Create a Viz Dashboard | Dataford Interview Questions

Describe how you would create a Tableau dashboard from a provided dataset to answer a specific business question.

For grading, prepare a dashboard-ready monthly summary from the provided records, excluding cancelled records and records outside the first quarter of 2025. Include records with missing or unmatched category mappings.

Output

One row per month and category, with columns category_name, month, record_count, total_amount, average_amount, and completed_count.
Sort by month ascending, then category_name ascending.

Schema

dataset_records

Column	Type	Description
record_idPK	INT	Unique record identifier
category_id	INT	Optional category identifier
event_date	DATE	Date associated with the record
amount	DECIMAL(10,2)	Numeric amount associated with the record
status	VARCHAR(20)	Record status

dataset_categories

Column	Type	Description
category_idPK	INT	Unique category identifier
category_name	VARCHAR(50)	Display name for the category

Your question is Create a Viz Dashboard. Start with the requirements and the two tables in the Question tab.

Run and submit as often as you like. When you're ready, talk me through your approach or go straight to the code.

Problem