Explanation

Tableau Online is a secure, organization-owned cloud site where workbooks need to be actively uploaded from Tableau Desktop so that colleagues can view, interact with, or edit them through a browser. The publishing process also handles permissions, projects, data-source embedding, and extract refreshes in one seamless step.

Correct Option

✅ D. From the Server menu, select Publish Workbook
This is the direct and complete way to get a workbook onto Tableau Online. Choosing Server → Publish Workbook opens a dialog that lets you select your Tableau Online site, pick the target project, set permissions, decide whether to embed credentials or publish the data source separately, and include extracts. After clicking Publish, the entire workbook (dashboards, sheets, stories, formatting) instantly becomes available online.

Incorrect Options

❌ A. From the Server menu → Tableau Public → Save to Tableau Public
Tableau Public is a completely separate free service designed for openly sharing visualizations with the entire internet. Workbooks published there are visible to anyone in the world, downloadable, and cannot be made private later. This has nothing to do with Tableau Online and would expose potentially sensitive data.

❌ B. From the File menu → Export Packaged Workbook
This only saves a .twbx file to your local drive. It bundles everything into a single package for sharing via email or file transfer, but the workbook never reaches Tableau Online automatically. Someone would still need to manually upload the .twbx through the web interface, losing the smoother publishing features (permissions, scheduling, version history).

❌ C. From the Server menu → Publish Data Source
Publishing the data source alone uploads only the connection or extract, not the visualizations. Colleagues on Tableau Online would see the data source in their list, but your carefully designed dashboards, layouts, calculated fields in the workbook context, and formatting would remain on your computer and never appear online.

Reference
Simple Steps to Publish a Workbook

Explanation

The Edit Data Source Filters dialog box is designed to manage filters that are applied to the entire data connection before any worksheet processing occurs. These filters are global and affect all worksheets using that data source. When you choose to apply a dimension filter from the Filters shelf to "All Using This Data Source," Tableau promotes this filter to the data source level, and it is subsequently listed in the Edit Data Source Filters dialog box.

Options Analysis

✔️ Correct Option: [D] A dimension filter on all the sheets
When an analyst applies a dimension filter on the Filters shelf of a worksheet and changes its scope to "All Using This Data Source," it is automatically recognized and listed in the Edit Data Source Filters dialog box. This is because a filter applied to all sheets using the same source functions as a data source filter, limiting the underlying data before it reaches any view.

❌ Incorrect Option: [A] A table calculation filter used on Sheet
Table calculation filters operate at the very last step of Tableau's Order of Operations, long after the data has been loaded and the view table has been created. They filter what is displayed based on aggregated results, but they do not filter the underlying data source. Therefore, a table calculation filter would never appear in the Edit Data Source Filters dialog.

❌ Incorrect Option: [B] A top N condition filter on a dimension in Sheet 1 and Sheet2
A Top N filter is a type of Dimension filter applied on the Filters shelf. However, it is fundamentally a worksheet-level filter unless its scope is explicitly set to "All Using This Data Source." Even when applied to a select set of sheets like Sheet 1 and Sheet 2, it remains a global filter, which is a separate scope from a true data source filter that applies to all sheets and is listed in the dedicated dialog.

❌ Incorrect Option: [C] A context filter on a dimension in Sheet3
A Context Filter is executed early in the query pipeline, but it is still a worksheet-level filter (or set of filters) designed to work within the confines of a single worksheet's data table before dimension filters are applied. It is not a global filter that applies to all worksheets equally and therefore does not get listed or managed in the Data Source Filters dialog box.

Reference 🔗
Tableau Help: Filter Data from Your Data Source: The official documentation states that when you create a data source filter, any global filters that use that data source are displayed automatically in the Edit Data Source Filters dialog box.

