Free Salesforce Tableau Data Analyst practice questions

Question 1

In a Northern Trail Outfitters data source, Store Number is a numeric dimension that the data analyst set to continuous for an earlier chart. She drags Store Number to the Filters shelf to pick individual stores from a list, but Tableau prompts her to filter a range of values instead. What should she do?
A. Choose an aggregation such as Count for the filter, so that Tableau lists each store number as its own member
B. Use a wildcard match on the filter's General tab, so that each store number in the range is listed to select
C. Convert Store Number to discrete, because a discrete dimension on Filters prompts for the members to include
D. Convert Store Number to a measure, because filters on measures list the field's members to select from

Accepted Answer

Correct answer: C. Convert Store Number to discrete, because a discrete dimension on Filters prompts for the members to include
Tableau Help explains that when you drop a discrete dimension on the Filters shelf, Tableau prompts you to choose which members to include, while a continuous dimension other than a date prompts you to specify how to filter a continuous range of values; numeric dimensions can be either, so converting Store Number to discrete gives the member list. Choosing an aggregation applies to continuous measures on the Filters shelf, which then filter on aggregated values rather than listing members. A measure filter is a range filter on values, not a member list. A wildcard match is a text-matching option for discrete fields and doesn't change how a continuous field filters.

Question 2

Cumulus Financial uses a Data Management virtual connection whose data policy filters rows with USERNAME(), so each advisor sees only their own clients. A data analyst builds a workbook on the virtual connection, creates an extract to speed it up, and publishes it. Advisors now report that they all see the analyst's clients. What should the analyst do?
A. Switch the workbook to a live connection to the virtual connection instead of using an extract
B. Keep the extract but add an extract filter on Advisor so that it holds every advisor's clients
C. Change the extract's data storage from Logical Tables to Physical Tables and then refresh it
D. Run an incremental refresh so that the extract appends the rows for each advisor who signs in

Accepted Answer

Correct answer: A. Switch the workbook to a live connection to the virtual connection instead of using an extract
Tableau Help warns that an extract created from a virtual connection whose data policy contains user functions holds only the rows that matched the policy when the extract was created, and recommends a live connection to the virtual connection instead. An extract filter can only reduce the rows in the extract further, not restore per-user filtering. The Physical Tables storage option changes how tables are stored and when joins run, not who sees which rows. Incremental refresh adds new rows on a schedule and does not evaluate the policy for each viewer.

Question 3

A data analyst at Bloomington Caregivers profiles a patient-visit table before building a readmission dashboard. She finds that 18% of the rows have no value in the Discharge Date field, even though every visit in the source system should have one. Which data quality characteristic does this finding describe?
A. Accuracy, because the stored discharge dates may be far from the true values
B. Completeness, because a value that every row requires is unknown for many rows
C. Uniformity, because the dates may be recorded in more than one unit of measure
D. Consistency, because the same field is formatted differently across the dataset

Accepted Answer

Correct answer: B. Completeness, because a value that every row requires is unknown for many rows
Tableau's data cleaning guide defines completeness as the degree to which all required data is known, so a required Discharge Date that is blank on 18% of rows is a completeness gap. Accuracy is about whether recorded values are close to the true values, which assumes a value exists. Uniformity is about using the same unit of measure, and nothing here mixes units. Consistency is about data agreeing within a dataset or across datasets, such as one value spelled several ways, not about values that are missing.

Question 4

A data analyst at Get Cloudy Consulting must exclude the rows for an internal test client, code ZZ-TEST, from a Tableau Prep flow. Client Code is never null, but the flow samples a large table and ZZ-TEST does not appear in the Client Code profile card in the Clean step. Which two approaches remove those rows when the flow runs? Choose 2 answers.
A. In the Clean step, add a Calculation filter on Client Code with the expression [Client Code] <> "ZZ-TEST"
B. Right-click ZZ-TEST in the Client Code profile card and choose Exclude, so it is removed from the full data set
C. In the Clean step, open a Selected Values filter on Client Code, choose the Exclude tab and add ZZ-TEST as a value
D. Apply a Null Values filter on Client Code that excludes nulls, which drops rows whose code is not valid for billing
E. Add a Pivot step and apply a Selected Values filter there, so ZZ-TEST is excluded just before the Output step

