Aggregate Q1 Records by Month and Category | 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.

Output details

Use event dates from 2025-01-01 inclusively through 2025-04-01 exclusively.
Treat NULL statuses as not cancelled, so retain those records.
Label missing or unmatched categories as Unmapped.
Format month as YYYY-MM.
Round average_amount to two decimal places.
Count only records whose status equals completed in completed_count.

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 Aggregate Q1 Records by Month and Category. 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