AnalystReps

Tableau practice: Master Business Intelligence Capstone

Chapter 20 · 5 questions · included in full access

  1. Question 1 · hard

    Capstone quota attainment

    Create Capstone Attainment: compute verified quota attainment for sales reps: SUM([Sales]) / ATTR([Annual Target]).

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  2. Question 2 · hard

    Capstone customer lifetime revenue

    Create Capstone CLV: lock total lifetime revenue to each customer: {FIXED [Customer] : SUM([Sales])}.

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  3. Question 3 · hard

    Capstone trailing quarterly average

    Create Capstone Trailing Avg: compute the 3-month trailing moving average of monthly sales: WINDOW_AVG(SUM([Sales]), -2, 0).

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  4. Question 4 · medium

    Executive sales dashboard view

    Build the capstone cross-tab view with Region on Rows, Category on Columns, and SUM(Sales) on Columns.

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  5. Question 5 · easy

    Architectural mastery review

    Which combination of Tableau features provides the optimal architecture for an executive dashboard requiring both regional baselines and moving trends?

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