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Topic 1, Knowledge-Based Section A
Question #:1 - (Exam Topic 1)
A Tableau Cloud client has requested a custom dashboard to help track which data sources are used most frequently in dashboards across their site.
Which two actions should the client use to access the necessary metadata? Choose two.
Connect directly to the Site Content data source within the Admin Insights project.
Query metadata through the GraphiQL engine.
Access metadata through the Metadata API.
Download metadata through Tableau Catalog.
Answer: B C
Explanation
To track which data sources are used most frequently across a site in Tableau Cloud, the client should use the GraphiQL engine and the Metadata API.The GraphiQL engine allows for interactive exploration of the metadata, making it easier to construct and test queries1.The Metadata API provides access to metadata and lineage of external assets used by the content published to Tableau Cloud, which is essential for tracking data source usage2.
References:The actions are based on the capabilities of the GraphiQL engine and the Metadata API as described in Tableau’s official documentation and learning resources321.
Question #:2 - (Exam Topic 1)
A new Tableau user created a simple dashboard on Tableau Server using supply chain data. Now, the user wants to know if they created the dashboard in accordance with specific performance best practices. Which approach should the consultant recommend for the client to make this determination?
Use inbuilt dashboards in Tableau Server to troubleshoot the performance.
Use Performance Recording on Tableau Server.
Use Performance Recording in Tableau Desktop.
Run Workbook Optimizer.
Answer: D
Explanation
The Workbook Optimizer is a tool specifically designed to evaluate a workbook against performance best practices. It provides feedback on key design characteristics and offers concrete guidance on how to improve workbook performance.This tool is beneficial for both new and experienced Tableau users to ensure their dashboards are optimized for performance1.
References:The Workbook Optimizer’s functionality is detailed in Tableau’s official documentation, which explains how it assesses workbooks against a set of rules derived from best practices1.Additionally, the Performance Recording feature in Tableau Desktop and Server can be used to identify performance issues, but the Workbook Optimizer gives a more comprehensive analysis of the workbook’s adherence to best practices23.
Question #:3 - (Exam Topic 1)
A client wants to see the average number of orders per customer per month, broken down by region. The client has created the following calculated field:
Orders per Customer: {FIXED [Customer ID]: COUNTD([Order ID])}
The client then creates a line chart that plots AVG(Orders per Customer) over MONTH(Order Date) by Region. The numbers shown by this chart are far higher than the customer expects.
The client asks a consultant to rewrite the calculation so the result meets their expectation.
Which calculation should the consultant use?
{INCLUDE [Customer ID]: COUNTD([Order ID])}
{FIXED [Customer ID], [Region]: COUNTD([Order ID])}
{EXCLUDE [Customer ID]: COUNTD([Order ID])}
{FIXED [Customer ID], [Region], [Order Date]: COUNTD([Order ID])}
Answer: B
Explanation
The calculation{FIXED [Customer ID], [Region]: COUNTD([Order ID])}is the correct one to use for this scenario. This Level of Detail (LOD) expression will calculate the distinct count of orders for each customer within each region, which is then averaged per month. This approach ensures that the average number of orders per customer is accurately calculated for each region and then broken down by month, aligning with the client’s expectations.
References:The LOD expressions in Tableau allow for precise control over the level of detail at which calculations are performed, which is essential for accurate data analysis.The use of{FIXED}expressions to specify the granularity of the calculation is a common practice and is well-documented in Tableau’s official
The initial calculation provided by the client likely overestimates the average number of orders per customer per month by region due to improper granularity control. The revised calculation must take into account both the customer and the region to correctly aggregate the data:
FIXED Level of Detail Expression: This calculation uses a FIXED expression to count distinct order IDs for each customer within each region. This ensures that the count of orders is correctly grouped by both customer ID and region, addressing potential duplication or misaggregation issues.
Accurate Aggregation: By specifying both [Customer ID] and [Region] in the FIXED expression, the calculation prevents the overcounting of orders that may appear if only customer ID was considered, especially when a customer could be ordering from multiple regions.
References:
Level of Detail Expressions in Tableau: These expressions allow you to specify the level of granularity you need for your calculations, independent of the visualization's level of detail, thus offering precise control over data aggregation.
Question #:4 - (Exam Topic 1)
A client is using the Tableau Content Migration Tool to move content from an old Tableau Server to a new Tableau Server.
Which content will need to be moved using a different tool or process?
