Salesforce Analytics-DA-201 Exam (page: 2)
Salesforce Certified Tableau Data Analyst
Updated on: 11-Dec-2025

HOTSPOT (Drag and Drop is not supported)
You have the following dataset.



Yon need to calculate the ranking shown in the Rank field. How should you complete the formula? (Use the dropdowns in the Answer Area to select the correct options to complete the formula ?

  1. See Explanation for the Answer.

Answer(s): A

Explanation:

To calculate the ranking shown in the Rank field, you need to use the RANK_UNIQUE function, which returns the unique rank of each value in a partition. You need to specify the expression as

SUM([Sales]), which calculates the total sales for each product. You also need to specify the order as descending, which means that the highest sales will have the lowest rank. Finally, you need to specify the restart as every [Category], which means that the ranking will reset for each category.


Reference:

https://help.tableau.com/current/pro/desktop/en- us/functions_functions_tablecalculation.htm https://help.tableau.com/current/pro/desktop/en- us/calculations_calculatedfields_lod_rank.htm



You have the Mowing dashboard.



Which two elements are floating? Choose two.

  1. The state filter
  2. The color legend
  3. The map
  4. The Rate of Obesity chart
  5. The little

Answer(s): A,D

Explanation:

In Tableau dashboards, floating elements are those that can be freely moved over the dashboard canvas without being snapped into the tiled layout. The floating elements are often indicated by their standalone frames and the ability to overlap with other dashboard items. From the provided image, the state filter and the Rate of Obesity chart can be identified as floating if they can be moved independently of the tiled grid layout that constrains other elements.



You have a database that includes field named sales, City and Region. You have the following chart that shows the number of sales made in different cities.



You want to dynamically show the corresponding region when users hover their mouse over any of the bars.
What should you do?

  1. Right-click a in the chat, select Annotate and then select Mark.
  2. Right-click a bar in the chart select Mark Label and then select Always show.
  3. Edit the aliases for City.
  4. Drag Region to Tooltip on the Marks card

Answer(s): D

Explanation:

To show the corresponding region when users hover their mouse over any of the bars, you need to drag Region to Tooltip on the Marks card. This will add Region as a field in the tooltip text that appears when users hover over a mark. You can also customize the tooltip text by editing it in the Tooltip dialog box.


Reference:

https://help.tableau.com/current/pro/desktop/en- us/buildmanual_shelves.htm https://help.tableau.com/current/pro/desktop/en- us/formatting_tooltips.htm

To show additional information such as the corresponding region when hovering over a bar in Tableau, you can drag the 'Region' field to the 'Tooltip' shelf on the 'Marks' card. This will ensure that when a user hovers over a bar representing a city, the tooltip will dynamically display the region associated with that city.



You want to connect a Tableau workbook to a dataset in a Microsoft Excel spreadsheet.
What should you do from Tableau Desktop?

  1. From the Data menu select New Data Source
  2. From the Data menu select Replace Data Source
  3. From the File menu select Import Workbook
  4. From the File menu select New

Answer(s): A

Explanation:

To connect a Tableau workbook to a dataset in a Microsoft Excel spreadsheet, you need to select New Data Source from the Data menu. This will open the Connect pane, where you can choose Microsoft Excel as your data source and browse for your spreadsheet file. You can then drag and drop your sheets or tables to join or union them in the data source page.


Reference:

https://help.tableau.com/current/pro/desktop/en-us/connect_basic.htm https://help.tableau.com/current/pro/desktop/en-us/connect_excel.htm When connecting to a dataset in Tableau Desktop, you would go to the 'Data' menu and select 'New Data Source'. This allows you to connect to various types of data sources, including Microsoft Excel spreadsheets, where you can then select the specific file you wish to connect to.



You plan to create a visualization that has a dual axis chart. The dual axis chart will contain a shape chart and a line chart will use the same measure named Population on the axis. You need to configure be shapes to be much larger than the line.
What should you do?

