Tableau Desktop QA Exam Guide
DesktopQA_ExamGuide
DesktopQA_ExamGuide
DesktopQA_ExamGuide
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Desktop Qualified Associate Exam Guide Exam Details This document provides information on the structure of the exam, along with the knowledge and skills being measured. This document is not intended to build product knowledge. Awarded Credentials Upon successful completion of this exam, you will be awarded the title of Tableau Desktop Qualified Associate. This title is active for two years from the date achieved. Target Audience This exam is for those who have a comprehensive understanding of functionality in Tableau Desktop and at least five months of applying this learning in the product. Prerequisites There are no prerequisites for this exam. System Preparation For a successful exam experience, ensure your computer, network, and the physical environment are properly configured. This includes running a system tech-check before the exam. Review our Required: Exam Setup document for complete details. Learning Resources The best preparation is experience and time with the product. During the exam, you will have access to public, online resources aside from sites or applications allowing for communication. We also encourage you to complete the Desktop I: Fundamentals and Desktop II: Intermediate classroom courses. Information on these courses can be found here. Exam Format Time Limit: 2 hours (Please plan for extra time for online exam setup) Passing Score: 75% Number of Questions: 36 Scoring: Automatically scored; point value varies per question type with hands-on worth more Question Format: Multiple choice, multiple response, true/false, hands-on Language(s) Offered: English, Japanese, Simplified Chinese, German, French, Brazilian Portuguese, International Spanish Delivery Platform: Windows Virtual Machine containing Tableau Desktop For questions, email certification@tableau.com or visit tableau.com/certification. Desktop Qualified Associate Exam Guide January 2018 Skills Measured Data Connections - 23% • Understand how to connect to Tableau Server • Understand Performance Optimization • Parallel query • Data engine vectorization • Parallel aggregation • External query caching • Query fusion • Understand how to use Automatic & Custom Split • Understand how to join tables from single and multiple databases • Understand how to use Data Preparation • Blending • Metadata Grid • Pivot • Union • Data Interpreter • Understand connection options • Understand how to connect to different file types • Understand data extract capabilities • Understand Shadow extracts Organizing & Simplifying Data - 10% • Understand how to: • Filter data • Sort data • Build groups • Build hierarchies • Build sets Field & Chart Types - 15% • Understand discrete v. continuous • Understand measure names and measure values • Understand generated fields • Understand how and when to build: Desktop Qualified Associate Exam Guide • • Histograms • Heat maps • Tree maps • Bullet graphs • Combined Axis Charts • Dual Axis Charts • Scatter Plots • Data Highlighter • Cross tabs • Motion charts • Bar in bar charts • Box plots • Gantt Bar Charts • Paretos • Sparklines Understand how to effectively use titles, captions and tooltips • Understand how to edit axes • Understand mark labels and annotations Calculations - 17% • Understand how to: • Manipulate string and date calculations • Create quick table calculations • Use LOD calculations; types of LOD calculations • Use Ad-hoc calculations • Work with aggregation options • Build logic statements • Build arithmetic calculations • Build grand totals and sub-totals • Use calculations in join clauses January 2018 Skills Measured Mapping - 9% • • Understand how to use: • Pan & Zoom • Filtering • Map layering • Custom territories • Lasso & Radial selection Understand how to modify locations within Tableau • Understand how to import and manage custom geocoding • Understand how to use a background image map • Understand how to use Geographic search • Understand how to connect to spatial files Analytics - 15% • Understand how to use: • Reference Lines • Reference Bands • Trend Lines • Trend Model • Forecasting Desktop Qualified Associate Exam Guide • Drag & Drop Analytics • Box Plot • Reference distributions • Statistical summary card • Instant Analytics Dashboards - 11% • Understand publishing & sharing options • Understand how to build