Salesforce-Tableau-Data-Analyst Practice Test Questions

Explanation

When you sign in to a specific Tableau Server site from Tableau Desktop, the list of available published data sources is governed by two main factors: the site boundary and your user permissions. You are restricted to seeing resources (data sources, workbooks, etc.) published only to that particular site. Furthermore, you will only see those resources for which your user account has been granted at least view/connect permission.

✅ Correct Option: C
All the data sources published to the site within the folders to which you have access
This option is correct because it acknowledges both key limitations:

Published to the site:
Tableau Server/Cloud can host multiple independent sites. Signing into one site means you cannot see data sources published to other sites.

To which you have access:
Data source visibility is strictly controlled by permissions. If a data source is published to the site but your user account does not have permission to view or connect to it (often managed at the project/folder level), it will not appear in your search results.

❌ Incorrect Options

A. All the data sources published to the site
This is incorrect because it ignores the crucial factor of permissions. Even if a data source is on the site, you won't see it if you lack the necessary "Connect" or "View" permission for that data source or the folder it resides in.

B. All the data sources published to the Tableau Server
This is incorrect because it ignores the concept of sites. A single Tableau Server instance can host multiple, distinct sites. Signing into Site A does not allow you to see data sources published to Site B.

D. All the data sources published to the Tableau Server within the folders to which you have access
This is incorrect for the same reason as option B: it ignores the site boundary. You are only guaranteed to see resources within the specific site you signed into, regardless of your permissions on other sites within the same physical server.

📖 Reference
Tableau Official Documentation: Permissions and Content Access
Source: Tableau Help: Content Permissions (Search for "Tableau Server data source permissions and visibility" on the official Tableau website)

Note: The official documentation confirms that users only see content on the specific site they are logged into, and content visibility is further restricted by the explicit permissions set on that content.

Explanation

The analyst needs to perform an "anti-join" operation, which keeps records from the primary table that have no matching records in the secondary table. In Tableau Prep's join dialog, this is explicitly called a "Left only" join. This join type starts with a Left Join (keeping all records from Table1) and then filters out any records that successfully matched with Table2, leaving only the non-matching rows where all fields from Table2 will be null.

✅ Correct Option

🟢 B. Left only:
This is the specific join type designed for this "anti-join" scenario. It keeps all records from the left table (Table1) that do not have a match in the right table (Table2). For these unmatched records, all columns from Table2 will be populated with null values, exactly as the analyst requires.

❌ Incorrect Options

🔴 A. Inner:
An inner join would return only the records where there is a match between Table1 and Table2. This is the opposite of what is needed, as it would exclude the non-matching records from Table1.

🔴 C. Left:
A standard left join keeps all records from Table1, regardless of whether they match with Table2. Matching records show Table2 data, and non-matching records show nulls. However, this includes both matching and non-matching records, while the requirement is for only the non-matching ones.

🔴 D. Full outer:
A full outer join returns all records from both tables. It will include matching records, non-matching records from Table1, and non-matching records from Table2. This includes much more data than the specified requirement.

🔴 E. Union:
A union is used to stack rows from tables with similar structures on top of each other. It is not a join and cannot be used to horizontally combine tables based on matching keys, making it irrelevant for this scenario.

Summary
A "Left only" join is the precise tool for filtering a primary table to rows that have no corresponding data in a secondary table, resulting in null values for all secondary table fields.

Reference
Tableau Help: Combine Your Data

Explanation

✅ Correct Answer: C. Right-click on the rightmost dimension, choose Sort, then select nested in the options.
This is the correct approach to sort a measure like Sales across multiple hierarchical dimensions (e.g., Region → Category → Sub-Category). Nested sorting ensures that each lower-level dimension is sorted within the context of higher-level dimensions, maintaining the hierarchy. You apply it by right-clicking the last dimension in the hierarchy → Sort → Field → select Sales → enable Nested sort. This produces an accurate and meaningful order while preserving the group structure.

❌ Option A: Use the Sets feature to combine dimensions and then sort one of the fields.
Sets are mainly used for filtering or creating subsets, not for sorting. They work as binary selections (in/out), which cannot dynamically sort hierarchical data. Using sets would ignore the context of multiple dimensions, making it unsuitable for nested sorting, as it cannot maintain the hierarchical order required to analyze Sales correctly.

❌ Option B: Use the Group feature to combine dimensions and then sort the grouped field.
Groups combine members into broader categories but do not allow sorting by measures. Sorting grouped fields loses the granularity of the original dimensions and cannot preserve hierarchy. This method may hide important variations in lower-level data, producing results that are not analytically meaningful for multi-level sorting.

