Tableau Updated TDA-C01 Exam Questions and Answers by aubree

The correct order of the three actions is:

• Add the date to the Columns shelf. Add the segment and the sales to the Rows shelf.
• Aggregate the date to month and year.
• From the Analytics pane, drag Forecast to the worksheet.

The first action is to add the date to the Columns shelf and the segment and the sales to the Rows shelf. This will create a line chart that shows the daily sales by segment over time. You can use the Show Me menu to choose a line chart if it is not selected by default.

The second action is to aggregate the date to month and year. This will group the daily sales into monthly sales and show the yearly trend. You can right-click on the date field on the Columns shelf and select Month (January 2017) from the menu. You can also drag Year from the Dimensions pane to the Columns shelf before or after Month.

The third action is to drag Forecast from the Analytics pane to the worksheet. This will add a forecast that predicts future sales by segment based on historical trends. You can customize the forecast by clicking on it and using the options on the Marks card.

The other options are not relevant for this scenario. Adding a trend line would show a linear or nonlinear relationship between two measures, but not a prediction of future values. Creating a calculated field that uses the model quantile function would return a value from a statistical model based on a given quantile, but not a forecast.

References: https://help.tableau.com/current/pro/desktop/en-us/analytics.htm https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en-us/dates.htm https://help.tableau.com/current/pro/desktop/en-us/analytics_forecast.htm https://help.tableau.com/current/pro/desktop/en-us/functions_functions_statistical.htm#MODEL_QUANTILE

• Using relationships: You can use relationships to link the secondary data source with the primary data source based on a common field. This will allow you to use fields from both data sources in your visualization without creating new fields or duplicating data. You can then replace references to update the dimension values. For example, you can use relationships to link the updated dorm codes with the primary data source and then replace Dorm_Code with Dorm_Code_New in your visualization.

https://community.tableau.com/s/question/0D54T00000C5ldZSAR/update-data-view-based-on-dimension

To update existing visualizations with new codes without changing the field name, using relationships to bring in the secondary data source is appropriate. Then using Replace References allows you to update the references from the old dorm codes to the new ones while maintaining the existing field name.

In Tableau, the RANK function assigns a rank to each row within a partition of the data, based on the value of the field being ranked. It is important to understand that the rank is recalculated whenever the underlying data or the partitioning changes.

In the given scenario, the Overall Rank is based on the Sales figures, while the Rank (presumably) is based on the Sales within the Category. When filtering on the condition where [Overall Rank] - 1, it means we are excluding the sub-category that has an Overall Rank of 2.

Looking at the data:

• Furnishings has an Overall Rank of 8, which does not meet the filter condition ([Overall Rank] - 1). Therefore, its rank remains the same.
• Tables have an Overall Rank of 3. When the sub-category with an Overall Rank of 2 is removed (Chairs in this case), Tables move up in the overall ranking. However, since Tables are the top-ranked within the Furniture category, their Rank within the category would remain unchanged at 1.
• Chairs have an Overall Rank of 2, which meets the filter condition and thus will be removed from the view. We cannot determine the change in Rank for Chairs because they are filtered out.
• Accessories have an Overall Rank of 5. If any sub-category with a higher Overall Rank (1 to 4) is removed, the rank of Accessories within the Technology category could change because it is currently ranked 3 in its category. With the removal of Phones (Overall Rank 1), the Rank of Accessories could potentially increase.
• Copiers have an Overall Rank of 6, which does not meet the filter condition. Therefore, its rank remains the same.
• Machines have an Overall Rank of 4. If we remove Phones (Overall Rank 1), Machines will move up in the overall ranking and potentially within the Technology category as well, changing its Rank from 2 to 1.
• Phones have an Overall Rank of 1, which does not meet the filter condition of being Overall Rank 2. Therefore, its rank remains the same.
• Bookcases have an Overall Rank of 7, which does not meet the filter condition. Therefore, its rank remains the same.

Based on this analysis, when the sub-category with an Overall Rank of 2 (Chairs) is removed, the Rank value will change for Tables, Accessories, and Machines, as they will move up in the overall ranking within their respective categories. However, it's important to note that while Tables will move up in the overall ranking, their rank within the Furniture category would not change as they are already at the top. The rank changes for Accessories and Machines are due to the removal of Phones, which is ranked higher overall and within the Technology category.

To change the story point format to show the current story point number out of the total number of story points, you should use the Numbers option in the Layout tab. This option will display the story points as numbers in a horizontal or vertical sequence, such as 1/2, 2/2. You can also choose to show or hide the next and previous arrows for navigation. The Numbers option will help you indicate the progress and order of your story points more clearly than the other options. References:

• Creating a Story - Tableau
• New in 9.0: Formatting the Story Points Navigator - Tableau
• Tableau Certified Data Analyst Study Guide