2.8. Summarize, model, and customize data by using the Analytics feature

Use the Data Analyst resource guide to find documentation related to this topic. More data analyst practice questions here.

You are creating a sales report and want to display total sales at the end of each category. Which of the following steps would allow you to add totals to your view?

Right-click on the "Sales" field and select "Add Totals."

Go to the "Analysis" menu and choose "Totals" > "Show Row Totals."

Add a calculated field to sum up the sales values.

Drag "Sales" to the Detail shelf and select "Total."

You want to add a reference line to a bar chart displaying monthly sales to indicate the average sales for the year. How can you add this reference line?

Drag "Sales" to the Color shelf.

Use a calculated field to compute the average sales.

Change the chart type to a line chart.

Right-click on the axis, select "Add Reference Line," and choose "Average" as the line type.

When analyzing the change in sales over time, you want to identify if there is a consistent upward or downward pattern. Which feature would you use?

Reference Line

Trend Line

Distribution Band

Forecasting Model

You want to display the middle 50% range of quarterly sales data to show typical performance. Which feature should you use?

Reference Band

Distribution Band

Forecasting Model

Parameter Control

You are working on a dashboard to predict future sales trends using historical data. Which of the following options outlines the correct steps to create a predictive model in Tableau?

Drag the Sales measure to the Rows shelf and Date to the Columns shelf. Right-click on the Sales axis and select Add Reference Line. In the dialog box, set the reference line to Average. Click OK to display the average sales line on the chart.

Drag Date to the Columns shelf and Sales to the Rows shelf. Open the Analytics pane and drag Forecast to the view. Choose the forecasting options, such as prediction interval and period. Click OK to add the forecast line to the chart and review the predictive insights.

Go to Data -> New Data Source and import a secondary data source with predictive model results. Use the Join function to combine the historical sales data with predicted results. Drag Sales to the Rows shelf and Date to the Columns shelf. Add a filter to display only future dates. D.

Drag Sales to the Columns shelf and Date to the Rows shelf. Add a parameter for sales predictions. Apply the parameter to the Sales measure to update the values. Use a reference line to show the future trend.

You want to add a forecast to your sales data in Tableau to predict future revenue trends. Which of the following statements correctly describes the steps needed to create a forecast in Tableau?

Drag the Date field to the Columns shelf and the Sales field to the Rows shelf. Open the Analytics pane and drag the Forecast option into the view. In the Forecast Options dialog box, set the desired forecast length and any seasonal adjustments. Click OK to generate the forecast.

Drag the Sales field to the Columns shelf and the Date field to the Rows shelf. Right-click on the Sales axis and choose Add Trend Line. In the Trend Line Options dialog box, select Linear and click OK to display a forecast line. Click OK to confirm.

Use the Data pane to select Forecast. Drag Forecast to the Rows shelf. Set the Date field to Exact Date to ensure accurate forecasting. Click OK to generate the forecast line.

Drag the Forecast option from the Data pane to the Rows shelf. Add a reference line to display the trend over time. Adjust the Reference Line to show the predicted values. Click Apply to generate the forecast line.

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