Ignore Actions from its context menu. This will make Sales over time ignore any selections on the map and show all values. The Detail table will still be filtered by the map as usual.

The other options are not correct for this scenario. Removing Dashboard Item will delete Sales over time from the dashboard, which is not what you want. Deselecting Use as Filter will disable the map as a filter for any sheet on the dashboard, which is not what you want. Selecting Deselect will clear any selections on the map, but it will not prevent Sales over time from being filtered by future selections. References: https://help.tableau.com/current/pro/desktop/en-us/actions.htm https://help.tableau.com/current/pro/desktop/en-us/actions_ignore.htm

On a Tableau dashboard, when a map is used as a filter, it affects all other sheets in the dashboard by default. To restrict the filter action to only affect the Detail table and not the 'Sales over time' chart, you would modify the action settings. By selecting "Ignore Actions" from the context menu of the 'Sales over time' chart, it will no longer respond to the filtering action initiated by selecting data points on the map.