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How would you combine historical and current data?
Use UNION to append both datasets having same columns.
Example SQL:SELECT * FROM Sales_History
UNION ALL
SELECT * FROM Sales_CurrentIn Tableau, drag one table below another to create union.
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How would you union monthly files automatically?
Use Wildcard Union in Tableau for files with similar structure.
Example:Sales_Jan.csv
Sales_Feb.csv
Sales_Mar.csvUse:
Sales_*.csvTableau automatically combines all matching files.
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How would you handle null values?
UseIFNULL()orZN()to replace nulls.
Example:IFNULL([Profit],0)or
ZN([Sales])to convert NULL into 0.
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How would you replace missing dates in a trend chart?
Convert date to continuous and enable “Show Missing Values.”
Example:MONTH([Order Date])Then right-click axis → Show Missing Values.
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How would you create a complete date scaffold?
Create a calendar table containing all dates and join with fact table.
Example SQL:SELECT Calendar.Date, Sales.Amount
FROM Calendar
LEFT JOIN Sales
ON Calendar.Date = Sales.OrderDateThis ensures all dates appear even without transactions.
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How would you show data when no transactions exist?
Use LEFT JOIN with dimension/scaffold table.
Example:SELECT C.CustomerName, IFNULL(SUM(S.Amount),0)
FROM Customers C
LEFT JOIN Sales S
ON C.CustomerID = S.CustomerID
GROUP BY C.CustomerNameCustomers with no sales still appear.
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How would you use relationship vs join?
Use Relationships for logical layer and Joins for physical merge.
Example:- Relationship keeps tables separate until query time.
- Join physically combines rows immediately using Inner/Left Join.
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How would you optimize a slow dashboard?
Reduce marks, avoid unnecessary quick filters, and simplify calculations.
Example:IF SUM([Sales]) > 1000 THEN "High" ENDReplace complex nested calculations with simpler logic.
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How would you improve dashboard load time?
Use extracts instead of live connection and aggregate data.
Example:SUM([Sales])at Month level instead of transaction level reduces records processed.
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How would you improve filter performance?
Use Context Filters so Tableau processes smaller datasets first.
Example:
- Add Region filter to Context.
- State filter now works only on selected Region data.
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How would you optimize heavy LODs?
Push calculations to database or simplify FIXED calculations.
Example:
{ FIXED [Customer ID] : SUM([Sales]) }
Instead of multiple nested LODs, pre-aggregate data in SQL/ETL.
https://www.youtube.com/playlist?list=PLQM-BpTd9ZSumxwKgJjuJjlx2OcP_W516