Analytics-Con-301 Salesforce Certified Tableau Consultant Free Practice Exam Questions (2025 Updated)

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 { FIXED [Order ID] : SUM([Sales]) } calculates the total sales for each individual order.

The right part { FIXED [Region] : AVG({ FIXED [Order ID] : SUM([Sales]) }) } calculates the 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.

References

This 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.

To optimize the dashboard rendering, particularly when dealing with a large dataset, a filter action is the most effective tool. Here's why the specified choice is optimal:

Add a filter action: This action creates a direct filter on the detail table based on the selection in the bar chart. It ensures that only data related to the selected sub-category is loaded into the table, significantly reducing load time and improving performance.

Set "Run action on" to Select: This setting means the filter action will be triggered as soon as the user selects a bar in the bar chart. Immediate activation of the filter ensures that the dashboard is interactive and responsive.

Set "Clearing the selection will" to Exclude all values: When the selection is cleared, this setting ensures that no data is shown, which avoids loading the entire dataset unnecessarily. This maintains performance when no sub-category is actively selected.

References

This strategy follows Tableau’s performance best practices by using actions to limit the amount of data processed and rendered, as detailed in the Tableau User Guide and training materials on Dashboard Actions for optimizing large datasets.

To calculate the Total Sales Value for all categories as displayed in the table, an LOD expression is ideal. An LOD calculation in Tableau allows you to compute values at the data level that is different from the view level. In this case, since the Total Sales Value appears consistent across different sub-categories within each category, an LOD expression can be used to fix the Total Sales Value irrespective of the sub-category detail. Here's how to set it up:

Go to the Calculations area by right-clicking in the data pane and selecting "Create Calculated Field".

Enter a name for the calculation, such as "Total Sales Value".

Enter the LOD expression: { FIXED [Category] : SUM([Sales]) }. This calculation fixes the total sales to the category level, effectively summing sales for all sub-categories within each category, irrespective of how the data is broken down in the view.

Drag this new calculated field into your visualization alongside the existing measures.

This method ensures that the Total Sales Value reflects the total for each category across all its sub-categories, matching the uniform values shown across different rows for each category in your table.

References

The explanation utilizes the concept of Level of Detail calculations in Tableau, which allows for advanced aggregations independent of the view level details. This concept is covered extensively in Tableau's official documentation and relevant training materials such as Tableau's online help resources.

To ensure that each sales representative sees only data relevant to their territory, the best approach in the absence of a Tableau Data Management license involves using a joined data source with entitlements:

Data Source Configuration: Create a data source that joins the sales data table with an entitlements table. The entitlements table contains mappings of sales representatives to their respective territories.

Data Source Filter: Implement a data source filter that restricts data based on the current user’s access rights. This filter references the joined entitlements to dynamically control data visibility based on the logged-in user.

Publishing the Data Source: Publish this filtered data source to Tableau Server. All workbooks or dashboards connecting to this data source inherently respect the row-level security established by the data source filter.

References

This approach aligns with Tableau’s capabilities for implementing row-level security directly within the data source, as detailed in the Tableau security management and data modeling best practices.

To shape the data in the "US Population Estimates" data source and enter the total number of records into the "Total Records" parameter in Tableau Desktop, 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 Population worksheet by selecting its tab at the bottom of the window.

Format and Shape the Data:

Ensure the data types match those specified in the requirements: Sex, Origin, Race as strings; Year, Age, Population as whole numbers.

To verify or change the data type, click on the dropdown arrow next to each field name in the Data pane and select "Change Data Type" if necessary.

Calculate Total Number of Records:

Create a new calculated field named "Total Records". To do this, right-click in the Data pane and select "Create Calculated Field".

Enter the formula COUNT([Record ID]) or SUM([Number of Records]) depending on how the data source identifies each row uniquely.

Drag this new calculated field onto the worksheet to display the total number of records.

Enter the Value into the Total Records Parameter:

Locate the "Total Records" parameter in the Data pane. Right-click on the parameter and select "Edit".

Manually enter the number displayed from the calculated field into the parameter, ensuring accuracy to meet the data shaping requirement.

Save Your Changes:

From the File menu, click 'Save' to ensure all your changes are stored.

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 {FIXED [Manufacturer]: SUM([Quantity])} to compute the total quantity contributed by each manufacturer, regardless of other dimensions in the view. The total quantity {SUM([Quantity])} calculates the grand total across all manufacturers. The division calculates the 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:

From the File menu, click 'Save' to store all the modifications you have made to the workbook.

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.

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.

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.

To record the performance of the Property Transactions dashboard in the NYC Property Transactions.twbx workbook and analyze it using a bar chart, follow these detailed steps:

Open the NYC Property Transactions Workbook:

From the desktop, double-click the NYC Property Transactions.twbx workbook to open it in Tableau Desktop.

Start Performance Recording:

Before doing anything else, navigate to the 'Help' menu in Tableau Desktop.

Select 'Settings and Performance', then choose 'Start Performance Recording'.

Open the Property Transactions Dashboard and Reset Filters:

Navigate to the Property Transactions dashboard within the workbook.

Reset all filters to show all values. This usually involves selecting the dropdown on each filter and choosing 'All' or using a 'Reset' button if available.

Stop the Performance Recording:

Go back to the 'Help' menu.

Choose 'Settings and Performance', then select 'Stop Performance Recording'.

Tableau will automatically open a new tab displaying the performance recording results.

Save the Performance Recording:

In the performance recording results tab, go to the 'File' menu.

Click 'Save As' and navigate to the C:\CC\Data\ directory.

Save the file, ensuring it is stored in the desired location.

Create a New Worksheet for Performance Analysis:

Return to the NYC Property Transactions workbook and create a new worksheet by clicking on the 'New Worksheet' icon.

Drag the 'Command Name' field to the Columns shelf.

Drag the 'Elapsed Time' field to the Rows shelf.

Ensure that the 'Worksheet' field is also included in the analysis to break down the time by individual sheets within the dashboard.

Choose 'Bar Chart' from the 'Show Me' options to display the data as a bar chart.

Customize and Finalize the Bar Chart:

Adjust the axes and labels to clearly display the information.

Format the chart to enhance readability, applying color coding or sorting as needed to emphasize sheets with longer load times.

Save Your Work:

Once the new worksheet and the performance recording are complete, ensure all work is saved.

Navigate to the 'File' menu and click 'Save', confirming that changes are stored in the workbook.

Moving calculations to the data layer and materializing them in the extract can significantly improve the performance of reports in Tableau. The calculation ZN([Sales])*(1 - ZN([Discount])) is a basic calculation that can be easily computed in advance and stored in the extract, speeding up future queries. This type of calculation is less complex than table calculations or LOD expressions, which are better suited for dynamic analysis and may not benefit as much from materialization12.

For a performant live connection in Tableau Cloud, especially when dealing with large datasets that preclude the use of extracts, relating the tables in Tableau Desktop is the recommended approach. This method allows for flexibility in how the data is queried and can improve performance by leveraging Tableau’s relationships feature, which optimizes queries for the underlying database.

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.

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.