dashboards • Understand dashboard actions • Understand Device Designer • Understand how to create a drill down report • Understand how to utilize visual best practices for dashboard design Timeliness Completing a task effectively and efficiently has become a standard that organizations expect from employees. This exam is timed because we view time as a critical competency needed to be successful. January 2018 Sample Questions The questions below are examples intended to give you a sense of how questions will look on the exam. It is not a learning resource for the Desktop product, nor does it provide the experience needed to successfully pass the exam. Sample questions are not indicative of exam difficulty. A solution section follows. You are encouraged to work through your own solutions first before looking at the solutions provided. 1. To connect to multiple tables in a single data source at one time, what must be specified? a. A blend b. A calculation c. A join d. A hierarchy 2. Tableau can create worksheet-specific filters. a. True b. False 3. What does the box in a box plot represent? a. Maximum extent of the data b. The range of the middle half of the data points c. The median of the middle half of the data points d. The outliers of the data The following questions use the dataset Sample-Superstore Subset (Excel), which can be downloaded here. If you are unable to download the file, try accessing it from another internet browser. 4. What is the percent of total Sales for the ‘Home Office’ Customer Segment in July of 2012? a. 23.50% b. 23.97% c. 20.14% d. 32.56% 5. Find the top 10 Product Names by Sales within each region. Which product is ranked #2 in both the Central & West regions in 2011? a. Riverside Palais Royal Lawyers Bookcase b. Bush Mission Pointe Library c. Sharp AL-1530CS Digital Copier d. Global Troy Executive Leather Low Back Tilter Desktop Qualified Associate Exam Guide January 2018 6. In the Technology Product Category, which unprofitable state is surrounded by only profitable states? a. Colorado b. Missouri c. Wyoming d. Utah 7. If 2013 Sales numbers were expected to increase by 50% in the following year, what would be the total estimated sales for the Consumer Segment in 2014? a. $4,278,540 b. $816,999 c. $2,752,823 d. $802,365 8. In which Region do all Product Categories fall beneath the overall average profit? a. All Regions b. Central c. East d. South e. West 9. Which Product Sub-Category has a Shipping Cost to Sales ratio of above 3%? a. Tables b. Chairs & Chairmats c. Paper d. Binders and Binder Accessories 10. Find the customer with the lowest overall profit. What is his/her profit ratio? a. 2.35% b. 1% c. -17.54% d. -771.39% 11. Determine which State in the Central Region has the highest distribution of profits using interquartile ranges. a. South Dakota b. North Dakota c. Minnesota d. Iowa Desktop Qualified Associate Exam Guide January 2018 12. Look at the sum of profits for each Product Sub-Category. Which sub-category is $31,069 below the average profit across all categories? a. Appliances b. Bookcases c. Envelopes d. Paper 13. What percent of the total profit do the top 10 customers by Sales represent? a. 3.50% b. 5.03% c. 17.54% d. None of the Above 14. What was the Moving Average of Sales in June of 2012, including six months prior and six months after? a. $101,752 b. $180,036 c. $188,552 d. $286,170 15. Create a histogram showing the number of Sales using Sales Bins of $1,000. Which bins have profit ratios (profit as a percentage of sales) of more than 25%? (Select all that apply) a. 1,000 b. 3,000 c. 7,000 d. 8,000 e. 10,000 f. 11,000 g. 18,000 Desktop Qualified Associate Exam Guide January 2018 Solutions 1. To connect to multiple tables in a single data source at one time, what must be specified? c. A join 2. Tableau can create worksheet-specific filters. a. True 3. What does the blox in a box plot represent? b. The range of the middle half of the data points 4. What is the percent of total Sales for the ‘Home Office’ Customer Segment in July of 2012? b. 23.97% 5. Find the top 10 Product Names by Sales within each region. Which product is ranked #2 in both the Central & West regions in 2011? c. Sharp AL-1530CS Digital Copier 6. In the Technology Product Category, which unprofitable state is surrounded by only profitable states? a. Colorado 7. If 2013 Sales numbers were expected to increase by 50% in the following year, what would be the total estimated sales for the Consumer Segment in 2014? b. $816,999 8. In which Region do all Product Categories fall beneath the overall average profit? d. South 9. Which Product Sub-Category has a Shipping Cost to Sales ratio of above 3%? c. Paper Desktop Qualified Associate Exam January 2018 Additional Guidance Below there is additional guidance on a suggested method of finding the answer. You may find there are other ways determine the correct answer. The focus for this exam is the destination (i.e. accuracy), rather than the journey. 