TCC-C01 Tableau Certified Consultant Questions and Answers

The correct calculation for classifying profit margins into categories based on specified thresholds involves the use of conditional statements that check ranges in a logical order:

• Highly Profitable Classification: The first condition checks if the profit margin is 50% or more. This must use the ">=" operator to include exactly 50% as "Highly Profitable".
• Profitable Classification: The next condition checks if the profit margin is between 0% and 50%. Since any value falling at or above 50% is already classified, this condition only needs to check for values greater than or equal to 0%.
• Unprofitable Classification: The final condition captures any remaining scenarios, which would only be values less than 0%.

References:

• Logical Order in Conditional Statements: It is crucial in programming and data calculation to ensure that conditions in IF statements are structured in a logical and non-overlapping manner to accurately categorize all possible values.

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>operator is used to compare these two values to determine if the sales for each order exceed the regional average.

ReferencesThis 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.

ReferencesThis 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.

Using an extract filter is an effective way to reduce the amount of data in a Tableau extract. Extract filters allow you to specify a subset of the data to include, which can significantly decrease the size of the extract by excluding unnecessary data. This is particularly useful when you only need partial data from a larger SQL Server data source.

References:The recommendation to use extract filters to reduce data size is supported by Tableau’s best practices for optimizing extracts.These practices suggest keeping the extract’s data set short through filtering1.Additionally, discussions in the Tableau Community confirm that hiding fields and using extract filters before extracting data can help reduce the extract size2.

When dealing with large datasets in SQL Server and needing to create a manageable extract in Tableau, using an extract filter is the most direct and effective method to limit the data included:

• Extract Filter: This involves setting filters that apply directly when the data is extracted from the source. This means that only the data meeting the specified criteria will be extracted and loaded into Tableau, significantly reducing the size of the extract.
• To apply an extract filter, in the Data Source page in Tableau, drag the fields you want to filter by to the Filters shelf. Then, configure the desired filter criteria. When you create the extract, choose the option to "Add Filters to Extract" and select the configured filters. This ensures that only the data that meets these conditions is extracted from the SQL Server.

This approach not only minimizes the data volume but also speeds up performance in Tableau because it processes a smaller subset of the full dataset.

ReferencesThis procedure is described in detail in Tableau's help documentation on managing extracts and optimizing performance by using extract filters, which is recommended for scenarios involving large datasets or when specific subsets of data are required for analysis.

To correctly calculate the percent of total sales for a particular region compared to all regions, and to ensure that the calculation does not get inadvertently recalculated with each region filter application, the recommended calculation is:

• {FIXED [Region]: sum([Sales])}: This part of the formula computes the sum of sales for each region, regardless of any filters applied to the view. It uses a Level of Detail expression to fix the sum of sales to each region, ensuring that filtering by regions won't affect the calculated value.
• SUM([Sales]): This part computes the total sum of sales across all regions and is recalculated dynamically based on the filters applied to other parts of the dashboard or worksheet.
• Combining the two parts: By dividing the fixed regional sales by the total sales, we get the proportion of sales for each region as compared to the total. This calculation ensures that while the denominator adjusts according to filters, the numerator remains fixed for each region, accurately reflecting the sales percentage without being affected by the region filter directly.

ReferencesThis calculation follows Tableau’s best practices for using Level of Detail expressions to manage computation granularity in the presence of dashboard filters, as outlined in the Tableau User Guide and official Tableau training materials.

For modeling shipping costs based on varying vendor contracts and ensuring speed in dashboard performance, the suggested approach involves:

• Calculated Field with Parameter: Utilize a calculated field that dynamically references a user-selected parameter for the shipping vendor. This parameter adjusts the cost calculations based on selected vendor characteristics (like volume and speed).
• Aggregate Results: After calculating individual shipping costs, aggregate these costs to provide a concise, summarized view of potential expenses for the upcoming week. This method ensures the dashboard remains performant by reducing the load of processing individual line items in real-time.
• Why This Works: By using parameters and calculated fields, the dashboard can quickly adapt to user inputs without needing to re-query the entire dataset. Aggregating the results further improves performance and user experience by simplifying the output.

