Analytics-101 Exam Guide & Practice Questions

A regional sales team uses a Tableau Desktop workbook connected to a warehouse that is available only during business hours. The warehouse data is refreshed overnight, and analysts need to prepare reports while traveling without network access. They can tolerate data that is no more than one day old, and they do not need immediate updates during the day.

Which connection approach best meets the reporting and availability requirements?

• ACreate an extract and use it for the workbook
• BUse a live connection to the warehouse
• CSave the connection as a .TDS file
• DJoin the warehouse tables into one table

A customer success team receives a Tableau data source with a string field named cust_seg. Its only values are E and S, which stand for Enterprise and Small Business. Users need clear field and value labels in their workbooks, but the source system cannot be changed and the existing codes must remain intact for future data updates.

Choose two actions that make the data source easier for business users to interpret.

Select 2 answers, then check them.

• ARename cust_seg to Customer Segment
• BAssign a geographic role to cust_seg
• CAssign aliases so E displays as Enterprise and S displays as Small Business
• DChange the field data type to a date
• ECreate an extract of the data source

A retailer has an Orders table with one row per order and an Order Lines table with several rows for some orders. Analysts need to use order dates and customer details alongside product-level sales. The order-level measures must not be duplicated when an order has multiple lines, and both tables contain a matching Order ID field.

Which data model choice best supports analysis of these tables together while respecting their different levels of detail?

• AJoin Orders and Order Lines into one physical table
• BCreate a relationship between Orders and Order Lines using Order ID
• CUnion Orders and Order Lines
• DKeep the tables in separate, unconnected data sources

A finance team reviews monthly sales and profit in a Tableau worksheet. Sales totals are much larger than profit totals, so the team wants sales shown as bars and profit as a line in the same pane. Each measure must retain a readable scale, and the view must use the existing Month, Sales, and Profit fields.

Which configuration best meets the reporting requirement?

• APlace Month on Columns and SUM(Sales) and SUM(Profit) on Rows, then use a dual axis and set the two Marks cards to Bar and Line while leaving the axes unsynchronized.
• BPlace Month on Columns and both measures on a combined axis, then set the shared Marks card to Bar.
• CPlace SUM(Sales) on Columns and SUM(Profit) on Rows, then use Month as the color field.
• DPlace Month on Columns and each measure on a separate row shelf, then keep the measures in separate panes.

A sales manager has a worksheet with one bar for each region, where bar length represents SUM(Sales). The manager wants the highest-selling region first and a line that marks the average sales across the regions in the table. The view has one pane, and the manager does not want the sales values transformed or replaced.

Choose two actions that meet the requirements.

Select 2 answers, then check them.

• ASort Region in descending order by the SUM(Sales) field.
• BAdd a reference line with a constant value equal to the total sales across all regions.
• CSort Region in ascending alphabetical order.
• DAdd a reference line to the entire table using the average of SUM(Sales).
• EAdd a reference band to each pane using the median of Sales.
• FApply a percent difference quick table calculation to SUM(Sales).

A public safety analyst has a Tableau map of incident locations for one city. Each incident is currently displayed as a circle, and thousands of circles overlap in the downtown area. The analyst needs viewers to identify where incidents are concentrated without changing the geographic level or filtering out records. The location field is already recognized as geographic.

Which change should the analyst make to show areas with the greatest concentration of incidents?

• AChange the Marks type from Circle to Density.
• BChange the Marks type from Circle to Square and increase the mark size.
• CPlace the geographic field on Color and use a filled map.
• DConvert the view to a highlight table using the incident count.

An operations analyst has completed a Tableau workbook for a quarterly review. Executives will receive a fixed snapshot by email and will not have access to Tableau Server or Tableau Cloud. They need to print the current dashboard with its visible charts and text, and they do not need to interact with filters or inspect underlying data.

Which sharing method best meets this requirement?

• APublish the workbook to Tableau Server or Tableau Cloud
• BSave the workbook as a packaged workbook
• CExport the dashboard as a PDF
• DAdd a URL action to the dashboard

A sales team has placed a summary bar chart and an order-detail worksheet on one Tableau dashboard. Managers want selecting a bar in the summary to filter the detail rows. They also need a visible control to limit the dashboard to a chosen Region without editing the workbook. The team does not want selections to open external pages.

Choose two. Which changes meet the consumers' requirements?

Select 2 answers, then check them.

• AAdd a filter action from the summary sheet to the detail sheet
• BShow a Region filter card on the dashboard
• CAdd a highlight action from the summary sheet to the detail sheet
• DAdd a parameter control for Region
• EAdd a URL action to the summary sheet

An enablement team is preparing a quarterly review workbook for managers who use both desktop browsers and phones. The presentation must let managers follow a guided sequence of findings, while the same dashboard must use a compact phone arrangement rather than simply shrinking the desktop layout. The team wants to keep the views in one workbook and does not need external web navigation.

Choose two. Which features should the team use?

Select 2 answers, then check them.

• ACreate a story and add story points for the findings
• BConfigure a phone device layout for the dashboard
• CAdd a URL action from the charts
• DExport the dashboard as an image
• ESet a fixed desktop dashboard size

A retail analyst opens a Tableau workbook connected to the company sales table. Each record contains a Product Group such as Furniture or Lighting, a Net Sales amount, and a transaction date. The workbook has no custom field roles or changed default aggregations. The analyst needs to identify which field describes categories and which field represents a value that can be aggregated.

Which interpretation of the two fields is correct?

• AProduct Group is a measure, and Net Sales is a dimension.
• BProduct Group is a dimension, and Net Sales is a measure.
• CBoth fields are measures because they come from sales records.
• DBoth fields are dimensions because they identify information in the source.

A finance team is building a worksheet from a date field that contains daily invoice dates. The analyst places Month on the view once as a date part and once as a date value, then needs to explain why the two views look different. The workbook uses Tableau's standard field behavior, and the analyst has not changed either pill's discrete or continuous setting.

Choose two. Which statements correctly describe how Tableau displays the two Month fields?

Select 2 answers, then check them.

• AA discrete Month date part places the months on a continuous timeline axis.
• BA discrete Month date part creates separate headers for the month categories.
• CA continuous Month date value creates a separate categorical header for every month.
• DDiscrete and continuous dates both always display as blue headers.
• EA continuous Month date value places dates along a continuous axis in chronological order.
• FA continuous date is a measure that Tableau automatically sums.

A sales analyst has a worksheet with Revenue as its only field in the view. The source contains four transactions, with revenue values of 100 and 150 for North and 200 and 250 for South. Tableau has retained its default SUM aggregation for Revenue. The analyst adds Region to the view and wants to understand how the displayed aggregate will change.

What should the analyst expect after adding Region to the view?

• ATableau will display the average revenue for each region because adding a dimension changes SUM to AVG.
• BTableau will display 700 for every region because the aggregate is copied to each mark.
• CTableau will divide the revenue into regional sums of 250 for North and 450 for South.
• DTableau will stop aggregating Revenue because the view now contains a dimension.