  1. Duplicate Population Drag the duplicate to the second Marks card and configure the see of the marks independently
  2. Create a custom shape that is larger than the default shape and add the shape to the Shapes folder in My Repository
  3. For the second axis select Shape on the Marks card From Select Shape Palette select Custom and then select Reset
  4. Change Population to a discrete dimension

Answer(s): A

Explanation:

To configure the shapes to be much larger than the line, you need to duplicate Population and drag it to the second Marks card. This will create a dual axis chart with two measures on one axis. You can then select Shape on one Marks card and Line on another Marks card, and adjust the size of each mark independently using the Size slider or menu.


Reference:

https://help.tableau.com/current/pro/desktop/en-us/multiplemeasures_dualaxes.htm https://help.tableau.com/current/pro/desktop/en-us/marks_markproperties_size.htm

In a dual-axis chart in Tableau, if you want to have two different visual mark types (like a shape and a line) and configure them differently (such as making one larger than the other), you would need to duplicate the measure. You then drag this duplicate to the second Marks card (which represents the second axis). There, you can adjust the size of the marks (shapes, in this case) independently of the line marks on the first Marks card.



You have a dashboard that contains confidential information about patients health. The data needs to always be up to date tor a team of healthcare workers How should you share me dashboard with the healthcare workers?

  1. Publish the dashboard to Tableau Public
  2. Print the dashboard to PDF
  3. Publish the dashboard to Tableau Server
  4. Export the dashboard as a .twbx

Answer(s): C

Explanation:

To share a dashboard that contains confidential information about patients health and needs to always be up to date for a team of healthcare workers, you should publish it to Tableau Server. This will allow you to control who can access and interact with your dashboard, as well as schedule automatic refreshes of your data source or extract. Publishing to Tableau Public would expose your data to anyone on the internet, printing to PDF would not update your data, and exporting as a .twbx would require sending a large file that might not be compatible with other versions of Tableau.


Reference:

https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_tableauserver.htm When sharing sensitive and confidential information that needs to be kept up-to-date, such as patient health data for a team of healthcare workers, the best practice is to publish the dashboard to Tableau Server. Tableau Server is designed for secure, controlled access and can be configured to ensure that data is refreshed as needed. Publishing to Tableau Public is not secure for confidential data, printing to PDF or exporting as a .twbx does not allow for live data updates.



You have the following dataset.



Which Level of Detail (LOD) expression should you use to calculate tie grand total of all the regions?

  1. {FIXED: [Region] SUM Sales}
  2. {FIXED: SUM Sales}
  3. {Fixed: [Region]: TOTAL Sales}
  4. {FIXED: TOTAL (Sales)}

Answer(s): B

Explanation:

The correct Level of Detail (LOD) expression to calculate the grand total of sales across all regions would be {SUM(Sales)}. The FIXED expression is not needed here because we are not computing the sum at the level of each region, but rather the total sum across all regions. The FIXED keyword is typically used to aggregate at a certain level regardless of the view.

https://help.tableau.com/current/pro/desktop/en-
us/functions_functions_tablecalculation.htm#TOTAL



You have the following data source in tableau Server.



You need to ensure that the data is updated every hour.
What should you select?

  1. New
  2. Extract Refreshes
  3. Connected Workbooks
  4. Connections

Answer(s): B

Explanation:

To ensure that the data is updated every hour, you need to select Extract Refreshes from the data source menu on Tableau Server. This will allow you to add a new extract refresh schedule or edit an existing one. You can specify the frequency and time of the refresh, as well as any custom options or credentials. New will create a new data source, Connected Workbooks will show you which workbooks use this data source, and Connections will show you which tables or files are connected to this data source.


Reference:

https://help.tableau.com/current/server/en-us/refresh_extracts.htm https://help.tableau.com/current/server/en-us/refresh_extracts_add.htm

To ensure that the data is updated every hour on Tableau Server, you would need to go to the

"Extract Refreshes" option. Here, you can schedule the data extracts to refresh at the desired frequency, which in this case would be every hour.



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