Published data sources that use live connections
Tableau Prep flows
Published data sources that use extracts
Workbooks
Answer: B
Explanation
When migrating content between Tableau servers, certain types of content may require special consideration or different tools for migration:
Tableau Prep Flows: These are specific to Tableau Prep and are not included in the standard content migration capabilities of the Tableau Content Migration Tool. Tableau Prep flows often require separate processes for migration due to their distinct setup and integration with data sources and workflows.
Published Data Sources and Workbooks: These can typically be migrated directly using the Tableau Content Migration Tool, which supports moving published data sources (both live connections and extracts) and workbooks without requiring additional tools.
A.
B. C.
References:
Tableau Help and Support: Offers comprehensive tutorials and guidelines on using different tools for migrating various types of content, including the specific requirements for migrating Tableau Prep flows which are not covered by the standard content migration tool.
Topic 2, hands-on labLab Section
Question #:5 - (Exam Topic 2)
From the desktop, open the CC workbook.
Open the Manufacturers worksheet. The Manufacturers worksheet is used to analyze the quantity of items contributed by each manufacturer.
You need to modify the Percent Contribution calculated field to use a Level of Detail (LOD) expression that calculates the percentage contribution of each manufacturer to the total quantity. Enter the percentage for Newell to the nearest hundredth of a percent into the Newell % Contribution parameter.
From the File menu in Tableau Desktop, click Save.
See the complete Steps below in Explanation:
Explanation
To modify the Percent Contribution calculated field to use a Level of Detail (LOD) expression and accurately calculate the percentage contribution of each manufacturer to the total quantity, follow these steps:
Open the CC Workbook and Access the Worksheet:
Double-click on the CC workbook from the desktop to open it in Tableau Desktop.
Navigate to the Manufacturers worksheet by selecting its tab at the bottom of the window.
Modify the Percent Contribution Calculated Field:
Navigate to the Data pane and find the "Percent Contribution" calculated field.
Right-click on the "Percent Contribution" field and select 'Edit'.
Modify the formula to incorporate an LOD expression that calculates the total quantity across all manufacturers and the specific quantity per manufacturer:
{FIXED [Manufacturer]: SUM([Quantity])} / {SUM([Quantity])}Quantity])}
This formula uses to compute the total quantity {FIXED [Manufacturer]: SUM([Quantity])} contributed by each manufacturer, regardless of other dimensions in the view. The total quantity calculates the grand total across all manufacturers. The division calculates the {SUM([Quantity])} percentage contribution.
Click 'OK' to save the updated calculated field.
Enter Percentage for Newell:
With the updated "Percent Contribution" field, drag it onto the view to update the chart or table.
Identify the value corresponding to 'Newell' in the updated visualization.
Round this value to the nearest hundredth of a percent as required.
Enter this value into the "Newell % Contribution" parameter. To do this, locate the parameter in the Data pane or on the dashboard, right-click it, and choose 'Edit'. Enter the calculated percentage for Newell.
Save Your Changes:
References:
From the File menu, click 'Save' to store all the modifications you have made to the workbook.
Tableau Help: Offers detailed guidance on using LOD expressions for precise and context-independent aggregations.
Tableau Desktop User Guide: Provides comprehensive instructions on managing calculated fields and parameters, ensuring accurate data analysis.
By following these steps, you will have successfully updated the calculation for percent contribution using LOD expressions, providing a more accurate analysis of each manufacturer's contribution to the total quantity. Moreover, updating the parameter with Newell's specific contribution rounds out the task by reflecting precise data inputs for reporting or further analysis.
Question #:6 - (Exam Topic 2)
From the desktop, open the CC workbook.
Open the Incremental worksheet.
You need to add a line to the chart that shows the cumulative percentage of sales contributed by each product to the incremental sales.
From the File menu in Tableau Desktop, click Save.
See the complete Steps below in Explanation:
Explanation
To add a line showing the cumulative percentage of sales contributed by each product to the incremental sales in the Incremental worksheet of your Tableau Desktop, follow these detailed steps:
Open the CC Workbook and Access the Worksheet:
From the desktop, double-click on the CC workbook to open it in Tableau Desktop.
Navigate to the Incremental worksheet by clicking on its tab at the bottom of the window.
Calculate Cumulative Sales Percentage:
Create a new calculated field to compute the cumulative percentage of sales. Right-click in the Data pane and select 'Create Calculated Field'.
Name this field "Cumulative Sales Percentage".
