Tableau TDA-C01 - Tableau Certified Data Analyst Exam

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 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.

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.

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.

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.

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.

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.

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.

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.