❌ Option D: Right-click on each dimension, choose Sort, then select data source order in the options.
Sorting by data source preserves the original dataset order and ignores analytical priorities. It does not sort by a measure and fails to respect hierarchical relationships. In multi-dimensional analysis, this approach can lead to inconsistent or confusing views, especially when you need the data sorted by Sales within groups.

📘 Summary:
To sort data by Sales across multiple dimensions, use nested sort on the rightmost dimension. This maintains hierarchy and grouping. Sets, Groups, and data source order do not provide measure-based sorting and cannot properly order hierarchical data.

🔗 Reference:
Tableau Official Docs – Sorting Data

Explanation:

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.

🔗 Reference:
➡️ Create Bins from a Continuous Measures

Explanation:

In Tableau Server or Tableau Cloud, when you are subscribed to views (e.g., workbooks, dashboards, or reports) and wish to unsubscribe, you manage your subscriptions through the My Content area of the Tableau web interface. This section allows you to view and manage all content you own or are subscribed to, including the ability to unsubscribe from views that send you email notifications or scheduled updates.

Here’s how it works:

➡️ Navigate to the My Content page on Tableau Server or Tableau Cloud.
➡️ Locate the Subscriptions section, which lists all the views you are subscribed to.
➡️ Select the view(s) you want to unsubscribe from and choose the option to unsubscribe, typically by clicking an unsubscribe link or button next to the subscription.

This process ensures you no longer receive notifications or scheduled snapshots for those views.

❌ Why the other options are incorrect:

B. The Notifications area of Tableau Prep: Tableau Prep is used for data preparation and transformation, not for managing subscriptions to views. It does not have a notifications area for managing view subscriptions, making this option incorrect.

C. The Data Source page of Tableau Desktop: The Data Source page in Tableau Desktop is used for connecting to and configuring data sources, not for managing subscriptions to views published on Tableau Server or Cloud.

D. The Shared with Me page: The Shared with Me page displays content that others have shared with you, but it is not the primary location for managing subscriptions. While you might see shared views, the unsubscribe action is performed in the My Content area under the subscriptions section.

🔗 Reference:
➡️ Tableau Help Documentation: The Tableau Server/Cloud Help page on “Manage Subscriptions” explicitly states that users can manage their subscriptions (including unsubscribing from views) in the My Content area of the web interface.

➡️ Salesforce Tableau Data Analyst Exam Guide: The “Publish and Manage Content” section (10% of the exam) covers managing content, including subscriptions, on Tableau Server or Cloud. It emphasizes using the My Content area for tasks like unsubscribing from views.

➡️ Trailhead Module: The Tableau Data Analyst Certification Prep Guide (Unit 4: Publish and Manage Content) includes scenarios on managing subscriptions, confirming that the My Content area is used for unsubscribing from views.

Explanation

To create a calculated dimension that classifies subjects into Sciences or Humanities, Tableau provides logical functions like IF/ELSEIF and CASE. These allow testing multiple conditions and assigning values accordingly. Using functions that rely solely on string matching (like CONTAINS or ENDSWITH) may not cover all required cases accurately. The goal is to map exact subject names to their corresponding category consistently.

✔️ Correct Options

A. IF / ELSEIF
This function checks each condition in order. It explicitly assigns:
'Science' → Sciences
'Computer Science' → Sciences
'English' or 'Social Studies' → Humanities
This ensures all subjects are mapped correctly. The order of ELSEIF statements allows multiple conditions to be checked sequentially.

D. CASE
The CASE function directly maps exact values of [Subject] to categories:
'Computer Science' & 'Science' → Sciences
'English' & 'Social Studies' → Humanities
It is concise, readable, and avoids errors that can occur with complex nested IF statements.

❌ Incorrect Options

B. IIF with CONTAINS
This checks if the string contains “Science” and then assigns values. However, it incorrectly maps “Science” subjects to Humanities instead of Sciences and cannot handle multiple subjects like Social Studies or English. It is not suitable for exact matching of multiple conditions.

C. IF ENDSWITH
Using ENDSWITH only evaluates whether the subject ends with a specific string. “Science” and “Computer Science” would be handled differently, and English or Social Studies would be incorrectly classified. This method does not fully satisfy the mapping rules.

📎 Reference
Tableau Help – Logical Functions (IF, ELSEIF, CASE) https://help.tableau.com/current/pro/desktop/en-us/functions_functions.htm

Explanation:

When you create a subscription in Tableau, you are scheduling a view or dashboard to be automatically sent to one or more users on a regular basis. These subscriptions can be delivered via email, and the content is sent in a non-editable, snapshot format that ensures users see the same version of the data, regardless of their Tableau access level.
As of current Tableau Server and Tableau Cloud functionality:

✅ A. PDF
Tableau supports sending dashboards or views as PDF attachments in subscriptions. This is commonly used for sharing static, printable reports. The PDF preserves formatting and is widely accessible.
➡️ Ideal for executives or stakeholders who prefer printable versions.
➡️ Subscription setup allows choosing PDF as the output format.

