Both the ZN and IFNULL functions in Tableau can be used to replace NULL values with zeros. The ZN function converts NULL to zero directly, while the IFNULL function allows you to specify that NULL should be replaced with zero. Both will result in showing zero for any NULL values in the Profits field.

To calculate the month to date value of the prior year, you need to filter the order date to be between the first day of the same month of the previous year and the same day of the previous year. You can use the calculated fields [Calc1] and [Calc2] to get these dates. [Calc1] returns the date that is one year before today, and [Calc2] returns the date that is the first day of the month of [Calc1]. By using these fields in the filter condition, you can get the desired result.

Extensions in Tableau are web-based programs that can interact with dashboards. To add a button that allows users to export the dashboard as an image, you would use an Extension object. This could be a custom extension designed to trigger the download of the dashboard view as an image.

In Tableau, to replace a sheet on a dashboard, you can simply drag the desired sheet (Sheet2 in this case) from the sheets list onto the dashboard where the current sheet (Sheet3) is. This will replace the existing visualization with the new one.

The correct order of the three actions is:

From the connections pane, connect to both data sources

Join both datasets and select the join type

Specify Employee Name as the join key

The first action is to connect to both data sources from the connections pane in Tableau Prep. The connections pane is where you can access and add data sources to your flow. You can connect to various types of data sources, such as Excel, SQL Server, or Tableau Server. In this case, you want to connect to an Excel worksheet and a SQL Server table.

The second action is to join both datasets and select the join type. A join is a way of combining data from two or more tables based on a common field. You can join datasets by dragging one table to the canvas and dropping it on top of another table. This will create a join step in your flow. You can select the join type from the drop-down list on the join step. The join type determines which rows are returned from the tables.

The third action is to specify Employee Name as the join key. A join key is a field that is used to match rows from different tables. You can specify the join key by clicking on the field name in each table and dragging it to the center of the join step. This will create a join clause that shows the field name and the operator. In this case, you want to use Employee Name as the join key, because it is a common field between the two datasets.

The other options are not relevant for this scenario. Specifying Department and Team Size as a join condition will not work, because they are not common fields between the two datasets. Opening both data sources in Tableau Desktop will not help you join them in Tableau Prep. Adding a step to aggregate the data in the SQL Server table will not affect the join, but it may change the level of detail of your data. References: https://help.tableau.com/current/prep/en-us/prep_connect.htm https://help.tableau.com/current/prep/en-us/prep_join.htm https://help.tableau.com/current/prep/en-us/prep_join_types.htm