Enter the following formula to calculate the running sum of sales as a percentage of the total sales: (RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales]))
Click 'OK' to save the calculated field.
Add the Cumulative Sales Percentage Line to the Chart:
Drag the "Cumulative Sales Percentage" field to the Rows shelf, placing it next to the existing Sales measure.
Ensure that the cumulative line appears as a continuous line. Right-click on the "Cumulative Sales Percentage" field on the Rows shelf, select 'Change Chart Type', and choose 'Line'.
Adjust the axis to synchronize or dual-axis if necessary. Right-click on the axis of the "Cumulative Sales Percentage" and select 'Synchronize Axis' if it's on a dual-axis setup.
Format the Cumulative Sales Percentage Line:
Click on the "Cumulative Sales Percentage" line in the visualization.
Navigate to the 'Format' pane to adjust the line style, thickness, and color to make it distinct from other data in the chart.
Save Your Changes:
From the File menu, click 'Save' to ensure all your changes are stored.
References:
Tableau Help: Provides additional details on creating calculated fields and customizing line charts.
Tableau User Guide: Offers extensive instructions on formatting charts, including line types and axis synchronization.
By following these steps, you will successfully add a cumulative sales percentage line to your chart, enhancing the visualization to reflect the incremental contribution of each product to the overall sales in a dynamic and informative manner.
Question #:7 - (Exam Topic 2)
Use the following login credentials to sign in to the virtual machine:
Username: Admin
Password:
The following information is for technical support purposes only: Lab Instance: 40201223
To access Tableau Help, you can open the Help.pdf file on the desktop.
From the desktop, open the CC workbook. Open the Categorical Sales worksheet. You need to use table calculations to compute the following:
. For each category and year, calculate the average sales by segment.
. Create another calculation to compute the year-over-year percentage change of the average sales by category calculation. Replace the original measure with the yearover-year percentage change in the crosstab.
From the File menu in Tableau Desktop, click Save.
See the complete Steps below in Explanation:
Explanation
To compute the required calculations and update the worksheet in Tableau Desktop, follow these steps:
Compute Average Sales by Segment for Each Category and Year:
Open the CC workbook and navigate to the Categorical Sales worksheet.
Drag the 'Sales' field to the Rows shelf if it's not already there.
Drag the 'Segment' field to the Rows shelf as well, placing it next to 'Category' and 'Year'.
Right-click on the 'Sales' field in the Rows shelf and select 'Quick Table Calculation' > 'Average'. This will compute the average sales for each segment within each category and year.
Create a Calculation for Year-over-Year Percentage Change:
Right-click in the data pane and select 'Create Calculated Field'.
Name the calculated field something descriptive, e.g., "YoY Sales Change".
Enter the formula to calculate the year-over-year percentage change:
(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))
Click 'OK' to save the calculated field.
Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:
Remove the original 'Sales' measure from the view by dragging it off the Rows shelf.
Drag the newly created "YoY Sales Change" calculated field to the Rows shelf where the 'Sales' field was originally.
Format the "YoY Sales Change" field to display as a percentage. Right-click on the field in the Rows shelf, select 'Format', and adjust the number format to percentage.
Save Your Changes:
From the File menu, click 'Save' to ensure all your changes are stored.
References:
Tableau Help: Offers guidance on creating calculated fields and using table calculations.
Tableau Desktop User Guide: Provides instructions on formatting and saving worksheets.
These steps allow you to manipulate data within Tableau effectively, using table calculations to analyze trends
and changes in sales data by category and segment over years.
Question #:8 - (Exam Topic 2)
From the desktop, open the CC workbook.
Open the City Pareto worksheet.
You need to complete the Pareto chart toshow the percentage of sales compared tothe percentage of cities. The chart mustshow references lines to visualize how thedata compares to the Pareto principle.
From the File menu in Tableau Desktop, clickSave.
See the complete Steps below in Explanation:
Explanation
To complete the Pareto chart in the "City Pareto" worksheet of your Tableau Desktop and add reference lines to illustrate how the data compares to the Pareto principle, follow these steps:
Open the CC Workbook and Access the Worksheet:
From the desktop, double-click on the CC workbook to open it in Tableau Desktop.
Navigate to the City Pareto worksheet by selecting its tab at the bottom of the window.
Construct the Pareto Chart:
Ensure that sales data is aggregated by city. If not, drag the 'City' dimension to the Columns shelf and the 'Sales' measure to the Rows shelf.
Sort the sales data in descending order to properly align the cities according to their sales contribution.
