Top Tableau Scenario-Based Interview Questions Set - 9 (1- 10)

 

1. How would you calculate customer lifetime value (CLV) in Tableau?
   Aggregate total sales for each customer across all orders.
   Example:

   { FIXED [Customer ID] : SUM([Sales]) }
   

2. How would you identify the fastest growing region?
   Compare current period sales growth across regions.
   Example:

   (SUM([Sales]) - LOOKUP(SUM([Sales]),-1))
   / LOOKUP(SUM([Sales]),-1)
   

3. How would you display top-selling product per category?
   Use RANK within each category.
   Example:

   RANK(SUM([Sales])) = 1
   

   Compute using Product within Category.

4. How would you create a rolling 12-month sales calculation?
   Use WINDOW_SUM over last 12 months.
   Example:

   WINDOW_SUM(SUM([Sales]),-11,0)
   

5. How would you identify inactive products?
   Check products with no recent sales.
   Example:

   DATEDIFF('day',MAX([Order Date]),TODAY()) > 180
   

6. How would you calculate average profit per order?
   Divide total profit by distinct order count.
   Example:

   SUM([Profit]) / COUNTD([Order ID])
   

7. How would you create a dynamic KPI color indicator?
   Use conditional calculation for color coding.
   Example:

   IF SUM([Sales]) > [Target]
   THEN "Green"
   ELSE "Red"
   END
   

8. How would you compare weekday vs weekend sales?
   Create calculated field using DATEPART.
   Example:

   IF DATEPART('weekday',[Order Date]) IN (1,7)
   THEN "Weekend"
   ELSE "Weekday"
   END
   

9. How would you show monthly sales variance?
   Compare current month sales with previous month.
   Example:

   SUM([Sales]) - LOOKUP(SUM([Sales]),-1)
   

10. How would you identify high-value customers dynamically?
    Use parameter-driven sales threshold.
    Example:

     IF SUM([Sales]) > [Sales Threshold]
     THEN "High Value"
     ELSE "Normal"
     END

Top Tableau Scenario-Based Interview Questions Set - 8 (1- 10)

 

1. How would you identify duplicate records in Tableau?
   Use COUNT on unique key and filter records greater than 1.
   Example:

   COUNT([Order ID]) > 1
   

2. How would you calculate year-to-date (YTD) sales?
   Use DATESYTD function to aggregate current year sales.
   Example:

   IF DATESYTD([Order Date]) THEN SUM([Sales]) END
   

3. How would you calculate quarter-to-date (QTD) sales?
   Use quarter truncation with date comparison.
   Example:

   DATETRUNC('quarter',[Order Date]) =
   DATETRUNC('quarter',TODAY())
   

4. How would you identify customers with highest profit ratio?
   Calculate Profit divided by Sales and rank customers.
   Example:

   SUM([Profit]) / SUM([Sales])
   

5. How would you create a sales trend line in Tableau?
   Add Sales to Rows and Order Date to Columns, then enable Trend Line.
   Example:

   SUM([Sales])
   

6. How would you display dynamic currency conversion?
   Use parameter for currency selection and apply conversion rate.
   Example:

   CASE [Currency]
   WHEN "USD" THEN SUM([Sales])
   WHEN "INR" THEN SUM([Sales]) * 83
   END
   

7. How would you highlight the latest month sales in a chart?
   Compare month with maximum date month.
   Example:

   DATETRUNC('month',[Order Date]) =
   { FIXED : MAX(DATETRUNC('month',[Order Date])) }
   

8. How would you create a dynamic Top/Bottom N analysis?
   Use parameter and Rank calculation.
   Example:

   IF RANK(SUM([Sales])) <= [Top N]
   THEN "Top"
   ELSE "Others"
   END
   

9. How would you calculate average delivery time?
   Use DATEDIFF between order and ship dates.
   Example:

   AVG(DATEDIFF('day',[Order Date],[Ship Date]))
   

10. How would you identify negative profit products over multiple years?
    Filter products with negative total profit.
    Example:

      SUM([Profit]) < 0