Accepted Answer

Correct answer: A. In the Clean step, add a Calculation filter on Client Code with the expression [Client Code] <> "ZZ-TEST" | C. In the Clean step, open a Selected Values filter on Client Code, choose the Exclude tab and add ZZ-TEST as a value
Tableau Prep's Selected Values filter lets you keep or exclude values, including values that aren't in your sample, by clicking Add a value on the Exclude tab, and a Calculation filter keeps only rows where its expression is true, so both remove ZZ-TEST when the flow runs on the full data. Right-clicking a value to exclude it requires the value to appear in the profile card, and ZZ-TEST is not in the sample. A Null Values filter only acts on nulls, and Client Code is never null. The Selected Values filter isn't available in Aggregate or Pivot steps.

Question 5

A Bloomington Caregivers data analyst is about to add a reference band to a chart of weekly patient visits. Which two statements about reference bands are true? Choose 2 answers.
A. A band can also be placed on a discrete axis made of dimension headers, such as the [Clinic] names.
B. Bands can be added only in Tableau Desktop, because web authoring offers lines but not bands.
C. A band shades the area behind the marks between two constant or computed values on a continuous axis.
D. Both Value fields should use the same field and aggregation so the band stays symmetrical.
E. In Tableau Desktop, the band's formatting can mark both edges with a line or set a shading color.

Accepted Answer

Correct answer: C. A band shades the area behind the marks between two constant or computed values on a continuous axis. | E. In Tableau Desktop, the band's formatting can mark both edges with a line or set a shading color.
Reference bands shade the area behind the marks between two constant or computed values, and they can be added to any continuous axis. In Tableau Desktop the band's formatting options let the author mark the two values with a line or choose a shading color. Bands need a continuous axis, so dimension headers cannot host one. The help explicitly says not to choose the same field and aggregation in both Value areas. The web version of the band dialog also exists, so bands are not limited to Desktop.

Question 6

Get Cloudy Consulting wants a field that returns, for each [Practice Area], the average of each client's total billings, and the value must not depend on the dimensions in the view. Which calculation should the data analyst write?
A. {FIXED [Practice Area] : AVG({FIXED [Practice Area], [Client ID] : SUM([Billings])})}
B. {FIXED [Practice Area] : ATTR({FIXED [Practice Area], [Client ID] : SUM([Billings])})}
C. {FIXED [Practice Area] : WINDOW_AVG(SUM([Billings]))}
D. {FIXED [Practice Area] : {FIXED [Practice Area], [Client ID] : SUM([Billings])}}

Accepted Answer

Correct answer: A. {FIXED [Practice Area] : AVG({FIXED [Practice Area], [Client ID] : SUM([Billings])})}
The inner FIXED expression totals billings per practice area and client, and the outer FIXED averages those client totals per practice area without regard to the view. The aggregate expression of an LOD must be aggregated, and ATTR is not a supported aggregation there. Table calculations such as WINDOW_AVG are not permitted inside an LOD expression. Nesting the inner expression without any aggregation breaks the rule that the outer aggregate expression must be aggregated.

Question 7

Ursa Major Solar's data analyst builds a Tableau Desktop dashboard for regional managers with a Multiple Values (List) filter card on [Site Name]. Managers want to tick several sites and have the view update only after they confirm their choice. They also want to switch the card themselves between keeping the ticked sites and removing them from the view. Which two Customize options should the data analyst turn on? Choose 2 answers.
A. Show More/Fewer button
B. Show Readouts
C. Show Include/Exclude
D. Show Apply Button
E. Show Slider

Accepted Answer

Correct answer: C. Show Include/Exclude | D. Show Apply Button
Show Apply Button adds an Apply button at the bottom of the card so changes take effect only when it is clicked, and it is available for multiple values lists and dropdowns. Show Include/Exclude puts the Include Values and Exclude Values commands on the filter card menu, so managers can switch the filter between keeping and removing the ticked sites. Show Readouts and Show Slider control the minimum and maximum text and the slider of a range filter, which a list of site names does not have. Show More/Fewer button only changes how much of the card is shown, not when or how the filter is applied.

