TDA-C01 - Tableau Certified Data Analyst Exam

To filter regions based on the highest sales and allow users to specify the number of regions shown, you should perform these actions in order:

Answer area:

• Create an integer data type parameter named Param1.
• Drag Region to the Filters shelf.
• Configure a Top filter by field. Use Param1 and filter by the sum of Sales.

 To create a dynamic filter that lets users choose the number of regions to display, you need to use a parameter and a top filter. A parameter is a user-defined variable that can be used in calculations, filters, and reference lines. A top filter is a type of filter that shows only the top or bottom N values based on a specified field or expression.

In this question, you want to filter regions based on the highest sales. You also want users to be able to specify the number of regions shown. To achieve this, you need to follow these steps:

• First, you need to create an integer data type parameter named Param1. This parameter will allow users to enter a number that will determine how many regions to show. You can create a parameter by right-clicking on the Data pane and selecting Create Parameter. Then, you need to specify the name, data type, current value, and allowable values for the parameter. In this case, you can choose Integer as the data type, 10 as the current value, and All as the allowable values. You also need to show the parameter control by right-clicking on the parameter and selecting Show Parameter Control. This will display a slider or a text box where users can enter or adjust the parameter value.
• Next, you need to drag Region to the Filters shelf. This will open the Filter dialog box, where you can choose how to filter the Region field. You can filter by general, wildcard, condition, or top. In this case, you want to filter by top, so you need to select the Top tab.
• Finally, you need to configure a top filter by field. Use Param1 and filter by the sum of Sales. This will filter the Region field by showing only the top N regions based on the sum of Sales, where N is the value of the parameter Param1. You can configure a top filter by field by selecting By field in the Top tab, then choosing the parameter Param1 from the drop-down list, and selecting the aggregation function Sum and the field Sales from the other drop-down lists. This will create a filter expression that looks like this: Top Param1 by SUM(Sales).

By following these steps, you will create a filter that shows only the regions with the highest sales, and allows users to change the number of regions shown by adjusting the parameter value.

References:

• Tableau Certified Data Analyst Exam Prep Guide, page 10, section “Filtering Data”
• Tableau Help: Parameters
• Tableau Help: Top Filters

• Using relationships: You can use relationships to link the secondary data source with the primary data source based on a common field. This will allow you to use fields from both data sources in your visualization without creating new fields or duplicating data. You can then replace references to update the dimension values. For example, you can use relationships to link the updated dorm codes with the primary data source and then replace Dorm_Code with Dorm_Code_New in your visualization.

https://community.tableau.com/s/question/0D54T00000C5ldZSAR/update-data-view-based-on-dimension

To update existing visualizations with new codes without changing the field name, using relationships to bring in the secondary data source is appropriate. Then using Replace References allows you to update the references from the old dorm codes to the new ones while maintaining the existing field name.

Replace Data Source

Replace Data Source is a feature that allows you to replace one data source with another one that has the same or similar fields and structure. It updates all the worksheets that use the original data source with the new one, without reloading the data. In this case, you want to replace the data source that contains order data from 2019 with the one that contains order data from 2020.

To replace the data source, you need to do the following steps:

• Go to the Data Source tab at the bottom of the workbook to see the data source page. You will see a table that shows the fields and values from the original data source.
• Click on the drop-down arrow next to the data source name at the top of the page and select Replace Data Source from the menu. This will open a dialog box that allows you to replace your data source with another one.
• Select the data source that contains order data from 2020 from the list of available data sources and click OK. This will replace your original data source with the new one and update your worksheet accordingly. You may need to fix any broken fields or calculations that result from the replacement.

References: https://help.tableau.com/current/pro/desktop/en-us/datasource_replace.htm https://help.tableau.com/current/pro/desktop/en-us/datasource_replace_workbook.htm