1. How would you identify customers whose sales are declining for 3 consecutive months?
Compare current month sales with the previous two months using table calculations.
Example:
SUM([Sales]) < LOOKUP(SUM([Sales]),-1)
AND
LOOKUP(SUM([Sales]),-1) < LOOKUP(SUM([Sales]),-2)
2. How would you calculate the percentage of new customers each month?
Identify customers whose first purchase occurred in the selected month and divide by total customers.
Example:
COUNTD(
IF DATETRUNC('month',[Order Date]) =
{ FIXED [Customer ID] : DATETRUNC('month',MIN([Order Date])) }
THEN [Customer ID]
END
)
/
COUNTD([Customer ID])
3. How would you identify products with sales above the category average?
Compare product sales against category average using a FIXED LOD.
Example:
SUM([Sales]) >
{ FIXED [Category] : AVG([Sales]) }
4. How would you calculate customer profitability ranking?
Rank customers based on total profit generated.
Example:
RANK(SUM([Profit]))
Sort Profit descending to get highest-profit customers at Rank 1.
5. How would you identify regions contributing more than 25% of total sales?
Calculate regional contribution and filter regions above 25%.
Example:
SUM([Sales])
/
TOTAL(SUM([Sales]))
> 0.25
This highlights the regions driving a significant portion of overall revenue.
Top Tableau Scenario-Based Interview Questions Set - 21 (1- 5)
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