Monday, June 8, 2026

Top Tableau Scenario-Based Interview Questions Set - 25 (1- 5)

 

1. How would you identify customers who purchased in the current month but not in the previous month?

Compare customer purchases between the current and previous month.

Example:

COUNTD(
IF DATETRUNC('month',[Order Date]) =
DATETRUNC('month',TODAY())
THEN [Customer ID]
END
)
>
COUNTD(
IF DATETRUNC('month',[Order Date]) =
DATEADD('month',-1,DATETRUNC('month',TODAY()))
THEN [Customer ID]
END
)

This helps identify newly active customers.


2. How would you calculate the percentage of orders that are profitable?

Divide profitable orders by total orders.

Example:

COUNTD(
IF [Profit] > 0
THEN [Order ID]
END
)
/
COUNTD([Order ID])

This measures the quality of orders rather than just revenue.


3. How would you identify the top-selling product within each sub-category?

Use a rank calculation partitioned by Sub-Category.

Example:

RANK(SUM([Sales])) = 1

Compute Using: Product Name
Partition By: Sub-Category


4. How would you calculate the average profit per customer?

Divide total profit by distinct customer count.

Example:

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

This shows the profitability of the customer base.


5. How would you identify customers whose sales contribute more than 5% of total company sales?

Calculate customer contribution percentage and filter.

Example:

SUM([Sales])
/
TOTAL(SUM([Sales]))
> 0.05

This highlights key customers contributing significantly to revenue.

Top Tableau Scenario-Based Interview Questions Set - 24 (1- 3)

 

How would you identify customers who buy only one product category?

Count distinct categories purchased by each customer and filter those with exactly one category.

Example:

{ FIXED [Customer ID] : COUNTD([Category]) } = 1

This helps identify customers with limited product adoption and cross-sell opportunities.


2. How would you calculate the percentage of customers retained from the previous year?

Count customers who purchased in both the current and previous year and divide by last year's customers.

Example:

COUNTD(
IF YEAR([Order Date]) = YEAR(TODAY())
AND
{ FIXED [Customer ID] : MIN(YEAR([Order Date])) } < YEAR(TODAY())
THEN [Customer ID]
END
)
/
COUNTD(
IF YEAR([Order Date]) = YEAR(TODAY()) - 1
THEN [Customer ID]
END
)

This provides a simple annual customer retention metric.


3. How would you identify the category contributing the highest profit percentage?

Calculate each category's share of total profit and rank it.

Example:

SUM([Profit])
/
TOTAL(SUM([Profit]))

To get the top category:

RANK(SUM([Profit])) = 1

This highlights the category contributing the largest share of company profit.