ReferencesThis strategy leverages Tableau's capability to handle dynamic calculations with parametersand is recommended for scenarios where performance and user-driven interaction are priorities. Tableau’s performance optimization resources and dashboard design guidelines detail these techniques.

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:
• Start Performance Recording:
• Open the Property Transactions Dashboard and Reset Filters:
• Stop the Performance Recording:
• Save the Performance Recording:
• Create a New Worksheet for Performance Analysis:
• Customize and Finalize the Bar Chart:
• Save Your Work:

References:

• Tableau Help Documentation: Provides guidance on how to start and stop performance recordings and analyze them.
• Tableau Visualization Techniques: Offers tips on creating effective bar charts for performance data.

By following these steps, you have successfully recorded and analyzed the performance of the Property Transactions dashboard, providing valuable insights into how each component of the dashboard contributes to the overall load time. This analysis is crucial for optimizing dashboard performance and ensuring efficient data visualization.

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:
• Construct the Pareto Chart:
• Add Reference Lines for the Pareto Principle:
• Adjust the Appearance of the Chart:
• Save Your Changes:

References:

• Tableau Help: Offers detailed guidance on creating Pareto charts and adding reference lines.
• Tableau Visualization Best Practices: Provides tips on effectively displaying cumulative data and principles such as Pareto.

By following these steps, you will have successfully enhanced the City Pareto worksheet to include a complete Pareto chart with reference lines that illustrate how the sales data compares to the Pareto principle, making it easier to analyze and communicate the distribution of sales across cities.

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:
• Create a Calculation for Year-over-Year Percentage Change:

(ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))

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• Replace the Original Measure with the Year-over-Year Percentage Change in the Crosstab:
• Save Your Changes:

References:

• Tableau Help: Offers guidance on creating calculated fields and using table calculations.
• Tableau Desktop User Guide: Provides instructions on formatting and saving worksheets.

These steps allow you to manipulate data within Tableau effectively, using table calculations to analyze trends and changes in sales data by category and segment over years.

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:
• Calculate Cumulative Sales Percentage:

(RUNNING_SUM(SUM([Sales])) / TOTAL(SUM([Sales])) [Sales]))

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• Add the Cumulative Sales Percentage Line to the Chart:
• Format the Cumulative Sales Percentage Line:
• Save Your Changes:

References:

• Tableau Help: Provides additional details on creating calculated fields and customizing line charts.
• Tableau User Guide: Offers extensive instructions on formatting charts, including line types and axis synchronization.

By following these steps, you will successfully add a cumulative sales percentage line to your chart, enhancing the visualization to reflect the incremental contribution of each product to the overall sales in a dynamic and informative manner.

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:
• Format and Shape the Data:
• Calculate Total Number of Records:
• Enter the Value into the Total Records Parameter:
• Save Your Changes:

References:

• Tableau Desktop Guide: Provides detailed instructions on managing data types, creating calculated fields, and updating parameters.
• Tableau Data Shaping Techniques: Outlines effective methods for manipulating and structuring data for analysis.

This process will ensure the data in the "US Population Estimates" is accurately shaped according to the specified format and that the total number of records is correctly calculated and entered into the designated parameter. This thorough approach ensures data integrity and accuracy in reporting.

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:
• Modify the Percent Contribution Calculated Field:

{FIXED [Manufacturer]: SUM([Quantity])} / {SUM([Quantity])}Quantity])}

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• Enter Percentage for Newell:
• Save Your Changes:

References:

• Tableau Help: Offers detailed guidance on using LOD expressions for precise and context-independent aggregations.
• Tableau Desktop User Guide: Provides comprehensive instructions on managing calculated fields and parameters, ensuring accurate data analysis.

By following these steps, you will have successfully updated the calculation for percent contribution using LOD expressions, providing a more accurate analysis of each manufacturer's contribution to the total quantity. Moreover, updating the parameter with Newell's specific contribution rounds out the task by reflecting precise data inputs for reporting or further analysis.