Question 8

Get Cloudy Consulting marks refurbished items by including the word "Refurb" somewhere in [Product Name], for example "Laptop Refurb 14in" or "Refurb Monitor". The data analyst needs a Boolean calculated field that is true whenever "Refurb" appears anywhere in the name. Which two calculations meet the requirement? Choose 2 answers.
A. FIND([Product Name], "Refurb") > 0
B. CONTAINS([Product Name], "Refurb")
C. ENDSWITH([Product Name], "Refurb")
D. STARTSWITH([Product Name], "Refurb")
E. LEFT([Product Name], 6) = "Refurb"

Accepted Answer

Correct answer: A. FIND([Product Name], "Refurb") > 0 | B. CONTAINS([Product Name], "Refurb")
CONTAINS returns true when the string contains the substring at any position, and FIND returns the substring's position or 0 when it is missing, so comparing FIND to 0 also gives a Boolean that is true for any position. STARTSWITH and the LEFT comparison only detect names that begin with "Refurb", so "Laptop Refurb 14in" would be false. ENDSWITH only detects names ending with the word, so neither example qualifies. Depending on the data source, CONTAINS may be case sensitive, so the analyst should match the exact casing used in the data.

Question 9

A Cloud Kicks data analyst set the current value of an integer parameter that accepts any value to refresh from a FIXED calculation. After an upstream data change, the calculation returns null when the workbook opens. How does the parameter behave?
A. The current value becomes null, and every calculation using the parameter returns null
B. The current value falls back to 1, the default fallback value for integer parameters
C. Tableau refuses to open the workbook until the calculation returns a non-null value
D. The current value keeps the latest valid value the parameter had before the failure

Accepted Answer

Correct answer: D. The current value keeps the latest valid value the parameter had before the failure
When the default field fails to return a value, for example because it returns null, the parameter's current value keeps the latest valid value. The fallback values by data type, such as 1 for integers, are assigned only when the list of values is empty and the current value cannot be found in it, not for a null current-value calculation. Tableau does not set the parameter to null and does not block the workbook from opening.

Question 10

Cumulus Financial shows a Difference From table calculation, relative to Previous and computed across YEAR(Close Date), for deposits from 2022 through 2025. The 2022 column is blank because it has no prior year. The data analyst filters 2022 out of the view, and now the 2023 column is blank too. How should the data analyst remove the 2022 column while keeping the 2023 differences?
A. Convert the filter to a data source filter so 2022 is excluded before the query runs
B. Change Relative to from Previous to Next so that 2023 is compared with 2024
C. Hide the 2022 column instead of filtering it, so 2022 stays in the calculation
D. Add the YEAR(Close Date) filter to context so that it runs after the table calculation

Accepted Answer

Correct answer: C. Hide the 2022 column instead of filtering it, so 2022 stays in the calculation
Table calculations only consider data that remains in the view, so filtering out 2022 leaves 2023 without a previous year; Tableau recommends hiding the column instead, which keeps the calculation intact. A context filter still runs before table calculations and would remove 2022 from the computation in the same way. Changing Relative to Next changes the meaning of every difference rather than fixing the blank column. A data source filter removes 2022 even earlier, so 2023 would still have nothing to compare with.

Question 11

A Cumulus Financial data analyst has a [Product Family] group field with Include 'Other' turned on. In the Edit Group dialog, she selects two members of the Premium Cards group and clicks Ungroup, then clicks OK. Where do those two members appear in the view?
A. Both members form a new group that Tableau names automatically from the combined member names
B. Each member appears as its own separate mark, with its original name, next to the remaining groups
C. Both members are removed from the view until they are added to a different named group again
D. Both members move into the Other group, because ungrouped members join Other when it is enabled

Accepted Answer

Correct answer: D. Both members move into the Other group, because ungrouped members join Other when it is enabled
Tableau Help states that when you ungroup members and the group field has an Other group, the members are added to the Other group. They would only appear as separate members if Include 'Other' were turned off. Ungrouping never removes members from the data or the view. A new automatically named group is created only when members are selected and the Group button is clicked, not when they are ungrouped.