To create a running total of sales, right-click on the 'Sales' measure on the Rows shelf, select 'Quick Table Calculation', and choose 'Running Total'.
Drag the 'Number of Records' field to the Rows shelf next to the Sales running total. Right-click on it, select 'Quick Table Calculation', and choose 'Running Total'. Set its calculation to 'Percent of Total' from the 'Edit Table Calculation' option to represent the percentage of cities.
Add Reference Lines for the Pareto Principle:
Click on the Analytics tab in the sidebar.
Drag a 'Reference Line' element and drop it onto the chart area.
Set the Reference Line for the Sales axis at 80% to represent the typical Pareto cutoff where 80% of effects come from 20% of causes.
Add another Reference Line on the axis representing the percentage of cities, set at 20%, to visually assess the Pareto principle.
Adjust the Appearance of the Chart:
Format the reference lines by right-clicking on them, selecting 'Edit', and choosing a distinct style or color to make them stand out.
Ensure the chart is clear and labels are appropriately adjusted for easy understanding of the data visualization.
Save Your Changes:
From the File menu, click 'Save' to ensure all your changes are stored.
References:
Tableau Help: Offers detailed guidance on creating Pareto charts and adding reference lines.
Tableau Visualization Best Practices: Provides tips on effectively displaying cumulative data and principles such as Pareto.
By following these steps, you will have successfully enhanced the City Pareto worksheet to include a complete Pareto chart with reference lines that illustrate how the sales data compares to the Pareto principle, making it easier to analyze and communicate the distribution of sales across cities.
Topic 3, Knowledge-BasedSectionB
Question #:9 - (Exam Topic 3)
A client wants to flag orders that have sales higher than the regional average.
Which calculated field will produce the required result? [Sales]
> { FIXED [Order ID] : SUM([Sales]) }
{ FIXED [Order ID] : SUM([Sales]) }
> { FIXED [Region] : SUM([Sales]) }
{ FIXED [Order ID] : SUM([Sales]) }
>
{ FIXED [Region] : AVG({ FIXED [Order ID] : SUM([Sales]) }) }
D.
{ FIXED [Order ID] : SUM([Sales]) }
> { INCLUDE [Region] : AVG({ FIXED [Order ID] : SUM([Sales]) }) }
Answer: C
Explanation
To flag orders with sales higher than the regional average, the correct calculated field would compare the sum of sales for each order against the average sales of all orders within the same region:
Correct Formula:{ FIXED [Order ID] : SUM([Sales]) } > { FIXED [Region] : AVG({ FIXED [Order ID] : SUM([Sales]) }) }
This calculation uses a Level of Detail (LOD) expression:
The left part of the formula calculates the total sales for { FIXED [Order ID] : SUM([Sales]) }
each individual order.
The right part calculates the { FIXED [Region] : AVG({ FIXED [Order ID] : SUM([Sales]) }) } average sales per order within each region.
The operator is used to compare these two values to determine if the sales for each order exceed the > regional average.
ReferencesThis formula utilizes Tableau's LOD expressions to perform complex comparisons across different dimensions of the data, as explained in Tableau's official training materials on LOD calculations.
Question #:10 - (Exam Topic 3)
A client is working in Tableau Prep and has a field named Orderld that is compiled by country, year, and an order number as shown in the following table.
What should the consultant use to transform the table in the most efficient manner?
A calculated field that uses the TRIM function
A calculated field that uses the LEFT function
The Split option
The Aliases option
Answer: C
Explanation
To transform the field in Tableau Prep, the Split option is the most efficient and straightforward Orderld
A.
B. C.
D.
method. Here’s how you can apply it:
In Tableau Prep, drag your dataset into the flow.
Click on the field in the workspace to select it. Orderld
Look for the option in the toolbar that says "Split" and select it.
Choose "Automatic Split" if the delimiters (such as hyphens) are consistent; Tableau Prep should automatically detect the hyphen as the delimiter and split the into multiple new fields. Orderld
The dataset should now show new columns: one for the country code (CA, FR, US), one for the year (2017), and one for the order number (152156, 152157, etc.).
The Split option works effectively here because it automatically identifies and uses the hyphen as the delimiter to divide the original into the desired components without manual specification of conditions or Orderld writing any formulas.
ReferencesThis procedure is based on the standard functionalities provided in Tableau Prep for splitting a field into multiple columns based on a delimiter, as described in the Tableau Prep user guide.
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