10. Find the customer with the lowest overall profit. What is his/her profit ratio? The answer to this question can be found by looking at profits by customer and sort ascending by profit. Once you identify your customer contributing the least to your profits, add a profit ratio calculation (Sum([Profit])/Sum([Sales])) to the label or tooltip. Desktop Qualified Associate Exam January 2018 11. Determine which State in the Central Region has the highest distribution of profits using interquartile ranges. The answer to this question can be found by showing Profit by State or Province, disaggregating your measures, and showing distribution. You can use the available box plot option, or choose distribution – quartiles – 4, to show quartiles. Desktop Qualified Associate Exam January 2018 12. Look at the sum of profits for each Product Sub-Category. Which sub-category is $31,069 below the average profit across all categories? The answer to this question can be found by creating a table calculation looking at the sum of profit and subtracting from the window average (SUM([Profit]) –WINDOW_AVG(SUM([Profit]))). Using the calculation in your view and applying the label will reveal the difference from average for each subcategory. Desktop Qualified Associate Exam January 2018 Step-by-Step Below are step-by-step solutions for a suggested method of finding the answer. You may find there are other ways to determine the correct answer for each question. 13. What percent of the total profit do the top 10 customers by Sales represent? The answer to this question can be found by building a set for the top 10 Customers by Sales, then using that set in a view that uses the table calculation “percent of total.” a. Build a Set from Customer Name with the Top 1o by Sum of Sales. b. Include that Set in your view to display IN/OUT, along with Profit as the measure. Desktop Qualified Associate Exam January 2018 c. Convert Profit to a Table Calculation for Percent of Total. Final Response: Answer: b) 5.03% Desktop Qualified Associate Exam January 2018 14. What was the Moving Average of Sales in June of 2012, including six months prior and six months after? The answer to this question can be found by creating a view with Sales by continuous Month, then using a table calculation to present a moving average. a. Build a view with continous Month and Sum of Sales. b. Right-click on Sum(Sales) and choose Add Table Calculation. Select a Moving Average with Previous 6 Values and Next 6 Values, moving Across the table. c. Once complete, hover over June 2012 and the tooltip will give the specific answer. Answer: c)$188,552 Desktop Qualified Associate Exam January 2018 15. Create a histogram showing the number of Sales using Sales Bins of $1,000. Which bins have profit ratios (profit as a percentage of sales) of more than 25%? (Select all that apply) Creating this solution involves creating the bin of 1,000 each from Sales, including it in a view along with Sales shown as a Count, creating the Profit Margin calculated field, and filtering the view by Profit Margin greater than 25%. a. Right-click on Sales in the Measures pane and choose “Create” and “Bins”. Then change the bin size to 1000. Desktop Qualified Associate Exam January 2018 b. Once the bin is created, build a view with Sales (bin) on Columns and Sales on Rows. Then change Sales (on the Rows shelf) to the Count function. c. Create the Profit Margin calculated field and include it as a label. • Use the formula SUM([Profit])/SUM([Sales]). • Format the field as a percentage. • Drag the Profit Margin to the shelf label. d. Filter the view to only show bins with a Profit Margin of greater than 25%. • Drag Profit Margin to filter. • Choose “At Least” and the value “.25”. Final Answer: c) 7,000, d) 8,000, f) 11,000, g) 18,000 Desktop Qualified Associate Exam January 2018
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