Question 12

At Get Cloudy Consulting, a utilization dashboard has a filter action that runs on Select from a consultant scatter plot to a timesheet table. When managers drag across many marks at once, the table changes in ways that confuse them, so the action should run only when exactly one consultant mark is selected. What should the dashboard author change in the filter action?
A. Change Target Filters from All Fields to Selected Fields, with only the Consultant Name field mapped to the table
B. Set Clearing the selection to Leave the filter, so a group selection keeps the table at the last single consultant
C. Keep Run action on set to Select and also select the Single-select only option for the action
D. Change Run action on to Hover, so the timesheet table updates only for the single mark that is under the cursor

Accepted Answer

Correct answer: C. Keep Run action on set to Select and also select the Single-select only option for the action
For filter actions that run on Select, the Single-select only option stops the action from running when multiple marks are selected. Switching to Hover runs the action whenever viewers point at marks, which changes the trigger but does not restrict the action to single selections. Leave the filter only controls what the target shows after the selection is cleared, not what happens when several marks are selected. Selected Fields limits which fields are sent as filters, but several selected consultants would still be passed to the table.

Question 13

Northern Trail Outfitters shows a bar chart with [Region] and then [Sub-Category] on Rows and SUM([Sales]) on Columns. The VP wants the sub-categories ranked by their own sales inside each region, so the order can differ from region to region. The data analyst clicked the sort icon on the Sub-Category field label, and now the sub-categories appear in the same order in every region. What should the analyst do?
A. Open the Sort dialog for [Sub-Category] and choose Data Source Order to keep the order in each region
B. Select [Region] and click Sort Descending on the toolbar so Tableau ranks the regions by their total sales
C. Move [Region] from Rows to the Filters shelf so that the field label sort is applied within each region
D. Open the Sort dialog for [Sub-Category] and choose Nested, sorting by SUM([Sales]) in descending order

Accepted Answer

Correct answer: D. Open the Sort dialog for [Sub-Category] and choose Nested, sorting by SUM([Sales]) in descending order
A field label sort gives a non-nested sort by default, ordering sub-categories by their total across all panes, so the order repeats in every region; a nested sort considers each pane independently, which is what the VP wants, and sorting from the axis would also give a nested sort. Sorting the regions with the toolbar orders Region, not the sub-categories inside each region. Data Source Order follows how the data is stored, not sales. Moving Region to Filters removes the regional panes, so there is nothing to rank within.

Question 14

A dashboard author at Cumulus Financial spent time giving one sheet on a finance dashboard custom padding, a border and a background color. Leadership now wants a newer version of that chart, built on a different worksheet, shown in the same spot with the same styling. What should the author do in Tableau Desktop?
A. Remove the sheet from the dashboard, drag the new worksheet into the gap and copy the old formatting across
B. Select the sheet on the dashboard, hover over the new worksheet in the Sheets list, and then click Swap Sheets
C. Duplicate the dashboard and rebuild the duplicate around the new worksheet, then delete the original dashboard
D. Use Data > Replace Data Source so the existing sheet on the dashboard reads from the newer worksheet instead

Accepted Answer

Correct answer: B. Select the sheet on the dashboard, hover over the new worksheet in the Sheets list, and then click Swap Sheets
Swap Sheets replaces a sheet on a dashboard in place, and Tableau keeps the padding, border and background color of the replaced item (you may still need to resize it or delete blank filters left from the old sheet). Removing the sheet and dragging in the new one loses the styling and forces manual rework. Replace Data Source swaps the data source behind fields, not one worksheet for another on a dashboard. Duplicating and rebuilding the dashboard is far more work and still does not carry the item's formatting over automatically.

