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Salesforce Salesforce-Tableau-Data-Analyst Exam Sample Questions 2025

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Salesforce Spring 25 Release
97 Questions
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You have the following calculated fields in a worksheet.

[Calc1] = DATEADD ('year', -1, TODAY ())
[Calc2] = DATETRUNC ( 'month' , DATEADD ('year', -1, TODAY ())

You want to calculate the month to date value of the prior year.

How should you complete the formula? (Drag the appropriate Options to the Answer Area and drop into the correct locations.)


Explanation

This formula creates a dynamic date range that automatically updates. It compares the [Order Date] against two calculated boundaries:

The Start Date: The first day of the same month, but one year ago (DATETRUNC('month', DATEADD('year', -1, TODAY()))).
The End Date: The same calendar day in the previous year (DATEADD('year', -1, TODAY())).
If an [Order Date] falls between or on these two dates, it is included in the prior year MTD calculation.

Correct Option Analysis

DATETRUNC('month', DATEADD('year', -1, TODAY()))
This correctly finds the start of the MTD period.
DATEADD('year', -1, TODAY()) first calculates the same date one year ago.
Wrapping it in DATETRUNC('month', ...) truncates that result to the first day of its month, giving you the starting boundary.

<= [Order Date] AND [Order Date] <=
This is the logical structure needed to define a date range.
It checks that the [Order Date] is on or after the start of the month (<=) and on or before the relative end date (<=).

DATEADD('year', -1, TODAY())
This correctly finds the end of the MTD period.
It simply calculates the exact date from one year ago, which serves as the relative "today" for the prior year period, establishing the upper boundary.

Incorrect Option Analysis

Using TODAY() instead of DATEADD('year', -1, TODAY()) for the end date:
This would calculate the current year's MTD, completely ignoring the "prior year" requirement. The end date must be shifted back a year to be relevant.

Using YEAR() or MONTH() functions alone:
A formula like YEAR([Order Date]) = YEAR(TODAY())-1 would select the entire previous year, not the specific month-to-date range. It lacks the precision to isolate a partial month up to a specific day.

Omitting the DATETRUNC for the start date:
Without DATETRUNC, the start date would be the exact day one year ago, not the first day of that month. This would result in an incorrect, shortened period starting from a random day within the month.

Reference
Tableau Help: Date Functions - The logic and syntax for DATEADD, DATETRUNC, and TODAY() are defined in the official Tableau documentation.

A Data Analyst needs to develop a Sales Dashboard that users can access through a computer or by phone and tablet using the same URL link.

How should the analyst create dashboards that are formatted for specific devices?

A. Use floating containers on the dashboard so that the content shifts responsively to adjust for each device.

B. Add device layouts for the dashboard so that appropriate layouts are shown based on the device.

C. Create a workbook for each device type and let the users know which one to open on which device.

D. Set the dashboard size to Automatic and let Tableau adjust the layout automatically for each device size.

B.   Add device layouts for the dashboard so that appropriate layouts are shown based on the device.

Explanation

Tableau’s built-in Device Layouts feature lets you design once and then create tailored versions of the same dashboard (Desktop, Tablet, Phone) under a single published URL. Tableau Server/Online automatically detects the device and serves the correct layout — no extra work for users.

✅ Correct Option: B. Add device layouts for the dashboard so that appropriate layouts are shown based on the device.
This is the official, recommended way. In Tableau Desktop, go to Dashboard → Device Layouts → Add layouts for Tablet and Phone. Customize each one (reposition, hide, resize objects) while keeping one URL. When published, Tableau automatically delivers the right experience on laptop, iPad, or phone.

❌ Incorrect Option: A. Use floating containers on the dashboard so that the content shifts responsively to adjust for each device.
Tableau does not have true responsive design like a website. Floating objects can be manually rearranged, but they do not automatically reflow or resize intelligently across devices. You still end up with poor mobile experiences without device-specific layouts.

❌ Incorrect Option: C. Create a workbook for each device type and let the users know which one to open on which device.
This works technically but is a terrible user experience. Users must remember and bookmark multiple URLs (or be redirected manually). It also triples maintenance effort — every change has to be copied into three separate workbooks.

❌ Incorrect Option: D. Set the dashboard size to Automatic and let Tableau adjust the layout automatically for each device size.
“Automatic” sizing only scales the entire dashboard up/down like an image — it squishes or stretches content and almost always breaks readability on phones (tiny text, overlapping objects). It is not true device-specific formatting and is strongly discouraged for mobile use.

Reference:
Tableau Official – "Create Device-Specific Dashboards"

You subscribe to a view that delivers a daily email to your inbox.
You want to make the subscription available to other stakeholders.
What should you do?

A. From the worksheet, modify the subscription.

B. From the My Content overview page, modify the subscription.

C. From the dashboard overview page, modify the subscription.

D. From the My Content overview page, modify the alert.

B.   From the My Content overview page, modify the subscription.

Explanation

To grant other users access to an existing daily email subscription, you must edit the subscription settings to include them. The most efficient and consolidated place to manage all content you own and the subscriptions associated with that content is the My Content area (or similar navigation pane) on your Tableau Server or Tableau Cloud site. From there, you can easily access and modify the subscription details to add new users or groups.

✅ Correct Option: B (From the My Content overview page, modify the subscription.)
The My Content page acts as a central hub for all visualizations, data sources, and subscriptions that you own or have interacted with. By navigating to this page, you can easily find the specific subscription linked to the view in question. Modifying the subscription allows you to add or remove recipients (the stakeholders) directly, fulfilling the requirement to make it available to others.