Explanation:

In this scenario, you are working with two incomplete tables, each containing partial data about books in a library. Since some books exist only in one table and not in the other, and your goal is to retain all data from both tables (no matter where the data resides), you need to use a join that captures everything.
A full outer join is the only join type that ensures:

➡️ All rows from Table A are included
➡️ All rows from Table B are included
➡️ When there's a match on a key (e.g., Book ID), data from both tables is combined
➡️ When there’s no match, rows from one table are still included, with null values for the missing columns from the other

This guarantees nothing is excluded—making it perfect when you’re combining incomplete datasets and need full coverage.

❌ Why other options are incorrect:

B. Right join: Only retains all rows from the right table, and matching rows from the left table. If the left table has unique records, they will be lost.

C. Left join: Retains all rows from the left table, and matching rows from the right. Records unique to the right table are excluded.

D. Inner join: Only includes rows where there is a match in both tables. Any unmatched rows in either table will be dropped—not acceptable if you want full data retention.

📘 Tableau Reference:
"A full outer join combines the results of both left and right outer joins. All records from both tables are included in the result set, with matches where possible and NULLs where no match is found."
🔗 Tableau Docs – Join Types

Explanation

The goal is to add a single horizontal line that acts as a baseline or target across the entire visualization, allowing for easy comparison of each bar's value against that fixed point. A reference line in Tableau is precisely designed for this purpose: to mark a constant value, an average, a sum, or a calculated parameter value across the axis.

✅ Correct Option: B (A reference line)
A reference line draws a single line across the axis to indicate a specific, constant value (e.g., a target, budget, or previous year's maximum). It is a simple and effective way to instantly show if the bars (the data points) are above or below a key benchmark. This matches the required visualization, which shows one fixed horizontal line.

❌ Incorrect Option: A (A reference band)
A reference band shades an area between two values on the axis (e.g., Min and Max, or 80th and 100th percentile). It is used to highlight a range of acceptable or target values, which is different from showing a single, fixed benchmark line.

❌ Incorrect Option: C (An average line)
An average line is a specific type of reference line that is automatically calculated as the average of the measure currently in the view. While it results in a single line, if the desired line is a specific, pre-determined value (e.g., a fixed sales target of $10,000) and not the calculated average of the displayed data, then the more general Reference Line option is the correct choice to ensure flexibility and accuracy.

❌ Incorrect Option: D (A distribution band)
A distribution band shades the area of the distribution of values, such as the area within one or two standard deviations, or within a specific percentile range (e.g., the middle 60%). Similar to a reference band, it highlights a range (a band), not a single, fixed line.

🔗 Reference
Reference Lines, Bands, Distributions, and Boxes

Explanation

For financial dashboards to look professional and consistent, every instance of monetary values should display the dollar symbol, proper decimals, and thousand separators without the analyst having to format each view separately. Tableau provides a dedicated field-level setting that automatically applies currency formatting everywhere the measure appears in the workbook, saving time and preventing inconsistencies.

Correct Option

✅ B. Right-click on the measure in the Data pane, then click on Default Properties → Number Format
This is the only method that enforces dollar-sign currency formatting across the entire workbook in one step. By setting the default number format to Currency (Standard) or Currency (Custom) and choosing the $ symbol, every new worksheet, tooltip, title, and calculated field that uses the measure instantly inherits the correct appearance, even if additional sheets are created later.

Incorrect Options

❌ A. Right-click on the measure → Create Calculated Field to convert to a string and add the $ symbol
Converting the number to a string using something like "$" + STR([Sales]) permanently breaks its numeric properties. Aggregations stop working properly, sorting becomes alphabetical instead of numeric, automatic scaling (thousands, millions) disappears, and the analyst would need to manually replace every original pill with the new string version, creating massive maintenance overhead.

❌ C. Click on the Format tab → Select Workbook Theme
Workbook Themes govern only colors, fonts, borders, and overall visual style. They have no capability to control number formats, currency symbols, decimal places, or any monetary display settings, so selecting a theme will never add a dollar sign to values.

❌ D. Click on the Analysis tab → Select Forecast
The Forecast feature generates predictive trend lines based on historical data patterns. It is completely unrelated to visual formatting, currency symbols, or how existing numbers are displayed on dashboards.

Reference
Format Your Work