Question 15

A data analyst at Cumulus Financial is finishing a story for a quarterly review. The compliance team wants the next and previous arrows removed from the story's navigator so that presenters move between points by clicking the captions. Where should the analyst make this change?
A. On the story's Layout tab, which offers navigator styles and the option to show or hide arrows
B. In the Publish Workbook dialog, by clearing the option that shows sheets as tabs to viewers
C. In the dashboard's Layout pane, by clearing Show title for the story's navigator item there
D. On the story's Format Story pane, which Tableau opens from Format > Story in Tableau Desktop

Accepted Answer

Correct answer: A. On the story's Layout tab, which offers navigator styles and the option to show or hide arrows
The story's Layout tab is where you choose a navigator style and show or hide the next and previous arrows. The Format Story pane controls shading, title and text object formatting, not navigation arrows. The dashboard Layout pane positions dashboard items and does not apply to a story's navigator. Show Sheets as Tabs in the Publish Workbook dialog controls sheet tabs on the server, not arrows inside a story.

Question 16

Universal Containers builds many worksheets in Tableau Desktop on one shipments data source. The logistics director wants the Air member of [Ship Mode] to appear as a triangle and Ground as a square in every view that uses [Ship Mode] on Shape, including views built next month. What should the data analyst do?
A. Right-click [Ship Mode] in the Data pane, choose Default Properties > Shape, and assign them
B. Save the shapes as a custom palette in the Shapes folder so that every view uses them
C. Copy Formatting from one finished worksheet and paste it onto each of the other worksheets
D. Choose Format > Workbook and pick the triangle and square under the workbook's shape settings

Accepted Answer

Correct answer: A. Right-click [Ship Mode] in the Data pane, choose Default Properties > Shape, and assign them
Setting Default Properties > Shape on the field in the Data pane sets its default shape encoding, and shape encodings are shared across worksheets that use the same data source, so current and future views pick up the triangle and square. Format > Workbook controls workbook fonts, lines and color palettes, not shape assignments for field members. Adding shape files as a palette in the Shapes folder only makes the shapes available to choose from; each member still has to be assigned a shape. Copy Formatting pastes Format pane settings, which do not include a field's shape encoding.

Question 17

Universal Containers runs Tableau Server 2024.2. A data analyst plans to publish several Tableau Prep Builder flows that each have two output steps set to Publish as a data source. Which two statements are true? Choose 2 answers.
A. Users with the Explorer (can publish) site role can be given Web Edit on the flows so they can change the flow steps in the browser
B. Publishing any flow to Tableau Server requires Data Management, even if the flow will only be run manually from the web
C. Data Management with Tableau Prep Conductor enabled is needed only to run the flows on a schedule, not to publish them or run them manually
D. All output steps set to Publish as a data source must point to the server or site where the flow is published, although the projects can differ
E. Each output step can publish to a different Tableau Server site, as long as the analyst signs in to each site before publishing

Accepted Answer

Correct answer: C. Data Management with Tableau Prep Conductor enabled is needed only to run the flows on a schedule, not to publish them or run them manually | D. All output steps set to Publish as a data source must point to the server or site where the flow is published, although the projects can differ
Since version 2020.4.1, Data Management is not required to publish flows or run them manually on the web; it is required, with Prep Conductor enabled, only to run flows on a schedule. Output steps set to Publish as a data source must all point to the same server or site where the flow is published, though they can target different projects there. That same rule means outputs cannot go to different sites. The site role table shows Web Edit on flows is available only to the Creator site role, so Explorer (can publish) cannot web edit flows.

Question 18

A sales director at AW Computing opens a pipeline dashboard on Tableau Server, filters it to the West region, and subscribes himself and his managers. The weekly subscription emails show all regions instead of West only. What should he do so the emails show West only?
A. Change the subscription format from PNG image to PDF, which keeps the filters applied at the time he subscribed
B. Save a custom view with the West filter applied, then subscribe the managers to that custom view
C. Subscribe again while the West filter is applied, this time choosing the entire workbook instead of the view
D. Set the frequency to When Data Refreshes, which captures the filters that were applied when he subscribed

Accepted Answer

Correct answer: B. Save a custom view with the West filter applied, then subscribe the managers to that custom view
Filters applied to a view aren't reflected in a subscription; Tableau Help says to save a custom view with those filters and subscribe users to that view. Subscribing to the entire workbook instead of the view still ignores filters applied in his session. The snapshot format (PNG or PDF) does not change which filters apply. The When Data Refreshes option changes when the email is sent, not what the view shows.

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