❌ Incorrect Option: A (From the worksheet, modify the subscription.)
While you can access the subscription dialog from a live view (whether it's a dashboard or a worksheet), the term "worksheet" usually refers to a single, underlying chart. The most effective place to manage all of your subscriptions, especially across different views, is the dedicated My Content page. This option is too narrow.

❌ Incorrect Option: C (From the dashboard overview page, modify the subscription.)
This option is plausible if the view is a dashboard, but it's not the single, authoritative place to manage all your subscriptions, especially if the view was a single sheet. The My Content overview page provides the broadest scope and is where subscription management is centralized.

❌ Incorrect Option: D (From the My Content overview page, modify the alert.)
A subscription delivers a static image or PDF of a view on a schedule (e.g., daily email). An alert delivers an email notification only when a specific data condition is met (e.g., sales drop below $1,000). These are two different features. You need to modify the subscription, not an alert.

🔗 Reference
Set Up a Site for Subscriptions - Tableau Help

You have the following dataset.

When you use the dataset in a worksheet, you want Sales to appear automatically as shown in the following table.

What should you do?

A. Change the data type of the Sates field to Siring

B. Create a calculated field that uses a formula of 'S' * str (Round((sales],2)) + 'k'

C. Change the default number format of the Sales told

D. Create a calculated field that uses a formula of 'S' + stri < (Sales)/1000)).

C.   Change the default number format of the Sales told

Explanation

To ensure the Sales field consistently appears with the currency symbol and is abbreviated with 'K' for thousands (e.g., $44K), you must modify the default properties of the measure. This is done by changing the default number format of the field, which allows you to apply custom formatting rules like currency, decimal places, and scaling (like dividing by 1,000 for 'K') globally across the workbook.

✅ Correct Option: C

Change the default number format of the Sales field.
This is the standard and recommended Tableau best practice. By right-clicking the Sales field in the Data Pane and navigating to Default Properties > Number Format, you can select Currency (Custom). Within the custom format options, you can set the currency symbol, zero decimal places, and crucially, apply custom formatting codes (like $,#K or similar depending on the Tableau version) to show the value in thousands with the 'K' suffix. This method ensures the underlying data type remains a Number, preserving its analytical capability.

❌ Incorrect Options

A. Change the data type of the Sales field to String.
Changing the data type to String (Text) is incorrect because it prevents the Sales field from being used in any numerical aggregations (like SUM, AVG, MAX) or continuous axes. While you can display text, you lose the ability to perform vital analytical functions, which is the core purpose of a measure like Sales.

B. Create a calculated field that uses a formula of 'S' * str(Round(([Sales],2)) + 'k'.
This formula is syntactically incorrect in Tableau. You cannot use the multiplication operator (*) to combine the string 'S' with the result of the STR() function. Even if fixed to concatenate, creating a new calculated field for basic display formatting is inefficient. It results in a new string field, losing numerical properties, and unnecessarily complicates the data pane.

D. Create a calculated field that uses a formula of 'S' + str(([Sales]/1000)).
This formula creates a new string calculated field by dividing sales by 1,000 and concatenating it with the string 'S'. This approach, while resulting in a display similar to the requirement, is inefficient and inappropriate. It produces a string field that cannot be used for numeric analysis and forces the creation of a new field when a simple format change on the existing field is the correct solution.

📖 Reference
Tableau Official Documentation: Formatting Numbers
Source: Tableau Help: Custom Number Formats (Search for "Tableau default number format" on the official Tableau website)

Note: Official Tableau documentation guides users to use the Default Properties menu to set the display format for fields globally, allowing for advanced custom number formats to handle scaling like 'K' for thousands.

You create a worksheet named Sales by Region and hide the tide of the worksheet. You print the worksheet as a PDF and notice that the worksheet title appears. You need to prevent the title from appearing when you print the worksheet as a PDF. Which settings should configure from the File menu in Tableau Desktop?

A. Page Setup

B. Print

C. Export As PowerPoint

D. Share

E. Export As Version

A.   Page Setup

Explanation

The Page Setup dialog box in Tableau Desktop controls exactly which elements of a worksheet—including the title, caption, and legends—are included when you print to a physical printer or export to PDF. Even if you hide the title on the worksheet itself (for on-screen viewing), the print settings are configured separately in Page Setup, which defaults to including the title unless explicitly unchecked.

✅ Correct Option: A (Page Setup)
This option, found under the File menu, opens a dialog with a General tab. The General tab contains checkboxes for elements like Title, View, Caption, and Legends. To suppress the title in the PDF, you must uncheck the Title box within the Page Setup settings.

❌ Incorrect Option: B (Print)
The Print option (File > Print or File > Print to PDF) is used to execute the printing process after settings have been configured. The Print dialog box controls the paper size, orientation, and print range (active sheet, entire workbook, etc.), but it does not contain the specific checkboxes to hide individual elements like the title.

❌ Incorrect Option: C (Export As PowerPoint)
This option is used for exporting the view as a slide to a Microsoft PowerPoint presentation. It is not the correct command for controlling the visibility of elements during a PDF export, and its print-related configuration is entirely separate from the PDF print function.

❌ Incorrect Option: D (Share)
The Share option is typically used for publishing the workbook to Tableau Server or Tableau Cloud, or for sharing via email/other applications. It has no direct control over the specific elements (like the title) included or excluded when creating a PDF file in Tableau Desktop.

❌ Incorrect Option: E (Export As Version)
Export As Version is used to save the workbook in an older Tableau Desktop file format (e.g., from 2024.1 to 2023.3) for compatibility with other users. This feature is focused on file format management and has no function related to controlling the visibility of worksheet elements during printing or PDF export.

🔗 Reference
Printing Worksheets

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