🔗 Reference:
Tableau Docs – Subscribe to Views
“When you subscribe to a view, Tableau can send you an image or a PDF of that view.”

✅ B. Image
You can also subscribe users to receive an inline image (PNG) of the view in the email body. This allows users to get a quick glance at the dashboard without opening any attachments.
➡️ Very useful for quick updates.
➡️ The image is generated based on the view as it looks at the time the subscription is triggered.

❌ C. Microsoft Excel
Excel export is not supported as a subscription format. While users can manually export data from a view into Excel (using "Export Crosstab"), this cannot be automated through subscriptions. Excel export is reserved for interactive sessions and on-demand use, not for scheduled delivery.

❌ D. Microsoft PowerPoint
PowerPoint is not a supported subscription format either. While Tableau supports exporting dashboards to PowerPoint manually (via the “Export as PowerPoint” option), it does not allow scheduled delivery of dashboards in PowerPoint format through subscriptions.

Explanation:

In this scenario, you are working with two incomplete tables, each containing partial data about books in a library. Since some books exist only in one table and not in the other, and your goal is to retain all data from both tables (no matter where the data resides), you need to use a join that captures everything.
A full outer join is the only join type that ensures:

➡️ All rows from Table A are included
➡️ All rows from Table B are included
➡️ When there's a match on a key (e.g., Book ID), data from both tables is combined
➡️ When there’s no match, rows from one table are still included, with null values for the missing columns from the other

This guarantees nothing is excluded—making it perfect when you’re combining incomplete datasets and need full coverage.

❌ Why other options are incorrect:

B. Right join: Only retains all rows from the right table, and matching rows from the left table. If the left table has unique records, they will be lost.

C. Left join: Retains all rows from the left table, and matching rows from the right. Records unique to the right table are excluded.

D. Inner join: Only includes rows where there is a match in both tables. Any unmatched rows in either table will be dropped—not acceptable if you want full data retention.

📘 Tableau Reference:
"A full outer join combines the results of both left and right outer joins. All records from both tables are included in the result set, with matches where possible and NULLs where no match is found."
🔗 Tableau Docs – Join Types

Explanation

To combine sets in Tableau, both sets must be built from the same dimension. This fundamental rule ensures logical compatibility when performing set operations like unions, intersections, or differences. Sets based on different dimensions (e.g., customers vs. products) cannot be combined because they represent fundamentally different data categories with no direct relationship.

✅ Correct Options

Option B: Customers of 2020
This set can combine with Top N Customers because both are derived from the Customer dimension. They share the same member type, allowing logical set operations like finding customers who belong to both groups or comparing their memberships.

Option D: Top N Customers
This set pairs perfectly with Customers of 2020 since they use the same customer dimension. You can create combined sets to analyze relationships between these customer groupings through intersection, union, or exclusion operations.

❌ Incorrect Options

Option A: Sellers of 2020
This set cannot combine with customer-based sets because it uses a Seller dimension. Dimensions must match for set combination, and sellers represent a completely different entity group than customers.

Option C: Top N Products
This product-based set is incompatible with customer sets. Tableau prevents combining sets from different dimensions like products and customers because they lack inherent relationships for meaningful set operations.

📝 Summary
Only sets from identical dimensions can combine. Customer-based sets work together, but cannot merge with product or seller sets due to dimensional mismatch.

🔗 Reference
Tableau Help: "Combine Sets"

Explanation:

To add a specific comment to a data point—like March 2020 on a line chart—you use annotations in Tableau. An annotation allows you to call out important events, outliers, or milestones directly on the chart. In this case, you might want to highlight something significant that happened in March 2020 (e.g., a drop in sales due to COVID-19).

To do this:

➡️ Right-click on the data point for March 2020 in the line chart.
➡️ Select "Annotate" → choose "Mark", "Point", or "Area" depending on the context.
➡️ Enter your comment in the annotation box that appears.

This will visually anchor the note to that specific part of the chart, making it clear and informative for viewers.

❌ Why the other options are incorrect:

A. Drag the growth rate to Text on the Marks card: This would display numerical values as labels on the chart, not explanatory comments. It’s for data labeling, not annotation.

B. Enable captions: Captions add a description below the chart for the whole worksheet—not for a specific data point. This wouldn’t help you comment on just March 2020.

D. Add a tooltip: Tooltips appear on hover, not as visible comments on the chart. Also, they don’t persist unless the user interacts with the chart.

📘 Tableau Reference:
"You can annotate a point, an area, or a mark to help explain data in your view."
🔗 Tableau Docs – Annotate Views